What are focused mutual funds, why should you add them to portfolio?
Focused funds are mutual funds that hold a small number of stocks, at most 30, with at least 65% of the money in equity and equity-related instruments.
Focused funds are mutual funds that hold a small number of stocks, at most 30, with at least 65% of the money in equity and equity-related instruments.
For NPS subscribers, returns over time depend on how much of the money goes into equity and which fund manager they pick.
FIFO stands for "first in, first out." It means the mutual fund units you bought first are treated as the ones you sell first. Capital gains tax is worked out on that basis.
Financial advisors rarely tell investors to pause their SIPs, but there are a few situations where it makes sense.
A couple of important changes will reach taxpayers from next month. One of them is that you will need a CA's certificate to claim a foreign tax credit when the foreign tax you paid is more than ₹1 lakh in a year.
A systematic transfer plan (STP) allows investors to temporarily park their money in one mutual fund before gradually transferring it to another.
Sebi's validated UPI handles (@valid) offer investors an additional, more secure payment option. They complement existing payment methods, allowing investors to continue using whichever mode of payment they prefer.
Both equity-linked savings schemes (ELSS) and index mutual funds can help investors build long-term wealth through exposure to equities. However, the two investment options differ in their investment approach, tax benefits and suitability for different types of investors.
Mutual funds will now be permitted to offer both value and contra mutual funds as long as the scheme portfolio overlap between the two schemes is not more than 50%.
If you want high returns, you have plenty of choices: stocks, mutual funds, small savings schemes, fixed deposits (FDs), sovereign bonds, corporate debt and more. There's one more option that few people talk about, though: peer-to-peer (P2P) lending. A handful of NBFCs registered with the Reserve
Did you invest in Bitcoin, Ethereum, Tether or any other cryptocurrency in FY 2025-26 and make a capital gain? If so, you need to declare that income in 'Schedule VDA' of your income tax return (ITR). You also need to file in the right ITR form. ITR-
If you’re thinking about investing in mutual funds, first understand what the fund actually does with your money. It also helps to compare its long-term returns with other funds in the same category. Here’s a look at the top-performing value mutual funds (direct plans) that have
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