46 results for “Mutual Fund”
[Podcast] Is There Even a Best Mutual Fund to Invest in 2026?
CM Team30 Jul 2026General
[Podcast] Are Mutual Funds only Sahi for the Middle Class?
CM Team16 May 2025Blog
Welcoming the Capitalmind Mutual Fund!
We've got a Mutual Fund license! Talking about the story of how it all came about, Deepak takes you through what we imagine the Fund to be, and how it will help you invest for a better life.
Deepak Shenoy22 Apr 2025General
[Podcast] A Structured Approach to Cash Calls
18 Oct 2024Blog
[Podcast] Mutual Funds, PMS or AIF: Choosing the Right Investment Vehicle for Your Needs
In this episode, Deepak and Shray compare mutual funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF) and give you the differences between all three. We analyze the tax benefits of mutual funds, highlight the liquidity advantages, and compare them with PMS and AIF in terms of fees, transparency, and investment flexibility. We also discusses why different products cater to different investors. Listen in!
23 Sept 2024Opinion
Impact of Capital Gains Tax Changes on PMS, AIF, Mutual Funds and smallcases: A comprehensive analysis
India's Union Budget 2024-25 introduced significant changes to the capital gains tax structure, affecting equity investors and their preferred investment vehicles. This article explores how the increased short-term and long-term capital gains tax rates impact returns and strategies for Portfolio Management Services (PMS), Mutual Funds (MFs), Smallcase, and Alternative Investment Funds (AIFs). Discover the historical performance comparison between PMS and mutual funds, the advantages of a diversified portfolio allocation, and the way forward for fund managers in navigating the new tax landscape.
CM Team3 Aug 2024BlogInvestment Options for HUFs: Comparing Mutual Funds and PMS
Investment Options for HUFs: Mutual Funds vs. Portfolio Management Services (PMS) Hindu Undivided Families (HUFs) have unique investment needs and can benefit from the right investment options. Mutual Funds and Portfolio Management Services (PMS) are two popular choices for HUFs looking to grow their wealth. Mutual Funds offer diversification, professional management, and liquidity, making them accessible to HUFs with lower investment amounts. PMS, on the other hand, provides customized portfolios, direct ownership, and potentially higher returns, suitable for HUFs with larger investment capacities. When comparing Mutual Funds and PMS, HUFs should consider factors such as investment amount, management control, costs, transparency, and risk-return profile to make an informed decision aligned with their financial goals and risk appetite. By understanding the strengths and weaknesses of each option, HUFs can optimize their investments and secure their financial future.
CM Team23 May 2024Blog
[Podcast] What Lies Behind Mutual Fund Expense Ratios: SEBI’s Call for Transparency in TERs
9 Jun 2023General
How the Mutual Fund Total Expense Ratio (TER) works
A deep dive into the nuances of mutual fund expense ratios. We discuss the hidden costs of owning a mutual fund, explore various trends, and how costs can affect your investment outcomes.
Deepak Shenoy5 Jun 2023Mutual Funds
Podcast: How arbitrage funds might have systemic risk on a tax-rule change
"If it looks like a duck, swims like a duck, and quacks like a duck, then it probably is a duck", goes the saying. Arbitrage mutual funds are actually taxed as equity funds but they actually behave as debt funds. And this tax arbitrage of arbitrage funds is what the regulators may be looking to fix. In light of this, we have our latest episode of the Capitalmind Podcast, where we dive into the intriguing world of arbitrage mutual funds, also known as arb funds.
2 Jun 2023General
Debt Mutual Funds will be taxed unfavourably after April 2023
The finance ministry has just delivered an inswinging yorker to the debt mutual fund industry. For long term investments made starting April, one major tax advantage has been removed. We decode the implications, what you might want to do, and why debt funds remain interesting.
Deepak Shenoy27 Mar 2023Commentary
Podcast: Why SEBI should implement India's EDGAR and more
Recently, as of 7th September 2022, total Demat accounts in India touched the 10 crore mark. This is a staggering increase from 40 crore Demat accounts in Mach 2020. This alone is a testimony of increased participation and inclusion of individuals in Indian markets. More and more Indians, especially youngsters, are taking to investing in equities enabled by their smartphones - digital broking, increased information access, and social media influence. The whole securities (stock) market ecosystem has evolved immensely over the past decade and deserves a lot of credit for the recent growth in the participation of new investors. At the helm of the ecosystem sits our regulators who are responsible to enable, guide, protect and watch the market participants to ensure that we have a fair and thriving market. In this episode, Deepak and Shray talk about the role SEBI can play in shaping the future of the markets. They talk about data warehousing, data accessibility, regulatory enhancements, bond markets, disclosures & reporting, and a lot more that would make our markets more accessible.
9 Sept 2022Opinion
Why are mutual fund AMCs falling so badly?
Why are mutual fund managers sulking? Asset Management Companies, or AMCs, have seen their stock prices battered recently. If India is investing and mutual fund sahi hai, then what ails the business of an AMC? Let's explore.
Venkatasubramanian K9 Jun 2022Stocks
P2P lending in India. How does it work and are the risks worth it? (EP42)
How does P2P lending work in India? How safe is P2P lending? Deepak and Shray explore how the industry works, the risks involved and whether the returns are enough to justify the risks.
15 Nov 2021Opinion
Which is the best Mutual fund app in India?
Investing through Mutual Funds is perhaps the most common personal finance advice one would get. Mutual fund apps have made it easy for us to follow that advice. But then there's this problem of plenty. Too many apps to choose from. In this post, we do an in-depth review of a few popular Mutual Fund apps, such as Groww, Kuvera, PayTM Money, and Zerodha Coin, and help you choose the one that best suits your need.
Sandeep Rao6 Oct 2021Personal-Finance
Understanding how mutual funds work in India
Many of us would have invested in the markets through Mutual funds, but if you've ever wondered what happens behind the scenes once you buy mutual funds, which are the entities that come into play and the most crucial bit, are there ways to get better returns from the same mutual funds? This post is all about that.
Sandeep Rao30 Sept 2021Mutual Funds
EP40: How Smallcase helped create a new generation of investors
Episode 40 and we’re speaking to the fintech firm that just raised 40 Million dollars last week - Smallcase! Deepak sits down with co-founders Vasanth and Anugrah to talk about creating a new way to invest in stocks, investment lessons from the pandemic and what’s up next from the Smallcase team.
31 Aug 2021Opinion
EP39: Why we run a PMS and how we do it differently
What is a Portfolio Management Service? How does it really work? Do they actually benefit their clients? In this episode, Vashistha and Deepak explore PMS' through their experience of running one at Capitalmind. They explain how the operations work, the pros and cons of different fee structures, quantitative strategies and how PMS' are different from AIFs, Mutual Funds and Smallcases.
9 Aug 2021Opinion
EP38: Money, after you die
How do you plan for a smooth transfer of your wealth after you die? And how do you help someone whose loved one has passed on? In this episode, Shray and Deepak explore what you must do in an unfortunate circumstance of a loved one's death, and for an easy transition in case of your own. We also invite Harshavardhan Ganesan, a practicing lawyer, to give us the legal perspective. Listen in for real life anecdotes from covid, succession certificates, legal wills, and some counter-intuitive learnings.
10 Jun 2021Opinion
The Best Active International Mutual Funds in India
In Part 1 of our search for international funds, we started at 50,000 feet by looking at ALL the international mutual funds in India. We ended with these 7 funds on our shortlist: PGIM India Global Equity Opportunities Fund Edelweiss Greater China Equity Offshore Franklin India Feeder – Franklin US Opportunities Fund Nippon India US Equity Opportunities Fund ICICI Prudential US Bluechip Equity Fund DSP US Flexible Equity Fund Franklin Asian Equity Fund Read on to find our top active international mutual fund
Anoop Vijaykumar10 Feb 2021Mutual Funds
CAMS IPO: Should you invest?
Computer Age Management Services Limited (CAMS) has filed DRHP with the SEBI for its upcoming IPO. We take a look to see if one should subscribe. Penetration of mutual funds in India is 11% as compared to the world average of 55%. Majority of financial savings are in physical assets. Increase in penetration rates of mutual funds and a shift in savings from physical assets to financial assets provides a huge runway for companies like CAMS. CAMS has 70% market share in a two player market, favourable return ratios and not much need for capital investments. Albeit expensive at the IPO offer price, the growth runway and current duopoly make this an attractive issue to subscribe.
Chetan Chhabria18 Sept 2020IPO[Media] On HT Mint Video: Riding out the economic downturn with mutual funds
3 Jul 2020General[Media] On CNBC TV18: Mutual funds to attract stamp duty. How will it impact your returns?
2 Jul 2020General
Podcast #27: The run on debt mutual funds. Is your money safe?
4 May 2020Mutual Funds
Podcast #26: Who moved my market? A deeper look at FIIs.
17 Apr 2020General
Podcast #24: How big is LIC anyway?
27 Feb 2020General
Podcast #23: How India’s amazing new financial infrastructure will enable better, more inclusive “Bharat UX”
17 Feb 2020Startups
Podcast #21: The amazing rise of passive and what you need to do about it
24 Jan 2020Mutual Funds
Podcast #19: Investing in NPS? The good, the bad, and the annuity
8 Jan 2020Fixed IncomePodcast #17: What to make of the Bharat Bond ETF
12 Dec 2019GeneralHow To Buy A Mutual Fund (Ep-14)
18 Nov 2019GeneralPodcast: The State of Financial Advice in India (Episode 4)
1 Apr 2019Opinion
Podcast Episode 2: Are Index Funds Outperforming Actively Managed Funds?
23 Feb 2019EconomyIntroducing The Capitalmind Podcast: On Debt Mutual Funds Taking Losses and What You Can Do About It
14 Feb 2019Economy
[Webinar Video] Use Excel To Save Yourself from Being Suckered Into Financial Junk
20 Sept 2016FoundationsMutual Funds: Money Market Funds Receive the Most in February! AUM for Equity MFs Fall For a Second Straight Month
Gautam Jagannathan8 Mar 2016Mutual FundsMarketVision Video: Open and Closed Ended Funds
8 Mar 2011FoundationsShort Take: Equity Mutual Funds
Deepak Shenoy18 Feb 2011FoundationsMarketVision Videos: NAVs, Dividend Vs. Growth Plans
27 Jan 2011FoundationsAt Yahoo: ULIPs or Mutual Funds?
Deepak Shenoy7 Jan 2011OpinionAt Yahoo: Mutual Fund Distribution
Deepak Shenoy15 Sept 2010Opinion
What's the Difference between Shares and Mutual Funds
What's the difference between shares and mutual funds? We explain in this short summary.
Deepak Shenoy29 Nov 2006FoundationsMutual Funds: The rules have changed
Deepak Shenoy18 Jun 2006StocksMutual Fund FAQs
Deepak Shenoy9 Jun 2006FoundationsIntroduction to Mutual Funds
Deepak Shenoy8 Jun 2006Foundations
Debt Mutual Funds
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