How mutual fund SIP units are taxed (worked example)

A reader asks, “I have a question regarding Taxation on withdrawal of SIP mutual fund units.…

Global Momentum Guide for October 31, 2022

Click Here to view today’s Global Momentum Guide –   – WEEKLY SECTOR MOVERS – The…

Should I book Rs. 1 Lakh profit each year to lower Equity LTCG Tax?

Three readers sent us similar requests over the past couple of weeks. One wanted to know…

Can you review my debt mutual fund portfolio for a goal 14 years away?

A reader writes, “I am a happy beneficiary of robo template, FB group subscription and tactical…

How to Invest if you have a Low Risk Appetite?

Investors have different levels of risk tolerance. Some don’t bat an eyelid even if their portfolio…

Why not compare active mutual funds with index funds instead of benchmarks?

A reader asks, “One common trend I see in your analysis is that the active MFs…

Global Momentum Guide for October 24, 2022

Click Here to view today’s Global Momentum Guide –   – WEEKLY SECTOR MOVERS – The…

The ETF Investor Guide for October 2022

The October Issue of the ETF Investor Guide is AVAILABLE NOW! – Links to the October Data…

Multi-asset mutual funds: performance analysis

We analyse the performance of multi-asset mutual funds in this article. This category is only four…

The Investor Guide To Vanguard Funds for October 2022

The Investor Guide to Vanguard Funds for October is AVAILABLE NOW! – Links to the October data…