mutual funds Articles

Nippon Life India Asset Management has launched Nippon India ETF Nifty CPSE Bond Plus SDL – 2024 Maturity. It is an open ended exchange traded fund (ETF) which will invest in constituents of Nifty CPSE Bond Plus SDL Sep 2024 50:50 Index. The New Fund Offer (NFO) which opens on 3rd November 2020 and closes on 9th November...

Small cap funds, as a category is the best performer among diversified equity funds over the last 6 months or so. We had mentioned a number of times in our blog that small caps saw deep correction in 2018 & 2019 and were well positioned to stage a smart recovery. When the stock market crashed in March 2020 due to outbreak of...

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...

With bank deposit interest rates on a declining trend, investor interest in debt mutual funds has been rising over the past few years. Debt funds not only provide diversification benefits and relative stability to your investment portfolio, they are more tax efficient compared to the traditional fixed income investment options like Bank FDs...

Axis Mutual Fund is launching a New Fund Offer (NFO) which will invest in global equities. The NFO is a fund of fund investing in Schroder International Selection Fund Global Equity Alpha. Schroder is one of the leading Asset Management Companies (AMC) of the world. The underlying fund, Schroder International Selection Fund...

As per SEBI guidelines, focused equity funds is a category of mutual fund schemes where each scheme is focused on a few stocks – the maximum number of stocks a focused equity fund can invest in is 30. These schemes are less diversified than schemes which invest in a larger number of stocks and thus have higher...

Principal Equity Savings Fund is an open ended hybrid equity oriented mutual fund scheme. The scheme was launched in May 2002. From a taxation standpoint, this fund is treated like an equity fund scheme. Long term capital gains (holding period of more than 12 months) in this fund is tax free. Short term capital gains are taxed at 15%. The...

Different asset classes have different risk / return characteristics and give different returns in different market conditions. The chart below shows calendar year returns of different asset classes over the last 10 years; BSE 100 TRI is used as the proxy for equity, CRISIL Short term Bond Fund Index for debt and MCX Gold futures for Gold...

With banks reducing FD interest rates, we are seeing investor interest in debt mutual funds over the last few months. However, many investors are concerned about credit risks affecting debt funds. With the economy contracting and company revenues severely hit in the wake of COVID-19 pandemic credit risk concerns are likely to...

We have reviewed Principal Emerging Bluechip Fund, a large and midcap equity fund from Principal Mutual Fund stable, a number of times in the last few years. In our usual fund reviews, we look at a performance of a scheme across various market conditions, performance versus benchmark and peers, portfolio composition etc. In this post, we...