Category Archives: Mutual funds

Retirement Planning: Pension plans or Mutual Funds?

Plan to start saving for your retirement? Where should you invest? Let’s look at various products where you can invest in. Defined Benefit Plans from Employers Pension plans from Insurance Companies National Pension Scheme (NPS) Retirement Plans from Mutual Funds

PFP Primer: What are Monthly Income Plans (MIP)?

The name “Monthly Income Plan” is certainly a misnomer.  There is no guarantee of monthly income (and the quantum of income).  Hence, MIPs are nowhere similar to Post Office Monthly Income Schemes (POMIS). What are Monthly Income Plans (MIPs)? Monthly

PFP Primer: All you need to know about Systematic Withdrawal Plans

Many of us are familiar with Systematic Investment Plans (SIPs), where you invest a fixed amount every month in mutual funds in order to generate a corpus over the long term. However, not many are aware of a closer cousin

PFP Primer: What are Equity Savings Funds?

In budget 2014, the Government increased the holding period of debt fund units (for the resulting gains to be qualified as long term capital gains) from 1 year to 3 years. This gave birth to new category of funds such

Performance Comparison: Direct plans vs. Regular plans of Mutual Funds

It has been over three years since direct plans of MF schemes were launched. Under direct plans of mutual fund schemes, you invest directly with the mutual fund house. There is no intermediary or distributor involved. Hence, you save on

Absolute commissions paid to MF distributors to be disclosed in CAS

SEBI has come out with a circular specifying the disclosure format for Consolidated Account Statement to be issued to investors by AMCs on a half-yearly basis. You can go through the SEBI Circular here. SEBI has also provided sample format

How to invest lump sum amount in mutual funds?

“I have got Rs 2 lacs to invest. How should I invest?” I get similar questions very often in e-mails or comments section.  In this post, I will not delve into products you should be investing in. That depends on

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