June 2020

Stamp duty on your mutual fund purchases: does it impact you?

Our video on this first. If you want to read the Q&A go down. Why this sudden charge of Stamp duty? The stamp duty charge is due to an amendment in The Indian Stamp Act,1899 by Finance Act 2019. It requires collection of stamp duty on all securities market instruments, including mutual funds. It was […]

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Prime Recommendation: Should you go for this debt fund or the 3-year Bharat Bond fund?

At the end March 2020, we recommended 3 MF debt options that you can invest in over the next 2 to 3 years to capitalize on the on-going low-rate scenario. The call has embarked on a successful track. You would also have stayed clear of any credit risk events that panned out the very next

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Prime Recommendation: An index to challenge midcap funds

For investors preferring to go the passive route, options were limited until recently. With the passive landscape changing now, it’s becoming increasingly possible to build a diversified portfolio using just passive strategies. And by this, we mean allocations to large-caps, multi-cap and even mid-cap and small-caps. If you are a passive-only investor, you could simply

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Is it the time to buy gilt funds?

With interest rates on bank deposits, small savings schemes and most categories of debt funds taking a knock, many investors are on the lookout for that one miracle avenue that will give them high returns with capital safety. Gilt mutual funds, which invest only in government bonds, on the face of it, look very appealing today because of their high past returns.

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Franklin Investors – Neither the regulator nor regulated entity to your rescue. It’s the Court!

Now, with Franklin India AMC facing multiple lawsuits on the manner of winding up its six debt funds – the saga has taken a new turn.
• Lawsuits by unitholders against Franklin bring to light the fact that the rights of unitholders under SEBI regulations are ambiguous. It cannot simply be assumed that unitholders rights are limited to simply voting for liquidating a fund’s assets.
• In communicating with unitholders, Franklin’s line of argument also comes across as somewhat high-handed.

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PrimeInvestor Recommendation: A passive option to beat other passive and active strategies

Should Nifty 50 be your only choice to play passive? What if a smarter fund can return better than the Nifty 50 or the Nifty 100, but: is not an active equity fund does not need you to take higher risk gives your portfolio some diversification Yes. And these are quant or factor-based indices. While

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