Category: Mutual Fund
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Index Fund will do ?
Over the years I have been a big fan of Index Funds and the list of video by Varun Malhotra explain them beautifully ! Varun Malhotra is a seasoned Indian investment educator, alumnus of IIM‑Ahmedabad and Washington University (USA), and Director at EIFS — Edge Institute for Financial Studies. With nearly…
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Arbitrage Funds vs. Debt Funds: A Tax-Efficient Investment Strategy for the 30% Tax Slab
Introduction For investors in the 30% tax bracket, every percentage point matters when it comes to net returns. While debt funds have been a traditional choice for conservative investors, arbitrage funds offer a potentially more tax-efficient alternative. This article delves into whether investing in arbitrage funds makes financial sense compared…
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Start that SIP
Ah, so you’re ready to dive into the exciting world of SIPs (Systematic Investment Plans) and grow your wealth using apps like Groww in India! Fear not, my financial adventurer, for I shall guide you through this thrilling journey step by step. Grab your smartphone and let’s embark on this…
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S&P 500 from India
Great to see that you have now grown in your career and worked on incorporating Plan1 and Plan2 on saving for financial freedom. Let me introduce you to the 3rd stepping stone. The S&P 500 Index Fund ! During the time of writing down this article only one such fund…
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Mutual Funds vs the Market
Less than 50% of the Fund Managers invest in their own funds. Think about it… Lack of confidence in their own ability to beat the market ?! There are a total of 32 schemes out of the top 100, in which fund managers have no investments of their own, and another…
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Index Fund – How to Start
How do I start investing in an Index Fund ? Are they available in India ? The Mutual Fund with the least expense ratio as of today is from UTI with an expense ratio as low as 0.1%. I feel 0.1% is still high, given the fact that the Fund…