The fund is neither a return-maximisation proposition nor a risk-optimisation proposition as it is very thinly spread among 750 stocks.
Investment advisors are well-qualified to analyse the financial conditions of clients and recommend investment opportunities. Moneycontrol spoke to Suresh Sadagopan, a SEBI-registered investment advisor, to discuss the role of an investment advisor. He also talked about how to select a good advisor and the impact of recent regulations on investment advisors. Listen in.
Right now, only Edelweiss MF has a scheme based on the Nifty LargeMidcap 250 index. Soon, Zerodha Mutual Fund will launch two schemes on this index. The index provides an interesting proposition, but you must understand what it is made of, before buying.
This is kind of homecoming for Kenneth Andrade, who was head of investments at IDFC Mutual Fund for 10 years during 2005 to 2015.
The dividend option aims to periodically put some money in the hands of investors. But it is at the sole discretion of the fund house. WhiteOak Capital’s strategy is contrary to fund houses that opened close-ended schemes with only dividend options
According to industry officials, the fund house will launch a mix of index funds as well as Exchange-Traded Funds
The bonds were held in 13 segregated portfolios of five schemes, and investors holding units of these schemes’ side pockets will receive the money in their bank accounts in the next few days.
Out of Rs 7,832 crore paid out as commission by the top 10 bank-sponsored mutual funds, Rs 1,862 crore, or around 24 percent, went out to their parent banks. This is also because the large branch network of many parent banks helps attract inflows
Smart beta funds focusing on quality prefer to invest in quality companies with high valuation and strong cash flows. These funds are likely to offer good downside protection and tend to outperform in bear markets
An analysis of mutual fund distributor commissions’ disclosure made by AMFI shows that of the top 20 biggest MFDs, nine were banks, earning a total commission of Rs 3,286 crore.
Inflows in debt funds continue despite the removal of indexation benefits, which was more of a psychological shock than hard fact.
The scheme may suit the needs of an investor with a high-risk profile as it offers higher allocation to small-cap stocks
A broader-based market recovery on the back of good earnings has provided the much-needed shot to active fund managers of late, helping large caps recover
The proposed payment portal will certainly help investors identify registered investment advisors but will make the process cumbersome for all parties. It might also increase costs for the IAs
Taking a leaf out of the insurance business playbook, the company plans to scale its distributor-led model for better client connect and higher returns, while helping them with research and other operational support.
PGIM India Midcap Opportunities Fund has delivered below-average returns in the short term. However, its long-term performance has been noteworthy
The fund house is undertaking a review of the schemes that got added to its portfolio following the IDBI MF merger.
Portfolio managers prefer to hold stocks that could provide stability and cushion volatility
The IT sector funds have returned a paltry 5.06% in the last year. But that hasn’t stopped fund houses from being bullish on tech-sector funds. Most of such schemes invest primarily in IT companies listed in India. Should you invest when the sector has fallen so much?
The fund house already has Quantum Multi Asset Allocation Fund of Funds which has AUM of Rs 53 crore and invests in various schemes of Quantum mutual fund that feeds into gold, bond and equity funds.
From one in December 2020, there are about 10 funds under the cyclical theme now. Moneycontrol takes a look at the pros and cons of the category which is gaining traction with the expansion of the economy
Active fund managers are particularly interested in the small- and mid- cap segment of pharmaceutical and healthcare businesses
Volatile stock markets and depleted household savings in the US have only led to an increase in household borrowings and credit card debt. Going forward, the consumer’s support to the US economy is expected to dwindle. To protect from such external shocks, gold is a good asset diversifier.
The platform now intends to launch pan-India branches to support its Independent Financial Advisors and their institutional partners.
With assets of just Rs 284 crore, Shriram Mutual Fund is India’s smallest fund house. Yet it is one of India’s oldest fund houses and the first fund house to ever get listed on the stock exchange. The fund house is now waking up, but it’s a long walk ahead