Starting from April 1, 2025, a significant shift in the taxation framework for Fund of Funds (FoFs) will take effect. Under the new regime, gains from FoFs held for more than 24 months will now be considered long-term capital gains (LTCG) and taxed in line with equity-oriented investments at 12.5%. This change brings some alignment …
Direct plans are mutual fund schemes offered directly by asset management companies (AMCs), bypassing intermediaries or distributors. These plans have lower expense ratios and are often chosen by investors who seek to maximise returns by avoiding distribution costs. SBI Mutual Fund: Leading the Pack in Direct Plan AUM SBI Mutual Fund holds the top position …
SBI Mutual Fund has introduced a new open-ended scheme named the SBI Income Plus Arbitrage Active Fund of Fund. The New Fund Offer (NFO) will open on April 23, 2025, and close on April 30, 2025. The fund follows a Fund of Fund structure, meaning it will invest in other mutual fund schemes rather than …
UTI Asset Management Company (UTI AMC) has integrated with the Open Network for Digital Commerce (ONDC) in collaboration with fintech firm Cybrilla. This will allow UTI Mutual Fund to offer its investment products on the ONDC platform, a government-backed initiative to support digital commerce through an open, interoperable network. Focus on Tier 2 and Tier …
According to ICRA Analytics, the Indian mutual fund industry’s average assets under management (AAUM) surged 21.32% year-on-year in March 2025. This marks a strong annual expansion, demonstrating robust investor interest and asset accumulation in the mutual fund space. However, a month-on-month decline of 1.25% from February 2025 was observed, indicating a short-term contraction across several …
Baroda BNP Paribas Mutual Fund and DSP Mutual Fund have released details for income distribution under the IDCW (Income Distribution cum Capital Withdrawal) option for selected schemes. The record date for all listed schemes is April 28, 2025. Baroda BNP Paribas Mutual Fund Baroda BNP Paribas Mutual Fund will distribute income under both Aggressive Hybrid …
Two index funds have opened for subscription: one from Edelweiss Mutual Fund tracking the digital economy, and another from Bajaj Finserv based on the Nifty 50 Index. Edelweiss BSE Internet Economy Index Fund Edelweiss Mutual Fund has launched the Edelweiss BSE Internet Economy Index Fund. It is structured to replicate the BSE Internet Economy Total …
Exchange-traded funds (ETFs) are steadily making their way into the investment mainstream. Thanks to their low expense ratios, transparency, and ease of access to multiple asset classes, more investors are beginning to view ETFs as a practical investment avenue. As interest continues to grow, it’s important to understand how ETFs are taxed in India. The …
A New Fund Offer (NFO) is the initial subscription period for a newly launched mutual fund, allowing investors to buy units at the initial offering price. Several NFOs are set to launch this week starting April 28, 2025, providing investors with a range of options across equity, debt, and commodity categories. However, like any investment, NFOs carry …
New Fund Offers (NFOs) enable mutual fund companies to introduce new investment schemes across equity, debt, and sector-focused categories. In April 2025, only 1 NFO will be available in the market. This article highlights the upcoming NFO for the month. Fund Name Initial Investment (₹) NFO Start Date NFO End Date Kotak Energy Opportunities Regular …
