Liquidity risk is much more problematic for seniors than equity and debt: explains Radhika Gupta of Edelweiss Mutual Fund

The main problem of older people is related to property Assets are illiquidity rather than more debt and less equity, he said. Edelweiss Investment Fund Executive Director, Radhika GuptaAccording to Gupta, as you get older, you should consume more fluids. He posted on social media platform X: “We talk about more debt and less capital … Read more

Baroda BNP Paribas mutual fund announces merger of medium duration and credit risk fund

BNP Paribas Baroda Mutual Fund has announced the fusion from Baroda BNP Paribas Medium Duration Fund and Baroda BNP Paribas Credit risk fundThe fund manager informed its investors about the merger via an addendum notice. The Baroda BNP Paribas Medium Duration Fund is an open-ended medium-term debt fund that invests in instruments such that the … Read more

SIP AUM rises 5.3% to Rs 13.09 lakh crore on MTM gains, strong inflows: AMFI

He SIP Assets rose 5.3% to Rs 13.09 lakh crore in July, driven by MTM gains and strong inflows. Monthly contributions to systematic investment plan (SIP) hit an all-time high, crossing the Rs 23,000 crore mark in July. Monthly contribution stood at Rs 23,332 crore in July, according to a monthly note by the Association … Read more

The best mutual funds focused on investing in August 2024

Many mutual fund investors believe that a concentrated portfolio would help them earn better returns. They believe that many mutual fund schemes offer average returns because they have an extremely large diversified portfolio. Such investors may consider investing in focused mutual fund schemes. As per SEBI norms, focused equity mutual funds are required to invest … Read more

NPS plans outperformed over 200 mutual funds in the last one year. Should you switch sides?

Around 201 mutual funds have offered a lower return than the average return offered by National Health Service Analysis of ETMutualFunds’ returns showed that there were around 440 investment schemes in the last year. equity mutual funds In the said period, 239 schemes gave more than the average returns offered by NPS schemes. NPS schemes … Read more

Mutual funds are a better investment option than stocks from a tax perspective; learn why

Although the recently proposed tax on property sales is being reduced, long-term capital gains tax on shares and mutual funds It remains the same. It has been seven years since this tax was introduced and the only change has been the increase in the rate from 10% to 12.5% ​​this year. This is now the … Read more

Focused mutual funds’ asset base jumps 31% to Rs 1.43 lakh cr in June quarter; up 60% year-over-year returns

Focused mutual funds, which invest in a concentrated market briefcase of stocksare gaining traction among investors with the category’s asset base growing to Rs 1.43 lakh crore in three months ended June 2024, marking a 31 per cent increase over the previous year. Interestingly, some of the focused funds offered by the Mutual fund Houses … Read more

Union Mutual Fund launches multi-asset allocation fund

Union Mutual Fund has announced the launch of Multi-asset allocation fund of the European Unionan open-ended scheme that invests in stocks, debt, gold and/or silver. The new fund offer or NFO will open for subscription on August 20 and close on September 3. The scheme will again open for continuous sale and repurchase within five … Read more

Gold Mutual Funds: Should you consider international and gold mutual funds after Budget 2024?

The Union Budget 2024 introduced fundamental changes in the capital gains tax structure, affecting international investors and gold mutual fundsas well as equity funds of funds (FoF). These changes include a reduced holding period and a revised tax rate for long-term capital gains (LTCG), while the tax rate for short-term capital gains (STCG) remains unchanged. … Read more