Sundaram Equity Fund (SEF) launched from the stable of Sundaram Mutual Fund, is a multi-cap fund that will invest predominantly across market cap segments (i.e. large-cap, mid-cap and small-cap). The fund house believes that multi-cap funds are suitable for any market conditions when there is no clear direction of movement of any particular market cap…
Aggressive Hybrid Funds aim to tactically allocate exposure across asset class i.e. equity and debt. As per SEBI mandate, Aggressive Hybrid Funds can invest 65-80% of its assets in equity and equity related instruments and 20-35% of its asset in debt instruments. SBI Equity Hybrid Fund is one such scheme that is classified under Aggressive…
Every year on 15 August, India commemorates the day of our nation’s independence from British rule in 1947. This 73rd Independence Day is special as the age-old dispute over Jammu & Kashmir has been finally settled to include it in our country. With the decision to revoke Article 370, even the valley of Kashmir has been liberated…
Value-investing is all about finding `diamond in the rough’. This approach aims to invest in stocks that are trading below their intrinsic value but have the potential to grow over time due to strong business fundamentals. When the stocks in the portfolio realise their true worth, investors are rewarded with higher gains. ICICI Prudential Value…
Taking courage from benign CPI inflation and lower ‘core inflation’ readings, the Reserve Bank of India (RBI), in a rare move, cut policy rates by another 35 bps (departing from the normal practice of 25 bps) with immediate effect in its 3rd bi-monthly monetary policy statement for 2019-20 (held on August 7, 2019). Thus, the…
In an endeavour to achieve higher returns on their investments with less risk involved, investors are constantly in search of different investment options. Initially, investors (especially the risk-averse ones) put their money on debt instruments until the mayhem of corporations defaulting to repay fiasco happened. Already the finance industry is experiencing a lot of volatility…
The SEBI has decided to take matters more seriously in the interest of investors. It has pulled out 23 irregularities of Mutual Funds. SEBI sent a letter notifying the Association of Mutual Funds in India (AMFI) about the irregular practices of mutual funds that the inspection team observed for a period, from April 01, 2016 to…
The recent demise of an uncle made me think about what happens to the investments, property, etc., once a person passes away. How is it transferred to the nominee/legal heir? How can a person claim if there isn’t a nominee appointed? I had a discussion with my senior colleagues and the following points explain how…
Stock markets go through volatile phase every now and then. At such times a dynamic asset allocation strategy could help investors tide over volatility and generate better returns. A balanced advantage fund aims to do just that. With a long track record of over 25 years and an AUM of over Rs 43,000 crore, HDFC…
Considering, the bears trying to take the reign of the equity market, with most of it is struggling and is down by approximately 30-60 percentage. Allocating funds to a single segment of the market can prove to be detrimental. Hence, it makes sense to create a fund that offers flexibility to move across market cap…
