BUSINESS
Moneycontrol Mutual Fund Summit | Compliance is not a burden, adherence to rules helps MF industry: SEBI member Barua
The regulatory changes announced by SEBI over a period of time ensure that the interests of all stakeholders are aligned, Barua said
BUSINESS
Long-duration funds from Axis and SBI MF: Should you invest?
The products can be used by long-term debt investors and debt allocators to lock-in investments at decent yields, and also gain from favourable taxation and indexation benefits.
BUSINESS
How should debt fund investors play the RBI rate hike?
Experts suggest investing in short-term funds but also allocating a part of the capital to long-term gilt funds to take advantage of any positive surprises on the inflation front
BUSINESS
Budget 2023: Will long-term capital gains exemption limit go up?
The exemption allowed for long-term capital gains on equity investments need to be further enhanced to account for inflation, rising income levels and to encourage more investors into equity markets, say analysts.
BUSINESS
Higher tax deductions, more power to NPS: MF distributors’ wish list for Budget 2023
Given that some state governments have been clamouring for a return to the old pension system, some mutual fund distributors say it’s time to give higher tax deduction limits for the National Pension Scheme. Section 80C tax deductions should be linked to inflation, other distributors say.
BUSINESS
IIFL launches India’s first passive tax-saving fund after SEBI’s nod
It is the first passively managed tax-saving scheme to be launched after the capital market regulator allowed fund houses to launch such funds on May 23, 2022.
BUSINESS
Despite markets at all-time highs, small-cap funds remain worthy
Although small-cap equity funds have given decent three-year returns, keep in mind their high volatility and a faster-than-normal rise in corpus sizes.
BUSINESS
Sensex scales record high: How to make the most of your investments
Instead of buying or selling, the time may be right to review your portfolio in the context of your financial goals.
TRENDS
How to do an annual review of your mutual fund portfolio in five easy steps
An annual portfolio review allows you to take a close look at what’s working in your portfolio and what’s not. But any big life changes like marriage, birth of a child, death in the family, and inheritance are also occasions for you to revisit your investments.
BUSINESS
NFO of ICICI Prudential Nifty Financial Services Ex-Bank ETF is open: Should you invest?
This scheme may work for sophisticated investors who have a view on the financial services sector and want to go beyond its largest component – banks.
BUSINESS
Dollar Index is down. Does that mean your portfolio will go up?
Experts believe the dollar index could re-test the earlier highs again in the next couple of months before going down. So, it’s best for investors to stay diversified across asset classes in accordance with their asset allocation.
BUSINESS
Canara Robeco Mid-cap Fund NFO: Should you invest?
Investments in mid-cap funds can create wealth over the long term despite volatility in the short term. However, investors should avoid investing in CRMF till it builds a track record
TRENDS
Why Mutual Funds are holding onto loss-making new-age tech companies
The prospect of exponential growth in a consumer economy drove several fund houses to invest in new-age tech companies, despite most of them being loss-making. But the acid test is the end of the lock-in period that is set to end in November for many companies.
BUSINESS
Investing in Chinese stocks: Opportunity or mayhem?
Bad news continues to trickle out from the Chinese market as the Hang Seng maintains its downtrend, and the recent election that ensured a third term for President Xi Jinping does not seem to have inspired much confidence. But savvy investors sense an opportunity in all of this, even as sceptics abound.
TRENDS
Mutual fund nominations: Easy steps to change or add a nominee
Since October 1, it’s mandatory to nominate someone in your mutual fund investment or explicitly opt out. If you fail to comply with this rule for existing folios by March 31, 2023, your investments will be frozen.
BUSINESS
This Diwali, silver joins gold in ETF mix as precious metals race to woo investors
Silver exchange-traded funds started in India only this year. However, silver prices don’t move the way gold prices do and so fund houses have started combining the two metals in a single scheme.
BUSINESS
Mutual Funds hitch a ride on transport and logistics boom in India
New schemes from IDFC and ICICI Prudential aim to invest in companies in India’s transportation & logistics sector, seeking to benefit from sustained economic growth.
BUSINESS
LIC Multi-cap Fund opens today: Should you invest?
The scheme will invest 25 percent of the corpus in large-, mid- and small-cap stocks. The remaining 25 percent will be invested as per the fund manager’s discretion. The NFO will close for initial subscription on October 20.
BUSINESS
Smart-beta funds work in India, but a sprinkle of active stock picking works better: Union Mutual Fund study
All fund managers swear by a method to pick stocks. Your fund manager could use one or a combination of these factors to pick stocks. But there is a catch: Each of these investing strategies or factors have periods of outperformance and underperformance.
BUSINESS
RBI’s latest rate hike pushes case for long-term debt funds. But go slow, yet
Market participants have factored in the possibility of the interest rate hiking cycle ending soon. Experts indicated that the time is ripe for a serious look at long-duration schemes.
BUSINESS
Samco MF allows investors to time equity markets and invest in equities
Systematic transfer plans or STPs allow investors to transfer a fixed sum from liquid funds to equity funds. Samco’s new STP Timer shifts money, depending on equity market valuations.
BUSINESS
Arbitrage funds: Should you invest after the sell-off?
Arbitrage funds are a drag on investor returns in volatile times. They may make sense next year when the interest rate hike cycles and resultant volatility are likely to be behind us, say experts.
BUSINESS
Want a pie of Apple or Facebook? Here's how you can invest in equities listed overseas
You can invest in listed firms abroad via mutual funds or directly through stock exchanges and fintech apps. Experts advise allocating 10 to 30 percent of your corpus to global equities from the diversification point of view.
BUSINESS
Why consider investing abroad at all?
Investments overseas are catching up. Many Indian investors are diversifying their portfolios overseas for various reasons.
