If you are a long-term investor, adding mid-cap funds to your portfolio will drive overall returns. And in such mid-cap exposure, many of you could simply want funds that can deliver returns that are at least better than the mid-cap index and not collapse during market declines.
We don’t think that going by ratings to decide that a fund is a buy or a sell is the right approach – even while we have our own mutual fund ratings system Prime Ratings. In this article, we explain why.
The balanced advantage funds /dynamic asset allocation funds (BA/DAA) category was created after SEBI’s new categorisation rules. According to the rules these funds need to
This is the question we’ve received from many of you. The straight answer to this is: gilt yields rose sharply in the past 1 month causing a drop in prices.
Thematic funds need timing, in entry and exit. They’re there to kick portfolio returns up a few notches. They’re useful in capitalising on pockets of opportunities. Now, what if there was a thematic fund that turned this on its head?
Among the many queries we get, one that features frequently is why we have one fund recommended when another is doing well, or whether you can move from one fund to another that’s doing better. And that’s a great way to look at fund returns because a fund that’s able to beat both market and peers is a good one to have.
It appears to be ETF season now with many AMCs lining up or launching ETFs. ICICI Pru AMC’s new ETF launch aims to mirror the Nifty Alpha Low Vol 30 index. This multi-factor index combines the long-term benefits of containing downsides (through low volatility factor) along with higher returns (through high-alpha stocks).
You’re hooked on gold. The 54% 1-year gold returns leaves equity in the dust. There is a new sovereign gold bond issue that’s open now.
In this Q&A article, we’ll cover two questions – no, they are not related. Just that they are interesting questions and which you may relate
Last week, we looked at the equity fund categories there are and how you can use them in your portfolio. This week, we will take