More than a year after Franklin Templeton mutual fund (FTMF) abruptly announced closure of six of its debt schemes, market regulator SEBI has barred the fund house from launching any new debt mutual fund scheme for a period of two years. In addition, SEBI has imposed a cumulative penalty of Rs 15 crore on the fund house, the…
Since the market crash of 2020, we have witnessed a sharp rally in the mid-cap space and there may be still some steam left. But, it can be risky to invest in mid-cap funds expecting similar returns in the near future. When you invest in mid-cap funds or any other fund for that matter, avoid…
PersonalFN is privileged to bring to you Mr Taher Badshah, Director and CIO Equities at Invesco Mutual Fund, in a conversation with Vivek Chaurasia, VP and Head of Research, PersonalFN. Watch Mr Badshah sharing his insights on the equity markets, the Focused 20 Strategy, the Global Consumer Trends Strategy, and the ESG Strategy followed at…
The second wave of COVID-19 was severe, affecting a wide range of industries and stalling economic growth. The GDP growth has now bottomed out and a robust economic revival is likely in FY22 fueled by rise in demand and normalization of economic activities after a relaxation on lockdown restrictions. Amid the pandemic, sectors such as…
The ongoing COVID-19 pandemic has wreaked havoc for various sectors of the economy. However, for India’s mutual fund industry, the impact perhaps is the least: the Assets under Management (AUM) is on the rise supported by upward market movement, various type of mutual funds are reporting inflows, and folios have touched a record high. Yet some fund…
The mutual fund industry has grown with its product offerings from traditional large-cap, mid-cap, small-cap and flexi-cap funds to relatively evolved offerings such as the hybrid funds, ESG funds, international funds, etc. In the past two years, there has been an addition to this list with the quantitative funds. Quantitative investing is a well-established approach…
Many investors often question whether they are holding the right number of mutual funds in their portfolio to achieve their financial goals. The general assumption amongst investors is that if they keep adding popular, star-rated funds to the portfolio or newly launched funds, their portfolio will be well-diversified and in a better position to deal…
Amid the uncertainty of this pandemic, many investors plan to make investments that offer stability to their investment portfolio. In the event of a crisis, blue chip funds comprising of large cap stocks can provide steady returns as well as better protection from downside risks compared to funds in other market capitalizations. A blue-chip mutual…
Companies belonging to different market caps usually vary in performance over time-periods. Therefore, diversifying your investments across market caps can reduce portfolio risk and mitigate volatility, thereby maximizing portfolio returns over the long term. Multi-cap funds and flexi-cap funds are among the mutual fund categories that aim to provide investors opportunities across the large-cap, mid-cap,…
In India, international funds started gaining traction from 2020 onwards when the pandemic crisis ignited a big shift in consumer trends as well as the way organizations work. For many of us, cloud computing, remote working, online shopping, e-payments, machine learning, over the top (OTT) streaming, among other technological trends, have become an integral part…
