What is Expense Ratio The expense ratio (ER) is an annual fee that an investor is charged for the management of his/her funds by the fund houses.  It is generally a percentage of the assets under management by the fund house. In 2018, SEBI brought rationalization of expense...

Active vs. Passive and an Elephant in the Room! As part of its Mutual Fund Analytics and Advisory,  Multi-Act covers nearly 300+ equity mutual funds in India on a regular basis  and try to keep  an active  pulse on underlying factors therein,  which  drives the eventual...

The Union Budget presented a mix higher expenditure, lower personal income tax (subject to conditions), abolition of Dividend Distribution Tax, increase in custom duties, focus on rural consumption and provided some roadmap on better private participation, in order to boost the growth which is deteriorating...

This year’s budget speech was one of the longest in history with the FM touching on many different aspects of the economy. Below are the key highlights of the budget: Ø  Introduction of a new personal income tax regime with lower tax rates but without the availability...

Anyone that lives in India would definitely have heard this famous catchphrase: “Mutual Funds Sahi Hai” or, Mutual Funds are excellent. As I am investing in Mutual Funds, I will readily testify that every claim made by these ads by the Association of Mutual Funds...

Liquid funds are often used to create one’s emergency fund. It is a wonderful tool for short-term investments. They are used to create a corpus for short-term goals like holidays, annual insurance payment, child’s school fee instalments, etc. which require a specific amount of money...

When Indian investors want to diversify globally, investing in international mutual funds domiciled-in-India is the default option available. In this blog, I look at these funds as a whole before I split the 36 available funds into 9 categories and then study each category in...

The biggest problem in setting up a SIP is that it is a tedious process and takes a month to complete the registration. It involves printing, signing and physically mailing a NACH mandate form. And once you've done that, the process goes on for another...

Adding a biller is a necessary step in order to start a SIP with Orowealth. Don't worry, it is completely online and takes less than a minute to do so.  Once you have executed a SIP transaction from Orowealth, and paid for the first installment, you...

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