Top tax-efficient MF strategies for risk-averse investors

As equity valuations soar, risk-averse affluent investors are exploring tax-efficient alternatives beyond the stock market. Arbitrage funds, income plus arbitrage FoFs, multi-asset allocation, and precious metal funds are gaining popularity. These...

Getty Images

A look at categories and highlights in the top-performing schemes for taxconscious capital allocation.

With equity valuations running high, risk-averse investors are maintaining their distance from the stock market. But to affluent investors seeking tax-effi cient options beyond equities, a new breed of mutual fund strategies offer compelling alternatives.

Categories such as arbitrage funds, income plus arbitrage FoFs, multi-asset allocation and precious metal funds (gold/silver) are gaining traction. These funds typically avoid direct equity exposure while offering better post-tax returns than traditional fixed income.

A look at categories and highlights in the top-performing schemes for taxconscious capital allocation.

mfs


Download
The Economic Times Business News App
for the Latest News in Business, Sensex, Stock Market Updates & More.
Download
The Economic Times News App
for Quarterly Results, Latest News in ITR, Business, Share Market, Live Sensex News & More.
READ MORE
ADVERTISEMENT

READ MORE:

LOGIN & CLAIM

50 TIMESPOINTS

More from our Partners

Loading next story
Business News › Mutual Funds › Analysis › Top tax-efficient MF strategies for risk-averse investors
Text Size:AAA
Success
This article has been saved

*

+