Today, we’re going a step further and drawing up a debt fund portfolio you can use for a specific timeframe – and that is a timeframe that’s 3 years and longer.
The Nippon India Taiwan Equity Fund will invest in the new Taiwan dollar (NRD) currency. It is noteworthy that this currency has appreciated by about 5% annually against the rupee over a 10-year period.
This is the Motilal Oswal MSCI EAFE Top 100 Select Index Fund (yes, one long fund name!), a passive fund that will track the MSCI EAFE Top 100 Select Index. This index represents the largest stocks in developed markets in Europe, Australasia and the Far East. That means the US, the key global market, is not part of this index.
India’s IPO market has been throwing up many money-making opportunities lately. But for retail investors trying to get in on a piece of the action, bidding in IPOs is a frustrating exercise. But if you’re set on investing in IPOs, here’s a workaround through the mutual fund route.
The Indian ETF investment space is small compared with developed markets such as the US. But with market indices trouncing several active equity funds, investor interest has been kindled in passive investment options.
Prime Strategy: How to invest in debt funds now?
If you had invested in an ultra-short debt fund like Axis Treasury Advantage 3 years ago, your returns would be 7.3% CAGR now. Not bad at all by today’s standards, right? If you invested in the same fund 2 years ago in November 2019, your returns would be 6% – still not terrible. But what if you had invested in this fund just a year ago?
Prime MF Screener is a tool with which you can compare and analyze mutual fund performance. This absolutely one-of-a-kind tool serves up comprehensive data on fund returns and how it stacks up against benchmark and category. It gives key portfolio data and expense ratio comparisons.
one good way to de-risk your equity fund portfolio from a market fall would be to switch from funds following a momentum style of investing to those following a value or contrarian style or funds with a value-oriented approach. Value funds typically buy fundamentally sound companies that trade at a discount to their intrinsic value in the markets.
What are your options today in the passive debt funds space? Are there options across time frames and will it meet all your needs like active debt funds do? This article will take you through this space and gives you pointers on how to make your choices in this segment.
With the Sensex hurtling past the 60,000-mark and showing few signs of slowing down, you may be getting increasingly jittery about stock markets. If you’re wondering where in this market to invest and how to move with the market, then we have an option.
It’s fairly obvious that sector funds and thematic funds can offer a good avenue to boost returns. Another plus is that these funds give you some control over which sector to hold, based on where you think opportunities are – unlike other equity funds where sector allocations are based on fund manager views.
It may seem obvious when it comes to the question of what is a mutual fund NAV. But going by the queries we often receive from our customers, there are misconceptions over what the NAV indicates, and how you should use it. Here is a look at how mutual fund NAVs should and should not be viewed.
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