Recently, market regulator SEBI barred Franklin Templeton Mutual Fund (FTMF) from launching any new debt mutual fund schemes for a period of two years. It had also imposed a penalty of Rs 5 crore on the fund house and directed it to refund the unitholders an amount of Rs 512 crore collected as investment management and advisory…
In my earlier article, I had explained how passive investment is gaining ground among mutual fund investors. Passive funds provide a low-cost investment offering for investors looking to earn decent returns from equities by tracking the respective benchmark index and/or underlying fund. It is especially suitable for investors who do not have the appetite for…
The steady decline in COVID-19 cases, easing of lockdown restrictions, and progress in vaccination drives has facilitated improving investor sentiments over the past few weeks. Consequently, the equity market across market caps has witnessed a significant rally scaling new highs. Though the long term growth prospects of the economy seem bright, there could be short…
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…
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…
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…
The second wave of COVID-19 has shown a steady decline over the past few days, though the daily cases are still higher than the peak it touched in the first wave. Moreover, there is a looming fear of a third wave of COVID-19; sadly, however, a large portion of the population is yet to be…
If anything good has come from the COVID-19 pandemic crisis, it is that it has provided us with a playbook of investment lessons. From avoiding kneejerk reactions, to holding equity for the long term and being prepared for contingencies, it has a lesson for everyone. It is how well you heed to it that will…
