BUSINESS
The quality test: Should you invest in smart beta funds focusing on quality?
Smart beta funds focusing on quality prefer to invest in quality companies with high valuation and strong cash flows. These funds are likely to offer good downside protection and tend to outperform in bear markets
BUSINESS
Buy high, sell higher: Does momentum strategy work for Indian investors?
Momentum strategy follows a ‘buy high and sell higher’ approach of investing and exhibits high volatility in the short term. Investors with a high risk profile and long-term view can allocate 10-15 percent of their portfolio to momentum strategy. About 12 mutual fund schemes offer this play
BUSINESS
One year of interest rate hikes: Debt funds emerge a winner despite headwinds
The Reserve Bank of India started raining interest rates (repo rate) in May 2022. Since then, it has hiked the repo rate 250 basis points. Accrual funds benefitted from the rate hike cycle while, duration funds have been a mixed bag. Here, we analyse how debt funds responded to the rate hikes
BUSINESS
Budget 2023: Will there be a rise in exemption limit for long-term capital gains tax?
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
Budget 2023: Mutual funds ask for tax parity with insurance and listed bonds
AMFI, the Association of Mutual Funds of India, has asked for uniform capital gains taxation and better tax treatment for ETFs, from Budget 2023
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
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
These low-volatility index stocks hold the ground when market goes wild
Stocks of certain consumption-focused companies have been part of the Nifty 100 Low Volatility 30 Index over the last five years
BUSINESS
These eight PSU stocks create a buzz in momentum index
Public-sector entities like NTPC, Bharat Electronics and Bank Of Baroda are now part of the Nifty200 Momentum 30 index, which appeals to the high-risk investor. Economic recovery has been an energy booster to the otherwise slow-moving Public Sector Undertaking (PSU) stocks
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
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.
BUSINESS
Will mutual funds subscribe to LIC IPO? Looks likely, going by their past behaviour
LIC IPO will not be the first listed insurance company for mutual funds to invest in. Already Rs 30,000 crore or 1.5% of the overall equity AUM is invested in shares of seven listed insurance companies.
