mutual funds
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February 03, 2023 07:16 AM ISTMutual Funds: Why investing in last year’s winner may prove to be a dud
A fund’s past performance is an inadequate measure. You need to look at other factors to filter and shortlist the funds that you want to add to your portfolio.
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February 02, 2023 11:43 AM IST Budget 2023 : A growth budget that leads to lower deficit and capital expenditure should nudge RBI to stop rate hikes, Swarup Mohanty
Overall, a budget coming ahead of a General Election year had been expected to deliver and to a large extent it has.
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February 02, 2023 11:21 AM IST Budget 2023 | Sticks to fiscal discipline, avoids being populist, despite a year before elections, Pankaj Murarka
From spending more on infrastructure, including a significant hike in spending on railways, Finance Minister Nirmala Sitharaman also had something big for the agriculture sector, including a fund to encourage agri-startups by young entrepreneurs
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February 02, 2023 09:34 AM IST Budget 2023: MF investors should bet on sectoral, thematic funds that have turned attractive
Highly promising sectoral funds, specifically infrastructure or banking and financial services, and the ones dedicated to themes like transport and logistics and manufacturing can be considered.
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February 02, 2023 07:58 AM IST Budget 2023’s infra gift to mutual funds: The mid- and small- cap stocks that infrastructure MFs love to hold
The provisions announced in the Union Budget 2023 will benefit companies engaged in the Cement, Metals, Engineering, road and railways sectors
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February 01, 2023 06:21 PM IST Budget 2023 deals a body blow to market-linked debentures
High net-worth individuals tend to pick MLDs, given the tax treatment they attract. Market-linked debentures are listed securities and at present are axed as long-term capital gain at a 10 percent rate without indexation
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January 31, 2023 02:40 PM IST Economic Survey 2023: Mutual fund inflows slump 72% YoY during April-November period
The mutual fund industry's assets under management increased by 8.1 percent at the end of November 2022 on a YoY basis, thanks to the market performance.
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January 31, 2023 11:59 AM IST Four easy steps to make 2023 profitable
Investors need to remember that in the long term, markets move higher and hence they need to focus on what they can control, which is how much, where and for how long to invest.
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January 31, 2023 10:56 AM IST HDFC Mutual Fund discontinues cash investments: What you should know
Although most mutual fund investments are made using bank transfers or cheques, there was a small window for cash, which HDFC MF closed on January 30.
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January 31, 2023 10:29 AM IST Beyond Budget: Five changes in the financial landscape this February you need to consider
From a likely increase in the repo rate to a shorter settlement cycle for equity mutual fund investments to credit card changes along with the tax planning exercise, a lot is happening in February. Here’s what to watch for.
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January 30, 2023 09:22 AM IST Edelweiss MF launches India’s first passive short-term index fund; Will it work?
Edelweiss Gilt Plus SDL Short Duration Index Fund will invest in a mix of government securities and state-development loans. In doing so, Edelweiss continues to expand its basket of passive debt funds to short-term categories too.
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January 30, 2023 09:18 AM IST 40 percent rise in 3 months: Can China-focused funds sustain the rally?
Covid-zero policy and rising interest rates in the US led to a loss of appetite for Chinese stocks. But a recent reversal in its Covid policy and possibly peak infection rates have brought about rejuvenation in China.
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January 27, 2023 06:56 PM IST MC Exclusive: Sebi may force large mutual fund houses to lower fees
The capital market regulator appears to have evidence that some distributors nudge investors to shift from large and existing schemes to new schemes, as they can pay higher commissions. SEBI is now looking to tighten the cost norms for mutual fund houses
- January 27, 2023 05:17 PM IST
Equity mutual funds to adopt T+2 redemption payment cycle from Feb 1
The announcement has come on the heels of Indian equity markets moving to a T+1 settlement cycle for all stocks.
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January 26, 2023 07:15 AM IST Budget 2023: Will there be a rise in exemption limit for long-term capital gains tax?
The exemption allowed for long-term capital gains on equity investments need to be further enhanced to account for inflation, rising income levels and to encourage more investors into equity markets, say analysts
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January 25, 2023 11:13 AM IST Beyond Nifty 500 | Small-caps, micro-caps that make it to the hotlist of active fund managers
Shares of companies ranked below 500 are mostly under-researched and smallcap and microcap stocks. The lack of liquidity is more than made up by exceptional returns if the fund manager can correctly identify potential winners. Here are the most favourite holdings among active mutual fund managers
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January 24, 2023 09:10 AM IST Did your balanced advantage fund protect you from volatility last year?
BAFs may be marketed as an antidote to volatility (while still making money), but don’t judge them on the basis of just one year’s performance.
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January 23, 2023 07:54 PM IST Corporate Crossings | Manish Gunwani to replace Anoop Bhaskar as Head of Equity at IDFC MF
In November last year, Nippon India Mutual Fund had announced that Manish Gunwani would be leaving the company after a stint of over five years.
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January 23, 2023 10:26 AM IST Is your mutual fund house making money? The real story behind AMC earnings
While large fund houses have made money consistently, foreign fund houses have struggled, with a few exceptions.
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January 20, 2023 09:49 AM IST WhiteOak Capital Balanced Advantage Fund NFO: Should you invest?
WOBAF is an open-ended dynamic asset allocation scheme investing in equities (65-100%), arbitrage (0-50%), and debt or cash in the range of 0-35% with the weight of net equities in the range of 30-80%.
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January 19, 2023 11:01 AM IST These 14 midcap winners make it to largecap hotlist for best returns
Though largecap schemes must hold 80 percent in largecap stocks, they can invest the remaining in cash or midcap and smallcap stocks. Midcap stocks tend to spice up returns for largecap funds, thus helping them outperform the benchmarks
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January 18, 2023 09:19 AM IST Budget 2023: Will FM Nirmala Sitharaman allow mutual funds to manage insurance money?
There’s merit in this Budget 2023 proposal, argues the writer. That’s because MF AMCs have the set-up and skill-sets in place, besides a plethora of options in terms of fund categories ― 11 equity funds, 16 debt funds, six hybrid funds plus index funds, theme/sector funds, etc. So, rather than the insurance company duplicating the efforts, it can simply be accorded access to.
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January 14, 2023 09:16 AM IST Sponsor-less AMCs possible in India? SEBI thinks yes; calls for opinions
Mutual fund sponsors might no longer be necessary in a mutual fund’s lifecycle. On the other hand, SEBI has proposed a new breed of sponsors that don’t meet existing stringent criteria, but which comes with deeper pockets.
- January 13, 2023 10:26 PM IST
BSE StAR MF accounts for 76% of net equity inflow, 50% of new SIP in December
The platform had contributed Rs 5,515 crore of mutual fund investments compared to the industry's net equity inflow of Rs 7,303 crore in December.
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January 13, 2023 06:05 PM IST Gold prices are at an all-time high: What should be your strategy?
Gold futures price in India rose to Rs 56,245 per 10 grams, surpassing the previous record of Rs 56,191 hit in August 2020, when the bullion had benefitted from the economic uncertainty due to COVID-induced lockdowns.
