Mutual Funds

If you are a do-it-yourself mutual fund (MF) investor, the monthly factsheets available on AMC websites are a good starting point to understand an MF ...

Their Take Cyclicals take over defensives

Cyclicals take over defensives

The tables have turned since the economy picked up

Fund query: Restructuring and redeploying your mutual fund portfolio

I have been investing in mutual funds since 2011. I had far too many funds (14, to be precise) and there was too much overlap as well. Further, a few ...

Kotak International REIT FOF NFO: Wait and watch

The REIT fund-of-fund is the first one in India to invest in international REITs

DIY Investing Invest directly in mutual funds through MF Utilities

Invest directly in mutual funds through MF Utilities

Make use of the portal to invest without intermediaries

Fund query: Start investing with the start of your professional career

I am about to start my professional career around June 2021. I want to know the kind of mutual funds I should look for as part of my core as well as ...

New Fund Offer UTI Small Cap NFO: In search of sustainable small-caps

UTI Small Cap NFO: In search of sustainable small-caps

The open-ended equity scheme will predominantly invest in high- and consistent-growth companies

Fund Call IDFC Bond Fund - Short Term Plan: A safe bet with low credit risk

Ideal for those with at least a one-year investment horizon

Investors rush into NFOs as stock markets hit a high

Dissatisfaction with performance of existing MF holdings may be a driver

DIY Investing Groww app review: Easy, user-friendly, compact

It could do with some additions though. Read on to find out

New Fund Offer ICICI Prudential Quant Fund NFO: New entrant to a small club

This new quant fund will filter stocks from the S&P BSE 200 using a four-step approach

Fund Query: A sector fund is not ideal for goal-based investing

I recently invested ₹2 lakh in SBI Healthcare Opportunities Fund for a long term of at least seven years, for wealth creation. Kindly advise me on ...

New Fund Offer HDFC Dividend Yield Fund NFO: Eyes high dividend yields, buybacks

The scheme will be sector- as well as market-cap-agnostic and pick companies with stable businesses

Their view It pays to know your fund manager

He should have the ability to independently think and differentiate himself from the herd

NFO DSP Value Fund Value investing, with exposure to global stocks

The scheme will invest 0-35 per cent of the corpus in overseas equities

NFO Motilal Oswal 5-year G-Sec ETF NFO: MOSL 5-year G-Sec ETF: Attractive post-tax returns, but is it risk-free?

It comes with interest rate risk; though it carries no liquidity or credit risk

Back to Basics How can NRIs invest in Indian mutual funds?

Can you invest in a foreign currency? What all documents do you need? Read on to find out

Your Fund Portfolio

I bought Nippon India Tax Saver Fund (ELSS) dividend payout on January 13, 2015, at an NAV of ₹24.0624 and redeemed it on October 10, 2020, at an NAV ...

Fund Call Motilal Oswal Focused 25 Fund: Holding its own in volatile markets

A compact portfolio of mainly large-cap stocks has worked for the fund

Fund Call Axis Midcap Fund: A good mid-cap play

Since its inception in February 2011, the fund has delivered a CAGR of 16.9%

Your Fund Portfolio

Most of my current SIPs are in multi-cap equity funds such as Kotak Standard Multicap and Parag Parikh Long Term Equity. I was advised that this ...

Fund Call Mirae Asset Hybrid Equity Fund: Safety of large-caps, high-quality debt

The fund has performed well in the aggressive hybrid category

Their View India poised at an inflection point

We are coming out of the pandemic-driven downturn into a new cycle

Fund Call Principal Emerging Bluechip: Long-term outperformer

The fund has been a top-quartile performer in the large- and mid-cap category

Their View A mid-cap dose is what the investor needs

Mid-caps are not just cyclical bets but worth investing for wealth creation for long term

MF Tracker Balanced Advantage Funds: Juggling equity and debt, dynamically

Edelweiss and ICICI Prudential are among the best performers despite contrasting styles

Fund Call DSP Midcap Fund: Ahead of the benchmark

Over the past 10 years, the fund has delivered 14.6%, outpacing Nifty Midcap 100’s 9.4%

Meet the Manager ‘ESG-compliant companies command premium valuation,’ says Bharti Sawant of Mirae Asset MF

‘Indian investors have started realising that it is important to consider and evaluate non-financial parameters, too’

Your Fund Portfolio

I have been investing in mutual funds through ICICI Direct. But I now wish to invest through direct plans toavoid intermediary charges. Kindly advise ...