Investing

May 26, 2023 07:30 PM IST

Angel tax hit on Mauritius, Singapore likely to exacerbate startup funding winter

The angel tax regime was originally started in 2012 as an anti-abuse measure to prevent money laundering. It mandated that a startup’s fundraise could be taxed whenever the funding round happened at a valuation more than the fair value of shares – as determined by a merchant banker

Investing in AI: How to avoid the hype

At stake is how best to invest in the potential of Artificial Intelligence (AI), which took a leap forward in November when Microsoft-backed OpenAI released its ChatGPT bot, without buying into a bubble.

One year of interest rate hikes: Debt funds emerge a winner despite headwinds

The Reserve Bank of India started raining interest rates (repo rate) in May 2022. Since then, it has hiked the repo rate 250 basis points. Accrual funds benefitted from the rate hike cycle while, duration funds have been a mixed bag. Here, we analyse how debt funds responded to the rate hikes

Is your mutual fund justified for the expenses it charges you?

A recent SEBI consultation paper quotes an internal study it conducted, which showed a wide range of underperformance by mutual fund schemes versus their benchmarks. That’s what led SEBI to propose performance-linked fee. A Moneycontrol analysis made a similar finding. Just 47 percent of the schemes (regular plans) have outperformed their benchmark indices over the past 10 years

How can retirees use MC30?

HDFC Defence Fund NFO: Watch out for these high-risk, high-return defence stocks

The HDFC Defence Fund’s benchmark is the Nifty India Defence Index, which has 13 defence and allied sector stocks from the large, mid, small and micro-cap segments. Some of them may be part of the scheme’s portfolio

Despite correction, these mid- & small-cap technology stocks got picked by mutual funds

The past year has not been good for the Information Technology (IT) sector due to the fall in the US technology sector. But many mid-cap and small-cap IT stocks are now available at reasonable valuations after corrections. That has given an opportunity to fund managers to buy some of these stocks on the cheap.

Small-cap mutual funds love these sectors for higher returns

Smallcap funds mostly prefer bottom-up approach while constructing their portfolio. However, the category consolidated data showcases the sectors that are having emerging companies with promising prospects.

MC30 funds for investors new to equity market

Long-term wealth creation | Here are the small-cap stocks that children-oriented mutual funds love to hold

The compulsory lock-in provides leeway to children-oriented mutual funds to buy quality small-cap stocks and hold them for the long term.

Why short duration funds are all weather funds

Roaring multi-asset mutual funds bet on these midcap stocks. Do you own any?

Besides debt, commodities, and REITs & InvITs, multi-asset allocation mutual funds mainly invest in equities from different market capitalisation categories. They held about 13 percent of their equity portion in midcap stocks

Got Rs 10 lakh to invest? Stick to short-term debt funds for near-term needs; quality equity funds via STP for long term: Girish Ganaraj

Girish Ganaraj, a Mumbai-based mutual fund distributor, recommends a diversified investment portfolio as per financial goals and risk appetite. In the growing trend of following influencers for investing, he advises not to seek quick fixes through them.

In 7 charts: How long-term holding mitigates interest-rate risk and ensures higher returns in debt funds

Debt funds go through volatile phases when interest rates oscillate. Consequently, returns also fluctuate. Investments held for the long term help manage rate risk and ensure consistent higher returns

How does MC30 measure risk in a mutual fund?

SIPs work for debt funds, too. And, they beat bank FDs. Here’s the proof

A Moneycontrol analysis shows that 5-year SIP return calculated for MC30 debt schemes outperformed the FD rates for the respective period 60 percent of the time

Six changes in the financial landscape you need to take note of this May

From opting for higher pension to strengthening the conduct of investment advisers and research analysts, and e-wallets to comply with KYC norms for investing in mutual funds to SBI card reducing benefits to credit cardholders, a lot is happening. Here’s what to watch out for in May.

55% investors felt early stage startups were overvalued in 2022 : InnoVen Capital Report

According to the report, Climate-tech, Fintech and SaaS will be the hottest sectors to invest in 2023, even as the funding slowdown from 2022 is expected to persist.

In your early 50s and nearing retirement? These 2 MC30 schemes can take you there

If you are about five to seven years away from retirement, moving a portion of the investment from risky assets to aggressive hybrid funds can not only help generate returns but also guard against erosion of accumulated corpus

Market CAP below Rs 200 crore, but these nanocap multibaggers remain PMS darlings

Nanocap stocks are very risky bets. They are potential multibaggers if they are picked with care and backed by good research

Akshaya Tritiya 2023: High prices push consumers to sell old gold in exchange for new

Starting 2021, only gold hallmarked by BIS laboratories can be sold in 288 districts in India. From April 1, 2023, the 6-mark HUID, too, has been made compulsory but even if your old gold is not hallmarked, stores will still accept it

Six fixed income products for you in this high interest rate scenario

From corporate and bank FDs to bonds and mutual funds, high interest rates currently prevailing in the economy provide ample opportunity to earn high returns by taking nil to a little bit of risk. Still, some due diligence is required. So, choose your options wisely

Active fund managers bet big on these largecap stocks from the beaten down Nifty Next 50 index

Many quality largecap stocks from the Nifty Next 50 index corrected significantly and are available now at reasonable valuation. Active fund managers use Nifty Next50 index to pick out tomorrow’s winners

Why MC30 recommends only 3-debt categories?

Why MC30 recommends only 3-debt categories?

Here are the multibagger microcap stocks held by PMS managers. Do you own any?

Microcap stocks are quite risky but potential multibaggers if they are picked with care and backed by good research