For many of you, looking at the latest FD interest offered by banks and comparing it with the past 1 year returns of debt funds serves up an easy conclusion.…Continue Reading
After years of admirable performance, the mid-cap segment turned tail. Since the peak hit in January this year, the Nifty Midcap 100 index has lost 13%. In contrast, both the…Continue Reading
If you followed developed equity markets in the rest of the world, you would have read that index and ETF-based investing are often touted to be the smart, efficient way…Continue Reading
If you were to look at the year-ago returns of many of your debt funds and the current returns, you will wonder if you made a wrong choice in investing…Continue Reading
Over the past two weeks, we covered the changes taking place in equity and debt categories because of SEBI’s new categorization norms. We’ve discussed the impact of the changes, what’s…Continue Reading
Last week, we discussed changes in equity funds as AMCs get into full swing in redefining categories based on SEBI’s new rules. This week we’ll take up the changes involved…Continue Reading
A month ago, we wrote about what SEBI’s scheme re-categorization means for you. Now, with a good chunk of the changes announced by AMCs, we’d like to get into what…Continue Reading
For investors in HDFC Balanced fund, last week dropped what seemed a bombshell. HDFC Balanced is merging into another fund. Is this worrisome? What changes in the fund? Should you…Continue Reading
These are changing times for mutual funds. In October 2017, SEBI came up with two important rules: one, it defined the categories of funds AMCs are allowed to hold and…Continue Reading
You would have been receiving mails from fund houses and from us on changes in scheme categories of funds, to fit into SEBI’s newly defined categories. If you are not…Continue Reading