Mutual Funds Articles

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The outbreak of COVID-19 pandemic has caused great turmoil in equity markets all over the world including India. The lockdown announced by the Government in late March and gradual reopening of the economy in the face of continuing rise in COVID infections is likely to have an adverse impact on economic growth and corporate earnings. As a...

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Principal Focused Multi-cap Fund is one of the best performing focused equity funds in the last 6 months to 1 year. The scheme was ranked 4th among 22 focused equity schemes in terms of last 6 months performance and 4th among 19 schemes in terms of last 1 year performance. The chart below shows the trailing returns of Principal...

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Interest rates have been falling for the past couple of years. Since the beginning of the COVID-19 outbreak Reserve Bank of India has cut the repo rate by 115 bps, prompting banks to bring down fixed deposit interest rates even lower. General 2 to 5 year FD interest rates of major public and private sector banks are now in the range of...

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SIP is a disciplined way of investing from your regular savings to accumulate corpuses for your long term goals. However, a severe market crash can erode considerable amount of wealth accumulated over several years through SIP. In this two part blog post, we are discussing how you can protect your wealth created by Mutual Fund SIPs...

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The equity market has suffered very badly since the outbreak of Coronavirus pandemic. The Sensex has already fallen 25% this year and more pain is expected in coming weeks and months. Almost all industry sectors are in the red with one exception, healthcare. The S&P BSE Healthcare TRI is already up 16% on a year to date...

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Whatsapp is the most popular social media platform in India. India had 400 million Whatsapp users as on June 2019 (source: Niti Ayog). In contrast, Facebook users in India totalled at 241 million even though Facebook is an older app than Whatsapp. There are 450 million smartphone users in India. This means that Whatsapp is used...

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With rising concern about credit risk among mutual fund investors, one debt fund category which is seeing a lot of investor interest in Banking and PSU funds. As the name suggests these funds invest in debt and money market instruments issued by banks, public sector undertakings and public financial institutions. The debt issued...

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Principal Focused Multi-cap Fundinvests in about 30 stocks of different sizes (large cap, midcap and small cap) with high growth potential across different industry sectors. As per SEBI’s mandate for focused funds, the maximum number of stocks in the scheme’s portfolio will be limited to 30 only. This scheme was launched in 2005 and has given...

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We have stated a number of times in our blog that Systematic Investment Plan is one of the best ways of wealth creation over a long investment horizon. The benefits of SIP viz. power of compounding, rupee cost averaging and disciplined investing are well known to our regular readers. We have discussed earlier in our blog that bear markets or deep...

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The severe economic shock caused by COVID-19 triggered lockdown has stocks around the world in a meltdown. Though Nifty-50 has recovered 20% from the March 2020 lows, it is still down almost 25% on a year to date basis. With infections and fatalities rising in India and the roadmap to normalcy uncertain, stock specific risks can...

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