Latest news with #EdelweissMutualFund
Time of India
6 days ago
- Business
- Time of India
Edelweiss Mutual Fund crosses Rs 1.50 lakh crore AUM: Radhika Gupta shares Rs 150 coin
Edelweiss Mutual Fund has crossed Rs 1.50 lakh crore of AUM , the CEO Radhika Gupta posted on social media, observing that milestones aren't the end, they are the moments that reassure, energize and inspire. Rs 1.5 lakh crore of AUM reflects the strength of our foundation and confidence in our future, the fund house said. Thank you 🙏 — Radhika Gupta (@iRadhikaGupta) May 27, 2025 Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » In another post the CEO shared a video showing a Rs 150 coin which she feels privileged one to have. Also Read | An underrated solution, finding its due: Radhika Gupta reacts on tax-efficient options beyond equities Live Events She posted on social media X that, 'Celebrating our 150 with a mega 150! 150,000 crores of AUM for @EdelweissMF , a young financial institution celebrated with 150 years for @bseindia , an iconic financial institution. This coin - legal tender of 150 rupees - is one I am privileged to have. Iconic and for the ages.' Edelweiss Mutual Fund has achieved Rs 1.50 lakh crore AUM coinciding with the BSE 's 150-year legacy. Celebrating our 150 with a mega 150! 150,000 crores of AUM for @EdelweissMF , a young financial institution celebrated with 150 years for @bseindia , an iconic financial institution. This coin - legal tender of 150 rupees - is one I am privileged to have. Iconic and for the… — Radhika Gupta (@iRadhikaGupta) May 27, 2025 Gupta in her earlier post said, 'An underrated solution finding it's due! For the last two years we have worked to provide a tax efficient fixed income alternative in Edelweiss Multi Asset Allocation Fund using arbitrage in various asset classes. The track record of both returns over 1/2Y and risk (no negative months) speaks for itself.' With stock prices running high, cautious investors are staying away from the market but for wealthy investors looking for tax-friendly options outside of stocks, some new mutual fund strategies are proving to be attractive choices on which Radhika Gupta, CEO of Edelweiss Mutual Fund says that an underrated solution is finding its due. Also Read | Nifty up 13% from April's low. How should mutual fund investors alter their investment strategy? She posted a photo of a news article which was published in ET saying, 'Top tax-efficient MF strategies for risk-averse investors.' The news article was about categories such as arbitrage funds, income plus arbitrage FoFs, multi-asset allocation and precious metal funds (gold/silver) are gaining traction as these funds typically avoid direct equity exposure while offering better post-tax returns than traditional fixed income. The ET article mentioned that multi asset allocation funds that can invest in diverse asset classes if held for two years, the gains are taxed at the rate of 12.5% and if held for less than two years, the gains are added to the investors' income and are taxed as per slab rates. These funds are used by investors as debt allocation for tax efficiency and Edelweiss Multi Asset Allocation Fund was the top scheme with 9.27% return in a one year period.
Economic Times
6 days ago
- Business
- Economic Times
Edelweiss Mutual Fund crosses Rs 1.50 lakh crore AUM: Radhika Gupta shares Rs 150 coin
Edelweiss MF hits ₹1.5 lakh crore AUM, celebrates BSE 150, and promotes tax-efficient multi-asset strategies for conservative investors Edelweiss Mutual Fund has crossed Rs 1.50 lakh crore of AUM, the CEO Radhika Gupta posted on social media, observing that milestones aren't the end, they are the moments that reassure, energize and 1.5 lakh crore of AUM reflects the strength of our foundation and confidence in our future, the fund house said. Thank you 🙏 — Radhika Gupta (@iRadhikaGupta) May 27, 2025 In another post the CEO shared a video showing a Rs 150 coin which she feels privileged one to have. Also Read | An underrated solution, finding its due: Radhika Gupta reacts on tax-efficient options beyond equities She posted on social media X that, 'Celebrating our 150 with a mega 150! 150,000 crores of AUM for @EdelweissMF, a young financial institution celebrated with 150 years for @bseindia, an iconic financial institution. This coin - legal tender of 150 rupees - is one I am privileged to have. Iconic and for the ages.' Edelweiss Mutual Fund has achieved Rs 1.50 lakh crore AUM coinciding with the BSE's 150-year legacy. Celebrating our 150 with a mega 150! 150,000 crores of AUM for @EdelweissMF, a young financial institution celebrated with 150 years for @bseindia, an iconic financial institution. This coin - legal tender of 150 rupees - is one I am privileged to have. Iconic and for the… — Radhika Gupta (@iRadhikaGupta) May 27, 2025 Gupta in her earlier post said, 'An underrated solution finding it's due! For the last two years we have worked to provide a tax efficient fixed income alternative in Edelweiss Multi Asset Allocation Fund using arbitrage in various asset classes. The track record of both returns over 1/2Y and risk (no negative months) speaks for itself.'With stock prices running high, cautious investors are staying away from the market but for wealthy investors looking for tax-friendly options outside of stocks, some new mutual fund strategies are proving to be attractive choices on which Radhika Gupta, CEO of Edelweiss Mutual Fund says that an underrated solution is finding its due. Also Read | Nifty up 13% from April's low. How should mutual fund investors alter their investment strategy? She posted a photo of a news article which was published in ET saying, 'Top tax-efficient MF strategies for risk-averse investors.' The news article was about categories such as arbitrage funds, income plus arbitrage FoFs, multi-asset allocation and precious metal funds (gold/silver) are gaining traction as these funds typically avoid direct equity exposure while offering better post-tax returns than traditional fixed ET article mentioned that multi asset allocation funds that can invest in diverse asset classes if held for two years, the gains are taxed at the rate of 12.5% and if held for less than two years, the gains are added to the investors' income and are taxed as per slab rates. These funds are used by investors as debt allocation for tax efficiency and Edelweiss Multi Asset Allocation Fund was the top scheme with 9.27% return in a one year period. (Disclaimer: Recommendations, suggestions, views, and opinions given by experts are their own. These do not represent the views of the Economic Times)
Economic Times
6 days ago
- Business
- Economic Times
An underrated solution, finding its due: Radhika Gupta reacts on tax-efficient options beyond equities
Agencies Wealthy investors seek tax-friendly options outside stocks. Edelweiss Multi Asset Allocation Fund offers a solution. With stock prices running high, cautious investors are staying away from the market, but for wealthy investors looking for tax-friendly options outside of stocks, some new mutual fund strategies are proving to be attractive choices, on which Radhika Gupta, CEO of Edelweiss Mutual Fund, says that an underrated solution is finding its due. he posted on the social media platform X that, 'An underrated solution, finding its due! For the last two years, we have worked to provide a tax-efficient fixed income alternative in Edelweiss Multi Asset Allocation Fund using arbitrage in various asset classes. The track record of both returns over 1/2Y and risk (no negative months) speaks for itself.' An underrated solution finding it's due! For the last two years we have worked to provide a tax efficient fixed income alternative in Edelweiss Multi Asset Allocation Fund using arbitrage in various asset classes. The track record of both returns over 1/2Y and risk (no negative… — Radhika Gupta (@iRadhikaGupta) May 27, 2025 Also Read | Nifty up 13% from April's low. How should mutual fund investors alter their investment strategy? Over the last two years, Edelweiss Mutual Fund has quietly worked on a unique approach that addresses this exact concern—a tax-efficient fixed income alternative via the Edelweiss Multi Asset Allocation Fund, and the track record of both returns over one or two years and risk (no negative months) speaks for itself. She posted a photo of a news article, which was published in ET, saying, 'Top tax-efficient MF strategies for risk-averse investors.' The news article was about categories such as arbitrage funds, income plus arbitrage FoFs, multi-asset allocation, and precious metal funds (gold/silver) are gaining traction as these funds typically avoid direct equity exposure while offering better post-tax returns than traditional fixed income. The ET article mentioned that multi-asset allocation funds that can invest in diverse asset classes, if held for two years, the gains are taxed at the rate of 12.5% and if held for less than two years, the gains are added to the investors' income and are taxed as per slab rates. These funds are used by investors as debt allocation for tax efficiency, and Edelweiss Multi Asset Allocation Fund was the top scheme with a 9.27% return in a one-year other categories that investors' are focussing on are arbitrage funds, income plus arbitrage FoF, gold ETFs, and silver ETFs. According to the ET story, Edelweiss Silver ETF was also among the top silver ETFs and has offered 7.05% return in the last one case of arbitrage funds, investors who hold for less than a year pay 20% short - term capital gains and those who hold for more than a year, pay 12.5% LTCG and these funds can be used for short term parking of funds or to move from debt to equity using staggered method. Also Read | Radhika Gupta explains why she is saving Rs 10 crore for her son's education Income plus Arbitrage FoF is a new category of schemes that invest a little less than 65% in fixed income with the balance in arbitrage strategies and some funds also invest in schemes of other fund houses. In this category, if the scheme is held for two years, gains are taxed at the rate of 12.5% and if less than two years, the gains are added to investors income and are taxed as per slab rates. Investors use Income plus Arbitrage FoF funds as debt allocation for tax efficiency and none of the schemes in the category have completed a year of existence in the market.
Time of India
6 days ago
- Business
- Time of India
An underrated solution, finding its due: Radhika Gupta reacts on tax-efficient options beyond equities
With stock market volatility, Edelweiss Mutual Fund highlights its Multi Asset Allocation Fund as a tax-efficient fixed income alternative. Radhika Gupta, CEO, emphasizes the fund's consistent returns and low risk, leveraging arbitrage across asset classes. The fund, along with arbitrage funds and precious metal ETFs, gains traction among risk-averse investors seeking better post-tax returns. Tired of too many ads? Remove Ads An underrated solution finding itundefineds due! For the last two years we have worked to provide a tax efficient fixed income alternative in Edelweiss Multi Asset Allocation Fund using arbitrage in various asset classes. The track record of both returns over 1/2Y and risk (no negative… undefined Radhika Gupta (@iRadhikaGupta) May 27, 2025 Tired of too many ads? Remove Ads With stock prices running high, cautious investors are staying away from the market, but for wealthy investors looking for tax-friendly options outside of stocks, some new mutual fund strategies are proving to be attractive choices, on which Radhika Gupta , CEO of Edelweiss Mutual Fund , says that an underrated solution is finding its posted on the social media platform X that, 'An underrated solution, finding its due! For the last two years, we have worked to provide a tax-efficient fixed income alternative in Edelweiss Multi Asset Allocation Fund using arbitrage in various asset classes. The track record of both returns over 1/2Y and risk (no negative months) speaks for itself.'Over the last two years, Edelweiss Mutual Fund has quietly worked on a unique approach that addresses this exact concern—a tax-efficient fixed income alternative via the Edelweiss Multi Asset Allocation Fund, and the track record of both returns over one or two years and risk (no negative months) speaks for posted a photo of a news article, which was published in ET, saying, 'Top tax-efficient MF strategies for risk-averse investors.' The news article was about categories such as arbitrage funds , income plus arbitrage FoFs, multi-asset allocation, and precious metal funds (gold/silver) are gaining traction as these funds typically avoid direct equity exposure while offering better post-tax returns than traditional fixed ET article mentioned that multi-asset allocation funds that can invest in diverse asset classes, if held for two years, the gains are taxed at the rate of 12.5% and if held for less than two years, the gains are added to the investors' income and are taxed as per slab rates. These funds are used by investors as debt allocation for tax efficiency, and Edelweiss Multi Asset Allocation Fund was the top scheme with a 9.27% return in a one-year other categories that investors' are focussing on are arbitrage funds, income plus arbitrage FoF, gold ETFs , and silver ETFs According to the ET story, Edelweiss Silver ETF was also among the top silver ETFs and has offered 7.05% return in the last one case of arbitrage funds, investors who hold for less than a year pay 20% short - term capital gains and those who hold for more than a year, pay 12.5% LTCG and these funds can be used for short term parking of funds or to move from debt to equity using staggered plus Arbitrage FoF is a new category of schemes that invest a little less than 65% in fixed income with the balance in arbitrage strategies and some funds also invest in schemes of other fund houses. In this category, if the scheme is held for two years, gains are taxed at the rate of 12.5% and if less than two years, the gains are added to investors income and are taxed as per slab use Income plus Arbitrage FoF funds as debt allocation for tax efficiency and none of the schemes in the category have completed a year of existence in the market.
India Today
23-05-2025
- Business
- India Today
Rs 10 crore for child's education? Edelweiss' Radhika Gupta's maths and message
Radhika Gupta, CEO of Edelweiss Mutual Fund, recently shared a simple approach to planning and saving Rs 10 crore for a child's higher education. Her honest post on social media sparked curiosity and debate, especially about how education could cost so much. But once she explained the maths behind it, the picture became wrote on X, 'I've got a bunch of baffled messages about how education can cost 10 crore. The math is simple: Current 4 US education: 2.5 crore Inflation: 5% Currency depreciation: 4% Time: 16 years 2.5 * (1.09^16) = 9.9 crore.' advertisementShe explained that the current cost of a full higher education in the US is around Rs 2.5 crore. Now, if you consider average inflation of 5% and currency depreciation of 4% every year, the value of that education will go up a lot over the next 16 did the maths and shared the calculations, i.e., how much it could cost when a child is ready for further wrote, 'We underestimate the impact of inflation when we do our financial planning, not just for education, but even retirement. Always do the numbers and plan early!' Her main message was simple, that we often ignore inflation when planning for the future. It doesn't just affect education costs, it can also leave us underprepared for retirement if we're not careful. She reminded that while numbers can feel abstract, planning early and realistically is what helps you reach big goals without stress Radhika Gupta's post wasn't just about numbers. It was about mindset, thinking long-term, planning wisely, and trusting that with time and discipline, your money can do the heavy Watch
