Haven’t gone through the scheme document but the people managing the White Oak funds are some really smart ones out there. No relation with Yes Bank as White Oak took it over and the schemes are being run by White Oak’s managers only. The statement might be biased as I personally...
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When an economy move towards becoming a developed one, it becomes difficult to outperform the benchmark over the long term. The developed countries like the US and the UK have very strong passive investment markets. The theme might not be playing out currently but surely will in ...
The stock might also not find a place in ESG compliant portfolios which is theme of the future.
The rate hikes have made the stock markets an unattractive destination for the investors to park their funds. They are now moving towards fixed income products or the safe haven - Gold!
@ishajain you could also go for fund of funds which is now being offered by various AMCs. Motilal Oswal Nasdaq 100 ETF has given more than 200% returns since inception. But in my personal opinion, why invest in developed countries when you can easily invest in a developing countr...
Indexation is basically a technique to adjust the cost of investment for inflation. By taking into account the inflation rate, indexation helps to reduce the tax burden on capital gains and increase the ROI. Essentially, it ensures that investors are not taxed on the portion of t...
• Apr 23, 2023 6:28 AM
How often one should review their mutual fund investments?
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@sshreesha fixed deposits will charge a fees in case of early redemption.
You can go for liquid funds which have very low exit load and no lock in period. Moreover, they offer better returns than savings. Quant, Axis and UTI have some good schemes under this category.
Both CR and Quant are heavy on equity allocation and have almost zero allocation to debt instruments but PP has more than 20% allocation to debt products. This makes it very less volatile. St Dev of PP is almost 12.8. While that of CR is ~15 and that of Quant is touching 20.
IMO...
There is also a group named chartbusters here on Frontpage. Do check it out!
Hi! tradingview.com is the best website to do technical analysis. It offers live charts with various tools for analysis. Moreover, it has a community where you can share your ideas with wider audience. Hope this helps!
The attached image provides crisp differentiation factors between multi-cap and flexi cap funds.
The choice of fund entirely depends on your risk tolerance and investment horizon.
Go with a multi-cap fund if you can handle the volatility that comes with 50 per cent allocation t...
Hi! Following are some of the ongoing NFOs:
1) UTI Silver ETF FoF - 18th April
2) Baroda BNP Paribas Floater Fund - 23rd April
3) ICICI Prudential Innovation Fund - 23rd April
4) NJ ELSS Tax Saver Scheme - 8th June
While Groww and Paytm money started as mutual fund apps, they both are brokerages now. If we consider Mutual fund-specific features and don’t foresee direct stock investments or if you would like to hold your investments in Non-Demat/SOA/Folio format, I would recommend Kuvera.
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Selection of funds for long term totally depends on investor profile. This can be studied by looking at investment objective, investment horizon and risk tolerance of the investor.
Fund selection majorly depends on two criteria - Investor profile and AMC performance. Investment objective, time horizon and risk tolerance define an investor’s profile which narrow downs the approach of product selection. AMC/ fund performance, which can be gauged by looking at...
TATA AIA is an insurance company. So the Fortune pro plan is a ULIP (Unit linked insurance plan) product, not a mutual fund.
Among its peers, PPFAS Flexi Cap is of the best performing fund for a seven-year period. PPFAS Flexi Cap has delivered an annualised return of 16% compared to the Flexi Cap category average of 11%. On a year-on-year basis, the fund has beaten its peers in 6 out of 9 calendar year...
@maninigupta27 yes, a great source to gain advantage of lower volatility of debt and higher returns of equity as an asset class. Plus, the dynamic asset allocation gives the fund manager more leverage to change the strategy as per market conditions.