Sold shares, mutual funds or property? Here's how to make accurate disclosures in ITR | Simply Save
What are capital assets and how are taxes levied on gains from such assets? Which income tax return (ITR) form to select when filing for capital gains? Naveen Wadhwa, Vice President-Research and Advisory Division at Taxmann answered all these questions and also talked about key things to keep in mind while filing for capital gains in ITR.
Investors Beware: Upstox cautions against imposters luring customers
There are fake social media accounts and groups pretending to be Upstox, offering educational courses, stock tips, and promising guaranteed returns. Upstox has asked investors not to divulge sensitive information without verifying if the callers are genuine.
HDFC Defence Fund to halt new SIP registrations from July 22
The scheme invests in companies with good quality management with demonstrated track record and aims to achieve diversification by following a multi-cap strategy.
Equity fund inflows rise by 17% to Rs 40,608 crore in June, a fresh high: AMFI data
The investment via systematic investment plans rose to Rs 21,262 crore in June against Rs 20,904 crore in May. Monthly investments via SIPs had topped the Rs 20,000-crore landmark for the first time ever in April 2024.
Top microcaps upgraded to smallcaps category on AMFI list. Do you own any?
In AMFI’s latest half-yearly rebalance of stocks, 23 stocks that were ranked below 500 in terms of market capitalisation have now graduated to become small-caps; ranked between 251 and 500
Tata Mutual Fund launches India’s first tourism thematic fund; should you invest?
Consider investing in a sectoral/thematic fund only if you hold a positive outlook on that sector or have reliable access to quality advice. For thematic funds, achieving profitability requires precise timing for both entry and exit.
The ascent of MNC funds and their top midcap bets
MNCs typically have a strong parentage, robust export stories, and high standards of corporate governance, distinguishing them as stronger entities within the broader market index
Does benchmarking really matter when it comes to debt fund performance?
Benchmarking a debt fund’s performance is not as simple as it is for equity funds. The indices that are not publicly available, suffer from over-diversification, and are tough to replicate. However, things have got a bit saner of late.
SEBI proposes passive hybrid funds: Will investors benefit?
SEBI’s move is part of its consultation paper on MF Lite regulations. Like other categories, AMCs here too would be allowed to launch only one scheme per category. And the asset allocation has to be maintained/rebalanced on a quarterly basis.
Motilal Oswal MF’s Defence Index Fund garners Rs 1,676 crore in NFO; highest ever for equity index fund
The open-ended fund tracking the total returns of the Nifty India Defence Index saw participation by 2,48,000 unique investors from across 16,900 pin codes in India.
Sensex @80K: 3 things investors must do now
Despite Sensex’s lifetime highs, fund managers are bullish on Indian equities. But they have a word of caution: invest only what your asset allocation allows. Do not forget other asset classes.
Sensex at 80000: SIP sahi hai. Here are the top flexicap MFs that have given up to 20% over 15 years
The Indian market has awarded long-term investors with healthy returns. Similarly, the power of compounding and rupee cost averaging work in favour of long-term SIPs, take a look
A new scheme @ Sensex 80,000: All you need to know about Franklin Templeton Multi Cap Fund
Franklin Templeton Multi Cap Fund will invest in large-caps, mid-caps and small-cap stocks. Unlike a flexi-cap fund, this fund must invest at least 25 percent in each of these 3 segments for better diversification.
Sensex tops 80,000 level for the first time, what should be MF investors strategy?
Remember that Sensex milestones are a journey and not a destination. Long term investors who have well-diversified portfolios and have their long-term monthly investments through SIP, should continue to stay invested.
Should you invest in ICICI Prudential Energy Opportunities Fund? A Moneycontrol review
While the Nifty Energy Index has beaten the S&P BSE 500 TRI over the past five years, it underperformed the broader markets in the previous five years. A thematic fund is suitable for tactical allocation by experienced investors who are aware of the higher risks involved.
SEBI issues consultation paper on ‘Mutual Funds Lite Regulations’ for passive schemes
SEBI has also proposed lower requirements in terms of net worth and net profit for sponsors and asset management companies (AMCs).
From Clarity On Capital Gains Tax To STT, Here’s What Equity Markets Want From Budget 2024
The full Budget 2024 is around the corner and many have started posting their expectations from Finance Minister Nirmala Sitharaman. Moneycontrol’s Santosh Nair & Stacy Pereira try to gauge what Dalal Street wants from Budget 2024
Budget 2024: Will government offer capital gains tax relief to investors?
Rationalising and standardising the capital gains regime by streamlining the holding period and uniformity in long and short-term tax rates across asset classes would be good for investors, says experts
Nifty Top 10 Equal Weight: Yet another index, but is it worth your time?
The Nifty Top 10 Equal Weight index draws the 10 largest stocks from Nifty 50 index. These 10 stocks will lie in equal proportion in the new index.
Aiming for a turnaround: New stocks that bottom-quintile funds added
Schemes looking for a revival attempt to improve their performances by adding stocks that could deliver better returns in future. Here’s how some of them are plotting their comeback
SEBI turns spotlight on risk in mutual funds: Asks if fund houses should disclose risk-adjusted return
To increase transparency and enable investors to understand their scheme's returns better in relation to its volatility, SEBI has proposed to make disclosure of Information Ratio (IR), mandatory. The IR is the ratio of Tracking Difference (TD) to Tracking Error (TE) of a scheme portfolio over a given period of time.
6 key financial changes this July that can impact your wallet
The first Union Budget, income-tax filing, changes on your credit cards…the month of July has crucial changes that will impact your personal finances.
Explained: How will JPMorgan’s inclusion of India bonds impact debt mutual funds?
Those into debt mutual funds are advised to invest in long-term government securities as the inclusion is expected to bring in flows. This would lead to a rise in prices that translates into a drop in yields
Internal fraud detection mechanism of mutual funds in advanced stages: SEBI
Large fund houses with assets under management of Rs 10,000 crore and higher would need to implement the fraud-detection mechanism within 3 months of SEBI issuing guidelines. Other fund houses would have 6 months to implement the new mechanism
