Personal Fianance

Experts say that while gold prices have gone up significantly, a lumpsum investment might be risky at this point, especially for short durations. But SIPs in gold funds can help you ride out the volatility.

Computerji, lock kiya jaaye: Midcaps that quant-based mutual fund algos select

Quant-based mutual fund schemes eliminate human intervention and possible bias, as they leave stock-picking to algorithms while constructing their portfolio. These are a mix of pure-bred passive and active funds.

Small- and mid-cap stocks powering the best-performing PMSes

These are the top 5 holdings of the top performing portfolio management service (PMS) strategies that delivered higher returns over the last year. The top 5 stocks are significant because a higher weight in them dictates fund performance, which in turn helps outperform peers

30 years SIP: How have MFs built wealth for long term investors

Mutual funds are a power vehicle to participate in the equity markets. Well-managed schemes have proved with their long-term track records that wealth can be built over the long term

Playing safe: 10 largecap stocks that PMS managers added in July

At a time when small and mid-cap stock have gone up despite valuation concerns, some fund managers have turned to largecaps to reduce the risk and also have a buffer against a decline in market

Why are Sovereign Gold Bonds trading at 5-12% premium?

Sovereign gold bonds are trading above the reference rate, due to their tax advantage and coupon rate. But with news of lesser or no future issuances, listed SGBs are becoming even more popular.

Down but not out: MFs hold on to these small-cap stocks despite fall

Here's a list of smallcap stocks have seen a price erosion of up to 43 percent over the past year. While sum fund managers dumped these stocks, many continue to have them in their portfolios

Mutual funds garner 18% of Ola Electric IPO allotment

Ten domestic mutual funds including SBI MF, HDFC MF and Nippon India MF took part in the anchor allotment and garnered Rs 1,117 crore, which is 18 percent of the overall IPO allotment

Will the government hike capital gains taxes in Budget 2024?

For capital gains tax, the holding period may differ from 12 months to 36 months, while the tax rate may range from 10 percent to a nominal tax rate.

These smallcap multibaggers rewarded MF investors with up to 848% returns in a year

As the market continues its record run, some smallcap stocks, including housing and infrastructure firms, have gained up to 848 percent in the past year, clocking big gains for mutual funds invested in these companies

Quant MF cherry-picked these smallcap stocks lately. Do you own any?

Quant mutual fund’s stocks selection process helped many of its schemes to be ahead of the pack and deliver outstanding performance in their respective categories. Many of such stocks turned multibaggers and rewarded the investors handsomely. Here are the recent small cap additions in the portfolio of Quant mutual fund schemes over the last three months

ELSS isn't all about tax savings, these 10 funds help grow your wealth too

Equity-Linked Saving Schemes (ELSS) or tax-saving equity funds stand out due to their lowest lock-in and pure equity-linked return in the crowded Section 80C tax deduction basket. ELSS have delivered better return if held for long-term

Flexicap or multicap funds? How to make the right choice

If one wants to maintain a bare minimum exposure to all market-cap segments via just one fund, then multicap funds are suited due to their minimum 25-25-25 rule. On the other hand, if one wants to bet on a fund manager’s ability to decide allocation to different market-cap segments, then flexicap funds are a better choice.

Index mutual funds grab investor attention; here’s how to get the best out of them

Investors looking at market-linked returns, reduce the chances of underperformance and not wanting fund manager’s involvement can consider index funds. Index funds with low tracking error and low expense ratio are preferred investment options

Why you should keep an eye on liquidity, price deviation and tracking error while investing in ETFs

Exchange Traded Funds are superior in structure as they can mimic their benchmark indices more closely than the other passive variants -index funds. With more than 200 ETFs available in the market, it is important for investors to choose the right ETFs for their portfolio to achieve their financial goals

Worried about market volatility? Here are 7 hybrid funds that can provide stability, high growth

Investors with a medium risk profile can consider investing in the aggressive hybrid funds. These schemes are good picks as they allow you to participate on the upside, while cushioning your downside as compared to pure equity funds

Equity mutual funds meltdown: The biggest losers on the day of Lok Sabha election results

All equity-oriented mutual fund categories were battered on June 4 after it became clear that the BJP won't go past the majority mark on its own and would be heavily dependent on support from allies, with investors being jittery about the stability of the government and 'compulsions' that a coalition regime might face. However, experts advise investors not to be swayed by short-term gyrations and focus on long-term investment goals instead.

Ignore short-term gyrations. Here are five simple index funds for long-term wealth creation

Don’t be swayed by short-term gyrations, stick to your asset allocation and focus on long-term goals. Here are five passively managed index funds each from the mega, large, mid, small and microcap segments can help you get better returns over the long run

Check out these election-proof sectors; Are you invested in them?

While some sectors are more sensitive to the possible electoral outcomes, there are those that are impervious — a prudent, defensive hedge, regardless of the results. Here are few sectors that would not be affected by who comes to power, according to six portfolio managers

Why is a SIP in debt funds beneficial to you?

Approximately 90 percent of SIP money flows into equity. While equity creates wealth over the long term, debt helps stabilise and diversify, while also growing your corpus, albeit at a slower rate than equity.

Nvidia stocks continue to rock markets. Have Indian investors benefited?

There are 15 fund houses have invested in the stock of Nvidia either through their international schemes or domestic schemes. A restriction is in place that prevents many investors from participating in the rally.

10 newly added stocks by MFs that make hay from special situations

Special Situations funds aim to make money from unique events that companies face like corporate restructuring, regulatory changes, technology-led disruption and innovation, new trends and emerging sectors and companies

Explained: How to get the best out of your direct plans in mutual funds

Lower expense ratio results in direct plans earning higher returns than regular plans. But only savvy investors who can cherry pick mutual funds on their own can opt for direct plans. Do-it-yourself (DIY) investors who are new to equity markets may end up choosing an unsuitable scheme if they pick schemes just by look at the difference in the expense ratio between direct and regular plans.

Retail investors drive MF growth, here's how they played the game

Retail investors now form a significant chunk of mutual funds investors, which has translated to a monthly SIP contribution of around Rs 20,000 crore

Fund managers on a treasure hunt in these 10 sectors. Check your portfolio

Fund managers look for sectors with healthy growth potential and consistent profitability. These are the top sub-sectors wherein the fund managers have increased exposure significantly in these sectors over the last three months