The unique advantages of arbitrage funds | Value Research Why tax-efficient, fixed-income-like returns from arbitrage funds are too good to ignore
Special Report

The unique advantages of arbitrage funds

Why tax-efficient, fixed-income-like returns from arbitrage funds are too good to ignore

Mutual Fund InsightTax has always been the bugbear of the Indian fixed income investor. Whether it's fixed deposits or income funds or anything else, there are precious little real (inflation-adjusted) gains; and even those are whittled down by heavy taxation. Arbitrage funds are the only solution to this taxation problem. They have the returns characteristics of income funds but the low or zero taxation of equity funds. That's a sweet combination. Learn all about arbitrage funds in 'The Charm of Arbitrage Funds', the cover story of the new October 15, 2015 issue of Mutual Fund Insight.

Small-cap funds are the ultimate in adventurous equity investing. The can rise fast, and they can fall fast too. And yet, used properly, they can add that extra dash of returns to your equity portfolio returns. Our Category Watch for the month is on these funds, in which we analyse everything that investors should know. In the accompanying Fund Analyst's Choice read all about the five hand-picked small-cap funds that our team has chosen for you.

This time, our Getting Personal feature is on A Balasubramanian, CEO, Birla Sun Life Mutual Fund. Balasubramanian is the archetypal 'old hand' of the Indian fund industry, and has played a variety of roles while rising to the pinnacle of his career. In a freewheeeling interview, he talks to us about how his personal and professional life interact.

Our mutual fund interview of the month is Anil Sarin, CIO - Equity, Edelweiss Financial, wherein he explains the fund houses' strategy and tactics on a range of issues.

Like every month, in The Plan, our experts have analysed an actual investor's portfolio in detail and suggested a complete restructuring plan. This month, we have an Indian working abroad, who would like to optimise his savings for long-term goals. In Buy Sell Hold, our experts answer investment queries from our readers.

And of course, there are regular features like Fund Radar, Fund Diary, regular columns from Aarati Krishnan and Vivek Kaul, as well as our comprehensive Scorecard of Mutual Fund data.

The issue is now on newsstands. You can also subscribe to the print and digital editions here, as well as get instant access to digital copy of this issue.

The issue is now on news stands. You can also subscribe to the printed version, or buy a digital subscription (PDF + online reader) instantly. You can also buy a digital copy of this issue without subscribing.


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