Mutual Fund Tax Primer for the FY 2015:16

by Research Team

Posted on January 01, 2016


For Systematic Investment Plans (SIPs) the tax liability is a mix of long term and short term capital gains. For equity funds, capital gains in SIP instalments less made in the last 12 months will be taxed at 15% (plus cess) when you redeem your units, whereas the SIP instalments that are more than 12 months old are exempt...

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Benefits of Mutual Fund Systematic Investment Plans

by Research Team

Posted on January 01, 2016


Many investors fail to build a substantial investment corpus because they are not able to invest in a disciplined way. Savings not invested regularly often gets spent on discretionary lifestyle related expenses. Systematic Investment Plans in mutual funds help investors to maintain a disciplined approach to savings and investment...

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Select mutual fund product based on investment horizon and risk tolerance

by Research Team

Posted on January 01, 2016


Mutual funds are very versatile instruments and offer a variety of choices to the investors, depending on their investment objectives (capital appreciation versus income), investment horizon (short term versus long term) and risk tolerance. There are three important factors based on which investors should construct their mutual fund portfolio...

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Benefits of investing in Mutual Funds

by Research Team

Posted on January 01, 2016


Mutual funds help investors diversify their risks by investing in a fairly portfolio of stocks across different sectors. A diversified portfolio reduces risks associated with individual stocks or specific sectors. If an equity investor were to create a well diversified portfolio by directly investing in stocks it would require a large capital outlay...

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