BUSINESS
Effective July 1, your investments in mutual funds through stockbrokers and online platforms may need to be registered again
In the case of stock exchange platforms the money will reach fund houses via clearing corporations. If you are an investor transacting in exchange-traded funds (ETFs), nothing changes for you.
BUSINESS
Inside the head of a value fund manager
After being beaten by the market for several years, value funds are back. Fund houses such as DSP, ITI, Canara Robeco, Axis and Quant have launched their value funds after the pandemic struck. And this time, managers are being more careful in building their portfolios.
BUSINESS
Mutual Fund houses launch target maturity funds for FY-end indexation benefits. Should you invest?
Some years ago, many fund houses used to launch fixed maturity plans (FMPs). These days barring a few FMPs, many fund houses are starting target maturity funds (TMF).
BUSINESS
Should you fret when foreign investors dump Indian equities?
Institutional investors may buy or sell, depending on factors like year-end profit-booking or allocations to various geographies. These may not have any bearing on the quality of stocks. Retail investors need not unduly worry about those actions, experts say.
BUSINESS
What Paytm, Zomato and other IPOs can teach when applying for LIC shares
Investors keep making the same mistakes and it was no different during the recent IPO wave. Chasing hot themes generally does not work.
BUSINESS
The 24th and 26th largest fund houses merge and want to be in the top 10. Will they succeed?
Suresh Soni is not stranger to the Indian mutual funds industry. As the chief of the now-merged Baroda BNP Paribas Mutual Fund (formed after the merger of Baroda Mutual Fund and BNP Paribas Mutual Fund), Soni wants to make the fund house relevant among investors. And he has a plan
BUSINESS
Why wealth managers are taking smart positions in this category to brace for volatile times ahead
A broad market rally called for a diversified approach to stock-picking. But the recent volatility in equity markets is ideal for a more focused approach, some wealth managers say.
BUSINESS
Should you sell equities and buy gold instead?
Risk-taking investors follow extreme strategies of shifting asset classes, entirely. For an Indian investor, exposure to gold makes a lot of sense when there is an expectation of sticky inflation and a weak rupee. But don’t just jump in to buy gold.
PERSONAL-FINANCE
Last-minute tax planning before March 31: Here are some tips
Investments in tax-saving instruments and insurance get you tax deduction benefits. But don’t just invest to save tax. Your tax–saving investments must fit your financial plan.
MUTUAL-FUNDS
Newly-launched mutual fund schemes adopt varying strategies to survive market volatility
Increased market volatility has prompted fund houses to launch value funds and balanced advantage funds. Initial portfolios show a wide diversification on the back of a surge of inflows.
BUSINESS
As rates harden, are target maturity funds better than regular debt schemes?
Target maturity schemes typically track the underlying index and buy bonds specified in that index that mature on or before a given date
BUSINESS
Should you hold your mutual funds in demat form or is statement of accounts mode better?
If you are keen on investing in ETFs, you should be using a demat account to hold your mutual funds
BUSINESS
Invested in mutual funds during paper and cheque era? Here's how you can track them
If you do not intend to sell the investments, then check the contact details linked with the folio and update them if they are outdated
BUSINESS
Want to beat the markets in this correction? Here is expert investment advice
Sector or thematic funds work for investors who can time their entry and exit.
BUSINESS
Russia-Ukraine crisis sinks equity markets by nearly 1,500 points. Follow these five steps to insulate your investments
The Russia-Ukraine crisis will make equity markets highly volatile. But investors should not worry and instead take advantage of the current volatility by investing in equity mutual funds in a staggered manner
BUSINESS
Sovereign gold bonds issue X is open: Should you invest now?
The SGBs in Series X will be issued at Rs 5,109. Each bond will track the price of one gram of gold. There is a discount of Rs 50 per bond if you apply using digital mode. The gains are tax free if the SGBs are held till maturity.
BUSINESS
Even before RBI hikes interest rates, it’s time investors exited long-duration funds
Rising yields are affecting the performance of long-term bond funds
BUSINESS
What SEBI restrictions on overseas investments by mutual funds means for investors, explained
AMCs shall not make any incremental investments in overseas funds or securities beyond what is existing as on February 1, 2022
BUSINESS
How you can make your portfolio immune to US Fed’s interest rate moves
When interest rates rise, they do place some downward pressure on asset prices
BUSINESS
Motilal Oswal mutual fund launches ETF and index scheme based on momentum index: Should you invest?
An index fund does away with operational and valuation related issues and is preferred over ETFs by most investors
BUSINESS
SEBI instructs DSP Global Innovation FoF to restrict overseas investments to ETFs
SEBI has specified an industry level limit of $7 billion for mutual funds that invest in overseas securities and mutual funds, and a separate limit of $1 billion for investment in overseas exchange traded funds
BUSINESS
As interest rates harden, should you continue investing in US-focused mutual funds?
Rising interest rates is a global phenomenon and it will cause volatility in equity markets across the globe, not just in the US
BUSINESS
Motilal Oswal stops lump-sum investments in three international schemes: What investors should know
As net remittances by Motilal Oswal Mutual Fund get closer to the SEBI-prescribed limit, the fund house has taken the step of suspending lump-sum and switch-in investments
BUSINESS
Budget 2022: Will capital gains tax be rationalized across asset classes?
The capital gains tax rates differ even within the same asset class. Some tax experts, for long, have demanded a more rational way of deciding the tenure for which the investments must be held
