The new flexi-cap fund category recently announced by SEBI will mitigate the risk of many multi-cap funds being forced into buying to mid & small cap stocks. The definition of the flexi-cap category is quite open-ended now. The circular requires flexi cap funds to hold least 65% of their portfolio in equity and equity-related instruments to be flexi cap.
While MNC stocks have traditionally enjoyed premium valuations, the last 3 years have seen this space underperform. How do you discover the better ones among them? Use our screener!
Nippon India ETF Nifty CPSE Bond Plus SDL- 2024 Maturity is yet another unique target-maturity debt ETF like Bharat Bond. Is this a good time to invest in it?
After almost 2 years of underperformance, the small-cap segment is seeing a new set of companies rallying swiftly, to make up for the years of suppressed performance. And several them are backed by fundamentals. If you decide to ride this new wave with a small-cap fund, you may have to wonder if the fund will restrict inflows in a while or suffer in performance if its AUM grows rapidly. So, we dug deeper into the small-cap space to see if we can overcome this constraint. And we think we have the one.
Which categories of funds have unusually high expense ratio? Should you avoid them – be it regular or direct? In which categories of funds is the TER difference between regular and direct too high? And are you better off staying with direct in such categories?
When you choose funds, knowing risks alone may not be sufficient. You need to understand debt fund strategies. You will broadly know the following in this article
– What is accrual strategy
– Which categories follow accrual or a hybrid model
– How you can use accrual funds
Computer Age management Services Limited (CAMS) is the leader in the two-player MF Registrar and transfer agent (RTA) industry, with a 70% market share. It services 16 of the 41 AMCs and 4 out of the top 5 AMCs that account for a lion’s share of Indian mutual fund assets.
SEBI has a new ruling on multi-cap funds and it has the mutual fund world in a tizzy. Are the new regulations in investors’ interests? Vidya Bala analyses.
HDFC Top 100 was the largest fund in its category for a long time (and is still among the top 5 in its category in AUM). It has shown great mettle in its comeback stories time and again.
Today, for us, it serves a different purpose. HDFC Top 100 is a great candidate for a serious case study on the changing performance of mutual funds in India and what it means to you.