What does keeping debt funds out of indexation benefit reversal mean for investors?
Indexation benefit withdrawal on grandfathered debt mutual fund units purchased before April 1, 2023 may have caused heartburn, but still all is not lost, experts say.
Scripbox’s new scheme aims to save commission fee for MF investors
Scripbox, one of India's largest wealth-tech platforms that offers mutual funds, will give a choice to their customers between direct and regular plans for their investments.
Midcap 11: Stocks that innovation funds love to hold
Innovation themed mutual funds are the new flavour of the season
Global market fall sweeps up equity mutual funds
While experts advise investors not to be swayed by short-term gyrations and focus on long-term goals, here’s a list of equity schemes that saw the sharpest one-day fall on August 5
Equity markets turn volatile: How should mutual fund investors deploy money today?
As volatility continues, financial experts advise mutual fund investors to exercise caution and refrain from making substantial investment decisions, both on buy and sell sides
Sebi unveils measures to check front running, insider trading at mutual funds
The measures are aimed at curbing front running, insider trading, or misuse of sensitive information, and put the onus on the CEO or MD, and the Chief Compliance Officer of the AMC.
Mid-caps beat small-caps in the long term. Here are top performing mid-cap funds
Mid-cap companies are fairly established firms with an improving business model. Mid-cap mutual fund schemes can offer balanced growth while carrying a modest level of risk compared to large-cap and small-cap funds
Nifty Alpha or Momentum: Which index captures market trends better?
Nifty Momentum index looks at free float, in addition to a stock’s momentum score. Nifty Alpha 30 Index, on the other hand, is weighted purely based on the stock’s alpha score.
All mid & smallcaps aren’t expensive: Neelesh Surana, CIO, Mirae Asset
Mirae Asset Large & Midcap Fund, one of the well-performing equity funds has opened its doors. Neelesh Surana, Chief Investment Officer, Mirae Asset Investment Managers (India), talks about why the fund house has lifted investment restrictions on the fund at markets peak, sectors where he is finding new ideas, why investors ignored higher taxation on capital gains in Budget 2024 and where to invest Rs 10 lakh in this market.
Moneycontrol Mutual Funds Summit & Distributor Awards: Celebrating Excellence in MF Distribution
The Mutual Fund Distributor Awards set a platform to celebrate outstanding achievements in mutual fund distribution across India.
Mutual funds garner 18% of Ola Electric IPO allotment
Ten domestic mutual funds including SBI MF, HDFC MF and Nippon India MF took part in the anchor allotment and garnered Rs 1,117 crore, which is 18 percent of the overall IPO allotment
How India’s largest equity mutual funds won the race for small investors?
Equity mutual funds have been part of this journey and rewarded the long-term investor. Moneycontrol looks at the performance of the equity-oriented schemes with large corpus. Most of these schemes are the best-performers ones in their respective categories
Retail inflows cross Rs 1 lakh crore mark in 2024; MFs pump in Rs 2 lakh crore
In the current calendar year till date, retail investors have already put in more than Rs 1 lakh crore in stocks, according to NSE data. Further, mutual funds have already surpassed Rs 2 lakh crore in investments in Indian equities this year, according to data from NSDL.
Put your idle money to work by investing in liquid mutual funds
Liquid funds invest primarily in money market instruments such as treasury bills, certificates of deposit, commercial papers, etc., that have a residual maturity of up to 91 days.
Key financial changes in August: Tax deadline, faster cashless insurance approvals and new credit card rules
Verifying income tax returns, non-life insurance companies granting cashless authorisation within one hour, revised terms on HDFC Bank credit card and more. August brings crucial changes that will impact on your personal finances.
Budget’s push for tourism: Check out small-cap bets of Tata Nifty India Tourism Index Fund
The government’s initiatives to promote cultural and heritage tourism are expected to drive growth and create new opportunities for the sector. Here are the small-cap bets of the Nifty India Tourism Index Fund
Coming soon: Mutual funds to be governed by SEBI’s insider trading norms. Here’s what it means
From November 1, employees of fund houses will not be able to sell their own mutual fund holdings at the first sign of trouble. Moreover, past instances of people with prior knowledge cashing out before trouble hit will not recur, as a host of activities will now be brought under the new norms.
Can SEBI question your fund manager’s buy-sell decision?
In July, SEBI imposed a fine of Rs 5 lakh on HSBC Mutual Fund for not recording detailed reasons behind purchase and sale of shares in some of its invested stocks. The fund house failed to ensure and verify that due diligence was being exercised while making investment decisions, the SEBI order said.
New India Assurance set to hike premiums by up to 10% in certain health insurance products; stock rises
This price increase is in the insurer's 25 percent of its health portfolio, said sources, adding that there is no hike in prices in Its flagship health products
MC Review | Gold BeES gets budget boost: Should you invest?
Budget 2024-25 has put gold ETFs a step ahead of gold mutual funds. The threshold to claim long-term capital gains is one year, while for gold mutual funds it has been fixed at two years. Gold BeES by Nippon India Mutual Fund is India’s largest gold ETF
AMFI warns mutual fund distributors against running contests for sales promotion
The mutual fund industry body observed that in spite of clear guidelines, incentivisation programmes were still being launched by members, wherein the successful contestants were offered foreign trips /rewards in the garb of “training programmes” at different overseas tourist destinations.
Has budget ‘24 put gold ETFs at an advantage over gold mutual funds?
Since gold ETFs are listed instruments, the long-term holding period comes in at 12 months after budget ‘24. For gains from gold mutual funds to qualify as LTCG, the holding period is 24 months. Does this make gold ETFs more attractive?
Mutual funds bet on these sectors likely to benefit from Budget 2024
FMCG, manufacturing, infrastructure, power, banks, housing and agriculture are the few sectors likely to benefit from the announcement made in the Union Budget 2024. Active fund managers hold significant allocations in these sectors
Quantum Mutual vs ICICI: Should the fund’s investors pay legal fees?
Ajit Dayal, founder of Quantum Advisors Pvt Ltd, has written to SEBI to allow AMCs to charge unitholders in litigations that they fight on investors’ behalf. At present, Quantum MF is engaged in a legal battle with the ICICI Group at the NCLT over what it believes are unfair terms in ICICI Securities' delisting.
