BUSINESS
Can arbitrage funds recover after a disastrous 2022?
Going forward, if the markets keep rising or move sideways, investors could make decent returns on these schemes. Improved yields on arbitrage opportunities, coupled with high yields on fixed-income investments held by these schemes, make arbitrage funds an attractive investment alternative.
BUSINESS
Gold hits all-time high: Should you still buy it in 2023?
Gold prices have hit record highs again. But experts still suggest investing in gold and silver in CY2023. Precious metals are very important to build a diversified portfolio for the long term.
BUSINESS
Dynamic bond funds at crossroads over central bank's interest rate decision
Dynamic bond fund schemes can be considered by investors who may not have a view on interest rates and are comfortable entrusting their money to fund managers.
BUSINESS
MC Explains | How mutual funds invest in RTA shares
Tech-enabled registrar and transfer agents are seen as a proxy for growth in the mutual fund business that they service
BUSINESS
K-Fin Technologies IPO: Why many mutual fund houses are not in the list of anchor investors?
K-Fin Technologies IPO: Retail investors keenly observe the names of anchor investors to get a cue of the quality of the IPO. An IPO is considered worthy of investment if names known for long-term investing are seen in the anchor list.
BUSINESS
Moneycontrol Mutual Fund Summit | Adding value to investors is core to profitable growth in MF industry
Focus on technology for distribution of mutual funds in recent times has ensured that even new entrants in mutual fund industry have a fair opportunity to grow.
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
Combining tax benefits with higher returns: Tax-saving funds that top the charts
Equity-Linked Saving Schemes (ELSS) or tax-saving equity funds are the only pure equity instrument in the basket of instruments eligible for Section 80C tax deduction 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.
