What Should The Next Kin Of A Deceased Investor Do In Case Of Investments In Lock-In Fund?

After several weeks ago when I had written explaining How To Transmit Mutual Fund Investments Of Parents, As A Legal Heir, there were enquiries about transmission of units of deceased investor’s investments having a lock-in period.         So today I will elucidate more about the process/procedure for transfer of mutual fund units with a lock-in period…

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September 23, 2019 | by

Invesco India Growth Opportunities Fund: Rising In Volatile Times

In times of turbulent equity markets, it can prove rewarding if your portfolio is well placed to tide over volatility. Even during such times returns can be optimised by careful stock picking. Invesco India Growth Opportunities Fund is one such fund that aims to perform well across market phases by selecting stocks without any style or…

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September 21, 2019 | by

Change In Small Savings Scheme Rules You Need To Know

The Department of Posts under the Ministry of Communications & IT issued revisions in the rule for PPF, SCSS, and PO Savings Scheme. These amendments pertain mainly to the power of the sanctioning authority in the case of claims made on the demise of the first account holder where there is no nomination or legal…

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September 20, 2019 | by

Does Your Debt Mutual Fund Scheme Have Exposure To Debt Papers Of Yes Bank And Altico Capital?

Toxic debt papers have impacted the financial wellbeing of debt mutual fund investors. After the IL&FS default episode, many others such as DHFL, Reliance Media Works, Reliance Infrastructure, Essel Group, Amtek Auto and Jindal Steel & Power Ltd (JSPL) were in news for financial distress and/or poor governance. The credit risk hasn’t reduced; in fact, now…

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September 17, 2019 | by

L&T Midcap Fund: Benefiting From Multibagger Ideas

Midcap and small caps have been the prime victims of the on-going turmoil in the Indian equity markets. Many midcap stocks witnessed sharp correction in their values in the last one and a half year. However, underperformance in the short-term is one of the key traits of midcaps and if chosen carefully, they can potentially…

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September 14, 2019 | by

Mirae Asset Large Cap Fund: Tiding Over The Market Gloom

The Indian economy is showing clear signs of a slowdown. This has in turn impacted the returns on equity investments, especially in the mid and small cap category. Large caps are better placed to handle economic shocks as these companies have strong business models and sustainable competitive advantage. These companies have the potential to grow…

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September 7, 2019 | by