Archive For The “Fund” Category

50 hand-picked mutual funds to build your portfolio

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50 hand-picked mutual funds to build your portfolio

To rank mutual funds simply by highest past returns is an easy exercise and one that is likely to find the most interest—after all, investors want high returns—but it is not something that needs as much attention as a deeper evaluation of the funds in your portfolio does. This involves looking at consistency of returns,…

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Is it the right time to buy gilt funds?

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Is it the right time to buy gilt funds?

In an environment where many debt fund categories are under pressure, gilt schemes have had a solid run over the past one year – delivering 11-18 per cent returns, a bit more in the case of direct plans. Even longer term performances over three and five years looks good, with many schemes turning in near…

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Unicorn India Ventures launches ₹400 crore tech-focused fund

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Unicorn India Ventures launches ₹400 crore tech-focused fund

MUMBAI: Unicorn India Ventures has launched a ₹400 crore fund, its third venture capital fund, to back companies at the pre-Series A and Series A stage, said managing partner Anil Joshi. The fund, which has already received commitments worth ₹50 crore, aims to invest exclusively in business-to-business technology startups, including software-as-a-service, artificial intelligence, machine learning, and Internet of…

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Invest in a thematic mutual fund only if you’re convinced about the sector’s growth

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Invest in a thematic mutual fund only if you’re convinced about the sector’s growth

I have been investing ₹25,000 in mutual funds each month through systematic investment plans (SIPs) for a year now. I am investing in ICICI Prudential Bluechip Fund, HDFC Hybrid Equity Fund, Tata India Consumer Fund, Axis Long term Equity Fund and Mirae Asset India Equity Fund. All my investments are direct plans (growth option). I want…

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Tata Mutual Fund launches India’s first mutual fund side pocket

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Tata Mutual Fund launches India’s first mutual fund side pocket

Tata Mutual Fund has announced plans to introduce segregated portfolios (side pockets) in three schemes hit by the DHFL debt crisis – Tata Corporate Bond Fund, Tata Medium Term Fund and Tata Treasury Advantage Fund. It has also suspended fresh inflows into these schemes. This instance is India’s first formal use of the side pocketing provisions introduced…

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BT Insight: All you need to know about quant funds

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BT Insight: All you need to know about quant funds

DSP Mutual Fund has launched a new fund, DSP Quant, under which the stock selection will be done based on a predefined quantitative model with no human intervention. The new fund offer (NFO) is currently open and will close on June 3. This is not the first quant fund to have been launched in India….

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How to fund your start-up dream

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How to fund your start-up dream

MUMBAI: “Ideas are cheap, execution is everything,” said Chris Sacca, an early investor in Twitter and Uber. And, an important component which impacts the execution is money. Sahil Isai, co-founder (marketing) of Walkers Unltd, a dog-walking company which provides certified walkers and trainers for your dogs, says, “Our dog-walking company is founded by a group of…

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Is my mutual fund portfolio appropriate to create wealth in 15 years?

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Is my mutual fund portfolio appropriate to create wealth in 15 years?

I am 35 years old. I have a medium risk appetite and want to create maximum wealth by investing Rs 20,000 per month for a period of 15 years. I also invest a lumpsum whenever I find an opportunity in the market. I am investing in the following mutual funds: HDFC Small Cap Fund: Rs 5,000…

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How concentrated is your mutual fund portfolio?

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How concentrated is your mutual fund portfolio?

Mutual fund schemes, typically, diversify across stocks and sectors. The idea behind diversification is that if some stocks and sectors do not do well, then others present in the portfolio that don’t fall by as much, prevent a downslide. But sometimes, fund managers follow a concentrated strategy either due to a scheme’s mandate or because…

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Your first mutual fund is most important: Know these things before investing

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Your first mutual fund is most important: Know these things before investing

Your first mutual fund should be simple and less risky in nature. As you would be new to the market, it will take time to understand the functioning, market moves, fundamental and technical aspects and some other important elements of the mutual fund. Pankaj Mathpal, MD, Optima Money Manager told Zee Business Online, ”Mutual fund…

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Find the best debt fund match for different needs

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Find the best debt fund match for different needs

More and more retail investors are now buying debt funds. Over 50% of the debt fund assets come from retail investors, according to data from the Association of Mutual Funds in India, and the number is growing. If you are looking to invest in debt funds but so far have only dealt with fixed deposits, you may find it overwhelming…

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GDP growth to propel mutual fund industry: George Heber Joseph, ITI Mutual Fund

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GDP growth to propel mutual fund industry: George Heber Joseph, ITI Mutual Fund

Escalation in GDP growth in the country is likely to propel mutual fund industry in the coming years despite a slow growth in 2018, according to George Heber Joseph, CEO and chief investment officer of ITI Mutual Fund. “With GDP expected to quadruple in the next ten years, the quantum of money flowing to financial assets particularly…

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Switch from regular to direct mutual funds easier

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Switch from regular to direct mutual funds easier

Franklin Templeton Asset Management (India) Pvt. Ltd, one of India’s top 10 mutual fund companies in terms of assets under management (AUM), has upended the industry by abolishing exit loads charged to investors switching from regular to direct plans of its open-ended funds. The decision, which will take effect from 9 May 2019, is likely to encourage a…

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Am I investing in right mutual fund schemes for my child?

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Am I investing in right mutual fund schemes for my child?

I have the following SIPs currently: Invesco India Contra Fund: Rs 500 SBI Magnum Multicap Fund: Rs 500 Mirrae Asset Emerging Bluechip Fund: Rs 1,000 Tata Equity P/E Fund: Rs 1,000 I am also planning to start the following SIPs this month: Kotak Standard Multicap Fund: Rs 1,000 Kotak Nifty ETF Fund: Rs 2,000 I…

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