SEBI guidelines allow mutual funds to exercise their voting rights in investee companies in the best interest of unitholders. To further improve transparency as well as encourage Mutual Funds/AMCs to diligently exercise their voting rights in the best interest of the unitholders, it has prescribed additional guidelines based on the deliberations made by Mutual Funds Advisory Committee (MFAC)……
The second wave of COVID-19 is gripping India, sparking fears about renewed restrictions to curb the spread of outbreak. In addition, India is still lagging behind many other nations in the inoculation drive given its size and density of population. This may hamper the economic recovery process and consequently, the equity markets have turned volatile.…
Flexi-cap funds is the new category introduced by SEBI, which allows the fund to follow dynamic investment approach and offers it the flexibility to invest across market cap segment, as per the conviction of the fund manager. If you are looking to invest in a fund that has complete freedom to decide on the market…
Over the past couple of years, we have witnessed mutual fund houses launch a growing number of schemes in the passive investment style category such as Exchange Traded Funds (ETFs), Index Funds, and Fund of Funds (FoFs). The number of schemes in the passive funds category has risen from 193 in March 2020 to 224…
The tax saving season for FY 2020-21 is drawing to a close. If you are yet to complete your tax saving exercise for the financial year, you need to do it at the earliest to avoid higher tax liability. Investment in tax saving mutual fund, also known as Equity Linked Saving Scheme (ELSS), is one…
The Indian economy is expected to register strong growth in FY 2021-22 as compared to the previous year when most economic activities were affected by the lockdown restrictions. Mid-cap stocks are known to perform well during the economic recovery phase vis-a-vis large-cap counterparts. Consequently, mid-cap funds have showcased strong performance in the past few months.…
Despite witnessing some consolidation in the past few days, the Indian equity market continues to trade at all-time high levels. However, amidst the exuberance, there are reasons to be cautious about your investments. Here is why… Even after a year since COVID-19 began to spread India and the world continues to reel under the impact…
The equity market at an all-time high has raised concerns that valuations have run ahead of the fundamentals and some consolidation in the near term may be imminent. However, I believe that unless the financial goal for which you are investing is due in the next 2-3 years, there is no reason to be worried…
The Franklin Templeton fiasco, as you know, was an extended episode causing anxiety for many debt mutual fund investors. Finally, here is some respite for unitholders of the six debt mutual fund schemes that were wound up last year… The Supreme Court has dismissed all petitions challenging the validity of the e-vote for winding up…
Aggressive hybrid funds, also known as Equity hybrid funds allow you to invest in a mixed portfolio of equity and debt securities. A combination of these asset classes offers a high level of diversification, hence, lowering the risk as compared to pure equity funds. Thus, aggressive hybrid funds can provide some stability to your portfolio.…
