Thematic and sector funds are all the rage. But recent returns mask the true risk.

Thematic and sector funds are all the rage. But recent returns mask the true risk.

“Which mutual fund should I invest in?” It must have been the 20th time my sister had called to ask me this. As usual, I tried explaining the basics but was quickly interrupted this time. “Don’t waste my time, just tell me where most people are investing.” This was understandable. She had recently received a … Read more

Budget 2024: Capital gains tax reforms align with investor expectations for rationalization

Budget 2024: Capital gains tax reforms align with investor expectations for rationalization

The finance minister’s latest announcement may have unsettled some investors, but the overarching goal of the Union budget is clear: simplification. For years, taxpayers have called for less confusion and more straightforward tax compliance. In response, the Finance Bill 2024 introduces changes designed to streamline capital gains provisions significantly. Currently, the capital gains regime features … Read more