A mutual fund wrap is a personal wealth management service that gives investors access to personalized advice and a large pool of mutual funds.

Understanding mutual fund tax treatment is crucial for optimizing returns. Tax liability arises only upon selling, switching, or redeeming units, with the impact depending on the fund type and holding ...

A systematic transfer plan allows investors to transfer their funds from one mutual fund to another in a planned and ...

Sebi has overhauled mutual fund expense rules by introducing a Base Expense Ratio, separating statutory levies, lowering ...

A lesser-known method is gaining attention, gifting mutual fund units to relatives to legally reduce, or in some cases ...

A SEBI rule allows investors to legally slash tax liability on mutual fund gains by gifting units to eligible relatives.

India’s rapid shift towards index-based investing is reshaping how portfolios are being built, with passive funds gaining ...

Asset allocation, not the fund itself, is the critical factor in investment success. A mediocre fund within the right asset ...

Discover how to evaluate risk in investments using Sharpe, Treynor ratios, alpha, and beta for better portfolio performance compared to risk-free benchmarks.

India’s Passive Fund: Passive mutual funds have grown very fast in India. Before this only big institutions used them. Now ...

Thousands of crores in mutual funds, dividends and bank deposits remain unclaimed across India — often because families are ...