The reduction of the mandatory annuity requirement from 40% to 20% for non-government NPS subscribers is a welcome move. I ...

You check your bank account. The number is healthy. You have a steady job. You have savings. By all logical metrics, you are ...

We publish a list of stocks with low volatility and momentum each month. We provide data for BSE 500 and BSE 100 stocks.

Parag Parikh Financial Advisory Services has filed an NFO document for Parag Parikh Large Cap Fund with SEBI. I was initially reluctant to opine on it, but since we received several requests, I ...

In this edition of the reader story, Rajkumar documents his path from early investing struggles to financial freedom and wisdom. About this series: I am grateful to readers for sharing intimate ...

We discuss what investors should appreciate before selecting an index fund tracking the Nifty LargeMidcap 250 Index Fund. At the time of writing, five fund houses – Edelweiss, HDFC, ICIC Pru, Mirae ...

These are the mutual fund taxation rules for FY 2025-2026. These are derived from Manmohan Sethumadhavan’s fantastic Capital Gains Taxation Rules Ready Reckoner for FY 2025-2026. Surcharge and cess ...

In this article, Abhishek Kumar, a SEBI-registered investment advisor, discusses whether one should invest in the retail offshore MF from GIFT City, specifically the DSP Global Equity Fund. I still ...

There is a considerable amount of debate about active vs passive investing. The truth is, it is a tertiary concern. You need to have a proper investment plan in place. If this is done, you need the ...

Background of the case: For the financial year 2023-24, a rebate of Rs. 12,500 was available under Sec.87A for the old regime and Rs. 25,000 for the new regime. However, from July 5 onwards, this ...

Now that the gazette notification for the Unified Pension Scheme is out (look for CG-DL-E-25012025-260482 at https://egazette.gov.in/), or download a copy here now may be a good time to revisit the ...

Rolling return charts have become prominent over the last few years, especially for mutual fund analysis. However, few investors understand how rolling return charts are computed and their benefits ...