Following table shows amazing Tax Benefit you can take in DEBT Mutuals, FMP vis a vis investing in Bank FD.
Sunday, January 24, 2016
Friday, January 1, 2016
Top performing Mutual Funds of year 2015
Below is the list of Top performing Mutual Funds of various category.
Large Cap Mutual Funds
1. SBI Bluechip Fund
2. Kotak 50
3. IDBI India Top 100 Equity Fund
4. Franklin Bluechip Fund
5. Reliance Focused Large cap fund
Midcap Mutual Funds
1. SBI Small and Midcap Fund
2. Birla SL MNC Fund
3. Motilal Focused Midcap 30
4. SBI Midcap Fund
5. Reliance Small Cap Fund
Diversified Equity Mutual Funds
1. Motilal Focused Multicap 35
2. UTI MNC Fund
3. SBI Magnum Multicap Fund
4. Reliance Growth Fund
5. Kotak Equity Savings Fund
ELSS Tax Savings Mutual Funds
1. Tata Long Term Equity Fund
2. Axis Long Term Equity Fund
3. Birla SL Tax Relief96
4. IDFC Tax Advantage
5. SBI Magnum Taxgain
Balanced Funds
1. Reliance RSF Balanced Fund
2. ICICI Pru Balanced Advantage Fund
3. SBI Magnum Balanced Fund
4. Tata balanced Fund
5. Franklin India Balanced Fund
Large Cap Mutual Funds
1. SBI Bluechip Fund
2. Kotak 50
3. IDBI India Top 100 Equity Fund
4. Franklin Bluechip Fund
5. Reliance Focused Large cap fund
Midcap Mutual Funds
1. SBI Small and Midcap Fund
2. Birla SL MNC Fund
3. Motilal Focused Midcap 30
4. SBI Midcap Fund
5. Reliance Small Cap Fund
Diversified Equity Mutual Funds
1. Motilal Focused Multicap 35
2. UTI MNC Fund
3. SBI Magnum Multicap Fund
4. Reliance Growth Fund
5. Kotak Equity Savings Fund
ELSS Tax Savings Mutual Funds
1. Tata Long Term Equity Fund
2. Axis Long Term Equity Fund
3. Birla SL Tax Relief96
4. IDFC Tax Advantage
5. SBI Magnum Taxgain
Balanced Funds
1. Reliance RSF Balanced Fund
2. ICICI Pru Balanced Advantage Fund
3. SBI Magnum Balanced Fund
4. Tata balanced Fund
5. Franklin India Balanced Fund
Friday, December 18, 2015
Property vs Mutual Funds excellent analyis
This is nice piece of work of point to point comparision of properties across various location and various time frames vs performance of various Mutual Funds for the same time horizon.
This transcript is really an eye opener.
www.wealthforumezine.net/InvestorsMeetTranscript110415I.pdf
This transcript is really an eye opener.
www.wealthforumezine.net/InvestorsMeetTranscript110415I.pdf
Tuesday, March 3, 2015
Dividend declared by various Mutual Funds
Dividend declared by various Mutual Funds in last few days.
HDFC Top 200 - Rs. 5 per unit.
Reliance Growth Fund - Rs. 6.5 per unit
Axis Equity Fund - Rs. 1 per unit
HDFC Top 200 - Rs. 5 per unit.
Reliance Growth Fund - Rs. 6.5 per unit
Axis Equity Fund - Rs. 1 per unit
Thursday, January 22, 2015
Thursday, January 15, 2015
Tax 0n Debt Mutual Funds
Taxes on Debt Mutual Funds currently is
1. If holding period is less then 36 months then Marginal rate applicable to the investor.
2. If holding period is more then 36 months then the Tax is 20% after Indexation as LONG TERM CAPITAL Gains apply.
3. Dividend Distribution Tax on Debt fund is now 28.32%
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