You get more control over your portfolio in terms of stock selection, purchase cost, exit price, sector allocation, etc. by buying shares directly
Gross inflows in equity funds saw a big jump and redemption pressure subsided in September
A rule-based approach to asset rebalancing can work for you
The NAV of several funds fall below NFO price
While diversification is important for any investment portfolio, owning too many funds is useless
Investors should keep scheme-specific issues in their mind while investing
If we create a corpus with liquid funds, the amount could then be deployed in equity when the market faces a sharp correction
Fund houses are ramping up their exposure to defensives, as they are cash rich and are not stressed
By investing across countries investors would get exposure to companies with the different business models, diverse revenue streams, currency differentials, and thus different risk-adjusted returns.
While investors chose to redeem their existing holdings in equity mutual funds, they have consciously sought relatively safer investment options in debt schemes
Investors should check the portfolio composition of funds before deploying their money
Savvy investors should consider investments in this theme only after a sharp correction in equity markets
While debt fund investors have gravitated towards schemes that invest in safer, highly-rated, securities, equity fund investors have preferred to invest in large-cap schemes and those that invest in large and well-established companies.
Investors are seen stopping their SIPs in non-performing equity funds
They have reduced stakes in banks and financials, added a good bit to non-discretionary consumption and other defensives
Neither the outbreak of COVID-19 nor the dire state of economy has deterred investors’ enthusiasm for equity mutual funds
Mutual fund experts said the rate of return on overnight securities may be lower, but overnight funds will provide better capital protection
China equity funds took in fresh money for the 11th time in the past 12 weeks
Be it gold or international themes, they can at best be diversifiers in a portfolio
With far too many accidents in the debt fund space, the market regulator SEBI stepped in and brought in some decisive regulations.
Investing in open-ended funds allows you rebalancing, which is not the case in retirement funds since there is a lock-in
In future, we are planning to cross-sell services such as loan against mutual funds and loan against securities to investors on our platform and earn money
Given their tax-free status, lower charges and improving returns, ULIPs cannot be completely ignored
Many buy these plans in a hurry and for the sole purpose of saving on taxes