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AUM: AUM of mid & small-cap MFs closes in on large caps

The assets under management (AUM) of small-cap schemes in January 2024 touched a record ₹2.48 lakh crore. It was almost at 83% of the AUM of the large-cap scheme category of ₹2.99 lakh crore in January, as against 44% in August 2021, according to data from Samco Mutual Fund.

Vishal dhawanFranklin templetonSamco mutual fundSamco mutualLarge capPlan ahead wealthSmid cap stocksMutual fundMid cap fundsLarge cap scheme

Can PPFAS lure investors with its tax-efficient debt fund?

The fund will use a tax-efficient structure that will see LTCG taxed at 20% with indexation

Nirmala sitharamanVishal dhawanParag parikhParag parikh mutual fundView full imageDynamic asset allocationDynamic asset allocation fundsParikh mutual fundConservative hybrid fundWhite oakPlan ahead investmentParag parekh mutual fundsTax savingTax saving mutual funds

The golden number: Here s the right amount to withdraw from your retirement corpus

A recent research paper places the safe withdrawal rate (SWR) from retirement corpus at 3.5%. The study incorporated parameters like equity and debt returns, inflation, asset allocation and taxes. It used both the Monte Carlo and bootstrapping simulation methods for the past 20 years of data to arrive at the estimation.

Vishal dhawanSailesh raj bhanRavi saraogi

The Case For Renewing Financial Vows Every Now And Then

The Case For Renewing Financial Vows Every Now And Then
menafn.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from menafn.com Daily Mail and Mail on Sunday newspapers.

Khaleej timesUnited arab emiratesSuneeti ahuja kohliJoe woodhouseVishal dhawanJenny olsonKelley school of businessKelley schoolUnited kingdom based

The case for renewing financial vows every now and then

The case for renewing financial vows every now and then
khaleejtimes.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from khaleejtimes.com Daily Mail and Mail on Sunday newspapers.

United arab emiratesJoe woodhouseJenny olsonVishal dhawanSuneeti ahuja kohliKelley school of businessKelley schoolUnited kingdom based