Fixed income portfolio: Using bonds to complete asset allocation | Simply Save
Vishal Goenka, Co-founder of IndiaBonds.com talks about how fixed-income markets are placed after the Interim Budget and RBI’s monetary policy review. He also shares tips on how to invest in fixed-income market given the current market condition.
Has the new income-tax regime killed tax-saving mutual funds? Not yet, but…
Budget 2023 made the new income tax regime the default regime. Since this regime doesn’t give Section 80C benefits, ELSS, or tax-saving mutual funds, have lost their tax-benefit edge. Aside from taxpayers who would still opt for the old tax regime, it remains to be seen if ELSS funds can sell themselves purely on performance.
Top 12 ELSS Funds To Look For
Tax-Saving mutual funds: Equity-Linked Savings Schemes (ELSS) remains the only pure equity instrument, as par of the Section 80C tax deduction basket. And January – March is usually the time period when investors do their last-minute tax saving instruments. But these funds appeal to the long-term investor as well, even if your tax deductions are taken care of. Just mind the lock-in
Sensex @73k: Do not stop your SIPs, but go slow on lumpsum investments, advise experts
Reaching a particular index level alone may not be a sufficient reason to change your mutual fund investment strategy. It's essential to consider your overall financial situation, goals, risk tolerance, and the need for diversification, say experts
PPFAS MF's Dynamic Asset Allocation Fund goes on stream. Should you invest?
Unless there is a completely new investment strategy or new geography, a retail investor should go with an existing fund with a proven track record rather than choose a new fund
Switching between equity and debt: These ULIP BAF funds return up to 12.2% over 10 years
Not just mutual funds, even insurance companies offer dynamic asset allocation funds or Balanced Advantage funds (BAF). These schemes aim to deliver consistent returns across market cycles, with lower volatility than pure equity funds. Here are 5 such top BAF ULIP funds
Hybrid mutual funds gather steam; attract Rs 20,634 crore in January
Market analysts believe that investors are looking to invest a portion of their fixed income exposure through hybrid funds after the change in taxation for debt funds
Canara Robeco launches new fund on manufacturing theme
Manufacturing is a relatively new category for mutual funds. There are only five active schemes with this theme
Edelweiss MF new tech fund invests in US, Indian companies: A Moneycontrol review
Edelweiss Technology Fund, a domestic fund offering allocation to US tech companies, is a unique proposition. Invest only if you know how to time your entry and exit in this sectoral fund
Trust MF gears up for its first equity fund, Aakash Manghani to oversee the float
Trust MF has been one of the new-age fund houses to enter the Indian mutual funds industry. Other fund houses to have entered the space in recent years were Old Bridge MF, Zerodha Fund House, Samco MF and WhiteOak MF
Microcap stocks that fund houses have sold in 3 months
Micro-cap stocks can turn multibaggers if fund managers choose them wisely. But sometimes, stock picks don’t go according to plan. These micro-cap stocks were shunned by mutual funds in the last 3 months
Navigating investments in 2024 won’t be as easy as it was last year. Here’s why
As many as 70 elections across 40 countries, covering nearly half of the global population, are lined up for the year. Political shifts could significantly influence economic policies. Historical data suggests market volatility increases by up to 20 percent in election years
Mutual fund investor grievances continue to remain minuscule: AMFI
The number of complaints has gone down to 485 against last year when the total number of complaints received during the first half of the financial year 2022-23 were 619
Can smart beta funds deliver on their promise of low risk, high returns?
Investors have taken time to warm up to these ETFs, which just about five years old and aim to bridge the gap between active and passive funds. But a slew of launches in the past few years have fund houses, advisors and mutual funds swooning over the sheer variety of options
Samco MF again restricts investments in active momentum fund
The asset management company had on January 31 lifted restrictions on fresh investments in Samco Active Momentum Fund
Got Rs 10 lakh to invest? Put it in these 5 sectors or 1 MF category, says Franklin Templeton equities head Janakiraman
Janakiraman Rengaraju, Chief Investment Officer, Emerging Markets Equities – India, Franklin Templeton India Asset Management Co Ltd, likes power utility companies that are waiting to tap into new energies
Small states, Union territories jump on the mutual fund bandwagon
The smaller states have shown a high growth in AUM originating from the region, partly due to a lower base effect but mostly due to greater interest in mutual funds. Dig deeper, and you see a starker picture — the number of branches in many such places is negligible.
Turning 30 and still going strong: How Franklin Templeton built wealth in its two oldest schemes
Franklin India Bluechip Fund and Franklin India Prima Fund, two of India’s oldest equity funds, compete 30 years. Launched in 1993, these 2 were, at the time, India’s first private sector mutual fund schemes
Sachin Bansal-backed Navi Finserv aims to raise up to Rs 600 crore via NCDs
The secured NCDs have been assigned 'A' rating with a 'Stable' outlook by Crisil Ratings. The issue will come with tenors of 18, 27, and 36 months and offer effective yields of 10.47-11.19% per annum.
Should I invest directly in stocks or take the mutual fund route?
The potential for higher returns from investing directly in stocks comes with additional risks. For most investors, who neither have the time nor the skill to properly analyse stocks, mutual funds should form the core of their equity exposure.
Mirae India MF offers a new way to invest in smallcap funds. But is it worth it? A Moneycontrol Review
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF will invest in stocks that lie in the Nifty Smallcap 250 Momentum Quality 100 Total Return Index. Smart-beta funds fall in between a completely passive fund and an active fund. Which is why they are not suitable for first-time investors.
Sovereign Gold Bond Scheme 2023-24 Series IV opens; should you invest?
Gold surprised markets in 2023 despite high interest rates. From a returns perspective, gold prospects look challenging in the short run. Use gold as a hedge, instead. An investment of 5-10 percent of your corpus is ideal.
Mid-Cap Multibaggers that retirement goal Mutual Fund schemes chase
There are 27 mutual fund schemes specifically aimed at building a neat retirement kitty. Despite the conservative goal, most of these schemes are targeted for long-term planning. And hence, invest significantly in mid-cap stocks
Sovereign Gold Bond 2016-I matures; gives 13.6% return and outperforms gold funds
The biggest gold fund, Nippon India ETF Gold BeES, has delivered a compounded annual growth rate of 9.31 percent during February 8, 2016 to February 8, 2024, underperforming Sovereign Gold Bond 2016-I issue.
Is now the time to add crypto to your portfolio?
Many currencies are staring at devaluation due to a rise in inflation and excessive infusion of fiat currency. In this light, cryptos could merit some attention
