SEBI’s new MF, demat nomination rules are a job well begun, but half done
SEBI New MF Rules: Allowing up to 10 nominees for demat and MF account holders can become cumbersome. However, the biggest fear arises when alive investors become incapacitated and their nominees, as per SEBI’s new rule, can act on their behalf. This can lead to uncontrollable fraud, experts warn.
3 quality mid-cap stocks that more than 200 MF schemes are keen to hold. Do you own any?
Persistent Systems, Cummins India and Lupin were the top three mid-cap stocks among the mutual fund portfolios in terms of the market value of the holdings. As of August, they were held by 205, 253 and 215 mutual fund schemes, respectively, data shows.
How small-caps can increase your chances of long-term success
Small-caps are an emerging and sustainable asset class which no investor can ignore, if they want to participate in Indian businesses that are growing faster than others.
Can the defence sector continue firing after 100% gains?
Nifty India Defence Index has gained 106 percent on a one-year basis, while one-month returns stand at -5.19 percent. Also, valuations of the index have expanded sharply in a very small period.
Is it a smart strategy for investors to participate in IPOs?
Most of the IPOs happen either in the bull phase of the market or the best phase in the profit cycle for the firm.
How to choose the right annuity plan in NPS?
Compulsory annuitisation under NPS is an essential requirement for novice senior citizens. Before buying the annuity, a NPS subscriber has to assess his future financial needs, available annuity and payout options and also review the terms and conditions of the annuity contract, experts say.
New rules for NSS, PPF, credit cards, insurance, share buyback tax structure and other financial changes that you must watch out for in October
Several new financial rules will come into force from October 1. They include tax dispute resolution scheme, share buyback tax, HDFC Bank’s restrictions on its high-end Infinia credit card reward pointss, small saving account rules, and revised norms for existing insurance products, among others.
How not putting your eggs in one basket can help you achieve goals, minimise risks
Sensex and Nifty hit fresh all-time highs: Hedging your bets by allocating your investments across various asset classes, sectors and geographical regions can protect your portfolio from the inevitable fluctuations of the market. Simply put, diversification is one of the most effective ways to manage risk and enhance long-term returns.
MC30 Fund pick: This debt fund will help you benefit from likely interest rate cuts
Sundaram Corporate Bond Fund is a moderate duration debt fund that invests only in AAA rated papers. With an average maturity of six years, it’s set to capitalise when rates start to fall.
How a software engineer turned fund manager is getting ready to launch a new mutual fund house
Shenoy’s Capitalmind recently received an in-principle licence to start a mutual fund business. He intends to use strategies based on the quantitative approach in the proposed mutual fund venture, a strategy that has globally beaten even Warren Buffett over the last 10 years, he says, despite Buffett’s displeasure.
S Naren’s Contrarian Call: Defensive, but bullish on banking & insurance
Naren says he would love to have more close-ended funds, where he knows that investors are genuinely here for the long haul. This gives fund managers a lot of room to pick up stocks and hold on to them till their true value emerges.
What investment opportunities does Gift city offer to NRIs?
NRIs and other international investors can now invest in India without the need to convert the money to INR (reduced exchange risk) while availing of a simplified tax structure (no withholding tax, TDS or GST). Also, they can invest remotely.
How India’s legendary ‘value’ investor transitioned his investment style to embrace ‘growth’
ICICI Prudential Value Discovery Fund has turned 20. The fund's investment philosophy has evolved from buying stocks that are going cheap, to picking up good businesses at fair value. Naturally, it's skewed towards largecaps today, not small and midcaps like in its formative years.
This mid-cap index shines as active funds struggle to outperform
The Nifty Midcap 150 is fast becoming a preferred index for passive funds, as actively managed mid-cap funds, despite strong individual performances, have struggled to beat their benchmark indices. The Nifty Midcap 150 index has outperformed the Nifty Smallcap 250 and the Nifty 50 in most timeframes.
What should India’s fixed-income investors do after US Fed rate cut?
US Fed Interest Rate Cut: After more than four years, the US Fed has finally cut interest rates, raising hopes of a similar moved by the RBI. This is perhaps your last chance to invest in long-duration bonds to take advantage of the potential capital appreciation, as bond prices rise with falling yields
Should first-time investors go for a 500-stock mutual fund scheme?
SBI Nifty 500 Index Fund covers 92 per cent of India’s listed universe and includes all 21 sectors across large-cap, mid-cap and small-cap companies. However, first time investors must keep in mind that the scheme has an overwhelming 74.5 per cent exposure to large-cap stocks.
Computerji, lock kiya jaaye: Midcaps that quant-based mutual fund algos select
Quant-based mutual fund schemes eliminate human intervention and possible bias, as they leave stock-picking to algorithms while constructing their portfolio. These are a mix of pure-bred passive and active funds.
Multi-cap Vs Flexi-cap mutual funds: Where to invest in this market?
Multi-cap Vs Flexi-cap funds: Flexi-cap funds may be riskier if they have a higher concentration in mid-caps or small-caps at any point in time, but they can also be more adaptable to reduce risk when needed.
Mutual funds pump in nearly Rs 6,900 crore in IPOs in August
Mutual funds, which are seeing record inflows coming through SIPs, invested over Rs 6,900 crore in eight IPOs in August, which also saw the largest primary market fundraising since May 2022 with 10 companies raising a total of Rs 17,000 crore
Mutual Funds bought Rs 4,200 crore of Adani stocks in August amidst heightened interest
In August, Adani Energy Solutions and Ambuja Cement saw the highest amount of mutual fund investments, with Rs 1,541 crore and Rs 1,308 crore, respectively. The surge in Adani Energy Solutions was fuelled by a $1 billion QIP, while Ambuja Cement's rise came from a Rs 4,250 crore block deal.
Capitalmind’s Deepak Shenoy on why cash isn’t king & this is the best time to stay invested
Shenoy thinks that companies in the defence, manufacturing, railways, infrastructure, domestic consumption, and financialisation spaces are not heavily valued.
MC30 Fund Pick: A debt mutual fund that acts as a buffer to your long-term equity portfolio
Debt schemes with short-maturity profiles, such as Axis Short Term Fund, are likely to deliver FD-beating returns over long run, thanks to the combined investment strategy of accruals and moderate duration play
Top mutual funds sell over Rs 8,200 crore worth of HDFC Bank shares in August
In August, mutual funds sold around 5.06 crore shares, marking their first sell-off after seven consecutive months of buying. Between January and July, mutual funds were net buyers, acquiring shares worth Rs 45,000 crore.
These small-cap stocks that MFs love generate significant revenue from exports
Export oriented stocks are likely to benefit from government policy, manufacturing of goods for export and the potential to increase employment, leveraging India’s cost benefit arbitrage in services, assisting in promoting inbound tourism and providing cost-effective world-class healthcare facilities
Arbitrage Funds: Is the market giving signs to slow down your investments?
Inflows into arbitrage funds fell 80% in August even as other hybrid fund categories such as Balanced Advantage Funds and Equity Savings Funds saw a decent rise in investments during the month.
