BUSINESS
Baroda BNP Paribas MF’s small-cap fund collects Rs 1,100 crore in NFO period
Baroda BNP Paribas Small Cap Fund will follow a bottom-up stock-picking approach with emphasis on selecting companies with strong fundamentals, quality business models and strong management teams
BUSINESS
Are Zerodha MF’s new funds tracking Nifty LargeMidcap 250 Index good bets?
Zerodha Nifty LargeMidcap 250 Index Fund and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund will follow a passive investment strategy and invest in stocks in proportion to the weightage of the stocks in the Nifty LargeMidcap 250 Index.
BUSINESS
SEBI revamps format of offer documents of mutual fund schemes
From now on the 'summary of the scheme' section will provide a weblink, wherein Total Expense Ratio for the last six months as well as scheme factsheet will be made available.
BUSINESS
Navigating the mutual fund maze: When to go direct and when to seek expert guidance
The choice between direct and regular mutual funds depends on an individual’s investment goals, knowledge, preferences, and the level of involvement they want in managing investments. It's essential to assess circumstances and objectives before deciding which type of mutual fund is right for you.
BUSINESS
Where to park your money when markets go volatile? Experts bat for SIPs, large-cap funds
Many investors who started investing after 2020 are perhaps facing their first major fall in equity markets. Global economic slowdown, high fiscal deficit and geopolitical tensions have added to their concerns. Mutual fund investors have so far remained committed to their SIPs. What should be their strategy now?
BUSINESS
Gold buying on Dussehra: Is this a good time to invest?
Dussehra is considered to be an auspicious time to buy gold. The Middle East conflict and the US interest rate direction have been driving the prices of gold in recent times. However, gold ETF holdings worldwide are at a 3-year low. This suggests that investors aren’t buying gold enough.
BUSINESS
Gold buying on Dussehra: Which is the best way to invest?
Investors should consider parameters depending on their objectives, risk, return, liquidity, and tax benefits before choosing the most appropriate option to invest in gold this Dussehra.
BUSINESS
Samir Arora-backed Helios AMC’s first equity fund: All you need to know
The new fund house will follow the “elimination investing” philosophy, which will avoid stocks that can underperform on a long-term basis.
BUSINESS
Do international mutual funds still make sense for Indian investors? Simply save
Assets under management of mutual funds investing in global markets have shrunk over the past 20 months. Even the long-term category average returns pale in comparison to some in the debt funds bucket. What is ailing global funds and are they still a good portfolio diversification tool. Moneycontrol spoke to Chintan Haria, head-investment strategy, at ICICI Prudential Mutual Fund for answers.
BUSINESS
Quantum MF opens small-cap fund after index rises 35% in one year; should you invest?
Demand for small-cap funds has boomed in the past one and half years and their assets have surged 87 percent since January 2022.
BUSINESS
SEBI member Ananth Narayan G pitches for risk education, awareness in mutual funds
Narayan is of the opinion that the mutual fund industry needs to make retail investors understand what risk is and get them appreciate how they can reduce risk.
TRENDS
Edelweiss Financial NCD offers up to 10.46%: Should you go for it?
Edelweiss may offer high interest rates, but an AA- rating with negative outlook suggests very high risk. In the past, even AAA-rated issues have defaulted.
BUSINESS
Broadening Horizons: Does a 500 to 750-stock broad-market fund help?
The Groww Nifty Total Market Index Fund will hold 750 stocks in its portfolio as per its benchmark index, the Nifty Total Market Index. It’s part of a growing tribe of broad-market index funds that aims to do the opposite of what active fund managers do. So far, this category has failed to pick up.
TRENDS
IT is a contrarian bet; we have reduced our underweight on the sector: Harshad Patwardhan, CIO, Union MF
Patwardhan believes that India today is better placed to face both global and domestic headwinds, and the risk-reward in small- and mid-caps doesn't look as good as it did a year ago
TRENDS
Bandhan Mutual Fund launches retirement scheme; should you invest?
Bandhan Retirement Fund will follow the dynamic asset allocation strategy, which will adjust allocation between equity and debt, based on market valuations and economic conditions. Is a single scheme enough for your retirement goals?
BUSINESS
More micro-cap funds are on the anvil: Invest or avoid? Simply Save
Investing in micro-cap stocks can offer potential rewards, but it also comes with several risks that investors should be aware of. Nirav Karkera, Head of Research at Fisdom, tells us about what the micro-cap valuations are hinting at and how funds can manage the risks in micro-cap funds. Listen in
BUSINESS
Aditya Birla Finance’s NCD issue offers up to 8.09%; should you invest?
Experts say the offer is interesting, since there aren’t many secondary market AAA-rated debt issues offering the same returns.
BUSINESS
SBI Mutual Fund elevates DP Singh as Joint CEO
D P Singh has over 31 years of experience in banking and financial services industry and has been associated with SBI Mutual Fund since 1998. He was earlier deputy managing director and chief business officer at the AMC.
BUSINESS
Micro-cap stocks' rally draws mutual funds. Should you invest?
Mutual funds’ search for higher returns has taken them deep into the micro-cap zone, backed by a rise in the inflows and prices of these stocks. But a micro-cap-focused fund should ideally not be your first investment. A measured and careful exposure is fine, though.
BUSINESS
Nifty at 20,000: BAF fund managers cut equity exposure, shift to large-caps
Balanced advantage funds, which dynamically shift between debt and equity based on market conditions, are cautious in the short term due to high valuations and have hedged positions. As Nifty 50 index hovers around 20,000 levels, here's what the fund managers are up to.
BUSINESS
What Is Total Expense Ratio In A Mutual Fund And How It Is Calculated
Although lower expense ratios help a scheme’s return, that should not be the only criteria for selecting a scheme. Its pedigree, long-term track record, and discipline are more important to ensure consistency and continuity of the investment philosophy.
BUSINESS
One year after Prashant Jain at HDFC MF: How the fund house has coped
Celebrated fund manager Prashant Jain left HDFC Mutual Fund in July 2022 and left a void. A strong equity team was already in place to fill the gap. A year later, the fund house has taken strides but the core philosophy continues
BUSINESS
Nifty reclaims 20,000: Here’s what you should do with your mutual fund investments
Nifty hitting the 20,000-point level is a significant milestone. But whether investors should change their mutual fund investment strategy depends on factors specific to their individual financial goals, risk tolerance, and existing investment portfolios.
BUSINESS
Equity fund inflows surge 165% to Rs 20,245 cr in August, small-cap funds in demand
Large-cap funds continued to see outflows. The selling in large-cap funds came amid fall in benchmark indices during August.
