Tag: equity funds

Is monthly income from systematic withdrawal plan taxable?

I am a 63-years-old lady doctor. For my retirement and because of covid I have sold one of my clinics. I have invested that amount...

Tech-focussed funds have had a rich harvest. Will it continue?

In terms of sectoral returns, IT has been an outperformer by a wide margin. Over the past year, tech funds have delivered an average return...

Should investors make their sectoral bets through ETFs?

With the rapid growth of passive investing, fund houses are expanding the options for investors to take these sector bets through exchange-traded funds (ETFs) rather...

Is it the right time to invest in dynamic asset allocation funds?

Dynamic asset allocation funds or balanced advantage funds (BAF) have gained traction in recent times. From January, these funds have been seeing inflows as compared...

DII versus FII: Tug of war between DIIs & FIIs unlikely to end anytime soon

The week gone by further strengthened the hands of the bulls, with Nifty50 crossing the 13,500 mark for the first time in history. However, there...

Return potential of AA-rated papers may be better than that of AAA ones

In January this year, you gave a call on small- and mid-cap stocks. Do you continue with these calls? Over the past three months, Indian...

Lower volatility in a portfolio can help generate better returns in long term

I am 30 years old and looking to build a portfolio over the next 20 years. I have no particular goal in mind. My systematic...

Only 6 out of 192 equity mutual funds gave double-digit 5-year SIP returns

Equity mutual funds have not shown their best performance for some time. Mutual fund investors have been complaining of unexpectedly lower returns from equity funds...

It’s time to revise Sebi’s hybrid fund category norms

We have discussed earlier the necessary changes that are required in Securities and Exchange Board of India’s (Sebi) debt fund contour regulations. While the broad...

There is a way to make SIPs work in tough times

The monthly Systematic Investment Plan (SIP) number has dipped below ₹8,000 crore for the first time in almost two years. Net inflows into actively managed...

This or that? Hard financial choices we must make

The choices that the ongoing covid-19 pandemic is forcing us to make are not the ones we had ever thought we would need to make....