It’s not the biggest, but the brightest who are netting the mutual fund inflowsSeveral schemes from these fund houses are toppers in their categories. - Unsure about asset allocation? These funds will do the work for youThe funds work well as a core portfolio for investors who do not maintain the discipline of asset allocation, which plays a key role in determining portfolio returns.
- ‘Investors can skip offer of Tata Focused Equity Fund’Financial planners feel a stable fund management team is a prerequisite before recommending an actively managed equity mutual fund scheme.
- Funds with Voda-Idea paper may come under redemption pressureDebt mutual fund schemes that hold this paper have not yet marked down any of these securities.
- ITC, Larsen, Infy among top buys of MFs in OctoberA common link among the companies bought by managers in October is their size.
- Focused equity funds: a high return, high risk playFocused equity funds, which do not hold more than 20-30 stocks in their portfolios, are finding favour with financial planners now
- Time to look at midcap funds again?Though few in the market expect an immediate rebound due to the slowdown, mutual fund advisors are asking their clients to accumulate mid-cap schemes with an investment horizon of three years.
- Mutual fund assets surge on higher flows into liquid schemesThis is the eleventh month, where SIP inflows are hovering above the Rs 8,000-crore mark.
- Tighter pledging norms hit promoters’ borrowing plansMutual funds and NBFCs have been the biggest lenders to promoters in recent years.
- Too much volatility in returns? Review your MF portfolio every six monthsHigher volatility in the markets has led to a set of blue chips performing better than the rest.
- Reliance Home bond investors to meet ThursdayRHFL has an outstanding bond liability of about Rs 3,500 crore, with both institutional and individual ownership.
- Index funds for investors with low-risk appetiteIndex funds track broad-based indices thus reducing the impact of the decline in value of any one stock or industry or sector. Many prefer index funds over ETFs to avoid the hassles of maintaining a demat account and poor liquidity.
- Slowdown strikes SIP-enriched MF industry: Indiabulls AMC cuts jobsIndiabulls AMC has also reduced some senior management salaries by half.
- Over the next 3 years, earnings may grow 15-20%: Manish Gunwani We like large PSU banks and also have decent positions in PSU stocks in some of our schemes.
- Over the next 3 years, earnings may grow 15-20%: Manish Gunwani of Nippon India MF We like large PSU banks and also have decent positions in PSU stocks in some of our schemes.
- What are the benefits of investing in mutual funds?It is very difficult for many individuals to manage their own money. It is tough to study and analyse companies and transact to buy /sell different securities on one’s own.
- Low valuations, possible stake sales make PSU funds attractiveThe S&P BSE PSU Index is trading at a price-earnings multiple of 10.11, an almost 20 per cent discount to its own 10-year average of 12.01.
- Valuations are reasonable to cheap for small-cap stocks: Janakiraman R, Franklin Templeton If an investor takes a three-year view, in the worst case, earnings growth could be at least 8-10%.
- Investors flocking to tax-free, government bondsFor investors in the highest tax bracket, tax-free bonds work better.
- What are the advantages of investing in multi cap mutual funds?These are diversified mutual funds which can invest in stocks across market capitalisation. As per regulatory mandate, these funds need to have a minimum investment in equity and equity related instruments of 65%.
- What are the advantages of investing in multi cap mutual funds?These are diversified mutual funds which can invest in stocks across market capitalisation. As per regulatory mandate, these funds need to have a minimum investment in equity and equity related instruments of 65%.
- Worried about equity swings? Buy sovereign gold bonds, say expertsWealth managers believe investors should have 5-10 per cent gold in their portfolio.
- Falling NBFC rates may lower returns by up to 60 bpsSimilarly, AAA-rated L&T Finance pays an interest of 9.05 per cent and matures in April 2027.
- Goal-based investing through mutual fundsDecide the asset class with your financial advisor that suits you, work backwards and calculate the amount you could invest through SIP or a lumpsum or a combination of both to reach your financial goals.
- Alpha-seekers can look at Kotak Pioneer FundThe fund will look at building a portfolio of companies that seek to benefit from newer forms of production, technology, distribution or processes.
MORE- No blogs yet have been written by the author, we’re sure the author will contribute one soon
