Mutual Funds | Enrichwise

March 24, 2022 Financial Planning, Financial Services, Investment Planning Kapil Jain

What is Loan against Mutual Funds? How you can Borrow? In a Nutshell

How Mutual Fund Investment Can Help You During Emergencies Preparing for emergencies is the first step in any financial plan. Having a certain amount of money parked in a savings account or liquid fund can help to tide over difficult scenarios. However, sometimes, the emergency fund may not be enough. And, you might have to […]

March 1, 2022 Financial Planning, Stocks, Mutual Funds, Etf's etc Kapil Jain

What are Target maturity funds?

Want inflation-beating predictable returns? Check out Target Maturity Funds Are you looking for a mutual fund that gives you predictable returns without stock market investments? You may look at target maturity funds. Target maturity fund is a type of debt mutual fund that invests in high-quality bonds that mature within four to seven years. […]

December 21, 2013 Stocks, Mutual Funds, Etf's etc admin

Investors can take advantage of Investing in Double Indexation FMP's

Fixed Maturity Plans are closed ended funds and are available as NFO’s. They are open for very short periods of time (generally 4 – 5 days). FMP’s are ideal tax saving vehicles and suited for investors in the highest tax brackets, who are conservative, looking to park lump sum funds for about 1-2 years, in return […]

September 5, 2013 Stocks, Mutual Funds, Etf's etc admin

Guidelines – Mutual Fund investments in the name of a minor

One can invest in a mutual fund scheme on behalf of a minor. In fact, many funds have plans exclusively targeted at investments for minors. Here are the details. What are the guidelines regarding investments in the name of a minor? The minor should be the first and the sole holder in an account. That is, […]

June 4, 2013 Stocks, Mutual Funds, Etf's etc, Tax Planning admin

Increase in Dividend Distribution Tax from June 01 2013 in Debt Mutual Funds – Impact

. In the FY14 Budget the Finance Minister has proposed to increase the Dividend Distribution Tax (DDT) on Debt Mutual Funds (other than liquid and money market funds on which the DDT was already 25%) from 12.5% to 25% (plus surcharge and cess) for individuals and HUFs. The hike is proposed to provide uniform taxation for […]

May 17, 2013 Stocks, Mutual Funds, Etf's etc admin

Best and Worst Mutual Fund performance ~ Past 3 years

Best and Worst Mutual Fund performance ~ Past 3 years ~ Source : Moneylife

February 20, 2013 Tax Planning admin

Time to take double indexation benefit ~ From Now until March 2013

It is that time of the year when you have a window of opportunity to intelligently invest for just over 1 year and get tax free returns. The opportunity arises every year from mid-feb until financial year ending i.e March 31 You need to invest in Fixed Maturity Plans (FMP’s) of more than 14 months […]

January 27, 2013 Stocks, Mutual Funds, Etf's etc admin

Top ELSS mutual funds for investing in 2013

. The following ELSS mutual funds can be considered by investors this tax season. Well, actually the best mechanism for investing is to do a SIP throughout the year. However, incase you are planning on investing in the last few months until 31st March 2013, you can consider the following top performing ELSS funds. And also, if […]

January 21, 2013 Stocks, Mutual Funds, Etf's etc admin

Understand the Risks in Debt Mutual Funds

. Debt funds carry indexation benefits and hence are more tax efficient than FD’s. Many financial planners recommend debt funds as a replacement for FD’s. However the debt funds do carry certain risks. And it makes sense to be aware of those risks. Investments in debt funds are subject to various risks like credit risk, […]

January 6, 2013 Stocks, Mutual Funds, Etf's etc admin

Top Debt Mutual Funds Performance as of Dec 2012

Here is the Top Balanced & Debt Mutual Fund Performers as of Dec 2012 Balanced Fund Scheme Inception Date Return 1 yr % Return 3 yr % HDFC Children’s Gift Fund ~ Inv Plan Feb 09 2001 17.1 15.79 HDFC Balanced Aug 10 2000 16.83 13.44 ICICI Pru Balanced Oct 07 1999 21.8 12.16 […]

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