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Should you invest in arbitrage funds? - The Hindu BusinessLine


Should you invest in arbitrage funds?
Satya Sontanam
BL Research Bureau |
Updated on
May 01, 2021
The category enjoys beneficial tax treatment as it is considered as equity funds for taxation
Arbitrage funds and liquid funds are both short-term investment options. With lower returns from liquid funds of late, arbitrage funds are coming into the spotlight.
While recent net inflows in to liquid funds have been volatile, it has been positive for arbitrage funds in the three consecutive months until March 2021. This could be due to the better performance of the latter in the recent past. In the last one-, three-, five-, six- and ten-month period, arbitrage funds delivered higher returns (on annualised basis) over liquid funds by 10-185 basis points. ....

Investment Products , Motilal Oswal Private Wealth , Mutual Funds , Arbitrage Funds , Liquid Funds , Short Term Investment Options , Tax Benefit , Treasury Bills , Government Securities , Certificates Of Deposit , Commercial Paper , முதலீடு ப்ராடக்ட்ஸ் , மோட்டிலால் ஒசுவள் ப்ரைவேட் செல்வம் , பரஸ்பர நிதி , நடுவர் நிதி , திரவ நிதி , குறுகிய கால முதலீடு விருப்பங்கள் , வரி நன்மை , கருவூலம் பில்கள் , அரசு பத்திரங்கள் , சிஇஆர்டிஐஎஃப்ஐசிஏடிஇஎஸ் ஆஃப் வைப்பு , வணிகரீதியானது காகிதம் ,

Life of MF units after death of investor - The Hindu BusinessLine


Life of MF units after death of investor
Satya Sontanam
BL Research Bureau |
Updated on
April 03, 2021
Know the procedural aspects of transferring MF units
Investors use mutual funds to reap the rewards of their disciplined savings and investments. But their unfortunate demise can unsettle the whole planning. Here’s a low-down on the procedural aspects of transferring units to a claimant upon the death of a unit-holder.
Upon nomination
The registered nominee obtains the right to the units only upon the death of the unit-holder. If the account is held jointly, then the nominee obtains the right only after the death of all joint unit-holders. If there are multiple nominees, each nominee would get his/her share in a way indicated by the unit-holder. If the allocation/share for each of the nominee is not specified, the fund house shall settle equally among all the nominees. ....

Sneha Pathak , No Objection Certificate , Estate Planning , Motilal Oswal Private Wealth , Mf Nominee , Mf Heir , நேஹா பதக் , எஸ்டேட் திட்டமிடல் , மோட்டிலால் ஒசுவள் ப்ரைவேட் செல்வம் , ம்ஃப் பரிந்துரைக்கப்பட்டவர் , ம்ஃப் வாரிசு ,