Mutual Funds

Your Money: Follow the 12:80:80 asset allocation approach

Investors need to make decisions rationally and not let market noise or emotional biases get in the way of their mutual fund decisions.
Each equity investment within this portfolio needs to add a unique value to the portfolio.

New Fund Offer: Kotak AMC launches India’s first ever Nifty Alpha 50 ETF – check details

Kotak Mahindra Asset Management Company Limited today (December 3, 2021) announced the launch of India’s first-ever Nifty Alpha 50 ETF, Kotak Nifty Alpha 50 ETF.

mutual funds

Your Money: Types of mutual funds and the risks they carry

Always go for a diversified portfolio that comprises equity, debt and gold asset classes in order to minimise your risks

It simply means the risk which may cause losses for an investor due to the poor performance of the market.

Should Indian investors diversify their portfolio with global stocks?

It does not matter how well the Indian market does over the long-term, the whole point of investing internationally is diversification.

global stocks, diversification, US shares, from India, Indian stock market, US stock exchanges

Looking for large and mid-cap equity exposure? Consider an index fund

An index fund carefully chosen should be an appropriate choice for first-time investors who are keen to start their investment journey.

Beginning his investing journey in stocks in 2013 and in startups in 2016, his goals are clear. He wants to compound capital at a high rate to create wealth in the long term.

Want to buy Nifty 50 Index? Know about Nifty BeES ETF and how to invest in it

NIFTY BeES is an equity exchange traded Fund combining the flexibility of stock market investment and the simplicity of equity mutual funds.

how to invest in, Nifty 50 Index, buy, nifty bees, returns, etf, units, large-cap funds, index fund

HDFC Multi Cap Fund NFO: Find out what it offers and who should invest in it

The fund is aimed at investors looking to diversify their portfolio with a disciplined exposure to large cap, mid cap, and small cap segments.

HDFC Multi Cap Fund NFO, large caps, mid caps, small caps, Multi-Cap Funds, Diversification, long term investment

Your queries: mutual funds: Put 70% of fixed income portfolio in high credit quality shorter-duration funds

Put 70% of fixed income portfolio in high credit quality shorter-duration funds

For shorter holding periods, (up to three years), the gains are added to income and taxed at the marginal tax rate.

Global Real Estate FoF can augment MF investors’ risk-return profile: Srinivas Rao Ravuri

In an exclusive interview with FE Online, Srinivas Rao Ravuri of PGIM India Mutual Fund shares his views on whether a Global Real Estate FoF is a good option for investment in the current scenario?

YOUR QUERIES: MUTUAL FUNDS: Go for gilt funds positioned around the medium-to-long term segment of the yield curve

Corporate bond spreads have narrowed significantly compared to their long-term averages; subsequent widening of spreads could present additional downside risk to investors. Hence, gilt funds also scor

To gain from a favourable tax treatment, investments in gilt funds should be at least over 3-year holding periods. For holding periods of over 3 years, the gains are taxed at 20.8% (including cess) post indexation of costs.

Balanced Advantage Funds: 5 things to know before investing in them

At a time when equity valuations are not cheap with key indices trading at an all-time high, a Balanced Advantage Fund could be a good choice.

Mutual funds: ELSS lose shine; spotlight on sectoral funds

Investors move away from ELSS due to the poor performance of most of the funds as compared to large and mid-cap funds

You can invest a lump sum amount or invest every month through SIP. In fact, an SIP works best in falling markets when you can buy more units.

Here’s how to diversify across Nifty index funds to build a strong MF portfolio

Index funds can be a good starting point for beginners to build a robust mutual fund portfolio.

best mutual fund index funds, mutual fund vs index funds, Nifty 50 index Fund, Nifty Midcap 150 index Fund, list, difference, passive funds, returns, risks

Franklin Templeton MF unitholders to get Rs 1,115 cr in 7th tranche

The amount to be distributed to unitholders will be paid by extinguishing proportionate units at the net asset value dated November 18 this year.

mutual funds

New Fund Offer: NIMF announces launch of India’s first Taiwanese Equity Fund; check details

Nippon India Mutual Fund (NIMF) today announced the launch of Nippon India Taiwan Equity Fund on November 22, 2021. This will be India's first open-ended equity scheme following a Taiwan-focused theme

mutual fund

YOUR QUERIES: MUTUAL FUNDS: Invest in staggered manner based on asset allocation approach

For deploying the additional corpus, you should evaluate your portfolio from an asset-allocation point of view and build exposure in line with your recom-mended asset allocation.

You should look to diversify your portfolio across two or more funds (depending on desired sub-asset class exposure and investable corpus) to reduce conc-entration to the calls of a single fund manager.

Debt mutual funds: Target maturity funds vs fixed maturity plans

With maturity period of more than three years, target maturity plans allow investors to benefit from 20% tax after indexation making these ideal for those in the higher tax brackets

debt mutual funds, mutual funds, target maturity funds, maturity plans

Edelweiss AMC launches Large and Midcap Index Fund – Check details

The investment objective of the scheme is to provide returns that closely correspond to the total returns of the Nifty Large Midcap 250 Index.

Debt Mutual Funds: Hedging your bets with floater funds

Floating rate funds can cushion interest rate volatility by investing in corporate bonds, treasury bills and certificates of deposit

Investors also went for dynamic bond funds due to their ability to better navigate interest rate volatility.

Mutual Funds: Who should not invest in MFs and instead look for other investment options

Here are a few instances when you should not go overboard into equities otherwise staying away from equity funds may not be the right approach with your finances.

Who should not invest, mutual funds, equity funds, volatility, risk, investment options, schemes

Net inflows into equity MFs decline in October

Data released by the Association of Mutual Funds in India (Amfi) show that barring ELSS and value/contra schemes, all other schemes witnessed positive inflows during the month.

For shorter holding periods, (up to three years), the gains are added to income and taxed at the marginal tax rate.

New Fund Offer: PGIM India MF launches India’s first Global Real Estate Securities Fund; check details

PGIM India Global Select Real Estate Securities Fund of Fund. It is an open-ended equity fund of fund scheme investing in PGIM Global Select Real Estate Securities Fund.

pgim global real estate fund of fund

Equity mutual fund inflows dip to Rs 28,671 cr in October

This was the eight consecutive month of net inflows into equity-oriented funds. Since March this year, the segment has received a net inflow of Rs 73,766 crore.

To gain from a favourable tax treatment, investments in gilt funds should be at least over 3-year holding periods. For holding periods of over 3 years, the gains are taxed at 20.8% (including cess) post indexation of costs.

Dividend vs Growth options for mutual fund investment: What can make you rich fast?

There are two broad types of options for mutual fund investors - Dividend and Growth. Experts say that investors should choose either option basis their investment objective. Tax implications should a

mutual fund
Advertisement
Income Tax Calculator, Budget 2019, How to Calculate Income Tax

 

Stock Market

Advertisement
Advertisement