Two categories of hybrid mutual funds: aggressive hybrid funds and multi-asset allocation funds – have offered an average return of around 16% over the last three years. These plans offered a return of up to 24% over the said period. Aggressive hybrid funds returned an average of around 15.41 per cent over the past three … Read more
Mutual Funds They always renew their portfolios on a regular basis to deliver better returns. They actively manage their portfolio based on their outlook for a particular sector or theme. Here is what the top five mutual funds, based on assets under management, bought and sold in July. SBI Mutual Fund The largest fund manager … Read more
Nearly 39% of equity mutual funds outperformed their respective benchmarks in July, with value versus dividend yield funds being the best performers, followed by large-cap funds, which rode a strong momentum in the Nifty index that ended with monthly gains of 4%. According to a study by Prabhudas Lilladher (PL), 78% of the schemes in … Read more
The monthly addition of stock mutual fund The folios reached a record 5.4 million in July, according to data from the Mutual Funds Association of India (AMFI). This increase was driven by the launch of new sector fundswhich generated inflows of nearly Rs 10,000 crore. The number of new folios added in July is almost … Read more
Many mutual fund advisors I have been recommending balanced advantage funds Advisors have been offering these schemes to new and inexperienced investors for a while now. These advisors believe that these schemes are ideally positioned to take care of the current market conditions due to their dynamic portfolio. Advisors are also recommending these schemes to … Read more
Around 10 mutual fund (MF) NFOs will open for subscription this week. The Franklin India Ultra Short Duration Fund and Tata Nifty200 Alpha 30 Index Fund They are currently open for subscription, with eight more NFOs due to open later this week. These 10 funds span eight different categories: two index funds, sector funds, dividend … Read more
WHAT IS ASSET ALLOCATION?People invest in a variety of instruments, including mutual funds, stocksgold, real estateamong many others, to achieve their financial goals. These instruments are typically divided into four broad categories: equityfixed income, cash or cash equivalents and alternative investments.While equity includes market-linked instruments such as stocks and equity mutual funds, fixed income comprises … Read more
Let’s start with your personal story. I was born and brought up in Delhi in a family of entrepreneurs and professionals. I am the eldest of three siblings raised in a blended family. I have a degree in management from Fore School of Management, Delhi. Prior to that, I studied mathematics at Ramjas College, University … Read more
When it comes to investing in mutual fundsAn investor must decide whether to choose active or passive funds. Both types of funds offer different approaches to managing investments and understanding their differences can help an investor make an informed decision that fits his or her financial goals. What are Active Funds? Active funds are mutual … Read more
Franklin Templeton Investment Fund announced the launch of Franklin India Ultra Short Duration Fundan open-ended ultra-short-term debt scheme that invests in instruments such that the Macaulay duration of the portfolio is between three and six months with a fund having relatively low interest rate risk and moderate credit risk. The new fund offer or NFO … Read more
