Rs 1.50 lakh/month income from Rs 1.5 crore corpus? Easy retirement strategies explainedRetiring with Rs 1.5 cr can provide a monthly income, but the amount depends on risk appetite and investment returns. Experts suggest withd...
10 Jun, 2026, 11.01 AM IST
Can Rs 2 crore retirement corpus generate Rs 2 lakh monthly income for 20 years after retirement?Planning your retirement corpus is crucial. A Rs 2 crore fund may not last 20 years with high withdrawals. Experts suggest a bucket strateg...
25 May, 2026, 03.14 PM IST
FDs or debt funds: Where should you park surplus money in a high interest rate phase?Investors are reassessing investment choices due to rising fixed deposit rates and market fluctuations. Experts advise maintaining a long-t...
27 Apr, 2026, 12.37 PM IST
I invest Rs 60,000 monthly via SIPs. Should I add a multi-asset or balanced advantage fund to reduce volatility?I am 42, earning Rs 28 lakh annually. I invest Rs 60,000 per month through SIPs in a mix of large cap (40%), flexi-cap (30%) and mid-cap (3...
07 Apr, 2026, 03.42 PM IST
Invested in equities and want to cut your income tax? Use tax loss and gain harvesting before March 31, 2026Investors can save income tax by strategically selling equity shares and mutual funds before March 31, 2026. Tax loss harvesting allows off...
24 Mar, 2026, 05.48 PM IST
NRI Taxation: Mutual funds capital gain, TDS rules; STCG, LTCG tax rules from equity, debt, international, hybrid MFs and othersMutual funds taxation for NRI: From FY 2024-25, the capital gains taxation rules were revised for all asset classes, including mutual funds...
29 Jul, 2025, 03.28 PM IST
From Rs 40K cr to Rs 1L cr: Multi-asset funds have multiple points of appeal, inflows rise over two-foldA section of wealth managers points out that there has been rapid growth in the mutual fund industry, with 9.7 million new investors coming...
25 Oct, 2024, 11.45 AM IST
Changes in taxation for mutual fundsThe Union Budget 2024-25 updated capital gains taxes for financial assets. Equity-oriented mutual funds now have an LTCG tax exemption up t...
25 Jul, 2024, 07.33 AM IST
2 mutual fund schemes which offer tax efficiency plus debt-MF like returnsAlternative to debt mutual funds: From FY 2023-24 (April 1, 2023), the rules for taxation for debt mutual funds were revised. The governmen...
29 Jan, 2024, 11.50 AM IST
New debt MF taxation rule give FDs an edge, but these debt fund categories can give better returnBudget 2023 has taken away the taxation advantage which the debt funds have been enjoying so far as LTCG tax on debt fund was applicable if...
31 Mar, 2023, 10.10 AM IST
Will Budget 2023 reduce LTCG tax on gold funds and ETFs?To encourage retail investors to invest in gold through the mutual fund route rather than buying physical gold, AMFI had proposed that LTCG...
30 Jan, 2023, 10.27 AM IST
Amfi pitches for debt-linked saving schemes, tax parity with ULIPsIn its Budget proposals for 2022-23 to the Finance Ministry, the industry body has requested that mutual funds should be allowed to introdu...
14 Dec, 2021, 08.46 AM IST
ULIP taxation: The free switching among funds may go away with new amendmentAt present, most ULIPs offer several free switches from one fund to another and even from a debt fund to equity fund and vice versa. Howeve...
25 Mar, 2021, 11.45 AM IST
‘Debt linked saving schemes and elimination of double STT, top expectations from Budget 2021’Mutual funds should be perceived as a longer-term investment vehicle at par with comparable investment avenues like gold and real estate wi...
27 Jan, 2021, 10.54 AM IST
MF units held by non-residents in Mauritius, Singapore declineUAE, the UK and the USA were the largest investors together accounting for one-third of the MF units held by non-residents.
17 Sep, 2019, 09.36 PM IST
ET in the classroom: Taxation in a mutual fundLiquid funds, income funds, gilt funds, capital protection schemes are classified as debt-oriented schemes for taxation.
04 Aug, 2016, 12.01 PM IST
- Revised direct tax code not good for markets, investors
The proposed sections in the revised direct tax code which deal with taxation of shares and mutual fund units could affect investor sentime...
16 Jun, 2010, 08.26 AM IST