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119 ArticlesMutual Funds

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IDFC Infra Fund NFO: Quick Analysis

I had a chat with the IDFC Mutual Fund team recently. They have an infra fund launching between 14th and 20th of this month, and I spoke to members of their ...

Capital Protection Funds: Worth it?

There are a number of New Fund Offers out there, for Capital Protection Funds, which means you invest some money today and they kinda-sorta guarantee that you ...

Paying Mutual Fund Investors To Invest

1) Mutual fund Asset Management Companies (AMCs) take around 1-2.5% of all the equity assets they own. Equity funds are lucrative in comparison with debt funds ...

Monthly Income Plans Versus Fixed Deposit (Archive)

Updated 25 April 2011: Given the popularity of the post I decided to redo the data until today and see how MIPs have fared. It seems that the data I had was ...

Dividend in ELSS Funds Have An Advantage

Is it worth putting money into ELSS funds as they announce a dividend? HDFC Long Term Advantage Fund just announced a “37.5% dividend”. The real yield is ...

Low Annuity Returns in India

Why are annuity rates in India so crappy? (Annuity: Pay a lumpsum now and receive a fixed income for the rest of your life) This is the return for a 50-lakh ...

Should you invest in Tax Saving Mutual Funds?

If you buy a tax saving mutual fund – an ELSS scheme or something with “taxsaver” in it – you expect a tax deduction. But does it always apply for you? ...

Mutual Fund Commissions on Tax Saving Schemes

Since some of you will be investing in tax saving schemes for the rest of the year, note that there are pretty good commissions being offered to advisors for ...

UTI First on Mutual Fund Platform

From the Hindu: Around 30 of the 100 schemes of UTI Mutual Fund will be listed on the new NSE Mutual Fund platform, which is set for a Monday launch. The ...

No Entry loads: Charges for online investing

With the introduction of no entry loads on mutual funds, the distributors have started to charge customers something; what happens to the online sites? ...