How IFAs Can Overcome Hurdles In Their Practice

Ethical, unbiased, and research-backed advisers are like the financial doctors who counsel investors in making prudent investment decisions. They don many hats — as asset manager, financial planner, psychologist, and investment counsellors to service their client’s financial needs. Unfortunately, advisers encounter several hurdles and overcoming these challenges gets overwhelming to manage. Here are a couple…

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May 23, 2019 | by

Can HSBC Overnight Fund Help In Building A Rainy Day Fund?

Due to recent downgrading episodes of several corporates like IL&FS and DHFL, many liquid funds posted steep losses as they were having exposure to these companies. It made the investors aware that debt fund investment isn’t completely risk-free. While liquid funds were widely perceived to be a safe and better alternative to short-term deposits offered…

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May 21, 2019 | by

DSP Quant Fund: A Worthwhile Proposition In The Long Run?

DSP Mutual Fund has launched an open-ended scheme, DSP Quant Fund (DSPQF), that will invest in equity, based on a quant model. What is a Quant fund? A quant fund is a thematic /sectoral type of an open-ended equity mutual fund, as it follows a specific approach of investing. Quant funds follow quantitative analysis to…

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May 20, 2019 | by

Are Investors Turning Away From Equity Mutual Funds

Last week, the Association of Mutual Funds of India (AMFI) released monthly figures to share insights on the development of the mutual fund industry. There has been a growth of 8.91% in AUM from Rs. 23.21 trillion in April 2018 to Rs. 25.28 trillion in April 2019. Graph 1: Average AUM of the Indian Mutual…

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May 17, 2019 | by

Kotak Floating Rate Fund: Worth Taking the Risk?

Kotak Mutual Fund launched an open-ended debt scheme, Kotak Floating Rate Fund (KFRF). The scheme will predominantly invest in floating rate instruments. As per reclassification, a floating rate fund is a category of debt scheme that invests a major portion of its corpus (about 60-100 per cent) in floating rate instruments and the rest in…

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May 10, 2019 | by