MUTUAL FUNDS 

HOW TO INVEST IN US STOCK MARKET VIA INDIAN MUTUAL FUNDS? 

Published By MintGenie Team | 08 Dec, 2023

Importance of Diversification

Diversification beyond the Indian market mitigates country-specific risks for investors.
Credit : PIXABAY

US Market Performance Advantage

The US stock market consistently outperforms the Indian market due to factors like economic size, corporate governance, liquidity, and tech exposure.
Credit : PINTEREST

Mechanism of Indian Mutual Funds in US Stocks

Indian international mutual funds typically invest in indices like S&P 500 or Nasdaq 100, providing exposure to top US companies.
Credit : PEXELS

Benefits of Investing in US Equities

Global opportunities and potential for higher returns due to the US market's historical outperformance.
Credit : UNSPLASH

Professional Management

Funds managed by experienced professionals who adjust portfolios based on market conditions.
Credit : PEXELS

Tax Implications

Indian mutual funds investing in US equities are taxed as debt funds, subject to an investor's slab rate, post the 2023 budget change.
Credit : PIXABAY

Tax Treatment Changes

Pre-budget, long-term capital gains from debt mutual funds were taxed at 20% with indexation benefits. Indexation benefits were abolished from April 1, 2023.
Credit : UNSPLASH

Process of Investment

Simplified process through no-brokerage investment platforms involves creating an account, linking a bank account, selecting the desired Indian mutual fund investing in US equities, and initiating investment.
Credit : UNSPLASH