Mf Experts

Generating alpha will become more and more challenging

Demystifying the risk element of mutual funds, should read AUM monthly portfolio update for right decisions

An investor has to be patient and undertake the necessary research before zeroing in on the schemes to invest – either lumpsum or via SIP.

Interest in ESG investing is rising, but identifying companies that meet the parameters is difficult

We are still in the early days of ESG investing in India. But interest in the space has definitely been increasing and mutual fund companies have realized that.

Franklin Templeton crisis: Will RBI's Rs 50,000 cr relief comfort panicky MF investors?

Ashwani Bhatia of SBI Mutual Fund feels it is a message largely to investors, mainly HNIs and institutions that this part of financial market is safe and RBI is looking at financial markets very carefully.

'Smart money already moving into concentrated portfolios seeking alpha'

We are very enthused by the promise the investment management sector is pointing towards. At the very least, this is an inflection point which will lead to a tangential growth of the industry in the next 5 odd years.

Karvy's Modi 2.0 portfolio: Midcaps see increased allocation; focus on infra & BFSI sectors

Karvy's India Wealth Report projected Sensex at 1 lakh by 2025. We reiterate that same thought at current levels as well

Viewpoint | Overnight funds get traction; here is everything the April MF data reveals

Overall net inflow in debt funds is positive Rs 1.2 lakh crore in April.

Liquid funds: There is no paradigm shift

The impact of the revised norms on returns from liquid funds would not be huge.

Budget 2019: An Election Agenda?

The budget speech mainly reflected on the key achievements of the present government over the past five years and their vision for India.

Investors flock to MFs in 2018, but 2019 may test their patience

Of the total financial savings and assets in the country, the share of MFs has increased in the last three years to 14% in March this year from 10% in 2016

Should you invest in ELSS beyond the Section 80C limit?

You should never make an ELSS allocation decision in isolation. It should be part of your overall financial plan.

Picking the best mutual fund: Are past returns relevant after re-categorisation?

While selecting a scheme for investment or while deciding whether to continue with a current investment, a fund’s performance track record does play a critical role and returns usually take precedence over other important factors that are considered while investing

Looking to invest in mutual funds? Answer these four important questions first

It is rightly said that if you don’t know where to go, then it doesn’t matter which path you take.

Credit risk: Defaults by high-rated issuers show avoiding risk is not so simple

By investing in AAA oriented portfolios, you are that much better off, but you cannot avoid credit risk completely.

Want to make some smart moves while investing? Think Glocal

If we take a step back and take a look at our portfolios, in all probability we’ll find that our investments are concentrated in Indian mutual funds and stocks.

Take the SIP route for equity mutual funds amid volatility, keep 3-5 yrs horizon

The markets have reacted to macroeconomic factors which are out of the reach of both the government and central banks, which makes it even tougher to control such situations

How do mutual funds help you to invest better?

Mutual funds can provide you products that can meet your financial goals with relatively lesser risk.

How tax is calculated on debt mutual fund investments

The amount of capital gains tax to be paid on mutual funds depends on the type of investment (equity / debt) and the duration of time for which the investment is held

How to build your mutual fund portfolio from scratch

You need to know that there is no such thing as a "perfect mutual fund portfolio". There can be numerous reasonably good portfolios, and there's no one-size-fits-all.

Why tax-saving mutual funds are better than other 80c investment options

As compared to other havens available under Section 80C of the Income Tax Act, ELSS has the shortest lock-in period

Check out how your mutual fund investments are taxed

In case of mutual funds, a differential rate of taxation is applied across fund categories.

RBI does not hike interest rates, but stick to shorter maturity bond funds

Longer maturity bonds or bond funds may be volatile for some more time.

How to use Systematic Withdrawal Plan to meet your monthly income needs

SWP makes you financially self-dependent. This feature helps you live with dignity without compromising on your needs.

All you need to know before investing in credit risk funds

It is expected, though not desirable, that credit-related incidents may happen

List of best mutual fund portfolios as per your risk appetite

You can build a portfolio of mutual fund schemes based on your risk profile.