Many of you wish to build your MF portfolio by modifying our ready-to-use portfolios. Here’s a guide to doing this yourself without impacting the portfolio’s risk profile.
Can a low-risk debt fund with an average duration of around just 1.2 years deliver an average 3-year return (rolling 3 year returns since inception
A 7% decline in revenue but a 17% jump in profits is not an earnings scenario that you see often. We are talking of the September quarter numbers over a year ago for a universe of 1,122 companies. But then, abnormal times throw up abnormal results. How did India Inc achieve these profitability numbers and are they here to stay?
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?
If you decide to park a portion of your deposit portfolio in riskier bank fixed deposit options after fully calculating the risks that can play out, that’s certainly a valid decision. But before you take that call, it is important to know how bank failures actually play out in India.
In the first of our series on quarterly review & updates, we are covering some of the key changes in our buy/hold/sell calls in our MF Review Tool. When you do so, please make sure you specifically choose the plan that you hold – direct or regular – as our calls may change in some cases between plans of the same fund.
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?
As per this new SEBI multicap rule, a multi-cap fund should allocate 25% each at the minimum to smallcap, midcap and largecap stocks. This is a sea change from the current scenario where multicap funds could have any allocation they wished to, based on their outlook on the market.
At Rs 4,000 crore, the equity mutual fund outflows is not only higher than the previous month but also more than the October 2013 outflow of Rs 3,225 crore.
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?
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).
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