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).
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.
Budget 2019 brought some clarification on how the amounts received by an investor in segregated mutual fund units (also called side-pocketed units) need to be taxed
A few days ago, we conducted a survey among our (paid) subscribers. We got a fantastic response for it from our audience. Typically, for such surveys, a response of 5-10% is considered good. We got a whopping 25%+ response rate. That in itself shows how engaged and committed our customers are. Thanks to everyone who gave their opinion!
With the Finance Minister’s 5th economic package announcement being released even as we write this, the break-up for the Rs 20.97 lakh crore package is out. There can be many chapters to write about each of these packages and what they seek to achieve.
We have made our quarterly review and changes to our list of recommended ETFs – Prime ETFs. Before we move to the changes, a brief note on how we pick our ETFs. We start with comparing indices on which ETFs are built. We look at them from their ability to consistently deliver, contain downsides and beat peers and even active funds.
We are starting a new series of posts today. We plan to take REAL questions from customers and publish the question and our answer to it here for everyone’s benefit. We will choose only such questions where the answer would have a wide applicability. Nevertheless, please note that not every question and answer may apply to your specific situation. Caveat Emptor.
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