Ram Kalyan Medury

If I want to invest in 2 mutual funds while investing in an ELSS, should I look for the sector diversification of both schemes, or should I make sure that they don’t have the same stocks?

by Ram Kalyan Medury
April 23, 2024

Go for funds with a good long term track record and do not delve too much into sectoral allocations. At best go with fund house… Read More »If I want to invest in 2 mutual funds while investing in an ELSS, should I look for the sector diversification of both schemes, or should I make sure that they don’t have the same stocks?

What are your views on the Sundaram large and mid-cap fund direct-growth for 1,000 SIP?

by Ram Kalyan Medury
April 23, 2024

It is best to review this fund in view of your risk profile and the desirable asset allocation. Having said that this is a good fund to… Read More »What are your views on the Sundaram large and mid-cap fund direct-growth for 1,000 SIP?

What are some of the best monthly dividend mutual funds right now?

by Ram Kalyan Medury
April 23, 2024

Dividend schemes are not recommended given the recent tax law changes. So there is no ‘best dividend scheme’ out there. Instead if you wish to… Read More »What are some of the best monthly dividend mutual funds right now?

How do I monitor my mutual fund performance after starting SIP? What all parameters should I look for?

by Ram Kalyan Medury
April 23, 2024

Mutual fund investments are a long term affair. You need to be reviewing them not just for returns (which is obvious), but also for relative… Read More »How do I monitor my mutual fund performance after starting SIP? What all parameters should I look for?

For my 12-year-old son’s higher education, what amount should be invested in a mutual fund?

by Ram Kalyan Medury
April 23, 2024

It is nice that you are considering investing for your son’s education now. The cost of a good four year engineering degree is about 4–5… Read More »For my 12-year-old son’s higher education, what amount should be invested in a mutual fund?

Why do Indian mutual fund companies ask to confirm non-citizens/residents of the US/Canada?

by Ram Kalyan Medury
April 23, 2024

It is not because they do not want investments from these countries. US residents must comply with FATCA(Foreign Account Tax Compliance Act). This act stops… Read More »Why do Indian mutual fund companies ask to confirm non-citizens/residents of the US/Canada?

If I buy mutual fund units by doing SIP through my bank’s mutual fund account, who will hold the custody of mutual fund unit?

by Ram Kalyan Medury
April 23, 2024

The mutual funds units are held by the Custodian, which is a clearly defined role as per the government regulations. The Custodian is responsible for… Read More »If I buy mutual fund units by doing SIP through my bank’s mutual fund account, who will hold the custody of mutual fund unit?

How can you describe/explain mutual funds in the simplest way to a person who doesn’t know a thing about investing, etc.?

by Ram Kalyan Medury
April 23, 2024

Consider a mutual fund as money pooled by many people. The mutual fund is tightly regulated and monitored by the government (SEBI), so it is… Read More »How can you describe/explain mutual funds in the simplest way to a person who doesn’t know a thing about investing, etc.?

Will the financial markets have a sudden increase during the next election of 2019 like it happened in 2014?

by Ram Kalyan Medury
April 23, 2024

The Indian markets did not do much in the first two years of Modi’s thumping victory in the 2014 elections. They did rise initially but… Read More »Will the financial markets have a sudden increase during the next election of 2019 like it happened in 2014?

Earnings from a mutual fund’s tax-free limit are one lakh rupees. Is it in a year or a maturity period?

by Ram Kalyan Medury
April 23, 2024

The Long Term Capital Gain in mutual funds are going to be taxable (at 10%) from FY18–19 onwards, with an exemption on the first one… Read More »Earnings from a mutual fund’s tax-free limit are one lakh rupees. Is it in a year or a maturity period?

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