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Mutual Fund for Beginners With Bharti Chawla in 2020

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tax4wealth
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Published on 06 Apr 2020 / In Other

Mutual Fund for Beginners With Bharti Chawla

• How to start investing and what financial product to invest in?
• Investments in Mutual Funds
Mutual Funds:

• Two Types of MF : Time Period
a) Open Ended Fund : investor can invest or enter and redeem or exit at any point of time
b) Closed Ended Funds: These funds have a fixed maturity date.

• Mainly Two type of Mutual Funds Equity Funds and Debt Funds:

a. Equity Funds :
b. Sector Specific Funds
c. Index funds
d. Tax saving funds:

Two Type of options also Growth and Dividend
• Debt Funds
• Money market funds or liquid funds
• Fixed income or debt mutual funds
• Balanced funds
• Hybrid / Monthly Income Plans (MIP)

• GOLD Mutual Funds:
Today Gold is at very high level, if you want to invest then There is an option, you can invest in Gold ETF it is also a kind of Mutual Fund which invest in Gold.
Invest in Digital Gold instead through Gold Mutual Funds.
Their investment value depends upon the price of Gold. With added advantage of no storage cost, complete safety of underlying Gold, instant liquidity, no wastage through making or melting charges, Gold Mutual Funds are one of the most convenient way to invest & accumulate Gold as an asset class.
• Taxation of Mutual Funds :

a. 1Holding Period (Equity) 12 Months or more Long Term otherwise short term
b. Equity Exposure More Than 65% then equity fund otherwise debt fund.
c. LTCG tax is applicable on equity funds at the rate of 10% if the capital gains exceed Rs 1 lakh a year, and there is no benefit of indexation.
d. STCG tax is applicable on equity funds at the rate of 15%.
e. Holding Period (Debt) 36 Months or more Long Term otherwise short term
f. Long-term capital gains on debt fund are taxable at the rate of 20% after indexation.
g. Short-term capital gains on debt fund are taxable as per Income Tax Slab of Investor.

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