Stocks across market capitalisation have tumbled under the pressure of high volatility and uncertainty that’s gripped the equity market due to the pandemic. Consequently, the midcap index plunged by around 30% in March, relatively higher than the ~23% decline seen in the large cap index, when the virus outbreak was declared as a pandemic. Interestingly,…
Investors who want to save tax and have opted for the old tax regime can choose from various tax-saving instruments such as provident fund, national pension system, tax saving mutual funds (ELSS), etc. Investing in ELSS can reduce your tax liability and potentially generate gains for the long term. Currently, many are hesitant about investing…
Equity mutual funds witnessed outflows for the first time since June 2016 in the month of July at Rs 2,480 crore, according to data released by the Association of mutual funds in India (AMFI). Notably, investments in equity mutual funds were on a downward trend between April and June 2020. All categories of equity funds,…
Aggressive hybrid funds could prove to be a worthy long term bet because investors benefit from the stability of debt investment as well as high growth potential of equities. If your investment objective is focused on gains from investment across the universe of stocks, albeit at a lower risk, you can consider investing in an…
At a time when equity funds are generating abysmally low returns and interest on bank deposits and small savings schemes are on a downward trend, one category of debt fund has rewarded investors with double-digit returns in the last couple of years. Long duration debt funds (including Gilt funds with 10-year constant duration) have outperformed other categories of…
Parents these days are aware about how important investing for the child’s future in high-return generating avenues is, so that the money grows with them. Mutual fund is one avenue gaining popularity as a tool for long-term goals such as children’s future. Mutual fund investments can be made in the name of a minor child…
Our buying decisions are often influenced by brand popularity. When it comes to investing in mutual funds, many of us prefer funds that have wide acceptance. However, you would be surprised to know, some of the popular schemes that have completed a long-term track record underperformed the benchmark index as well as the category average…
Market regulator SEBI has intensified its pace to fix debt funds. In my recent article, I had talked about how SEBI plans to ensure that liquidity of debt funds is not compromised. Mandatory liquidity buffer, gating of redemptions, stress testing of all debt schemes, and revisiting side-pocket norms are some of the considerations that it will…
June quarter corporate earnings announced so far has been better than expected, beating street estimates. This brought a sense of optimism among investors who were expecting it to be a ‘washout quarter’ amid the demand shock and slowdown in business operations due to the pandemic. However, local lockdown in many cities since July may act…
Ever since the IL&FS default crisis, an increasing number of instances of toxic debt papers in debt mutual funds are coming to light. Consequently, the number of side-pockets created by debt funds to segregate such toxic papers from the main portfolio has been on the rise. While this has been going on for a while, the recent…
