Most Popular Saving, Investing & Mutual Fund Articles

Balanced Advantage Funds, also known as Dynamic Asset Allocation Funds, are hybrid mutual funds which manage their asset allocation dynamically between equity and debt. The asset allocation will change depending on market conditions using quantitative asset allocation models. To know more, read this...

ESG is an acronym for environmental, social and governance, which form the three pillars of this style of investments. Environmental factors relate to impact (favourable or unfavourable) which companies have on climate change, how they use the natural resources, waste management etc. Social factors relates to how companies...

Dynamic Asset Allocation changes equity and debt allocations of the portfolio based on market conditions. Dynamic Asset Allocation models usually increase asset allocation to equity and reduce allocation to debt, if equity valuations fall. If equity valuations increase, then dynamic asset allocation models...

Short term funds, also known as short duration funds, are debt mutual fund schemes which invest in debt and money market instruments such that the Macaulay Duration of the scheme is 1 to 3 years. Macaulay duration is the weighted average of the period the investor should remain invested in the security in...

ITI Mutual Fund has launched a New Fund Offer (NFO), ITI Large and Midcap Fund. As per SEBI's mandate, large and midcap funds must invest at least 35% of their assets in large cap stocks (top 100 stocks by market capitalization) and minimum 35% of their assets in midcap stocks (101^st to 250^th stocks by market capitalization...

Principal Mutual Fund has launched a large cap fund NFO. As per SEBI’s mandate large cap funds need to invest at least 80% of their assets in the Top 100 companies by market capitalization. Principal Large Cap Fund will invest 80 – 85% of its assets in Indian large cap companies. The scheme will also invest up to 15% in 500 large cap...

Over the past few months, debt mutual funds have been in the news for wrong reasons. In September 2018, the shock default by IL&FS (and its subsidiary) on its debt obligation shook the debt markets in which mutual funds are major investors...

Global financial markets have been thrown into turmoil since war broke out in Middle East. With global energy supplies getting severely disrupted and brent crude price touching USD 100 per barrel major indices have tumbled. Sensex and Nifty broke down below their important sentiment levels of 80,000 and 24,000 respect...

Quantum Mutual Fund has launched the Quantum Nifty 50 ETF Fund of Fund. The scheme will invest in units of Quantum Nifty 50 ETF. Quantum Nifty 50 ETF has more than 14 years of track record. This fund will provide investors, who do not have Demat accounts, the opportunity to invest in...

Equity market turned volatile as crude oil prices surged to over $100 per barrel amidst geo-political uncertainties. FPIs have been net sellers of equity on a year-to-date basis (see the chart below). The Nifty fell its lowest level in the current financial year (YTD). Global bond prices fell as yields surged. The 10-year G-Sec yield...