Dear Manja, Yes, STCG tax rate is 15 %
for Arbitrage funds as they are classified as Equity funds for the taxation purposes.
But do note that Exit load is applicable
for Arbitrage funds (if redeemed between 30 to 90 days, generally).
Exit load is also applicable
for Arbitrage funds (if redeemed between 30 to 90 days, generally).
From 1 yr to less than 3 year, i would go
for ARBITRAGE FUNDS (agreeing to the fact that there are some risk but as said by you But then you always have some spoilsports in the market.
Is it better to continue or whether i have to switch
for these Arbitrage fund?
Not exact matches
It's an unseemly request by a movie, to ask us to root
for the lying, scrambling but extremely well - coiffed hedge
fund billionaire weasel played by Richard Gere in the new film «
Arbitrage.»
She then moved to Allen & Company Inc., to become the Investor Relations Administrator
for the Allen
Arbitrage Fund as well as the Executive Assistant to a Managing Partner.
If an active
fund skillfully
arbitrages the prices of individual shares — buying those that are priced to offer high future returns and selling those that are priced to offer low future returns — it will earn a clear micro-level benefit
for itself: an excess return over the market.
While Paulson is known
for shorting sub-prime mortgages he actually specialized in merger
arbitrage before tackling the macro hedge
fund world.
The opportunities
for hedge
funds to find dislocations and
arbitrage opportunities are far greater in soft commodities such as beef compared with hard commodities such as iron ore because the supply is more dispersed.
If the deal breaks, which looks increasingly likely, it would be another setback
for M&A
arbitrage funds playing in Australia.
Dear Shivam,
For short - term goals, you may consider Short - Term debt
fund or
Arbitrage Funds or FDs.
Closed - end
funds do not have such mechanisms and offer greater opportunities
for arbitrage.
For example, if you borrow against the equity in your real property at 5 % and re-loan the
funds at 10 %, you've just created a 5 %
arbitrage.
For short term — you may consider Short term debt
funds or even
Arbitrage funds.
For lump sum investment, you may consider an Arbitrage fund and can hold the investment for just over 12 months, as the capital gains (if any) on Arbitrage fund is tax - exempt after 12 mont
For lump sum investment, you may consider an
Arbitrage fund and can hold the investment
for just over 12 months, as the capital gains (if any) on Arbitrage fund is tax - exempt after 12 mont
for just over 12 months, as the capital gains (if any) on
Arbitrage fund is tax - exempt after 12 months.
If the ETF disclosed its holdings frequently enough so that
arbitrage could take place, there'd be no reason to buy the ETF: smart investors would simply let the
fund manager do all of the research and then wait
for the disclosure of his or her best ideas.
What about Index
Funds &
Arbitrage Funds which is widely recommended
for stable income
for longterm?
Credit card
arbitrage is the practice of borrowing money from your credit card and depositing the borrowed
funds in some vehicle that returns you higher interest than you need to pay
for maintaining your loan.
Dear Roy, Saving avenues
for creating an emergency
fund can be: FD / RD, Liquid debt
fund and / or
Arbitrage fund.
Q - 1:
Arbitrage fund good option
for emergency
fund?
Dear narayana, The advantage with an
Arbitrage fund is, STPs on the units held
for more than 12 months, gains on them (if any) are tax - free.
Dear Samir, You may consider an
Arbitrage fund and hold the units
for just over 12 months to get tax - free gains (if any).
For accumulating an emergency
fund, kindly do not consider Equity
funds, you may consider Liquid
funds /
Arbitrage funds (
funds which have less risk profile).
Short term: You may consider an Ultra-short term
fund or an
Arbitrage fund (if lump - sum
for just over 12 months).
So as I understand from the above, am I correct to say that
for for a pure Systematic Investment to Equity
fund over a period of say 2 - 3 months, is
Arbitrage better option than a Debt
fund?
1) Waiting
for an article from you about
arbitrage funds, when to invest in this and how it works etc,... 2) people are suggesting
for long terms investing in equities (stock market), how would it work, like SIP in mutual
funds or??
But if your STP horizon is > 12 months,
arbitrage funds can be a bit tax efficient ones, as they are treated as Equity
fund for taxation purposes and also the STCG tax rate is 15 % (assuming tax assess is in 20/30 % tax slab).
Hi Sreekanth garu can you throw more light on following points 1) Any loss of capital in
Arbitrage funds during bearish markets or only less returns are expected 2) If emergency
fund can be formed with
Arbitrage funds why not with SIP, any specific reason why SIP is not a good idea
for this
fund Can you suggest best pure
Arbitrage fund for 2017.
If it is
for saving purpose with an expectation to get slightly better returns than say FDs then can consider Short - Term debt
fund +
Arbitrage fund.
Dear Suru, You may surely consider
Arbitrage fund for Emergency
fund, but do not put entire corpus in an
Arbitrage fund, do hold some amount in Cash + FDs.
I was expecting
Arbitrage funds will give acceleration to my portfolio but on the other hand they are the worst performing
fund for me.
May I know what is your expected returns from
Arbitrage Funds for say in 1 year?
Arbitrage funds are tax - efficient ones if you are in high tax - bracket (if units are held
for > 12 months).
My Qs: 1) I want to park investible surplus
for a period of TWO to THREE months — is it advisable to park
funds in an
Arbitrage Fund for less that 3 months?
Kotak Equity
Arbitrage (Sept. 1,» 08), Kotak Asset Allocator
Fund (Sept. 1,» 08), Kotak Global Emerging Market Fund (Apr. 4,» 11), (Dedicated fund manager for over seas investment), Kotak Balance (Aug. 25,» 15), Kotak Equity Savings Fund (Oct. 13,» 14), Kotak World Gold Fund (Jan. 31,» 15), Kotak US Equity Fund (Jan. 31,» 15), Kotak PSU Bank ETF (Nov. 8,» 07), Kotak SENSEX ETF (Jun. 6,» 08), Kotak NIFTY ETF (Feb. 8,» 10), Kotak Banking ETF (Dec. 11,» 14), Kotak Classic Equity (Jan. 1,»
Fund (Sept. 1,» 08), Kotak Global Emerging Market
Fund (Apr. 4,» 11), (Dedicated fund manager for over seas investment), Kotak Balance (Aug. 25,» 15), Kotak Equity Savings Fund (Oct. 13,» 14), Kotak World Gold Fund (Jan. 31,» 15), Kotak US Equity Fund (Jan. 31,» 15), Kotak PSU Bank ETF (Nov. 8,» 07), Kotak SENSEX ETF (Jun. 6,» 08), Kotak NIFTY ETF (Feb. 8,» 10), Kotak Banking ETF (Dec. 11,» 14), Kotak Classic Equity (Jan. 1,»
Fund (Apr. 4,» 11), (Dedicated
fund manager for over seas investment), Kotak Balance (Aug. 25,» 15), Kotak Equity Savings Fund (Oct. 13,» 14), Kotak World Gold Fund (Jan. 31,» 15), Kotak US Equity Fund (Jan. 31,» 15), Kotak PSU Bank ETF (Nov. 8,» 07), Kotak SENSEX ETF (Jun. 6,» 08), Kotak NIFTY ETF (Feb. 8,» 10), Kotak Banking ETF (Dec. 11,» 14), Kotak Classic Equity (Jan. 1,»
fund manager
for over seas investment), Kotak Balance (Aug. 25,» 15), Kotak Equity Savings
Fund (Oct. 13,» 14), Kotak World Gold Fund (Jan. 31,» 15), Kotak US Equity Fund (Jan. 31,» 15), Kotak PSU Bank ETF (Nov. 8,» 07), Kotak SENSEX ETF (Jun. 6,» 08), Kotak NIFTY ETF (Feb. 8,» 10), Kotak Banking ETF (Dec. 11,» 14), Kotak Classic Equity (Jan. 1,»
Fund (Oct. 13,» 14), Kotak World Gold
Fund (Jan. 31,» 15), Kotak US Equity Fund (Jan. 31,» 15), Kotak PSU Bank ETF (Nov. 8,» 07), Kotak SENSEX ETF (Jun. 6,» 08), Kotak NIFTY ETF (Feb. 8,» 10), Kotak Banking ETF (Dec. 11,» 14), Kotak Classic Equity (Jan. 1,»
Fund (Jan. 31,» 15), Kotak US Equity
Fund (Jan. 31,» 15), Kotak PSU Bank ETF (Nov. 8,» 07), Kotak SENSEX ETF (Jun. 6,» 08), Kotak NIFTY ETF (Feb. 8,» 10), Kotak Banking ETF (Dec. 11,» 14), Kotak Classic Equity (Jan. 1,»
Fund (Jan. 31,» 15), Kotak PSU Bank ETF (Nov. 8,» 07), Kotak SENSEX ETF (Jun. 6,» 08), Kotak NIFTY ETF (Feb. 8,» 10), Kotak Banking ETF (Dec. 11,» 14), Kotak Classic Equity (Jan. 1,» 17).
They may go long and short, but there are so many trying to do it that the limits of
arbitrage are tested, which is a major reason
for why hedge
funds are doing so badly.
The demand
for AAA assets, whether senior or super-senior, was often driven by leveraged investors, seeking to profit from being able to
arbitrage the AAA securities versus their
funding rate.
The article rambles at times, touching on unrelated issues like index
funds, capital structure
arbitrage, and alternative liquidity structures
for bonds.
The leveraged, inverse, and commodity groups of exchange - traded
funds have become very popular products
for use in the statistical
arbitrage and investing communities.
In effect, you're
arbitraging tax rates to your benefit, paying the tax
for the conversion (or Roth contribution) when your rate is lower and avoiding what would be a tax hit at a higher rate when you withdraw the
funds later on.
If the indexed account performs well, there is an opportunity
for positive
arbitrage on the borrowed
funds.
A riskier approach some investors use is to look
for investment
arbitrage opportunities by investing their loan
funds in assets they believe will provide them with higher returns than would be achieved by simply allowing the cash balance to grow at the policy rate.
«that the vast majority of these concerns can be addressed within the existing framework
for commodity - related
funds related to valuation, liquidity, custody,
arbitrage, and manipulation.»
«While Cboe shares many of the concerns raised in the Staff Letter, we believe that the vast majority of these concerns can be addressed within the existing framework
for commodity - related
funds related to valuation, liquidity, custody,
arbitrage, and manipulation,» the letter noted.
«While CBOE shares many of the concerns raised in the Staff Letter, we believe that the vast majority of these concerns can be addressed within the existing framework
for commodity - related
funds related to valuation, liquidity, custody,
arbitrage, and manipulation,» Concannon said in the letter.