Category: Mutual Funds

Top 5 = 44%, Top 10 = 62%: Concentration Risk in Nifty 50?

Reading Time: 5 minutes Nifty 50, as you know is made up of 50 stocks of different weightages. And generally, it is accepted to be a well-diversified index that represents the Indian markets sufficiently well. But in recent times, the skewed weights of few of the top stocks in the index are posing questions about whether it is actually […]

3 Early Warning Signs of a Bad Debt Fund – Is Your Debt Fund Safe?

Reading Time: 3 minutes Source Link | Twitter Profile | Youtube Channel Post Franklin Templeton fiasco the debt fund schemes have been in the focus for all the wrong reasons. It is really painful to witness that the risk perception in Debt (which had been traditionally less) has outgrown Equity in the recent past. The debt fund Investors are in quandary and […]

New SEBI guidelines for risk scoring mutual funds

Reading Time: 3 minutes Source link | Twitter Handle “Never let a crisis go waste”. SEBI has taken this adage seriously and come out with a comprehensive set of guidelines to communicate risk associated with mutual fund schemes. Remember the image below. This is a RiskOMeter. You see it as a part of your mutual fund scheme factsheet. The […]

Dividend Option of Mutual Funds Renamed to ‘Income Distribution cum Capital Withdrawal’ option

Reading Time: 2 minutes SEBI has directed all mutual funds and AMCs to rename the dividend payout option in mutual funds schemes to Payout of Income Distribution cum Capital Withdrawal option. The circular announcing the change – link or download here. That is: Dividend (old name) – renamed to -> Income Distribution cum Capital Withdrawal (new name) But since […]

Multi-Cap Fund Allocation Rule Change (2020) + Impact on your MF Portfolio

Reading Time: 6 minutes SEBI has modified the rules for Multicap equity mutual funds. So now a detailed allocation structure has been introduced for multi-cap funds. This has been done via a circular on ‘Asset Allocation of Multi-cap funds’ (dated 11-Sep 2020: link or download here). Going forward, all the schemes within this category will have to adhere to the […]

SEBI pokes multicap funds – What should you not do?

Reading Time: 4 minutes Source link | Twitter Handle On Sept 11, 2020 (yes, 9/11), SEBI issued a circular redefining market cap exposure limits for multicap funds. SEBI now wants multicap funds to adhere to a structure where it invests minimum 25% each in large, mid and small caps. The balance 25% can be invested anywhere. This is in […]

Top 10 online courses to learn investing

Reading Time: 5 minutes The coronavirus pandemic has impacted life in general and forced governments, businesses, and individuals to look at the way they have been used to doing thigs differently. Individuals, specifically, have been severely impacted in terms of lifestyle, form of working, and impact on career. While these times are testing, they also present an opportunity to […]

The curious case of PGIM India Global Equity Opp Fund

Reading Time: 4 minutes Source link | Twitter Handle PGIM India Global Equity Opp Fund – Naam to suna hoga! The fund has been hitting the roof with the stupendous returns putting all other international themed funds to shame. This is how a lay investor sees it. Peer comparison for PGIM India Global Equity Opp Fund with international funds; […]

Should I Invest in Axis Long Term Equity Fund?

Reading Time: 5 minutes About Fund House Axis Mutual Fund was launched in October 2009. It is a joint venture between Axis Bank Limited (75% shareholder) & Schroder Plc (25% shareholder). Schroder’s group investment management is their only business and their goals are completely aligned with those of their clients – the creation of long-term value to assist them […]

Corporate Bond Funds – What to expect now?

Reading Time: 2 minutes Source link | Twitter Handle Corporate Bond Funds have been on a rock and roll. Check the increasing AUM of the funds. Investors are flocking on the back of double digit returns in this category. The events of the last few months seem to have had no impact on them. How long is the party […]

Should I invest in Canara Robeco Equity Diversified fund ?

Reading Time: 4 minutes About Canara Robeco Mutual Fund Canara Robeco Mutual Fund is a joint venture between the Canara Bank and Robeco Group. Canara Bank is one of the largest state-owned banks in India, over 113 years of banking experience & Robeco group was founded in 1929 in Rotterdam, is a pure play asset manager with a presence […]

10 Steps To Financial Independence

Reading Time: 2 minutes 3. Invest a portion of your savings  Now that you have started the habit of saving, let’s start investing. Don’t worry we will guide you through the steps. No matter at what stage you are – see below on how to start and what can you invest in. 4. Learn about investing or hire an […]

Valuation in Motion: HDFC AMC IPO Valuation: Speed Demon

Reading Time: 8 minutes ‘Mutual Funds Sahi Hai’ says a famous Indian TV advertisement. While the slogan is used and abused several times over, the sentiment seems to ring true with many Indians. We know for a fact that only 2-3% of India invests in Equities directly or in Mutual Funds. However, the general trend is that the number […]

Launched: Asset Allocator + Model Mutual Funds (Premium)

Reading Time: 5 minutes The wait is finally over. Stable Asset Allocator + Stable Model Mutual Funds are available for purchase now. Both these products, namely i) Stable Asset Allocator, ii) Stable Model Mutual Funds are 2 (Two) separate premium subscription products. Though you can purchase both of them. What You Get? What is Subscription Cost? Surprisingly low… If […]

5 questions for Parag Parikh Long Term Equity Fund

Reading Time: 5 minutes Source link | Twitter Handle 5 years ago when I started discussing about Parag Parikh Long Term Equity Fund with investors, I met with deep suspicion. “I have never heard about this fund.” “Will they run away with my money?” “Are you sure we should invest our money with this fund?” “What is their track […]

Back To Top