Categories of mutual funds under new categorization guidelines of SEBI With SEBI’s new guidelines on mutual funds categorization, scheme selection has become easy for the investors. Earlier mutual funds were having many schemes under same category making it difficult to select a scheme for investment. Under new categorization, mutual funds can be classified into 5
Lot of perplexity remains in investors mind when it comes to selecting a good mutual fund scheme to invest. Most investors look at the performance of the funds in terms of simple returns of the fund generated in the past. Whereas, analysts and experts talk about funds performance in terms of ratios such as Expense
Off late, the investment choice of investors has turned to Mutual funds. The abbreviation SIP lingers in the minds of all existing and new investors. It is good to see the Indian public’s growing interest in mutual funds investment. As a result, the mutual funds industry is witnessing a phenomenal growth. According to a report
Active investing is all about taking a view on the markets and then taking a view on the stocks and buying stocks accordingly. Active investing can either be top-down or bottom, depending on which approach suits the situation better. The idea of active investing is to identify solid stocks that can create wealth in the
Equity mutual funds play a vital role in helping retail investors creating wealth. Of course, mutual funds are not just about equity funds. There are debt funds for the sake of stability, there are liquid funds for liquidity, there are arbitrage funds for tax-efficient returns and there are balanced funds which combine the best of
Index Funds are big business in other parts of the world but in India, they have hardly taken off. The reasons are not very hard to seek. In India, the opportunities for alpha are so many that fund managers hardly found the need to push index funds as an asset class. For example, in a
Did you know that there are more than 2 crore SIP folios in India and these SIPs (predominantly equity mutual fund SIPs) are contributing nearly Rs.7200 crore (more than $1.1 billion) of inflows each month. Effectively, the retail investors are indirectly participating in the equity markets in a very big way. But a SIP is
In the last one year, there have been some key changes in mutual fund regulation. These were on the anvil for a long time and the regulator has finally moved into auctioning these announcements. Here are four such measures that have been announced in the last 1 year to further ensure transparency and protect the
Normally the term hybrid fund is used quite loosely. As the name suggests, hybrid means a combination. In the context of mutual funds, it is a combination of ‘Equity and Debt’. According to the latest SEBI categorization of mutual funds, under the category of hybrids, there are 4 broad sub-sets: Equity Balanced Funds (more than
The focused funds are an interesting topic they are both side argument for it one is in favor of focused funds and the other is against focused funds. A focused fund, as the name suggests, is a mutual fund with a larger focus on specific themes. These themes could be broad stories like consumption, commodities,
