Debt Funds   The Debt Mutual Funds have been superior in the Debt Asset Class due to their taxation advantage, thanks to indexation. Almost all its counterparts in the asset class whose yield mostly comes from interest payment have been taxed at the marginal rates. The Debt Funds lose the crown of taxation advantage from … Continue reading “How much sheen Debt Funds, Gold Funds and International Funds have lost with losing the indexation benefit?”

The news on debt funds losing the indexation benefit is the talk of today. Investments made in Debt funds, Gold Funds and International funds starting from 1st April 2023 will not have the benefit of indexation for tax calculation and will be taxed at the marginal tax slab. These funds are currently taxed at 20% … Continue reading “Dhanavruksha taxation update”

    Most Mutual Fund schemes do not have a fixed maturity or exit period. Then how long can one stay invested in a Mutual Fund scheme ?           Which are the factors one needs to consider to decide on the investment horizon or the period of stay? Our Director of Wealth  … Continue reading “How long can you stay invested in a Mutual Fund scheme? Article by our Director of Wealth Management, V.Krishna Dassan published on Mint”