Dec 08, 2022 11:31 AM IST

Coming soon: Wider mandate for UPI to facilitate investments

Reserve Bank of India governor Shaktikanta Das said UPI will soon allow single-block-and-multiple debit functionality. Investments in the capital markets and mutual funds are set to be among the bigger beneficiaries

How should debt fund investors play the RBI rate hike?

Experts suggest investing in short-term funds but also allocating a part of the capital to long-term gilt funds to take advantage of any positive surprises on the inflation front

RBI hikes interest rate as expected, and keeps the door open for further hikes

Fixed rate loans, referred to as MCLR (marginal cost-based lending rate) move up with a lag. On the other side of the table, the move stands to benefit depositors.

DSP MF sees outperformance in small, midcaps; says largecap valuations not cheap

Experts say small and midcap stocks outperform once they move out of deep phases of underperformance. The first off the block could be smallcaps, followed by midcaps.

Is the market on a weak footing despite touching new highs?

The advance-decline data show that more stocks are falling while the benchmark index Nifty50 continues to rise

Higher tax deductions, more power to NPS: MF distributors’ wish list for Budget 2023

Given that some state governments have been clamouring for a return to the old pension system, some mutual fund distributors say it’s time to give higher tax deduction limits for the National Pension Scheme. Section 80C tax deductions should be linked to inflation, other distributors say.

Why target maturity funds should be in your portfolio as interest rate increases slow

Even if interest rates go up further, the extent of the hikes will probably be slower. Target Maturity Funds are a good opportunity to invest in debt markets, with a reasonable predictability of returns.

SBI MF to distribute Rs 29.91 crore among FISTIP unitholders; payments to commence from Dec 7

The amount will be paid by "extinguishing proportionate units at the NAV dated December 2, 2022".

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.

IDFC AMC's acquisition by Bandhan-led consortium gets SEBI nod

As per the terms of acquisition, BFHL will own approximately 60 percent stake in IDFC AMC, whereas, the other two members of consortium - GIC and ChrysCapital (CC) will own 20 percent each.

The most favourite small-cap stocks held by multi-cap MFs

Multi-cap funds are bound by SEBI regulations to diversify across large-cap, mid-cap and small-cap stocks. Due to their illiquid nature, multi-cap funds have a large holding of small-cap stocks

Value funds do better than flexi-cap funds

Sebi introduces credit rating wise investment limit for active debt funds

Earlier in May, Sebi had introduced credit risk based single issuer limits for debt ETFs/ Index Funds in order to effectively manage the risk associated with such investments

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

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.

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.

Eyeing multibaggers amid record high? Here are most popular smallcaps of PMS managers

The smallcap space is a favourite hunting ground for PMS fund managers as PMS investors typically like taking risks. Fund managers also get a leeway to hold concentrated portfolios and pick stocks that would otherwise not pass a mutual fund’s muster

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.

Which funds got the most flows in 2022?

MF schemes investing in auto sector do well

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.

UTI AMC stake sale key for PNB’s growth, but bank needs more capital

At November 25 market price, PNB’s 15 percent stake in the AMC will be worth about Rs 1,376 crore. Analysts point out that PNB has fallen short of peers when it comes to improvement in asset quality. For the July-September quarter of FY23, the bank reported a net profit of Rs 410 crore, which was lower than Street estimates.

Long-term wealth creation | SIPs in these 25-year-old mutual funds deliver up to 28 times

Out of more than 235 equity diversified mutual fund schemes, 31 schemes are at least 25 years old. Some of these schemes have created significant wealth for investors who have been patient enough to stick around

How You Can Invest In More Than One Asset Class: Hybrid Funds | Explained | Invesco

Hybrid funds are those through which you can invest in more than one asset class. These asset classes can include equity, debt, commodities and arbitrage - though, of course, equity and debt are the most common. In this video, we explain the 6 types of hybrid funds and how each of them are useful - watch!