May 29, 2025
With equity valuations running high, risk-averse investors are maintaining their distance from the stock market. But to affluent investors seeking tax-efficient options beyond equities, a new breed of mutual fund strategies offer compelling alternatives, as reported by ET Bureau.
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Invest a minimum of 65% in arbitrage strategies with balance in debt instruments. If held for less than a year, STCG is 20% and if held more, LTCG is 12.5%. Top funds - Tata Arbitrage (7.96%), ABSL Arbitrage and Bandhan Arbitrage (7.89%), Kotak Arbitrage (7.88%) and Invesco Arbitrage (7.84%).
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Invest in diverse asset classes. If held for 2 years, taxed at 12.5% and if held for less than 2 years, taxed as per slab rate. Top fund - Edelweiss Multi Asset Allocation Fund (9.27%)
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A new category. Invest little less than 65% in fixed income with balance in arbitrage strategies. If held for 2 years, taxed at 12.5%, if less than 2 years, taxed as per slab rate. None of the schemes have completed a year.
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Invest in physical gold bullion. If listed gold ETF is sold after 12 months, then LTCG is 12.5%, if before then as per slab rate. Top funds - UTI Gold (31.7%), Invesco Gold (31.63^), LIC MF Gold (31.51%), Tata Gold (30.84%), and Axis Gold (30.38%).
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Invest in physical silver. If listed silver ETF is sold after 12 months, then LTCG is 12.5%, if before then as per slab rate. ABSL Silver (7.24%), Axis Silver (7.19%), Mirae Asset Silver (7.16%), DSP Silver (7.07%), and Edelweiss Silver (7.05%)
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