ETF vs FOF: What’s the difference?
Over the last three decades, there has been a huge change in the Indian investment landscape. While most of the investment options offer certain pros and cons, understanding their features is important to make an informed decision. Today, we are going to talk about two popular investment options – ETFs and FOFs and compare the […]
MF Recap of 2020 – SEBI Circulars, Guidelines for Mutual Funds
2020 will be long remembered for the high volatility and the ups and downs in our lives. The markets weren’t spared too! While Sensex was down to levels of 25,000 in March 2020, it had already crossed levels of 47,000 in December and 48,000 by the first few days of January 2021. The mutual fund […]
5 Key Points to Consider While Choosing Equity Funds When Markets are High
After the nosedive in March due to the pandemic and associated lockdowns, the markets have done well to recover. In fact, on January 4, 2021, the S&P BSE Sensex hit an all-time high of 48,220.47, and the Nifty 50 recorded a lifetime high of 14,147.95. Both the benchmark indices traded higher than these levels, recording […]
Things to know Before Investing in Multi-asset Allocation Fund
Mutual funds endeavor to cater to the needs of different types of investors. Hence, there are various schemes with specific investment objectives, risk exposure, and asset allocation strategies. Today, we are going to talk about a category of mutual fund- Multi-Asset Allocation funds. Let’s find out what they are and the things you need to […]
AMFI Mutual Fund Monthly Performance Report: January 2021
The flows into debt mutual funds turned negative in the first month of 2021 while outflows from equity funds continued. According to the Association of Mutual Funds in India (Amfi), high redemptions in the previous month can be linked to the desire to book profits with equity indices reaching an all-time high. Sensex touched an […]
SEBI Introduces Flexi-cap Category in Mutual Funds: All You Need to Know
The Securities and Exchange Board of India (SEBI) has been trying to rationalize and categorize mutual fund schemes since 2017 to make it easier for investors to choose the right schemes (refer SEBI circular number SEBI/HO/IMD/DF3/CIR/P/2017/114 dated October 06, 2017). In a recent announcement, SEBI has introduced a new category under equity mutual fund schemes […]
How to Invest in SIP
Do you believe you can build a substantial corpus with as little as Rs.500? No. We are not concocting a fairy tale! With a Systematic Investment Plan or SIP, it is indeed possible to build a reliable corpus over time. Typically, SIP is a facility that allows investors to mobilise a fixed amount of savings […]
What are the Benefits of a One Time Mandate in SIP?
When you invest in a Systematic Investment Plan (SIP) online, you select the scheme and make the first investment into it through any digital payment mode. After making the first contribution, you need to make provisions for the subsequent contributions. This provision is a mandate wherein you instruct your bank account to deduct the SIP […]
What is ESG investing. Here’s all you want to know
Climate emergency was the word of 2019 and Coronavirus would probably be the word of 2020. Both are alarming crises and crises tend to propel trends. The global uncertainty and human vulnerability have undoubtedly accelerated the inclusion of Environmental, Social and Governance (ESG) investing into the mainstream. ESG investing was just one among all themes […]
Mutual Fund Buying Rules Changed – Same Day NAV Applicable
The Securities and Exchange Board of India (Sebi) recently revised certain rules regarding the NAV applicability of your mutual fund investments. In a circular dated September 17, Sebi said that the same day net asset value (NAV) is applicable on your mutual fund investments only if your money reaches the fund house on the same […]
Top Stocks Bought and Sold By Mutual Funds in June 2020
Small cap and large cap stocks were the most bought categories by mutual funds in June. Mid cap stocks were the most sold stocks in June and more than 80% of the number of stocks sold were of Vodafone Idea. For more information about what mutual funds bought and sold in the month of June. […]
Franklin Templeton’s 6 Funds Get Back Rs 1,252.44 Cr. What does this mean for you?
Franklin India has received Rs 1,252.44 Cr from Vodafone as repayment. Some of Franklin India’s wound down funds will get this refund. In this blog post, we’ll see what this means for the investors of these funds. Which Funds are Involved in This? The funds that are being referred to in this case are: Franklin […]
Groww’s Fund Selection Criteria for Popular Funds Category
Greetings investors! While exploring the Groww app, you may have come across ‘popular funds’.The question is, why are certain funds shown in the list and others don’t make the cut? What are the selection criteria based on which the fund list is displayed? All this and more is covered in the blog ahead. Read on […]
A Beginner’s Guide to Asset Allocation : Everything You Must Know
Investing is a combination of art and science. If it was pure science, then there would have been a formula that would create millionaires every day. Or, people with high IQs would outperform the others. It is not gambling either, that is based on pure luck. Successful investing is about having a strategic investment plan […]
How to Calculate Your Tax Liability in Debt Mutual Funds with Indexation?
Debt mutual funds are becoming the popular choice among investors looking for alternative low-risk options other than bank fixed deposits. The main advantage of these funds is the ability to make profits with the increase in the value of the investment: this phenomenon is also known as capital appreciation. Another main benefit of debt funds […]
SEBI Revises Mutual Fund Cut-off Timings
As per a circular dated September 17, 2020, that Securities and Exchange Board of India (SEBI) had said that mutual fund units will be allotted at the NAV applicable on the day of realization of funds. Here, ‘realisation of funds’ means that the NAV applicable on your transaction will depend on if the fund house […]
What Should You Keep in Mind While Building an Investment Portfolio?
Deciding to start investing towards your goals is the first of many steps you need to take on your investment journey. What comes next, is building a robust investment portfolio that supports your financial objectives. Wondering where to start from? We’ve got you covered. Mentioned ahead are the important factors that you need to consider […]
Can Mutual Fund Investment Drop to Zero?
A thought that can give any investor a nightmare – what if I wake up and my investment reduces to zero! What will I do? What if it becomes negative? As an investor, I understand this concern. While I know that the possibility of either of this happening is infinitesimally small, the thought itself is […]
Should I Redeem My Funds Since the Markets are Down?
The pandemic has thrown the world out of balance. Economies are struggling and markets are crashing around the globe. Many investors are at the edge of their seats contemplating their next move. Should they redeem? Or, stay invested? Maybe, this is a good time to invest more? These are times that have no precedents. Most […]
How to Diversify in the Time of Market Volatility
While most investors have faced the brunt of volatility, those with well-diversified portfolios have managed to minimize their losses. Today, we will talk about investors who didn’t pay enough attention to diversification and have a skewed portfolio of market investments. With their funds stuck in the markets, is it too late for them to diversify […]