Dec 02, 2022 04:28 PM IST

IIFL launches India’s first passive tax-saving fund after SEBI’s nod

It is the first passively managed tax-saving scheme to be launched after the capital market regulator allowed fund houses to launch such funds on May 23, 2022.

Sebi asks mutual fund houses to act against dubious Telegram groups

Prompt action must be taken against any activities or posts on social media that go against the interests of asset management companies, the market regulator said.

Bharat Bond ETF – April 2033 launches today: Should you buy?

Bharat Bond ETF - April 2033 by Edelweiss Mutual Fund comes with a tenure of a little below 11 years. It is a passively managed debt index fund that will invest your money in AAA-rated Government of India-owned companies.

Gold rally: What investors should do with the yellow metal

It is safe to say that the recent rally in gold and risk assets is on account of the anticipation that the Fed will be less aggressive going forward. However, for assets that come with a degree of price volatility, there are still downside risks of recession and financial instability after the massive withdrawal of liquidity and interest rate hikes.

Good times are here for debt funds

The RBI is likely in the last leg of its interest-rate hikes and might start easing rates somewhere down the line. But higher portfolio yields on account of past interest rate hikes make debt funds suitable in the current environment.

Value funds do better than flexi-cap funds

What is an InvIT and why should investors have it in their portfolios?

InvITs list on the stock exchanges to raise capital for the purchase of a portfolio of operational infrastructure assets that are already producing consistent cash flows. It is like a hybrid product―with equity and fixed-income characteristics

7 easy steps to start planning for your child’s higher education

While an SIP is a good way to plan for your child’s education, it is equally important to start early. This way, your monthly SIP burden will be lower and manageable.

Despite markets at all-time highs, small-cap funds remain worthy

Although small-cap equity funds have given decent three-year returns, keep in mind their high volatility and a faster-than-normal rise in corpus sizes.

What's the 50-30-20 financial plan?

How to buy a Merc with your mutual fund SIP

Luxury purchases, like say a Mercedes-Benz car, could be within reach if you diligently pursue a mutual fund systematic investment plan. If you get a head start, it's better.

C4D Partners gets Sebi's nod to launch $50 million fund to invest in Indian startups

C4D Partners had its first close of USD 30.3 million in 2018 for its Asia Fund.

Union Budget 2023: AMFI asks for no LTCG on units of equity funds if held for 3 years

One of the demands if for uniform taxation of capital gains from mutual funds and Unit-Linked Insurance Plans issued by insurance companies.

Mutual fund investors to get dividend payments within 7 days from record date

In case of redemption or repurchase of units, the fund houses are told to payout the proceeds within three working days.

Sensex scales record high: How to make the most of your investments

Instead of buying or selling, the time may be right to review your portfolio in the context of your financial goals.

SEBI notifies inclusion of mutual funds in insider trading regulations

Buying or selling mutual fund units by executives of a fund house will now be covered under the stringent SEBI Prohibition of Insider Trading regulations.

Got your first pay? Five simple rules for your investment journey

Start early to avail the benefits of compounding, build a nest egg, work to a plan, stay safe: do this, and the force will be with you.

When a fall in tech company shares affects your ESOPs

The crash in share prices of technology companies on the US markets reminds us of a painful lesson: Don’t let employee stock option plans become too big in your investment portfolio

How to do an annual review of your mutual fund portfolio in five easy steps

An annual portfolio review allows you to take a close look at what’s working in your portfolio and what’s not. But any big life changes like marriage, birth of a child, death in the family, and inheritance are also occasions for you to revisit your investments.

Nifty at record high: Is it time to stop your equity fund SIPs?

Investing at market peaks at the dotcom bubble in 2000 and the global market highs of 2007 would have given good results, had you stayed invested. But you get better returns if you keep some cash aside to jump in at every correction.

Motilal Oswal AMC to accept subscriptions in three international funds

Motilal Oswal S&P 500 Index Fund, Motilal Oswal MSCI EAFE Top 100 Select Index Fund and Motilal Oswal Nasdaq 100 Fund of Fund will reopen for fresh subscription.

US tech sector is way deeper than FAANG stocks: Jonathan Curtis of Franklin Technology Fund

Investors should not be overly worried by the sharp fall in US tech stocks as a reset is underway, and it is a healthy one, says Jonathan Curtis, who also leads the Franklin Technology Fund research team overseeing technology companies

US Fed rate action will not impact India: Sonal Desai of Franklin Templeton

The markets expect the US Fed to stop hiking interest rates and start reducing them as early as 2023. However, Sonal Desai of Franklin Templeton Fixed Income global says that’s not going to happen and the US Fed will cut rates only in 2024.

Size doesn’t matter, long-term performance of the MF is what counts

Investing or exiting based on short-term performance, seen during bull and bear phases, is best avoided. Also consider the portfolio, as the outperformance may be due to investments in risky bets.

Which equity schemes topped performance charts?