Performance of a mutual fund scheme or PMS portfolio is assessed with reference to a benchmark. There are various benchmarks available; the designated benchmark is the one with nearest correspondence…
Posts TaggedInvestment Banking
16 Debt Fund Categories: Simplified ‘To Do’ for You
What should I do? With so many fund categories around, and AMCs changing names or features of their funds to comply with the new norms, the question will come to…
Why You Need To Be Financially Literate To Make The Right Investment Decision
People who are not from a financial background and are investing in financial products, need to develop basic understanding of the product. Even if you are putting your money in…
Both Large- And Small-Cap Mutual Funds Give High Returns
As an investor, you always had the choice between the relative stability and long-term growth of large-cap funds, and the potentially higher returns accompanied by higher volatility of small-cap funds….
Do Not Compare Apples With Oranges Post Scheme Merger
While comparing a fund’s performance vis-à-vis its peers, you need to ensure that you evaluate the performance of similar schemes. For example, comparing a short-term fund investing in high quality…
Mutual Fund Scheme Changes – What Should The Investor Do?
In the last few weeks, as a mutual fund investor you must have been getting notices from asset management companies (AMCs) on whether you want to exit from the fund…
New Mutual Fund Categories: What You Should Do In The Evolving Scenario
The new mutual fund categories notified by SEBI on 6 October 2017, to which the AMCs submitted their restructuring proposals by 15 December 2017, is now under the process of…
Need To Think Out Of The Box On Fund Expenses
For quite some time, we have been debating over direct versus distributor, lowering the cap on expenses, additional expenses for selling mutual funds to B30 locations (beyond the top 20…
Investment Tips: How Individuals Can Buy Public Issue Of Bonds
The bond market in India is essentially wholesale, where you need a certain minimum amount to participate. There may be exceptions like tax-free PSU bonds listed at the capital market…
Equity Investments: Why 10 PCT LTCG Tax Isn’t That Big A Blow
Since the Union Budget was presented on February 1, 2018, there have been lots of reactions initially, and then discussions on how to optimise the impact of long-term capital gains…
SIP In Debt Funds: An Idea Worth Exploring
For the past two to three quarters, the debt market has been more volatile than equity, but for the recent equity market correction in February. We are all familiar with…
Mutual Funds: Investing In Balanced Funds? Look Beyond Tax Gains
The highest percentage growth has been in Balanced Funds. The reasons for this growth are as follows: (a) equity valuations being stretched, the exposure to the market is defensive as…