As we approach the end of FY 2022-23 / AY 2023-24, you should ensure that you complete the tax planning for this year by 31^st March 2023 for availing the tax benefits available under various sections of Income Tax Act, 1961. If you are unable to complete the tax planning before the deadline set by your company...Read More

Quantitative investing or quant is a rule based investment strategy that uses mathematical and statistical techniques to make investment decisions. Since quant investments are based on computer algorithms, there is very limited human intervention in quant investing. Quant funds are thematic equity mutual...Read More

Balanced advantage funds, also known as dynamic asset allocation funds, are a type of hybrid mutual funds. Hybrid funds invest across multiple asset classes e.g. equity, debt etc. These funds provide asset allocation or risk diversification benefits to your portfolio. Different asset classes have different risk / return...Read More

Silver like gold, is considered to be auspicious in India. Many Indian households buy silver on auspicious occasions like Akshay Tritiya, Dhanteras, and Diwali etc. In Indian cultural tradition silver jewellery and utensils are often gifted to new born babies or on auspicious events like Annaprashana. Apart from its use...Read More

Money market funds are debt mutual fund schemes which invest in money market instruments with maturities of up to 1 year. These funds have low to moderately low interest rate risk and suitable for investment tenures of 1 – 2 years. In this article we will discuss about money market funds and whether they are...Read More

India celebrated the 75th anniversary of her Independence a few days back. As we celebrate the 75th anniversary of India’s independence, we should also think and plan for our financial independence, and should be an important financial objective for all of us. In this article, we will discuss what financial independence means, how...Read More

Ultra short duration funds are the open-ended debt mutual fund schemes that invest in debt and money market instruments which have Macaulay Duration of 3 to 6 months. Macaulay duration is related to the maturity of the debt or money market instruments. Ultra short duration funds usually invest in money...Read More

Target maturity funds are passive debt mutual fund schemes, which track an underlying bond index and have defined maturity dates. Upon maturity of the scheme, you will get the principal along with accrued interest. Target maturity funds can be in the form of Exchange Traded Funds (ETFs) or Index Fund. Target...Read More

Mutual fund investors in India have historically favoured actively managed mutual funds despite exchange traded funds (ETFs) having been around for the last 20 years. But assets under management (AUM) in passive funds have grown at a phenomenal rate over the last few years and ETFs are now the...Read More

Hybrid funds are mutual fund schemes which invest in multiple asset classes e.g. equity, fixed income, gold, real estate investment trusts (REITs) etc. The main benefit of hybrid funds is asset allocation. Asset allocation diversifies investment risk by spreading the investment of two or more asset classes. The risk profile of...Read More