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Product Review : Birla Sunlife Recurring Savings Plan
Birla Sun life Mutual Fund has launched a recurring savings/systematic investment plan which also offers an optional free life insurance cover to the investors, the amount of which is determined by...
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Fancy dividend percentages by Mutual Funds can be misleading
Mr. Rao recently invested Rs 2,00,000/- in the dividend option of a equity scheme of a leading mutual fund house on the suggestion of his financial advisor. Some days back, he got an sms from the...
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Tax liability of a mutual fund investor
The type of taxes and their rates applicable on the profits earned on investments in mutual funds depends on the type of mutual fund scheme. An equity-oriented mutual fund scheme is one where at...
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Have you used these options in Mutual Funds?
Mutual funds are among one of the most popular investment vehicles and mobilize huge sums of moneys from investors who invest in equity, debt or a combination of both in line with their investment...
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Capital Protection Oriented Funds- A safe bet in uncertain times
Consider the domestic investment scenario – Indian stock markets have returned a single digit average annualized return since 2008 and the future course is unpredictable. Similar is the case with...
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Fidelity and L&T AMCs’ Merger-Should you use the exit option?
Fidelity Asset Management Company has been recently acquired by L&T Mutual Fund. As a result, a few schemes of Fidelity MF are all set to merge with L&T MF effective 16th November 2012. The...
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Don’t let mutual fund SIP schemes with “free” insurance lure you
Like most other ethical financial planners do, I too always advise my clients not to mix their insurance needs with their investments, avoid getting into high cost unit linked insurance plans and opt...
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Managing debt market volatility through dynamic bond funds
There is a general perception (or shall we say a common misconception?) that only equity markets and related investments are volatile while fixed income/debt products give stable fixed returns. While...
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Various styles of equity fund management
A long time and regular mutual fund investor would be well aware of the risks and rewards associated with investing in equity mutual funds and the various types of equity mutual funds to invest in like...
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Product Review – Insuring your MF SIPs with a “secure mind”
The SIP ( Systematic investment plan) route is very popular among investors for long term savings towards their financial goals. Banking on this popularity, ICICI Direct, an online trading and...
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Are mutual fund colour code labels a true indicator of risk?
SEBI has initiated the system of colour coding/ product labeling for mutual fund schemes, wherein the mutual fund application forms, brochures and all advertisements in newspapers and magazines...
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