Invest

June 07, 2023 07:58 PM IST

MPC: Will RBI's likely status quo give depositors another chance to lock in high interest rates?

The RBI’s monetary policy announcement on June 8 might push back a rate cut to later this year. That’ll be good news for fixed deposit investors.

Debt mutual funds 2.0: Life after removal of long-term indexation benefit

Debt fund managers can no longer sell their funds based on the superior tax advantage they enjoyed over bank fixed deposits. That is history. Now, the focus will be on returns and performance. This bodes well for debt fund investors.

Exclusive: Online bond platforms coming together to form an industry association

With the aim of organising themselves into an industry association, several online bond platforms got together on June 6 to hold preliminary discussions on forming such an entity.

Is this the time to invest in auto funds?

Auto, transportation, and logistics are important sectors of the Indian economy. These sectors suffered when lockdowns were announced. However, logistics activity has now surpassed the pre-COVID levels. Analysts are upbeat about the economic activity in this space, especially in the auto sector.

Franklin Templeton equity funds go up when things are down. Here's why

Franklin Templeton equity funds' philosophy is not to aim for the stars, but to consistently deliver 50 to 100 basis points alpha over the index. Janakiraman R's small- and mid- cap funds' performance reflect a similar trend. In terms of consistency in strategy and philosophy, the fund does the job quite well.

ICICI Pru Bluechip Fund completes 15 years. Does it still have its mojo?

The scheme was launched amid the global financial crisis in May 2008 and as per the fund house, the scheme has delivered a compounded annual growth rate of 13.98 percent since inception.

Bajaj Finance to bring down dependence on telemarketing calls: Sanjiv Bajaj

Sanjiv Bajaj said the firm will offer clients the option to avoid telemarketing calls, stresses that every step will be taken to protect data privacy

Bajaj Finserv MF, India’s newest, to launch today

The fund house aims to be present across asset classes of equity and debt. This goes against many new-age fund houses that come with a differentiated strategy of launching either only equity or debt funds or focusing only on passive funds.

The 25-35 age group accounts for the largest number of NPS subscribers, shows PFRDA report

With those aged 18-20 focused on studying, it’s no surprise there’s not much interest in NPS subscription within this age group. To be sure, the next age group of 20-25 does have a fair number of subscribers.

UTI Nifty 50 Equal Weight Index Fund NFO: Should you invest?

The New Fund Offer of UTI Mutual Fund’s UTI Nifty 50 Equal Weight Index Fund (UNE50) will close on June 5 and will reopen on June 9, 2023, for continuous subscription. Should this fund make it to your portfolio?

NFO review: Edelweiss MF’s new multi-asset fund is debt-focussed with indexation taxation benefit

Edelweiss Multi Asset Allocation Fund will invest your money across various asset classes, like equity, debt, real-estate investment trusts, infrastructure trusts, and so on. The NFO opens June 5.

Do equity savings funds make sense after the tax hit on debt mutual funds?

Equity savings funds are no substitute to debt funds, but can be appealing to investors looking for relatively stable returns with low exposure to equity and the benefit of equity taxation.

NPS assets at Rs 9 lakh cr, subscriber base at 6.3 cr as of March 2023: PFRDA

The assets under management (AUM) of pension fund managers rose from Rs 2,202 crore in March 2009 to Rs. 8.99 lakh crore by March 2023, shows the PFRDA report

Planning to look at MF stock picks last month and play copy cat? Here’s why you shouldn’t

Many investors pore over the monthly portfolios of funds and look to buy stocks purchased by fund managers the previous month, hoping to earn quick returns. But that may not be a wise strategy. Read on to find out exactly why.

HDFC Mutual Fund sends notice to investors about change of sponsor. What should you do?

A change of sponsor of a fund house is considered a fundamental attribute. As per mutual fund regulations, investors must be given an exit option. HDFC MF’s exit option period ends on June 23.

Radhika Gupta’s Edelweiss MF shifts focus to multi-asset allocation fund after debt taxation change

Edelweiss MF upcoming new scheme will invest across asset classes such as equity, fixed income securities, gold, REITs and InvITs.

Your first salary should be where your investment journey begins

Many first-time employees baulk at investing their first salary because they feel it is too low. All it takes is Rs 500 to start a SIP in a mutual fund.

Can arbitrage funds sustain the momentum?

Arbitrage funds are expected to be a beneficiary of the decision of taxing capital gains on investments in debt funds at slab rate without indexation. Recent derivative expiry notes released by mutual fund houses are vocal about optimism around the spot-futures arbitrage strategy.

From Rs 40 trillion to Rs 100 trillion: How SEBI wants mutual funds to chart the way forward

Madhabi Puri Buch, Chairperson of SEBI has highlighted that mutual funds is the most preferred vehicle by which the regulator would like to bring household savings into the market.

8 money changes to watch out for in June

From a revised locker agreement and new rules for mutual fund investments in minors' names to SEBI inviting comments on total expense ratio and applying for higher pension on actual salary, here’s what to watch out for.

SEBI nudges AMFI to form ethics committee to catch bad apples in time

While praising India’s mutual fund sector and its trade body for the stellar work in taking assets under management to Rs 40 lakh crore, SEBI chairperson Madhabi Puri Buch also reminded them that it’s time for more self-regulation.

Parag Parikh Flexi Cap Fund: So far, so good. But can it do an encore?

Discipline and being true to its label have helped the fund in the past. However, going forward, its large size and SEBI restrictions on investment in overseas stocks could be challenges.

Small Savings Schemes: Income proof needed if investment exceeds Rs 10 lakh

The postal authorities have been asked to report cash transactions valued at Rs 10 lakh or above.

Tech funds bounce back; time to invest?

How MF sectoral allocation changed in April