Is HDFC Bank a safety net for mid-cap and small-cap funds? Not always
Largecap stocks held by mid-cap and small-cap funds tend to cushion the fall whenever the market corrects. However, it is not a cause of concern for the long term investors
Your mutual fund can redeem your money in minutes. Here’s how
Many liquid and overnight mutual fund schemes give back your money within a few seconds, if they offer the Instant Access Facility or Instant Redemption facility. This helps if you need urgent cash and it’s a weekend or a public holiday. This facility is only available with liquid and overnight mutual fund schemes, as per SEBI rules
How many workers in India meet Narayana Murthy’s 70-hours-a week benchmark?
Data from the Periodic Labour Force Survey tell us which workers in which states work the least, who are the most industrious and how many work more than 70 hours a week
Midcap gems that large-cap funds added lately
Despite stretched valuation in the midcap space, many large-cap funds have added fresh positions in quality midcap stocks in the last three months
Should you look at China funds after recent rout in shares?
At the start of 2023, it was widely believed that the Chinese economy, and, by virtue, global funds that invest in China, would see a rise in their values after the country scrapped its zero-COVID policy and opened its doors. But a series of crises made headlines in China and the year ended pretty badly for it.
Is Kenneth Andrade's Old Bridge Fund NFO a ticket to high returns or a risky ride? Moneycontrol reviews
Old Bridge Focused Equity Fund is a focused equity fund that would invest in up to 30 stocks; but most probably far less than that. Its co-fund manager Kenneth Andrade will, given his style, manage this fund with a mid- and small-cap stock tilt. The usually quiet Focused Fund category is about to get a jolt.
In 2024, interest rates will fall. Here’s how to position debt mutual funds
Debt funds offer great return possibilities at this point. This would be a wonderful window of opportunity for those who want better-than-average returns from fixed income investments.
Budget 2024 and mutual funds: Industry hopes for debt taxation relief, parity with ULIPs
In a big blow to mutual fund investors, the government in Finance Act 2023 had decided that capital gains from debt funds and certain other categories of non-equity mutual funds would be taxed at a higher rate.
Will India survive the global market turmoil in 2024? Quantum Mutual Fund’s managers think so
The effects of the Fed’s rate hiking campaign of 2022 and 2023 are expected to show up in 2024. While the outlook for financial markets looks constructive, uncertainties are aplenty. From the timing and extent of rate cuts to election outcomes and how geopolitical conflicts shape up, 2024 is likely to be full of ups and downs.
Explainer: Why spot bitcoin ETF approval by US SEC matters to Indian crypto investors
Crypto experts believe that bitcoin ETF in the US paves the way for similar products in traditional financial markets around the world, including India
How to build a corpus for higher education
As the demand for higher education courses increases, the prices – fees - will increase sharply. This is precisely the reason why a ‘college fund’ is necessary.
Should investors consider arbitrage funds in their portfolio? Simply Save
Arbitrage funds received the highest net inflows among all mutual fund categories in 2023. What are arbitrage funds? How do they work? Will they continue to deliver good returns? Moneycontrol spoke to Kirtan Shah, founder of Credence Wealth Advisors, for answers.
Bulls of D-St charge SIP registrations to hit a record 40.32 lakh in Dec
A consistent 30 lakh fresh additions every month since July has driven the SIP registrations for FY24 above the the combined figure for FY23 and FY22, according to the Association of Mutual Funds in India (AMFI)
Franklin Templeton veteran Anand Radhakrishnan set to join Sundaram MF as CEO
Radhakrishnan’s entry in Sundaram AMC adds to the niche bunch of fund managers-turned-CEOs in the Indian AMC industry. Sunil Subramaniam, Sundaram AMC’s present CEO, is likely to step down by April 2024. He is most likely retiring.
Good returns and tax-savings: A winning combo by top tax-saving MFs
The interim Budget 2023 might not have any goodies in store for those who were seeking a relaxation in the Section 80C tax deduction basket. But Equity-Linked Saving Schemes still remain a great catch
Mutual Fund AUM tops Rs 50 trillion for first time; equity inflows hold steady at Rs 16,997 crore
Inflows via systematic investment plans (SIPs) rose to Rs 17,610 crore in December against Rs 17,073 crore in November.
Why Axis Mutual Fund CEO B Gopkumar is confident of its turnaround by June 2024
The MD and CEO of Axis Mutual Fund says the fund house would now like to adopt a blended style of investment, and also focus on hybrid funds
Find the best asset allocation mix that will maximise your returns
The 60-40 equity-debt allocation — arguably the most popular asset allocation — appears to be losing its edge. A touch of gold works better
PPFAS Mutual Fund applies for dynamic asset allocation scheme with SEBI
Dynamic Asset Allocation or Balanced Advantage Fund is one of the most popular categories in the Rs 50 trillion Indian mutual fund industry with the category’s total assets under management at Rs 2.22 trillion.
What’s common between SG Mart, L&T, Filatex Fashions and Jai Balaji Industries? Big gainers on AMFI list
There were 63 debutants in the top 1,500 companies. Jio Financial debuted as a large-cap stock in 38th spot with a m-cap of Rs 1,46,441 crore.
Chasing multibaggers: 5 stocks that jumped from microcap to midcap in AMFI’s rejig
Seven stocks that were microcaps have been reclassified as midcap stocks over the last four years, as per AMFIs’ January 2024 classification rejig. Fund managers identified five of them to be in the early stage of their growth cycle and invested in them
Momentum continues in value funds: Here are their top newly added stocks
Value factor tends to be overweight on government -owned and public-sector companies in Financial Services, Commodities, and Energy sectors. This has earned them good returns
Jio Financial-BlackRock, Abira Securities file for mutual fund licence with SEBI
The Indian mutual fund industry is fiercely competitive, with 44 companies and many others eyeing entry
After 15% rise, Tata Mutual Fund launches gold schemes. Is it too late?
Investors can put in a minimum amount of Rs 100 in gold and silver exchange-traded funds by Tata Mutual Fund. However, keep in mind that silver is more a tactical allocation as opposed to gold, which is more a strategic allocation for portfolio diversification.
