Want To Invest In Equity Mutual Funds? Know The Different Kinds And Their Benefits
8 months, 4 weeks ago

Want To Invest In Equity Mutual Funds? Know The Different Kinds And Their Benefits

ABP News  

A mutual fund scheme is known as an Equity mutual fund if the fund uses more than 60 per cent of its assets to invest in the equity holdings of various firms. Kinds Of Equity Mutual Funds When considering an equity fund to invest in, there are several types that a manager can look into and decide further, based on the type of returns it gives. Market Capitalisation-Based Funds Large Cap Funds These funds typically invest at least 80 per cent of their overall assets in equity shares of large-cap firms, essentially the top 100. Small Cap Funds These funds generally invest about 65 per cent of their total assets in the shares of small-cap firms, which are placed 251st and below according to their market valuation. Multi Cap Funds These funds generally invest 65 per cent of their total assets in equity shares of large cap, mid cap, and small cap companies in different quantities.

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History of this topic

Union Budget 2024: These mutual fund investors will benefit if Section 80C limit is increased
5 months ago

Union Budget 2024: These mutual fund investors will benefit if Section 80C limit is increased

Hindustan Times  

As Finance Minister Nirmala Sitharaman is scheduled to present the Union Budget 2024 on July 23, expectations are that there may be multiple changes to income tax. A change in the Section 80C limit of the Income Tax Act can however, benefit Equity Linked Savings Scheme mutual funds. Equity Linked Savings Scheme mutual funds are tax-saving mutual funds that use …

Unlocking Investment Potential: Mutual Funds, SIPs, and ELSS
6 months ago

Unlocking Investment Potential: Mutual Funds, SIPs, and ELSS

The Quint  

Investing in mutual funds has become increasingly popular among individuals seeking to grow their wealth steadily over time. Systematic Investment Plans : Consistent Wealth Building SIPs offer investors the opportunity to invest a fixed amount regularly, typically monthly, in mutual funds. Equity Linked Savings Schemes : Tax-Efficient Wealth Creation ELSS are mutual funds that primarily invest in equity markets and …

Mutual Funds: 5 ELSS funds have given up to 25% return in last 3 years
6 months ago

Mutual Funds: 5 ELSS funds have given up to 25% return in last 3 years

Live Mint  

ELSS funds are commonly known as tax-saving funds because they offer tax exemptions under Section 80C of the Income Tax Act. Name of the fund SIP investment 3-year returns Investment tenure Total value of returns 10-year returns Investment tenure Total value of returns Bank of India ELSS Tax Saver 10,000 25.78 3 5,46,535 20.01 10 38,26,117 JM ELSS Tax Saver …

Budget expectations from individual taxpayers, investors
11 months, 1 week ago

Budget expectations from individual taxpayers, investors

New Indian Express  

“The other demands are to make pensions tax-free in the hands of annuitants. Level-playing field between mutual funds and Ulips: At present, capital gains made from Unit-linked Insurance Plans are tax-free if the annual premium is less than R2.5 lakh. MF industry has been demanding a level playing field between Ulips and equity mutual funds as far as tax on …

These twelve tax-saving equity mutual funds gave alpha returns in three years
1 year, 2 months ago

These twelve tax-saving equity mutual funds gave alpha returns in three years

Live Mint  

Investments in Equity Linked Saving Scheme of mutual funds, popularly known as ELSS, are eligible for an income tax deduction under Section 80C of the Income Tax Act, subject to a 3-year lock-in period. According to a weekly report by SMC Global Securities Ltd., twelve mutual fund schemes gave alpha returns in three years. These tax-saving equity mutual funds gave …

Your Questions Answered: I am 26 and looking for tax-saving investments. Is ELSS mutual fund better than PPF?
1 year, 8 months ago

Your Questions Answered: I am 26 and looking for tax-saving investments. Is ELSS mutual fund better than PPF?

Live Mint  

Q. I am a 26-year-old professional, working at an MNC. Tax benefits Under Section 80C of the Income Tax Act, you can get a tax exemption for money you put into a PPF account up to a limit of Rs 1.5 Lakh. ELSS mutual fund vs PPF Some of the key differences between ELSS mutual fund and PPF are as …

No, ELSS is not just a tax-saving measure, it could be your ultimate investment
1 year, 11 months ago

No, ELSS is not just a tax-saving measure, it could be your ultimate investment

Live Mint  

The vague idea regarding equity-linked savings schemes has caused many investors to misconstrue the purpose of putting money in them. Ideally sought as an essential tax-planning exercise, investments up to Rs 1,50,000 a year in ELSS funds are subject to exemption from tax under Section 80C of the Income Tax Act, 1961. The idea behind parking your earnings in ELSS …

What is ELSS? Check how it is better for saving taxes than PF, PPF and other schemes
2 years ago

What is ELSS? Check how it is better for saving taxes than PF, PPF and other schemes

Firstpost  

ELSS comes with a Systematic Investment Plan option, so salaried individuals are able to keep investing their monthly income into this mutual fund Equity Linked Savings Schemes are fast gaining popularity as an investment option. ELSS are referred to the mutual fund investment schemes that help in saving Income Tax. It should be noted that three years is only the …

Passive funds set to get a fresh boost with SEBI’s new diktat
2 years, 6 months ago

Passive funds set to get a fresh boost with SEBI’s new diktat

Live Mint  

The passive fund industry got an impetus with the latest circular issued by capital markets regulator SEBI on May 23 that aims to promote passive funds. Increase in investors’ interest for index funds & ELSS: Fund Categories No of Schemes Net AUM April, 22 Net AUM April, 21 ELSS 39 1,46,077 1,25,377 Index funds 94 73,994 20,426 Gold ETFs 11 …

Latest SEBI circular introduces a new passive ELSS scheme category
2 years, 7 months ago

Latest SEBI circular introduces a new passive ELSS scheme category

Live Mint  

The securities market regulator, SEBI came out with a circular on May 23 on ‘Development of Passive Funds’ covering a gamut of issues related to ETFs and index funds. Notably, the circular has introduced a new category of mutual fund schemes – Passive ELSS. Passive ELSS As per the latest circular, passive ELSS scheme will be based on one of …

Invest In Top Equity Linked Savings Schemes ELSS Schemes To Save tax And Good Return. Read Full list here
2 years, 8 months ago

Invest In Top Equity Linked Savings Schemes ELSS Schemes To Save tax And Good Return. Read Full list here

ABP News  

ELSS Schemes To Invest: There are only two days left when the financial year 2021-22 ends. Mirae Asset Tax Saver Fund Regular-Growth This tax saving scheme of Mirae Asset is considered to be the best equity linked savings scheme. Axis Long Term Equity Fund Axis Mutual Fund's tax saver equity linked savings scheme has given an excellent return of 18.95% …

How to shuffle equity fund investments during a market correction?
2 years, 9 months ago

How to shuffle equity fund investments during a market correction?

Live Mint  

Not many investors can view the stock market correction on a positive note. Investment and tax experts constantly reiterate how equity mutual funds are subject to market risks and one must read the documents carefully before investing. Investing in equity mutual funds Many mutual fund investors park their money in equity market instruments based on hearsay without reviewing their risk …

What are pros and cons of investing in equity-linked savings schemes?
3 years, 1 month ago

What are pros and cons of investing in equity-linked savings schemes?

Business Standard  

Tax deduction of up to Rs 1,50,000 a year Lock-in period of three years No provisions of premature exit LTCG up to Rs 1 lakh is tax-free LTCG over and above Rs 1 lakh is taxable at 10% Investment up to Rs 1.5 lakh can be claimed as a deduction Suitable for investors who have a relatively high risk-taking capacity …

Sectoral Mutual Funds: Who should invest and why - Portfolio exposure and risk assessment
3 years, 5 months ago

Sectoral Mutual Funds: Who should invest and why - Portfolio exposure and risk assessment

India TV News  

Mutual Funds have become one of the most popular investment avenues in recent times. Sectoral mutual funds allow investors to participate in best-performing stocks in the specified sector. Sector Mutual Funds: Risk Factor As per SEBI regulations, sector funds have to invest at least 80 per cent of their assets in their mandated sector. Only those investors who have already …

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