Maxiom Wealth Askguru - Page 46 of 112

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?

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

How would you rate the newly launched NFO TATA small cap, given the record of TATA MF’s? Would you suggest to invest in it for an aggressive long-term investor?

by Ram Kalyan Medury
April 23, 2024

New Fund Offerings are launched by fund houses to show something new and entice clients to invest more in their… Read More »How would you rate the newly launched NFO TATA small cap, given the record of TATA MF’s? Would you suggest to invest in it for an aggressive long-term investor?

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