The Reserve Bank of India (RBI) has released the latest volume of its annual statistical publication, ‘Handbook of Statistics on the Indian Economy – 2019′ on 15th Sep, 2019. Through this publication, the Reserve Bank has been providing time series data on various Economic and Financial indicators for the Indian economy. You can find lot […]
Mutual Funds
Cost Inflation Index FY 2019-20 / AY 2020-21
The cost of inflation index (CII) for the financial year 2019-20 has been notified by the Ministry of Finance. The ministry has set the Cost Inflation Index FY 2019-20 as 289. For the previous FY 2018-19, CII was 280. The rate of inflation for indexation purposes have been specified by the Indian Government for every […]
What are Mutual Fund Upside / Downside Capture Ratios? | How to use them in MF Performance Analysis?
‘The Stock market index (Sensex/Nifty) has been performing well, but, my Mutual Fund has relatively not been performing well.’ ‘The market has been stable, but, my fund is in deep red.’ We often hear these sentences from mutual fund or equity investors. The ideal scenario where-in every an investor would like to be in is […]
How to adjust Short Term Capital Gains against the Basic Exemption Limit? | Tax Rules & Examples
Capital asset typically refers to anything an individual owns for personal or investment purposes. It includes all kinds of property, movable or immovable, tangible intangible, fixed or circulating. Capital assets are further classified as Financial assets and non-financial assets. Financial assets are intangible and represent the monetary value of a physical item. Stocks (Shares) and equity […]
Top 5 Best Aggressive Hybrid Equity Funds (Balanced Equity Mutual Funds)
Mutual funds are primarily classified as either Equity or Debt, based on where the funds are invested. Equity funds primarily invest in stocks/shares and Debt funds primarily invest in Bonds, Government securities and Fixed interest bearing instruments. Whereas, Hybrid Funds invest in both equity and debt instruments. The Mutual Funds were further re-categorized by SEBI in 2018. They are […]
My Latest Mutual Fund Portfolio | My Equity MF Picks
Investing is easy! Figuring out ‘where to invest’ is the hard part. Irrespective of my quantum of earnings, I have been judiciously saving money for making investments. As I opined, it can be a challenging task to identify right financial investments. I too learnt the investment lessons the hard way only. I have been investing […]
