Mutual Funds

Mutual Funds: Should retail investors look at Fund of Funds?

Those who wish to invest in multiple mutual fund schemes can consider investing in FOFs. But hold on to your investments in FoFs for more than three years to reap good returns

UTI Mutual Fund launches UTI Nifty200 Momentum 30 Index Fund – Check features

The Nifty200 Momentum 30 Index aims to track the performance of 30 high momentum stocks from Nifty 200 index.

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Motilal Oswal AMC launches Multi Asset Passive Fund of Funds – Should you invest?

The NFOs will remain open for subscription from February 19 to March 5, 2021, and the date of allotment is March 12.

Mutual funds: Arbitrage funds find more takers amid volatility

Market volatility helped arbitrage funds & dynamic asset allocation funds deliver better returns compared to liquid funds as risk-averse investors looked for better yields

Franklin Templeton working closely with SBI Funds for distribution

The letter also said as directed by the Supreme Court, the fund house has started working closely with SBI Funds Management to ensure distribution of funds at the earliest to unitholders of the shut s

franklin templeton

Mutual Fund Investment: Should you do asset allocation yourself or opt for hybrid funds?

Through asset allocation, one may invest at a low market and book profit at a high market for higher benefits to maximise wealth creation.

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Sebi looks to implement project on automation of inspection, surveillance of MFs

Markets regulator Sebi is in the process of implementing a project on automation of inspections and surveillance of mutual funds, a move that will help in reducing the lag in recognition of violations

Sebi

Fixed income funds witness heavy outflows in January

Open ended income or debt-oriented categories of mutual funds witnessed a net outflow of Rs 33,408.76 crore in January 2021, compared with the net inflow of Rs 13,862.76 crore in December 2020.

SBI Funds to distribute Franklin Templeton’s Rs 9,122 crore to investors: Supreme Court

It also approved the distribution plan submitted by the SBI asset management company and allowed it to become a party in the case.

The apex court had on February 2 entrusted the SBI Mutual Funds to carry out the disbursement of money to 3 lakh investors of the six debt MFs in “proportion to their respective interest in the assets of the scheme” within 20 days.

Gold ETFs shine in January, record net inflows of Rs 624 cr

Having witnessed a net outflow of Rs 141 crore in November 2020, the Gold ETF category is once again back on investors' radar.

Equity MFs see outflow for seventh straight month in January

Overall, the mutual fund industry witnessed a net outflow of Rs 35,586 crore across all segments during the period under review, compared to Rs 2,968 crore inflow seen in December on investment from h

equity schemes

SBI Funds seeks SC nod to distribute Franklin’s Rs 9,122 crore to unitholders

An “overwhelming majority” of unitholders had voted in favour of the move in December. Around 3 lakh investors were affected by the winding up of these debt mutual fund schemes.

The apex court had on February 2 entrusted the SBI Mutual Funds to carry out the disbursement of money to 3 lakh investors of the six debt MFs in “proportion to their respective interest in the assets of the scheme” within 20 days.

Mutual Fund Investment: You may not get MF units at desired NAV even if applied before cut off time

For investment purposes in equity-oriented and debt Mutual Funds, the cut off time becomes less relevant as the units will only be allotted after the realisation of funds.

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Government attempts half-heartedly to bring in taxation parity between mutual fund and ULIP

The budget has proposed to amend the Section 10(10D) to restrict the exemption in respect of ULIPs for those ULIP policies where the annual premium payable in respect of such policy does not exceed Rs

SBI Retirement Benefit Fund NFO closes today! Should you invest?

The investment objective of the scheme is to provide a retirement saving solution through long term diversified investments in major asset classes.

SBI Retirement Benefit Fund, mutual fund, NFO, retirement saving, long term goal

Your Queries – Mutual Funds: Go for mix of debt and equity based on risk appetite, investment horizon

Since the lows of March 2020, equities have rallied sharply with benchmark indices almost doubling till date (as of January 12, 2021). The sharp rally has resulted in seemingly stretched valuations, w

The significantly low interest rates too present a probability of subdued future returns in case of fixed-income funds, if interest rates move up.

Most popular ELSS, ultra short term, liquid funds chosen by investors – Check the list

With liquid funds, investors can get their money out in 24 hours and invest whenever they find an investment opportunity. To that extent given the covid crisis and the subsequent market crash, liquid

"The Indian Rupee ended flat against the US currency on Tuesday, as importers' greenback purchases offset the impact of a weak dollar index," said Sriram Iyer, Senior Research Analyst at Reliance Securities.

Your Mutual Funds queries: With markets at new highs, invest via SIP or STP. Keep risk appetite in mind

Higher the investment horizon and risk appetite, higher can be the allocation to equities, which have the potential to deliver positive real returns (more than inflation) over the long term.

In September 2020, SEBI released a circular mandating multi-cap funds to invest a minimum of 25% each in large, mid and small cap stocks.

Time to book profits in debt funds in 2021? Find out

Most of the investors invest in debt funds from a risk protection perspective and hence they should continue to hold with their debt investment.

debt funds in 2021, NAV, debt mutual funds, gold, hybrid funds,

Common mistakes to avoid while investing in mutual funds

Every investor, at some point of time, makes a mistake while making investment decisions. Here we take a look at some common mistakes which you need to avoid while investing in mutual funds.

SBI Retirement Benefit Fund, mutual fund, NFO, retirement saving, long term goal

BSE launches Star MF Plus, a premium platform for Mutual Fund distributors – check features

BSE has launched StAR MF Plus platform to offer superior services

BSE star MF plus features

Growth option of MF does not pay out dividends, hence NAV is higher

After the demise of the primary owner, all units are transferred to the nominee at the NAV prevailing on the day of the death of the primary owner.

Gold ETFs like other securities are traded in the secondary market and investors can buy and sell ETF units in the secondary market at any point in time.

5 investing mantras for equity market investors in 2021

While investors are optimistic about markets in 2021 with a vaccine being expected to launch this year, predicting how the markets will move in 2021 is difficult.

investing mantras, investors, stock market, Diversification, asset class, sip

Mutual Funds: Reaping benefits of SIP in a market rally

As the Nifty-50 has risen by 90% since its March 23 lows, investors are seeing a steady rise in SIP returns after a steep fall

Individuals are investing through SIP in large, mid and small cap funds and also in certain thematic funds.
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