Liquid Funds – Way Forward

July 1, 2020

There has been an introduction of the following regulatory changes:

  1. 100% MTM in liquid Funds
  2. 20% of liquid portfolio to be invested in liquid assets
  3. Stamp duty on purchases @ 0.005%

Due to these changes, overnight and liquid funds are losing their attractiveness.
What is the impact and way forward for institutional investors who have a longer investment horizon?

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Applicability & Impact of Stamp Duty on Mutual Fund Units

June 30, 2020

Finance Act 2019 have made several amendments to the Indian Stamp Act 1899.

With this change, stamp duty will be applicable on mutual fund units, effective from 1st July 2020.

Will our mutual fund investors contribute more towards the economic reforms? Check out our anaylsis report on mutual fund returns.

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