Mutual Funds

In the start let me clarify – I am not going to point to individuals as MF space is highly decentralized and when we say we are evaluating Investment Styles of Indian Mutual Fund Managers – We mean to say the team behind a particular fund or fund house. We know from my last postRead More

Changes in Personal Finance from 1 April 2021

by Madhupam Krishna

Changes in banking 2021, Changes in Income Tax, Changes in investments 2021, Changes in ITR 2021, Changes in Personal Finance, Changes in Personal Finance 2021, changes in taxation, changes in taxation 2021

The Financial Year 2020-21 will close on 31 March 2021. Like all new financial years, the new FY 2021-22 will have new tweaks & changes to your personal finance. The top Changes in Personal Finance from 1 April 2021 will be: Changes in Personal Finance from 1 April 2021 1 . EPF deduction above RsRead More

Why Mutual Funds Have Cash in Portfolio?

by Madhupam Krishna

cash component in portfolio, MF cash holding, mutual fund cash, mutual fund cash level, why mutual funds hold cash

What Cash? In an Equity Schemes? Yes, in a pure Equity Scheme. Well, this might surprise some of you but Mutual Funds Have Cash do hold a good amount of cash in its portfolio. Mutual Fund Hold Cash to almost 5-10% in normal times & can go up to 50 to 60% in unfavorable marketRead More

Consolidated Account Statement (CAS)

by Madhupam Krishna

CAS, Download CAS, Download e-CAS through cams, Download e-CAS through CDSL, Download e-CAS through Karvy, Download e-CAS through NSDL, e-CAS, How to download CAS, Process to download E-CAS, Steps to Download CAS, Steps to Download e-CAS

Consolidated Account Statement (CAS) is a great facility for investors, who want to check their entire investments (Equity Shares & Mutual Funds) in one go. CAS an be used to check transactions and also to know the valuation of the holdings. Here are complete details on CAS & & 4 Ways to Download it. WhatRead More

How Mutual Funds Distribute / Transfer Units in Case of Death

by Madhupam Krishna

How to transfer mutual fund holdings when an investor dies, How To Transmit Mutual Fund Investments, joint holder death in mutual fund, mutual fund transfer on death, Procedure to Claim Units, transfer of mutual fund units, transmission of Mutual Fund units, What happens to mutual fund investments after the death of an investor, What Happens To Mutual Funds Investments In Case Of death

In an unfortunate case of death, it is Mutual Funds duty to transfer the investment in the name of nominee or survivors. There is a complete laid down process to Distribute or transfer of mutual fund units in case of death. This process is called “Transmission of Units”. it means transferring the holding rights ofRead More

Taxation on Equity Mutual Fund in India

by Madhupam Krishna

Grandfathering, Setting off Capital Gains, Setting off Capital Gains & Losses in Mutual Funds, Setting off Capital Losses, Tax Rates for Equity Mutual Funds, Taxation on Equity MF, Taxation on Equity Mutual Fund, Taxation on Mutual Fund Dividends

Equity mutual funds have become very popular & a key investment asset. Withdrawal from equity-oriented mutual funds attracts tax. Also, the equity fund declares dividends. This article aims to give you clarity on capital gain/capital loss arising from equity mutual funds. Here is taxation on equity mutual funds in India. This is updated as perRead More