Dharwad MFD JB Sudarshan believes that trust and emotional engagement with clients are necessary for MFDs to ensure that clients listen to your recommendation during moments of such panic selling.

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...

Investing in mutual funds often comes down to a classic showdown: Should you go all-in with a lump-sum investment or play it steady with a Systematic Investment Plan (SIP)? Both have their merits ...

But which is right for you? This question often arises because of extensive marketing campaigns like "Mutual Fund Sahi Hai, SIP Karo Mast Raho,". According to Sachin Jain, Managing Partner ...

The Fund seeks the highest total investment return consistent with prudent risk through a fully managed investment policy utilizing equity, debt, and convertible securities.The proportion of the ...

Index investing has been the most common form of passive investing since 1976, when Jack Bogle, founder of Vanguard, created the first index mutual fund. The market for ETFs (the second most ...

In April, mutual fund SIP stoppage ratio surged, indicating more SIPs were discontinued than new ones registered. Despite this, SIP inflows reached a record high of ₹26,632 crore, driven by a rise in ...

The SIP stoppage ratio refers to the ratio of discontinued SIPs to newly registered SIPs. If this ratio surpasses 100%, it suggests that more mutual fund SIPs are being terminated than initiated.

Most investors lose 1% of their returns to hidden charges. Direct mutual fund SIP apps save Rs 10,000 annually per lakh invested. Learn which apps offer zero commission, paperless onboarding, and ...

Inflows into equity mutual fund (MF) schemes declined for a fourth consecutive month in April, even as systematic investment plan (SIP) inflows reached a record high of about ₹26,632 crore. Equity ...

Mutual Funds Growth Story: India's mutual fund industry has undergone massive transformation ... of 26.6 per cent. Notably, SIP flows crossed Rs 1 lakh crore mark in FY20, experienced a brief drawdown ...

This marks the highest-ever SIP inflow for any month, the report said. The Asset Under Management (AUM) for April 2025 is Rs 69,49,894.29 crore, and the mutual fund folios are at Rs 23,62,95,024 as of ...