Blogs

Hybrid mutual funds are one of the most versatile investing options that help you spread your funds over many asset classes, including stocks, bonds, gold, or maybe even real estate. They are broadly classified into three categories: balanced advantage funds, aggressive hybrid funds, and multi asset allocation funds, each of which works with an exclusive risk appetite. […]

If you’re someone who’s been investing in mutual funds or just getting started, understanding how taxes affect your returns is non-negotiable. Sure, mutual funds are a smart way to build wealth over time—but if you ignore taxation, you could end up with lower post-tax returns than you expected.  In this blog, you’ll get a complete […]

Globalization has transformed how businesses operate. These days, companies often set up subsidiaries or enter joint ventures across borders. But this global presence also invites complex tax implications, especially when money, goods, or services are exchanged between related entities in different countries. That’s where Section 92 of the Income Tax Act comes into play.  It […]

When you’re evaluating mutual funds or investment portfolios, one crucial metric you’ll encounter is the portfolio turnover ratio. This tells you how frequently a fund buys and sells securities within a year, and it has real implications for your returns, your taxes, and understanding a fund’s strategy.  What is Portfolio Turnover Ratio?  The portfolio turnover […]

In the realm of Indian tax law, accounting for inventory and indirect taxes has always been a complex affair. Traditionally, Indian Income Tax law under Section 145 allowed businesses discretion in stock valuation and recognition of indirect taxes, leading to inconsistency and potential tax avoidance.  Enter Section 145A, introduced through the Finance Act, 2002, with […]

Large-cap funds are referred to as “bluechip” by most mutual fund advisors and certain fund houses, too. Bluechip is a synonym or nickname that appears in a variety of large-cap mutual fund schemes. Bluechip is used in the names of some well-known large-cap mutual fund schemes, such as Axis Bluechip fund, ICICI Prudential Bluechip fund, and […]

Investing in mutual funds is much like choosing your class on a cruise ship – some decks are adventurous and unpredictable (like mid- and small-cap funds), while others offer a smoother, more stable journey. Large-cap mutual funds are the equivalent of the main deck cruise – reliable, steady, and built for long-term comfort. But how […]

If you’re someone who keeps a fair bit of money in your savings account, here’s some good news: you might not have to pay tax on all the interest you earn. Section 80TTA of the Income Tax Act allows you to claim a deduction of up to ₹10,000 on interest earned from your savings accounts […]

Exchange-Traded Funds (ETFs) may be the clever, low-maintenance investment you’ve been looking for if you want to diversify your portfolio without choosing specific equities or putting in hours monitoring market shifts. ETFs provide a straightforward method of gaining exposure to several asset classes, including stocks, gold, bonds, and even foreign asset markets, thanks to the adaptability […]

Investing in mutual funds is a bit like selecting a travel itinerary; some allow you to join and exit at any moment (open-ended), while others set your itinerary and timing in advance, also known as a close-end mutual fund. Consider purchasing a non-refundable tour package with set start and end dates; you are unlikely to join […]