Category: Mutual Funds

Understanding the Expense Ratio in Investment Funds

An expense ratio is a key metric that measures the costs associated with managing and operating an investment fund, such as mutual funds or ETFs. Represented as a percentage of the fund’s average assets under management (AUM), it includes management fees, administrative fees, and other operational expenses. Raj Khosla, Founder & MD of MyMoneyMantra.com, stresses […]

Budget 2024 Introduces Changes to Mutual Fund Taxation: What Investors Need to Know

### Budget 2024 Introduces Changes to Mutual Fund Taxation: What Investors Need to Know Budget 2024 has introduced significant changes to the taxation of mutual funds, impacting how investors will be taxed on their capital gains. Here’s a breakdown of the key changes and what investors should consider moving forward. #### Changes in Capital Gains […]

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