SBI Blue Chip Fund can provide an opportunity for investors for long-term growth by getting their money invested in the denoting companies.
If the fund manager is not sure how to deploy the money (fresh inflows) reviewing, then it is better to explore other opportunities to invest.
SEBI reducing MF charges will hurt wealth managers that largely rely on MF distribution revenue. AMCs are relatively better placed with multiple options to limit the adverse impact
It is expected, though not desirable, that credit-related incidents may happen
You should always understand the parameters through which you can compare and filter mutual funds out of the large universe of offerings.
A trail-fee model benefits distributors if their clients stay invested in schemes for a longer period
The fund's current alpha is among the highest in the category, which means it will typically do quite well when markets perform.
SEBI should plug the loopholes of direct mutual fund schemes before urging the MF industry to promote them.
You can build a portfolio of mutual fund schemes based on your risk profile.
Pension fund managers cannot invest more than 5 percent of total portfolio into equity mutual funds
Direct mutual funds give higher returns because investors save about 1-1.8% per year as there is no broker.
Among largecaps, HDFC AMC, Sun TV Network, TVS Motor, Vedanta and Tech Mahindra topped the August buying list of top 10 mutual fund houses which have a market share of 81 percent of industry assets at the end of August
Some mobile apps are not updated on regular basis. Often there may be errors in the stocks portfolio of several schemes.
With this, total funds garnered through SIPs has reached to Rs 36,760 crore in the current fiscal so far (April-August), according to the data available with Association of Mutual Funds in India (Amfi).
Rising bond yields are already suggesting that RBI might raise rates again in its next policy meeting by another 25 bps.
During bull phase, thematic funds will perform well and give strong returns. However, when markets enter into bear phase and things turn bad, these funds register heavy losses.
These funds invest heavily in debt instruments and make smaller allocations to equities and are suitable for investors with a low to moderate risk appetite.
Bhatia takes over from Anuradha Rao after she returned to State Bank of India (SBI) as Deputy Managing Director.
You should always understand the number of parameters through which you can compare and filter mutual funds out of large universe of offerings.
The investment focus has always remained long term, with relatively low portfolio turnover. These simple rule has enabled this fund to register outperformance through both sector allocation as well as stock selection.
The expense ratio of a direct plan is usually around 0.5-1% lower than the regular plan of the same mutual fund.
Contrary to popular perception of being risk-free, bond funds are fraught with risks.
If your rationale for choosing a balanced fund is the marginal tax efficiency over a focused allocation, where the debt component gets taxed as debt fund, it is not a decisive criterion and the tax efficiency is not huge
Expense ratio is very important parameter an investor needs to consider because it affects your net returns. While they may appear small, over time say after 20 years, they can run into lakhs of rupees.
T Rowe Price, which is the single largest shareholder with 26 percent stake in UTI Asset Management Company, had earlier this month moved the High Court seeking implementation of rules and regulations of the Securities and Exchange Board of India and extend the term of UTI's chief executive Leo Puri for another year to see the IPO through.