Posts Tagged “mutual”

Will these mutual funds help me to fund my child’s education, marriage

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Will these mutual funds help me to fund my child’s education, marriage

I am 30 years old. My goals are as follows: For child’s higher education: Rs 60 to 70 lakhs after 20 years. For child’s marriage: Rs 1.5 crore after 25 years. For my retirement: Rs 2 crore after 30 years. My current investment are: PPF: Rs 3.5 lakh Reliance Retirement Fund – Wealth Creation Scheme-Growth ★★★★★…

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Mutual fund managers are bullish on small and mid caps; should you invest?

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Mutual fund managers are bullish on small and mid caps; should you invest?

Many market pundits may be writing off mid cap and small cap segments, but some mutual fund managers believe that time is ripe to invest in mid cap and small cap mutual fund schemes. “We are bullish on small and mid caps. There are many small and mid caps which have become very attractive, even more than large caps….

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Five-year mutual fund returns fall below PPF’s, but all is not lost

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Five-year mutual fund returns fall below PPF’s, but all is not lost

The economic slowdown, which has been gathering pace since the start of 2018, has now come to bite mutual fund returns. Key equity mutual fund categories have delivered lower returns than the Public Provident Fund (PPF), a risk- and tax-free debt instrument, in the last five years, even as more and more people are now…

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Filters to apply before exiting an underperforming mutual fund

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Filters to apply before exiting an underperforming mutual fund

Investments in actively managed mutual funds meant for the long term may sometimes warrant a second look and even a change. So when do you exit a mutual fund scheme and replace it with another? If the suitability of the scheme in terms of risk given the investor’s need for growth, stability and liquidity is not an…

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Motilal Oswal Mutual launches 4 index funds

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Motilal Oswal Mutual launches 4 index funds

Motilal Oswal Asset Management Company has launched four passively managed index funds — Midcap 150 Index Fund, Nifty 500 Index Fund, Nifty Bank Index Fund and Nifty Small-cap 250 Index Fund. The new fund offer of all these funds will be open till August 30 and the cost of managing fees is low as it…

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Why arbitrage mutual funds are becoming attractive

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Why arbitrage mutual funds are becoming attractive

They are an alternative to short-term debt funds offering better tax efficiency Arbitrage mutual funds, which are considered an alternative to short-term investment options such as liquid and ultra-short-duration funds, have been attracting investors’ attention of late. Data compiled from the Association of Mutual Funds in India show that assets under management (AUM) of arbitrage…

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Axis Mutual Fund launches Axis Money Market Fund

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Axis Mutual Fund launches Axis Money Market Fund

Axis Mutual Fund has launched Axis Money Market Fund. The scheme is an open-ended debt fund which will invest in AAA and equivalent high quality short term investments with high grade short term rating. The NFO of Axis Money Market Fund opens today and will close on August 01. The scheme will be benchmarked against NIFTY Money Market index. The…

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Millennials almost half of new mutual fund investors in FY19

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Millennials almost half of new mutual fund investors in FY19

NEW DELHI: More and more millennials are taking to mutual fund investing and are letting their corpuses grow by holding them over long terms. According to data from Computer Age Management Services (Cams), a transfer agency which services 68% of MFs in India, of the 3.6 million new MF investors it onboarded in FY18-19, 47% (1.7 million) were…

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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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What India’s three largest mutual funds bought and sold in June

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What India’s three largest mutual funds bought and sold in June

Inflows into Indian equity mutual funds jumped the most in three months in June as hopes for greater political stability and the central bank’s continued easing bolstered risk appetite. They took in ₹76.6 billion ($1.1 billion), according to the Association of Mutual Funds in India. That’s up from 54.1 billion rupees that the funds got in May, and…

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7 new rules Sebi has issued for mutual funds industry

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7 new rules Sebi has issued for mutual funds industry

The Securities and Exchange Board of India (SEBI) has introduced tightened norms for the close to Rs 26 lakh crore mutual fund (MF) industry. In the wake of the recent credit events in the fixed income market that had spiked MF liquidity risk, SEBI had constituted working groups representing AMCs, industry and academia to review…

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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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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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