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Nikhil Walavalkar

Editor - Personal Finance

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Debt funds report changes in risk-o-meters to riskier levels. Should you be worried?

BUSINESS

Debt funds report changes in risk-o-meters to riskier levels. Should you be worried?

Rising interest rates and fall in equity markets have given opportunities to fund managers to shuffle their portfolios. Any such changes can lead to a change in the risk-o-meters of schemes.

SIP with a twist: Fintech platforms and mutual funds tweak the plain, old SIP. Is it worth it?

BUSINESS

SIP with a twist: Fintech platforms and mutual funds tweak the plain, old SIP. Is it worth it?

Using technology and research, some online distributors and fund houses now offer variations to a SIP. Value SIPs (invest more when markets go up and vice-versa) and top-up SIPs allow you to periodically change your SIP amounts. The aim: to outperform the market.

This mutual fund manager sees money in a beaten-down mutual fund category. What’s the secret?

BUSINESS

This mutual fund manager sees money in a beaten-down mutual fund category. What’s the secret?

Canara Robeco AMC has launched the Canara Robeco Banking & PSU Debt Fund – a category that has disappointed over the past year. Fund managers like Avnish Jain say things are going to turn around for the category pretty soon.

Don’t forget to check your ETF iNAV before buying units

BUSINESS

Don’t forget to check your ETF iNAV before buying units

Now, you don’t have to wait till the end of market hours to get the NAV to decide whether to buy or sell. The iNAV of equity ETFs are disclosed at a maximum lag of 15 seconds, and debt, a minimum of four times a day. One can get these numbers from the respective fund house’s website in the ETF or NAV sections.

IT sector funds are down but not out. How safe is it to invest in tech stocks?

BUSINESS

IT sector funds are down but not out. How safe is it to invest in tech stocks?

Indian IT stocks were riding on the global positive sentiment, and though things changed earlier in 2022 on fears of a recession in the key US market, the sector has a long growth path and valuations are reasonable compared to six months ago, but be aware of the risks.

Sebi seeks views on execution-only platforms for direct investment in MF schemes

BUSINESS

Sebi seeks views on execution-only platforms for direct investment in MF schemes

Investors who transact on such platforms currently do not have any legal recourse if things go wrong. The regulator intends to plug that gap

NFO review | Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund. Should you invest?

BUSINESS

NFO review | Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund. Should you invest?

The product has a narrow mandate. That makes useful for very savvy investors looking for a significant exposure to some segments of the BFSI sector, and not the average mutual fund investor.

In volatile markets, dividend yield funds may perform better than stocks

BUSINESS

In volatile markets, dividend yield funds may perform better than stocks

Though investing on your own may help you customise the portfolio and decide on high yield stocks, the mutual fund route brings in better post-tax returns.

Want to buy your dream home? The rainy season might help

BUSINESS

Want to buy your dream home? The rainy season might help

A good-looking property might have cracks and leakages that get exposed during the monsoon. House inspections during the rains reveal a home’s true strength.

July 1: New rules to invest in mutual funds, teething troubles initially, but a safer future

BUSINESS

July 1: New rules to invest in mutual funds, teething troubles initially, but a safer future

All those SIPs will stop where your broker used to transfer funds from your broking account balance to the mutual fund house. You have to sign up for fresh NACH mandates.

MC Explains | How sovereign gold bonds received Rs 16,000 crore in 2021-22

BUSINESS

MC Explains | How sovereign gold bonds received Rs 16,000 crore in 2021-22

Traditionally, investors looked at gold as an effective hedge against volatility in the stock market. Over the last few years, increasing digitisation also ensured that more investors get to invest in a convenient manner.

Stuck with blocked MF route to global stocks? NSE, BSE offer alternative way

BUSINESS

Stuck with blocked MF route to global stocks? NSE, BSE offer alternative way

While the NSE offers the GIFT City route to invest in 50 shares, the BSE-backed India INX platform offers 131 stock exchanges, globally.

Explained: Why re-opening of international mutual funds may benefit only a few investors

BUSINESS

Explained: Why re-opening of international mutual funds may benefit only a few investors

Only select fund houses have opened their doors of international funds. And they may shut these if they breach their February 1, 2022 limits.

Interest rates on bank fixed deposits on the rise. Should you lock in?

BUSINESS

Interest rates on bank fixed deposits on the rise. Should you lock in?

When interest rates are rising investors are better off either laddering their money in fixed deposits or sticking to short term fixed deposits. Other options such as corporate fixed deposits, bonds also make sense, but with caveats.

Three years after its launch, India’s second largest quant fund is changing tack. What should investors do?

BUSINESS

Three years after its launch, India’s second largest quant fund is changing tack. What should investors do?

Wider criteria for stock selection and a risky derivative strategy are among measures that the fund house feels can help improve the performance of the DSP quant fund. SEBI’s rules allow existing investors an exit as these are fundamental attribute changes.

Equities have fallen, but mutual fund houses’ models indicate we aren’t out of the woods yet

BUSINESS

Equities have fallen, but mutual fund houses’ models indicate we aren’t out of the woods yet

Fund houses’ internal indicators say that equities are not overvalued anymore but caution against investing aggressively in a single asset class.

Rising Rates: Why investors are buying into gilt funds and 10-year constant maturity gilt funds

BUSINESS

Rising Rates: Why investors are buying into gilt funds and 10-year constant maturity gilt funds

Investors are looking for a high coupon and possible capital gains over the medium term. If interest rates do not move up much or move sideways before coming off the peak, then these investors may make decent gains over the medium term. But there are risks.

Date with debt funds: Taking a tough call amid soaring inflation, rising policy rates

BUSINESS

Date with debt funds: Taking a tough call amid soaring inflation, rising policy rates

Investing your hard-earned money in fixed income space is a tough call, given the anticipation of higher interest rates going forward

How to save and invest for your child’s foreign education goal

BUSINESS

How to save and invest for your child’s foreign education goal

Know the corpus you need for overseas education and start saving regularly for the same.

Debt investment returns drying up? Check out these options with a 3-5-year horizon

BUSINESS

Debt investment returns drying up? Check out these options with a 3-5-year horizon

Emerging mutual fund categories like target maturity funds, floating rate funds, as well as traditional investments now offer more options to investors

Worried about falling NPS returns? Here is what you can do

BUSINESS

Worried about falling NPS returns? Here is what you can do

The NPS is meant for individuals looking to save for their retirement goals. Many of them start saving early in the NPS. Short-term volatility, however, cannot be avoided.

How Invesco India mutual fund lost the debt game in India

BUSINESS

How Invesco India mutual fund lost the debt game in India

The AMC has seen sustained outflows from debt schemes over the last five years.

How to manage your portfolio in times of high inflation

BUSINESS

How to manage your portfolio in times of high inflation

Despite the RBI’s measures to control inflation, things may not improve quickly. Rising interest rates will lead to volatility in markets. Here’s what you can do to keep your portfolio going.

Arbitrage Mutual Funds: As the interest rates rise, many are moving to arbitrage funds for the short term. Should you join them?

BUSINESS

Arbitrage Mutual Funds: As the interest rates rise, many are moving to arbitrage funds for the short term. Should you join them?

Arbitrage Funds: Though these schemes work better with a timeframe of at least one year, investors are looking at it for the very short term, typically up to three months.

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