Should you go in for Bandhan Business Cycle Fund? A Moneycontrol review
Bandhan Business Cycle Fund will look to adjust sector allocations according to the different phases of the economic cycle aiming to capture growth opportunities and manage risks across varying market conditions.
What’s the adequate number of mutual funds an investor should hold in a portfolio?
A core-and-satellite approach can work well for your investment portfolio and ensure you don’t end up with too many funds. The ‘core’ comprises broad-based, long-term funds and stable funds like index or large-cap equity funds. Satellite funds are more specialised, targeting specific sectors or strategies such as emerging markets, thematic funds, or small-cap stocks.
Participates when market is up, protects downturns: How this mutual fund has managed to swing both ways
ICICI Prudential Equity and Bond Fund invests in equity and debt investments. Aggressive hybrid funds like these can work well for the investors with a moderate risk profile.
SIP winners: These active large-cap funds reward long term investors for their patience
The best way to beat market volatility is to continue your SIP, despite turbulence. These large-cap mutual fund schemes demonstrated resilience and outperformed their benchmarks in most of the timeframes
Bank-backed AMCs top commission payments to distributors in FY24
Partnering with banks is an easier and more effective way for MF houses to extend their reach across India. Banks, especially public sector banks (PSBs), have a wider penetration into B-30 cities, a major contributor of new investors in the MF industry.
Top 20 mutual fund distributors earn 53% of total commission payout in FY24
Data shows that the list of top 20 mutual fund distributors continues to be dominated by eight lenders. These banks earned a total of Rs 3,583 crore as commission
Navigating the mid-cap maze: Can investors bite the short-term bullet?
In the current market environment, investors must carefully evaluate their risk tolerance and ability, particularly in light of the elevated valuations observed in certain segments of the equity market.
Should you invest in debt funds as interest rate cut inches closer? | Simply Save
Debt mutual funds: The US Fed has indicated that interest rate cut might happen as early in September, which might prompt RBI to follow suit. This bodes well for debt funds, says Siddharth Chaudhary- Senior Fund Manager-Fixed income at Bajaj Finserv Mutual Fund on Moneycontrol’s Simply Save podcast.
12 micro-cap multibaggers that conservative retirement oriented MFs love to hold. Do you own any?
Retirement solution oriented mutual funds schemes mainly look for relatively less risky, quality stocks from large and midcap space. Despite their conservative nature, many of them prefer few holdings from micro-cap universe that could turn multibaggers over long run.
How the government-run Atal Pension Yojana assures pension for the working poor: Explained
Atal Pension Yojana scores over other retirement-related investment products considering its guaranteed pension assured by the government, modest contribution by the subscriber, superior annuity model and tax benefits. It is an ideal approach for both husband and wife to enrol in APY and receive a pension as much as Rs 10,000.
The NFO deluge: At Rs 65,000 crore collections so far in 2024, new offers surpass 2023 tally
Among the nine new fund offers that are set to be launched over the next five business days (starting September 2), five are from the sectoral/thematic category
Niche, narrow mutual fund themes may get messy for investors: Jitendra Sriram, Baroda BNP Paribas MF
In an interview with Moneycontrol, Jitendra Sriram, Senior Fund Manager (Equity), Baroda BNP Paribas Mutual Fund, shared the strategy the fund follows. He also talked about sectors where he is finding opportunity, the biggest risks to the equity market and where to invest in this market.
SIPs work in debt mutual funds too. Here’s why this is the right time to invest
The US appears to be getting ready to cut interest rates and that might trigger a rate cut in India too. Wealth advisors have been recommending allocation to debt funds, despite the absence of capital gains and indexation benefits. And a systematic investment plan (SIP) is good to build your allocation
AMFI puts in place SOPs to curb front-running at mutual funds
The market regulator earlier this month announced that effective November 1, mutual funds will come under the ambit of the SEBI (Prohibition of Insider Trading) Regulations.
Why are aggressive hybrid funds good bets in volatile market?
Aggressive hybrid funds allow investors to participate on the upside, while cushioning their downside, as compared to pure equity funds. Even top performing schemes from the aggressive hybrid funds have managed to deliver better returns and matched with that of the large-cap funds category.
Top healthcare stocks that keep mutual funds in the pink of health
Healthcare sector funds: There are 15 such theme funds in the Indian mutual fund industry. Growing at robust pace, driven by increasing instances of chronic diseases combined with increasing incomes and deepening insurance penetration have worked well for healthcare stocks.
Is Net SIP a misnomer?
While gross SIP numbers indicate the allocation that investors have made towards mutual funds, withdrawal of SIP money could be linked to investors fulfilling their goals and redeeming as a result. The two, says AMFI, are not comparable
Invest Wise | What do cash levels of equity mutual funds tell us?
The cash level of the overall equity mutual fund industry was 5.4 percent in July (up from 4.6 percent in June). Analysing the cash or cash equivalent of a mutual fund is one more tool which can help better understand the way a fund manager is managing the fund, and enable us to make an informed investment decision.
30 Sovereign Gold Bonds coming up for premature redemption: Should you surrender or hold units?
Since there is little or no scope for new SGB launches, these premature redemption windows may draw fewer tender requests. Experts advise investors to stick to their asset allocation mandate.
Capitalmind receives SEBI’s in-principle approval to launch mutual fund
Capitalmind Financial Services, which was founded by Deepak Shenoy, applied for an in-principle approval for a mutual fund licence on January 5, 2024.
As US Fed and RBI look ahead, Franklin Templeton wants to capture lost space in debt funds
After launching an ultra short-term bond on August 19, Franklin Templeton will soon launch a medium- to long-term bond fund. Rahul Goswami, head of fixed income, doesn’t expect rates to fall anytime soon, and hence, he says, short-to-medium duration is an ideal place to be.
10 smallcap stocks that multi-asset allocation MFs love to hold
Besides debt, commodities, and REITs & InvITs, multi-asset allocation mutual funds mainly invest in equities of different market capitalisation categories. Their allocation towards smallcap stocks has helped them deliver better returns
Moneycontrol MF Summit: ‘Asset allocation is on social media. In real life, investors chase returns’
The biggest challenge for asset management companies is to meet investors’ expectations amid rising risks in the MF sector.
Moneycontrol MF Summit | Regulations, reflections and rapid chess: Industry’s bigwigs brainstorm for shaping Bharat’s investment landscape
Top CEOs and heads of investments from several fund houses got together to discuss how the Rs 65-trillion Indian mutual fund industry will handle the gush of investors that’ll come in when systematic investment inflows go up from Rs 23,000 crore clocked in July 2024 to the approaching milestone of Rs 50,000-crore-a-month inflows.
