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In the current taxation policies proposed on mutual funds, is it good to continue investing in mutual funds through SIPs?

by Ram Kalyan Medury
April 23, 2024

Yes, please continue your SIPs to continue to invest in mutual funds. Taxation has brought in a 10% LTCG (long… Read More »In the current taxation policies proposed on mutual funds, is it good to continue investing in mutual funds through SIPs?

What is the procedure of investing in mutual funds with all the relevant details in layman’s terms?

by Ram Kalyan Medury
April 23, 2024

It is quite simple and can be done in minutes using your mobile phone! You open an account with the… Read More »What is the procedure of investing in mutual funds with all the relevant details in layman’s terms?

How do I invest in mutual funds by balancing the caps? Can you share the list of funds as must have?

by Ram Kalyan Medury
April 23, 2024

You can invest in the right mix of funds based on your risk appetite and risk tolerance. The simplest way… Read More »How do I invest in mutual funds by balancing the caps? Can you share the list of funds as must have?

I want to create a mutual fund portfolio with sip 20000 (4000 tax) for 20 years, risk profile moderately high, what should be the funds in particular?

by Ram Kalyan Medury
April 23, 2024

Great idea! Assuming you get a rate of 15% in the long run, you can hit a corpus of Rs… Read More »I want to create a mutual fund portfolio with sip 20000 (4000 tax) for 20 years, risk profile moderately high, what should be the funds in particular?

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… 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… 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.… 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… 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… 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… Read More »Why do Indian mutual fund companies ask to confirm non-citizens/residents of the US/Canada?

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