Dwaipayan Bose Articles

22 Downloaded
1267 Viewed

Retirement planning is one of the most ignored financial goals in most Indian households even though it is the one of the most important, if not the most important life-stage goals for most families. According to SBI Mutual Fund, India is expected to move from a predominantly young population to an aging population in the next 30...

15 Downloaded
1348 Viewed

This year has been unlike any year that most people have ever experienced. A deadly pandemic raging around the world, lockdowns and restrictions on many activities for a few months leading to one of the worst recessions many have seen in their lifetimes and an environment of fear and uncertainty. At the same time, the stock market has...

13 Downloaded
2118 Viewed

Nippon Life India Asset Management has launched Nippon India ETF Nifty CPSE Bond Plus SDL – 2024 Maturity. It is an open ended exchange traded fund (ETF) which will invest in constituents of Nifty CPSE Bond Plus SDL Sep 2024 50:50 Index. The New Fund Offer (NFO) which opens on 3rd November 2020 and closes on 9th November...

13 Downloaded
1613 Viewed

Small cap funds, as a category is the best performer among diversified equity funds over the last 6 months or so. We had mentioned a number of times in our blog that small caps saw deep correction in 2018 & 2019 and were well positioned to stage a smart recovery. When the stock market crashed in March 2020 due to outbreak of...

9 Downloaded
2684 Viewed

ETF or Exchange Traded Fund is an instrument which invests in the basket of securities that, reflects the composition of a market index like Nifty, Sensex, Nifty – 100, etc. ETFs aim to replicate the performance of an index as closely as possible. Unlike actively managed funds, ETFs do not aim to beat the market. After the NFO subscription...

4 Downloaded
2316 Viewed

With bank deposit interest rates on a declining trend, investor interest in debt mutual funds has been rising over the past few years. Debt funds not only provide diversification benefits and relative stability to your investment portfolio, they are more tax efficient compared to the traditional fixed income investment options like Bank FDs...

42 Downloaded
3252 Viewed

Children’s future is the most important concern for all parents. Child’s higher education, career and marriage are among the most important milestones of the life-stage of investors. With growing economic opportunities in the country, aspirations are also changing compared to what it was one or two generations back. In the past, parents...

12 Downloaded
1245 Viewed

Principal Equity Savings Fund is an open ended hybrid equity oriented mutual fund scheme. The scheme was launched in May 2002. From a taxation standpoint, this fund is treated like an equity fund scheme. Long term capital gains (holding period of more than 12 months) in this fund is tax free. Short term capital gains are taxed at 15%. The...

12 Downloaded
3864 Viewed

The equity market has been highly volatile since the outbreak of Coronavirus pandemic. Though Sensex has recovered handsomely in the last 3 months, it is still almost flat on a trailing twelve month basis. Almost all industry sectors have been badly affected by the COVID-19 pandemic with one exception – healthcare, a sector which was...

12 Downloaded
3451 Viewed

With banks reducing FD interest rates, we are seeing investor interest in debt mutual funds over the last few months. However, many investors are concerned about credit risks affecting debt funds. With the economy contracting and company revenues severely hit in the wake of COVID-19 pandemic credit risk concerns are likely to...

Feedback
Notification