Tag: Mutual Funds

How would debt MF swing pricing affect investors?

The markets regulator has floated the concept of swing pricing in debt mutual funds, which would kick in at times of high stress. Essentially, this...

Why investing in passive funds can be a good diversification strategy

At a time when the market was reeling under the effects of Covid-19 pandemic, passively managed products have seen a massive rise in popularity. Ranging...

Fund industry has to better manage liquidity in crises

Indian debt and liquid funds have had a difficult run in the past few years, from high-profile defaults leading to sharp markdowns in liquid funds,...

Sebi proposes swing pricing mechanism for debt mutual funds

Sebi on Monday proposed introducing swing pricing mechanism for open ended mutual fund debt schemes as part of efforts to ensure fairness in treatment of...

Sebi proposes swing pricing in mutual funds

MUMBAI: Markets regulator Securities and Exchange Board of India (Sebi) on Monday floated a consultation paper on introducing swing pricing in Indian markets that could...

Up to 10% allocation in international equity funds can diversify portfolio

NEW DELHI : I am 38 years old and working in a private job. I have been investing in mutual funds for quite some time...

Invest this amount to get ₹1.5 lakh monthly income after 20 years

Mutual fund investments are exposed to market risk but this risk factor goes down if the time-horizon of an investor is long. According to tax...

How to solve the mystery of falling bond yields

That probably sounds odd, since back in 2013 the taper tantrum—a bond-market panic about the Federal Reserve cutting its Treasury purchases—prompted the exact opposite reaction,...

FDs are so old-world, but don’t write them off, yet

One key factor behind this migration is low returns from bank deposits. From 8-8.5% returns till a few years ago, one-year fixed deposits from State...

Speculating fails if you combine it with investing

But if the plot of land has nothing but weeds and grass, you are staring at a huge loss. So, speculation is when investors put...

These two equity mutual funds are rated 5-star by 3 agencies. Details here

In mutual fund investments, rating given by reputed agencies play a major role in investment decision of an investor. Rating given by agencies like Morningstar,...

Themed ETFs are hot. Here are five of the hottest to invest in

Thematic exchange-traded funds saw fund inflows of about $38.8 billion in the first half, compared with $7.8 billion in the first half of 2020, according...

‘PGIM India Mutual Fund to double AUM to Rs 14,000cr by March’

PGIM India Mutual Fund is on course to double the assets under its management at over Rs 14,000 crore by the end of this fiscal,...

Axis Mutual Fund to launch floater fund; details here

NEW DELHI: Axis Mutual Fund, an asset management company (AMC), on Friday announced the launch of a new fund offer (NFO) for a floater fund,...

US Treasury yields slide again, 10-year yield taps 1.25%

NEW YORK : A breakneck rally in US government bonds continued on Thursday, with 10-year Treasury yields falling to their lowest levels since early-2021 as...

When it comes to index funds, cheaper is not always better

Index funds are synonymous with low-cost. When ace investor Warren Buffett talked about them, he used the term “low-cost” when he mentioned index funds. Recently,...

Meet India’s new breed of money influencers

Based on the information and analysis that he could glean from these videos, Gogia started investing directly in stocks. “I used to invest in mutual...

PGIM India mutual fund to launch small-cap fund; details here

NEW DELHI: Asset management company (AMC) PGIM India Mutual Fundwill launch a new fund offer (NFO) for a small-cap scheme on Friday which will follow...

What explains the sudden surge in  covered bonds?

Covered bonds are rapidly gaining ground in India as investors grow tired of low yields on their debt investments. According to data from Icra Ltd,...

Sebi slaps over ₹32 crore penalties on IISL, AFSL, 3 individuals

New DelhiSebi has imposed penalties totalling more than ₹32 crore on IL&FS Securities Services Ltd (ISSL), Allied Financial Services Pvt Ltd (AFSPL) and three individuals...

Mutual Funds vs ETFs: What investors should know

The real differences between these fund cousins, however, aren’t as stark. Yes, unlike mutual funds, ETFs trade on an exchange all throughout the day. But...

Your fund manager is lending out your holdings. Should you be worried?

Unannounced to their investors, mutual-fund managers will often lend the shares they hold to short sellers who bet against particular stocks. By doing so, a...

How they can help your portfolio, tax implication

SEBI had issued a Circular on 6th October 2017 to standardize scheme under various categories as well as to bring in uniformity in the characteristics...

How to invest for short and long term financial goals

I am planning to invest in mutual funds. I am a beginner but I have gone through all the information on how mutual funds function....

AIFs can augment portfolios but are not very tax-efficient

Investors’ search for a buffer against economic uncertainties and muted returns from stock and bond markets over the past few years have pushed them to...