Latest news with #iRadhikaGupta
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.
Time of India
20-05-2025
- Business
- Time of India
Radhika Gupta explains why she is saving Rs 10 crore for her son's education
Radhika Gupta , MD and CEO of Edelweiss Mutual Fund , recently shared a practical insight into how she is planning to save for her child's education, which could cost around Rs 10 crore with proper planning. In a post on the social media platform X, Gupta shared her calculations and highlighted an important lesson in financial planning— never underestimate the impact of inflation . Also Read | Over 260 debt mutual funds beat fixed deposits rate in 2 years. Should you switch? Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like ELDECO: New Launch: 3 BHK - Sec. 22D - Yamuna Expressway Eldeco-New-Launch Get Info Undo 'I've got a bunch of baffled messages about how education can cost Rs 10 crore,' Gupta wrote on social media. 'The math is simple.' I've got a bunch of baffled messages about how education can cost 10 cr. The math is simple Current 4 US education: 2.5 cr Inflation: 5% Currency depreciation: 4% Time: 16 years 2.5 * (1.09^16) = 9.9 cr We underestimate the impact of inflation when we do our financial… — Radhika Gupta (@iRadhikaGupta) May 20, 2025 She explained her calculation considering the following parameters: Live Events Current 4 US education: Rs 2.5 crore Inflation rate: 5% Currency depreciation: 4% Time horizon: 16 years When compounded, these figures lead to: Rs 2.5 crore × (1.09^16) = Rs 9.9 crore. That's nearly Rs 10 crore According to Gupta, while doing the financial planning , one always underestimates inflation and this isn't just about education but even while planning for retirement . 'We underestimate the impact of inflation when we do our financial planning,' she said. 'Not just for education but even for retirement. Always do the numbers and plan early.' The CEO also shared one more insight which was the SIP amount required for this goal to achieve will be Rs 1.6 lakh a month as a working couple. She explained the total capital that we will put over a period of 18 years will be Rs 3.5 crore and the rest of the balance of Rs 6.5 crore will be coming from time and compounding. 'Make a spreadsheet with 12% assumed returns and watch the magic. Btw, for the math feels who say inflation should be factored into currency depreciation, I am using USD education inflation not India :),' Gupta posted on social media. — iRadhikaGupta (@iRadhikaGupta) Gupta also acknowledged that every family will have their own values and perspectives when it comes to higher education. 'Everyone can have their own view on where kids should study or whether education will be relevant at all,' she said. 'An India undergrad + master's, by the way, is also Rs 80 lakh to Rs 1 crore in today's terms—maybe 30% of US costs. This math matters for everyone.' Whether your child plans to study in India or abroad, the planning with realistic assumptions is crucial. Even if one doesn't aim for international education, ignoring inflation and delaying planning can leave future goals underfunded, she lastly mentioned. One should always know that starting early gives your investments more time to grow. Even small amounts invested at the right time can outperform larger amounts invested later. Compounding helps your money grow faster by generating returns on both your principal and earned interest. The longer you stay invested, the greater the benefit. Also Read | Franklin Templeton India Mutual Fund announces merger of its two international funds, to change name of surviving scheme Gupta, in her posts, mentioned that staying invested and patient pays off for 'Dumber' investors against the timing market. She posted on social media platform X (formerly known as Twitter) that the smartest strategy is to stay invested and stay patient, as a large part of a year's returns come from a few critical days, and those are hard to predict. 'A large part of a year's returns come from a few critical days, and those are hard to predict. For us "dumber" investors, staying invested and staying patient is the easier and more effective thing to do!' said Gupta.
