Industry report details decades-long trends in expense ratios, 2024 fee movements, and how shifts in advisor compensation ...

A staple in employer-sponsored retirement plans, mutual funds can offer instant diversity for a portfolio. Here's a look at ...

According to Sebi norms, medium to long term funds have a mandate to invest in debt and money market instruments in such a ...

Investor interest in lower-cost funds fueled the downward trend in average equity mutual fund expense ratios in 2024, a new report from the Investment Company Institute shows. The report, Trends in ...

The SBI Long Term Equity Fund Direct Growth has an AUM of 25723.50 crores & has delivered CAGR of 32.51% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.07%.

Many stock market investors use equity tax-loss harvesting as a tool to save income tax on the long-term capital gains from their equity investments. However, not many individuals know the risks ...

TCW Group, a global asset manager based in downtown, recently launched a new mutual fund designed to provide long-term ...

Arbitrage funds are taxed like equity mutual funds. This means they qualify for long term capital gains tax of 12.5% if ...

Most people invest in ELSS at the last minute to save taxes under Section 80C of the Income Tax Act. However, ELSS should not ...

A 3-year period is a good benchmark to evaluate mutual funds. 1-year returns can be misleading at times, as global and ...