What had been a fairly decent year for the equity markets till September 2016 was marred by demonetization in the last two months of the year. The markets gave up most of the gains and ended up marginally positive for the year. Nifty 500 (the index which we feel represents the broader Indian market) reached … Continue reading Demonetization Blues: Mutual Fund Performance during the latest Correction
The Best and Worst of Mutual Funds in 2016
At Capital Surge, we actively track about 50 equity mutual fund schemes by various AMCs. These funds have been shortlisted based on their ratings on Morningstar. Below, we provide a review of the best and worst of mutual fund schemes in 2016. A word of caution – this summary is purely based on the schemes' … Continue reading The Best and Worst of Mutual Funds in 2016
Important information you may have overlooked about your mutual fund
The idea behind a mutual fund is to provide convenience to retail investors, who do not have the time or inclination to analyse individual companies to invest in. So a mutual fund, a specialist in this field, does it for them. However, the growth of the mutual fund industry in India with 40 companies operating … Continue reading Important information you may have overlooked about your mutual fund
Our article in HT Money – A death blow to debt funds?
Dear subscribers, we are happy to share a news about which we are super excited!! Our article on debt funds has been published in Chandigarh and Ludhiana edition of HT Money today. Please feel free to tell us ways in which we can improve the same. Note: Please note that name of one of the … Continue reading Our article in HT Money – A death blow to debt funds?
A death blow to debt mutual funds?
While the public at large seems to be confused about what to make of the budget, investors in debt mutual funds would surely give it a thumbs-down. This is because of a seemingly “slight” change in the tax treatment of debt funds proposed in the budget. Existing tax regime for debt mutual funds Debt mutual … Continue reading A death blow to debt mutual funds?