BUSINESS
Five themes that are worth investing today: A handy guide by Trideep Bhattacharya, CIO, Edelweiss MF
Bhattacharya believes a balanced approach while picking large, mid- and small-cap funds is good right now, rather than being completely risk-averse
BUSINESS
Sensex on a high: Here’s why Mirae’s Swarup Mohanty loves largecaps
FII flows have taken largecaps higher, said the Mirae Mutual Fund CEO, and the risk-reward balance tilts in favour of largecaps even now.
BUSINESS
Will HDFC MF’s new scheme revive the interest in consumer sector funds?
In the HDFC Non-Cyclical Consumer Fund, sectors such as FMCG, consumer durables, consumer services and healthcare services are part of the theme, while automobiles, power and realty are relatively more cyclical and, hence, excluded
BUSINESS
Will BlackRock’s spot Bitcoin ETF breathe life into the comatose crypto market?
BlackRock, the world’s largest asset manager, has filed for a spot Bitcoin ETF at a time when the US regulator, Securities and Exchange Commission, has clamped down on cryptocurrency exchanges. Crypto ETFs available now are futures-based.
BUSINESS
Motilal Oswal’s Nifty Microcap 250 Index fund aims to pick tomorrow’s multibaggers today. Should you invest?
Over the last three years, the Nifty Microcap 250 Index has delivered 58 percent on an annualised basis. But this segment comes with its own set of risks and challenges.
BUSINESS
Will direct plan expenses of MFs go up with execution-only platforms?
SEBI has mandated that mutual fund execution-only platforms will either have to register with AMFI or stock exchanges. The former will be able to charge fund houses, while the latter would be able to charge investors and / or fund houses.
BUSINESS
Explainer: How SEBI’s norms on execution-only platforms will impact investors
For the regulation purpose, SEBI has defined an EOP as a digital or online platform, which facilitates transactions such as subscription, redemption and switch transactions in direct plans of schemes of mutual funds.
BUSINESS
More AMCs make a beeline for Multi Asset Allocation Funds
Multi asset allocation is a relatively less volatile vehicle compared to aggressive hybrid equity schemes, and it also offers indexation benefits in case the equity allocation is maintained between 35 percent and 65 percent.
BUSINESS
SEBI issues regulations for execution-only platforms for direct mutual fund schemes
An EOP is a digital or online platform which facilitates transactions such as subscription, redemption and switch transactions in direct plans of schemes of mutual funds.
BUSINESS
How LIC Mutual Fund's chief executive plans to turn the tortoise into a hare
TS Ramakrishnan believes that like its sponsor, the fund house should be among the top asset management companies in the country
BUSINESS
Why have China-focussed mutual funds hit a bump, again?
It was widely believed that China-focussed funds would see turnaround this year. However, the country’s post-Covid recovery is losing steam and the recent underperformance is due to concerns about growth in the coming quarters.
BUSINESS
Equity mutual fund inflows halve to Rs 3,240 crore in May, SIP book hits record high
Despite the fall, equity fund inflows have remained in the positive zone for 27 straight months now. Further, inflows via SIPs hit the fresh record high of Rs 14,748.68 crore in May.
BUSINESS
MFs can now participate in repos on Commercial Papers, Certificate of Deposits
SEBI had first allowed the participation of mutual funds in repo in corporate debt securities in 2011. The fund houses were then allowed to participate in repo transactions only in AAA-rated corporate debt securities.
BUSINESS
Reaching that crorepati milestone hinges on your commitment to investing
A recent study shows that the largest accretion in people’s portfolios happens when they are between 35 and 49 years of age.
BUSINESS
ESG or non-ESG funds: Which scheme to pick? | Simply Save
In 2020 when the Covid-19 pandemic spread across the globe, a growing need was felt among investors to invest in ‘responsible’ companies. Now, investors are back to focussing on funds that give high returns, ESG or no-ESG. Today, we have with us Kaustubh Belapurkar, Director – Manager Research at Morningstar Investment Adviser India and he will discuss how ESG investing differs from traditional investment approaches and more.
BUSINESS
ICICI Pru Bluechip Fund completes 15 years. Does it still have its mojo?
The scheme was launched amid the global financial crisis in May 2008 and as per the fund house, the scheme has delivered a compounded annual growth rate of 13.98 percent since inception.
BUSINESS
NFO review: Edelweiss MF’s new multi-asset fund is debt-focussed with indexation taxation benefit
Edelweiss Multi Asset Allocation Fund will invest your money across various asset classes, like equity, debt, real-estate investment trusts, infrastructure trusts, and so on. The NFO opens June 5.
BUSINESS
Do equity savings funds make sense after the tax hit on debt mutual funds?
Equity savings funds are no substitute to debt funds, but can be appealing to investors looking for relatively stable returns with low exposure to equity and the benefit of equity taxation.
BUSINESS
Radhika Gupta’s Edelweiss MF shifts focus to multi-asset allocation fund after debt taxation change
Edelweiss MF upcoming new scheme will invest across asset classes such as equity, fixed income securities, gold, REITs and InvITs.
BUSINESS
From Rs 40 trillion to Rs 100 trillion: How SEBI wants mutual funds to chart the way forward
Madhabi Puri Buch, Chairperson of SEBI has highlighted that mutual funds is the most preferred vehicle by which the regulator would like to bring household savings into the market.
BUSINESS
Parag Parikh Flexi Cap Fund: So far, so good. But can it do an encore?
Discipline and being true to its label have helped the fund in the past. However, going forward, its large size and SEBI restrictions on investment in overseas stocks could be challenges.
MCMINIS
How MF sectoral allocation changed in April
BUSINESS
Our job is to create wealthy investors, not run after them: Parag Parikh AMC
On May 28, 10 years ago, Parag Parikh Flexi Cap, the fund house’s flagship fund and its first scheme, opened up its doors to investors. But the fund house believes it has just got started.
BUSINESS
Passive investing gathers steam but retail investors get a meagre share
The inflows are predominantly from corporates, the Employees' Provident Fund Organisation, and high networth individuals.
