Multi Asset Allocation Funds provide the benefit of diversification by offering you an opportunity to get tactical allocation across multiple asset classes. As you may be aware, allocation of assets across classes viz. equity, debt, gold, and even holding optimal cash is an important strategy that helps you balance risk-reward by adjusting the proportion of each…
As an investor, you must have noticed that after purchasing or selling a stock, bond, or mutual fund, you must wait two days for the stock to be reflected in your Demat Account or the fund to be shown in your account. The time required to do so, i.e., T + Days of Settlement will now…
Large & Mid Cap Mutual Funds are mandated to invest a minimum of 35% of their assets each in equity and equity-related instruments of large-cap and mid-cap companies. When you invest in Large & Midcap Funds you get the opportunity to benefit from the stability of large-caps and the high growth potential of mid-caps through…
The active funds versus passive funds debate refuses to die down. In the past 6-8 months, I’ve come across a few reports and articles published by the media questioning the efficacy of actively managed equity funds. Besides, against the backdrop of several Index Funds being launched in the last few months, I even heard some experts playing up the tune…
Large & Mid Cap Mutual Funds are equity-oriented mutual funds that offer you an opportunity to create wealth by investing in an optimum mix of large-cap and mid-cap stocks, i.e., the leaders of today as well as the future leaders. Thus, you benefit from the stability of large-caps and the high growth potential of mid-caps through a single…
Flexi Cap Mutual Funds are equity-oriented mutual funds that invest a minimum of 65% of their assets in equity and equity-oriented instruments of companies across the market cap range without any upper or lower limit. Depending on market conditions, liquidity conditions, and valuations, the fund manager of a Flexi-cap Fund can manoeuvre among large-caps, mid-caps, and small-cap stocks.…
Are you looking for the safety of your capital as economic uncertainty grips the global markets in 2023? Yes? Then consider investing in some of the best Liquid Funds… Now many of you might be wondering, why I am suddenly talking about the safety of capital especially when the central banks across the world could be less…
A sponsor plays a vital role in the establishment of mutual fund. It can be either in its individual capacity or in collaboration with another legal entity. The sponsor oversees all aspects of establishing a mutual fund, including getting relevant approvals, fundraising, incorporation, and forming an Asset Management Company (AMC). In the recent past, private…
The beginning of a new year is an ideal time to make healthy lifestyle changes, break bad habits, and improve your overall well-being. The most common New Year’s resolutions are to exercise daily, lose weight, avoid junk food, eat a healthy diet, and get enough sleep. By sticking to these resolutions, you can keep yourself fit and…
The Securities and Exchange Board of India (SEBI), in a circular dated May 23, 2022, allowed the Indian mutual fund houses to launch passively managed open-ended Equity-linked Savings Schemes (ELSS) with effect from July 1, 2022, providing investors with yet another tax-saving investment option. Mutual fund houses may introduce passive ELSS (via Index Fund), and these schemes…
