Mutual funds & ETFs
Vidya Bala

NFO Review: Mirae Asset NYSE FANG+ ETF & Fund of Fund

Mirae Asset has come out with a NFO of NYSE FANG+ ETF and a fund of fund (FOF) with the same underlying ETF. This ETF closes on April 30th while the FoF offer closes on May 3. Both will be available for investing afresh later. We’re writing this note on the NFO following queries from …

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debt funds
Mutual funds & ETFs
Bhavana Acharya

Which debt funds to hold now and other questions, answered

Debt funds are back to worrying many of you. Returns are dipping, there’s a lot of talk on yield movements both at home and in the US, there’s the question of where rates will head now. Over the course of the past several weeks, we have fielded several questions from you on what this means and what you should be doing with your debt funds.

We’ve written extensively on the developments in the debt space in different articles. But here’s answering the questions that appear to worry you the most.

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target maturity
Mutual funds & ETFs
Vidya Bala

2 target maturity government bond fund NFOs – Should you invest?

Target maturity funds invest with a stated maturity and pay you back when the maturity is reached. You can call them an FMP but one that is open-ended and takes fresh inflows and outflows.
With yields beginning to move up, more funds are now beginning to talk about ‘roll down strategy’ or a strategy where a maturity date is fixed thereby ensuring that the portfolio’s average maturity steadily falls as it nears maturity. For example, a 2027 target date fund will have a 6-year maturity now and a 5-year maturity in 2022 and so on, until the maturity reduces to near zero in 2027.

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hybrid funds
Commentary
Vidya Bala

Hybrid funds: Should you invest in them?

“Can I invest in hybrid funds” is a question that we often get. Ranging from the aggressive equity-oriented funds to arbitrage funds, the broad term is ‘hybrid’. We have already discussed some of the key categories of hybrid funds in our earlier articles.
However, this one will cover all of them in a single essay and let you know when and whether you need them.

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debt funds
Mutual funds & ETFs
Vidya Bala

Why your debt funds have negative returns and what to do

Most of you are now comfortable with the fact that gilt funds can deliver negative returns in the short to medium term when rates move up. We have also written about it here. But the negative return prevalent in the past month or so, across most debt fund categories has troubled many of you.

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HDFC Housing Opportunities fund
Mutual funds & ETFs
Vidya Bala

Should you hold or exit HDFC Housing Opportunities Fund?

HDFC Housing Opportunities Fund, a closed ended thematic fund, launched in December 2017. It sought to invest in housing and all other allied sectors including financing as the sectors looked attractive then. The fund has a mandate to invest at least 80% in its primary theme and up to 20% outside its stated theme.

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Active funds vs Index funds
Mutual funds & ETFs
Vidya Bala

Is it time to move from active funds to index funds?

Is it time to move from active funds to index funds?

The answer is no. There will definitely be more space for index investing in your portfolio but that doesn’t mean you can ignore active funds. We’ll show you some numbers on Indian active funds’ ability to beat the indices currently.

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Declining performance 
Commentary
Bhavana Acharya

Large-cap funds are losing the appeal

Performance data is clearly showing a declining trend for large-cap funds. Further, data and index behaviour shows that large-cap equity funds will continue to struggle to beat their benchmark convincingly. Selectively picking large-cap stocks directly or a passive strategy of holding large-cap index funds may become necessary

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