Considering Redeeming Your Mutual Funds? Here’s Why You Shouldn’t Overlook Exit Load

In 2024, the Indian equity market experienced significant turbulence, primarily influenced by escalating geopolitical tensions, inflationary concerns, and uncertainties in the global economy. As we step into 2025, many of these headwinds are likely to persist. In a volatile environment, it is natural for investors to feel uncertain about the future of their mutual fund investments…

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January 9, 2025 | by

3 Best Medium to Long Duration Debt Funds for 2025

In the last bi-monthly monetary policy meeting held on October 9, 2024 (before the CPI inflation data for October 2024 was released), the RBI maintained a status quo on the policy repo rate for the tenth time in a row. Five members out of the six-member Monetary Policy Committee (MPC), namely Shri Saugata Bhattacharya, Prof.…

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November 28, 2024 | by

Best Debt Mutual Fund Categories for 2025

India’s Consumer Price Index (CPI) inflation for October 2024, inched up to 6.21% (a 14-month high) from 5.49% in the previous month and surpassed the RBI’s target range of 2-6%. The CPI inflation reading for rural India was higher at 6.68% than for urban India at 5.62%. Inflation in ‘food & beverages’, which has nearly…

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November 21, 2024 | by

How Donald Trump’s Victory Would Playout On the Indian Equity Market

The Indian equity market has been rather volatile of late. One of the factors weighing on is the geopolitical scenario. In the recently concluded U.S. Presidential elections, Donald Trump (of the Republican Party) triumphed over the Democratic Party candidate Kamala Harris, becoming the 47th President of the United States of America (USA) by a sweeping majority and also…

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November 12, 2024 | by

Here’s How SEBI Wants NFO Proceeds to Be Deployed

Indian mutual fund houses amidst the upbeat market sentiments (backed by the fact that India is the fastest growing economy with robust fundamentals) and that retail investors are enthusiastically investing in mutual funds have launched a variety of schemes, both active and passively managed ones, over the last few years. Table: Fund Houses Opened NFO Factories…

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November 5, 2024 | by

Sector & Thematic Funds See Highest Increase in Folios: Here’s What It Reveals About Investor Psychology

Against the backdrop of escalating geopolitical tensions, particularly in the Middle East, volatility in the Indian equity market increased. RBI Governor, Mr Shaktikanta Das, in his speech on Global Financial Stability; Risks and Opportunities in the September 2024 bulletin, stated that the contagion risk from geopolitics can no longer be ignored, and geoeconomic fragmentation is weighing on the…

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October 15, 2024 | by

SEBI to Tighten Disclosures on Expenses, Expense Ratio, Returns, Yields and Risk-o-Meter for Mutual Funds

The capital market regulator, the Securities and Exchange Board of India (SEBI), in order to facilitate enhanced transparency, make it easy to understand for investors, and standardise the approach towards disclosures by mutual funds, last week on September 27, 2024, released a consultation paper. In it certain changes have been proposed that shall help you, the…

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October 3, 2024 | by