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

Can ITI Multicap Fund Find A Place In Investors’ Portfolio?

ITI Mutual Fund is promoted by ITI Group, which is the promoter of the first private sector fund house Pioneer ITI Mutual Fund, that was taken over by Franklin Templeton Mutual Fund in 2002.  ITI Group is a conservative, emerging and innovative financial services company which has interest in various financial services businesses. ITI Mutual…

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April 30, 2019 | by

How Has ‘Mutual Funds Sahi Hai’ Campaign Benefited The Industry

It has been two years since the launch of the ‘Mutual Funds Sahi Hai’ campaign in March 2017. And considering the way Indian investors have always invested—in physical assets (gold and real estate) and traditional avenues (viz. Bank FDs PPF, and other small saving schemes)––the Indian mutual fund industry has made commendable progress supported by…

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April 25, 2019 | by

Principal Small Cap Fund: Worthy Investment?

Recently the markets corrected, several fund houses saw this as an opportunity to invest in the beaten down small cap space. As the small-cap stocks provide an opportunity to buy stocks at moderate pricing and have the potential to generate returns over the long term. Principal Small Cap Fund (PSCF), launched by Principal Mutual Fund,…

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April 22, 2019 | by

Indiabulls Nifty50 Exchange Traded Fund: Should You Invest?

Indiabulls mutual fund has launched its first passively managed fund, Indiabulls Nifty50 Exchange Traded Fund (IN50ETF) This exchange-traded fund or ETF will comprise of stocks that replicates the composition of its benchmark, the Nifty 50 index. ETF provides an opportunity to invest across the entire market cap on a real-time basis at lower costs, hence…

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April 15, 2019 | by