Conservative hybrid funds predominantly invest in debt (around 75-90%) and the rest in equities aiming to earn slightly higher returns compared to pure debt funds. The debt portion of the portfolio intends to provide safety and stability of a regular income from coupon payments, whereas the equity portion has the potential of generating extra income…
A recent survey of nearly 1,330 people conducted by Nielsen India across 23 Indian cities paints a gloomy picture for the companies dependent on consumer spending in the post-COVID-19 world. Approximately 64% of the respondents expressed that they would spend less on restaurant and movie visits, while 54% indicated that spending on automobiles, luxury brands,…
It is observed that after every big market crash, the equities markets tend to bounce back to make for a bull run. The recent market crash that happened due to the lockdown and liquid tap running thin, the market’s valuation has dropped. This seems like a great opportunity to consider investing in equities. But the…
Historically, mutual fund houses have launched maximum New Fund Offers (NFOs) in ascending market conditions. However, now seeing the unwavering participation of investors — particularly the retail ones in equity-oriented mutual funds (through lump sum and Systematic Investment Plans) — fund houses are appealing investors with New Fund Offers even amidst the heightened volatility of the Indian…
Inflows in equity mutual fund dropped for the second straight month in May amid the heightened uncertainty and volatility in the market due to the COVID-19 crisis. However, inflows and addition of new folios in large cap funds remained steady. Due to the harsh economic scenario, risk aversion among of investors has risen and they…
You must have operated remotely from home, attended client queries and patiently addressed their concerns during the COVID-19 lockdown. But now that India is unlocking in a phased manner (Unlock 1.0), it is time to gear up and be prepared. COVID-19 will be with us for quite some time (maybe a year or more). India’s…
If you have been keeping a track and recall reading my colleague Ms Divya Grover’s articles on Franklin Templeton Mutual Fund’s decision of winding down six schemes and the all previous updates; which involves: SEBI issued an audit notice to Franklin Templeton to provide information regarding the dealings of the six wound-up schemes, SEBI hired the…
After over 2-months of pandemic-induced severe lockdown which brought major economic activities to a grinding halt, the government recently announced phased reopening of various business and other operations. As the sentiments improved the equity market too recovered from its lows of March and is likely to have bottomed out. The reopening of economy is expected…
Last week if you recall I wrote about, How the Capital Regulator is Proactively Ensuring That Debt Funds Remain Liquid. Looking at the illiquidity issue faced by Franklin Templeton Mutual Fund who decided to wind down six of its debt schemes, the capital market regulator tweaked the percentage holdings of government bonds of certain debt funds’…
During the COVID-19 lockdown, individuals are losing patience — moving freely and not following the necessary social distancing. This lack of civic sense and maturity on their part is weakening our fight against the deadly contagion pathogen. The capital markets, as a result, also has witnessed intense volatility and bears are running lose. Certain sections of…
