BALANCED SCHEMES
Gokaldas Exports MD on PLI scheme, export growth and organic growth expected in ‘24
Gokaldas Exports focuses on women's fashion, outerwear, and sportswear. They will continue to focus on those segments and are seeing growth across all of these product categories.A 15% growth should be possible organically, that is how the company management is looking at the business unfolding over the next two to three years.
Sensex at 80K: A simple ETF or index fund SIP of Rs 10,000 would have made you a crorepati in 2 decades
Rs 10,000 SIP in ICICI Prudential BSE Sensex ETF: Rs 1.55 crore (XIRR 14.62%). HDFC Index Fund-BSE Sensex: Rs 1.47 crore (XIRR 13.70%). Tata BSE Sensex Index Fund: Rs 1.28 crore (XIRR 13.25%). LIC MF BSE Sensex Index Fund: Rs 1.20 crore. Axis BSE Sensex Index Fund (Feb 2024) offers XIRR 52.70%. Sensex hits 80k. Ashish Kumar advises caution.
Quant Mutual Fund crisis is another lesson in diversification. Here's why
Diversification in the investment world is not limited to spreading your bets across asset classes and stocks but Sebi's investigation against Quant Mutual Fund in a front-running case is also a reminder of concentration risk in owning mutual funds from just one asset management company.
Quant Mutual Fund crisis: How NAVs have been impacted since Sebi investigation
Investor concerns arise as front-running case impacts Quant Mutual Fund. Despite NAV declines in Quant Healthcare Fund and Quant Commodities Fund, stability is maintained with rising NAVs of Quant ESG Equity Fund and Quant Focused Fund.
Indian companies have made a comeback. Will MNCs be able to do it ? 7 MNC pharma stocks with upside potential of up to 21%
While they still trade at premium valuations, they have not created wealth for shareholders. The fact is an age-old theory that just having a MNC stock in your portfolio is an assurance of growth and return no longer holds true. There was a time when having MNC stock, irrespective of the sector it was from, was a must have in one's portfolio. The reason: liberal at giving bonuses, dividend payments were good and given the fact some of them actually owned the best of the brands which had seen a secular growth due to which they were also able to deliver decent returns to shareholders. But after the IT bull of 2000, as a new set of Indian companies took the centerstage, a number of MNCs stocks lost their shine at least on the street. In the last few years, a number of pharma companies have been putting their house in order, either due to global merger and selling a part of Indian business to focus more on core products.
More than 50% value and contra mutual funds outperform benchmarks. Should you invest?
Around 69% and 100% of value and contra mutual funds respectively outperformed benchmarks in the last three years, driven by market recovery and strategic stock selection, as per ETMutualFunds and experts like Abhishek Jain from Arihant Capital.
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Best balanced advantage funds or dynamic asset allocation funds to invest in June 2024
There are no changes in the list this month. Follow our monthly updates to know how your schemes performed in the previous month.
Father’s Day 2024: Think of your father’s future with these 26 funds to take care of his financial needs
Retirement is inevitable, and the older generation, which often trusted fixed deposits, can struggle with financial planning due to inflation reducing post-tax returns. The fear of outliving savings is a real concern due to the constant devaluation of money.
Latest interest rates of PPF, Sukanya Samriddhi Yojana, Senior Citizen Saving Scheme, NSC, other post office schemes
Latest small savings schemes interest rates: The government has left the interest rates on small savings schemes for the quarter ending June 30, 2024. Latest interest rates of PPF, Sukanya Samriddhi Yojana, Senior Citizen Saving Scheme, NSC, and other post office schemes.
ITC Hotels to have a net worth of Rs 10,000 crore and debt-free balance sheet
As of March 2024, ITC Hotels' capital structure stood at approximately Rs 207.85 crore. However, this figure may see slight adjustments on the listing day due to the issuance of shares under the ESOP scheme, according to Puri. This information was shared with shareholders on Thursday during an NCLT-convened audio-visual meeting of ITC Ltd shareholders concerning the demerger process.
Kotak Mutual Fund introduces Freedom SIP facility
Kotak Mutual Fund introduces Freedom SIP facility for investments under growth option of eligible schemes effective from June 18. Investors can register for a SIP cum SWP for specified duration.
Equity mutual funds offer average return of 1.20% in May, sectoral funds top chart
Equity mutual funds offered an average return of 1.20% in May, with sectoral funds topping the chart in performance.
These 36 equity mutual funds never gave negative annual returns in 10 years of Modi government
ETMutualFunds analysed equity schemes spanning diverse categories, tracking performance from 2014 to 2023 under the Modi government. Notably, 36 schemes consistently delivered positive returns, showcasing resilience across various market conditions. Notable inclusions are arbitrage, equity savings, balanced advantage funds, among others
Mutual fund investors earn up to 960% returns in 10 years of Modi government
Mutual fund investors have earned impressive returns of up to 960% in the last 10 years of the Modi government. Around 195 equity schemes were analyzed, with top performers including Nippon India Small Cap Fund and SBI Small Cap Fund.
Indian economy is on a firm footing: RBI annual report
The Reserve Bank of India's annual report highlights the Indian economy's firm footing, driven by improved external sector sustainability and robust corporate balance sheets. It projects 7% GDP growth for 2024-25, supported by strong macroeconomic fundamentals, production-linked incentive schemes, and an expected above-normal monsoon, despite global uncertainties and challenges.
Equity mutual funds continue to witness the maximum share from all states
In April 2024, India saw a 37.29% annual surge in average assets under management (AAUM) to Rs 57.01 lakh crore, with equity-oriented schemes dominating. Maharashtra led in AAUM contribution, followed by New Delhi and Karnataka. No state witnessed a sequential decline in AAUM.
Domestic equity-oriented MFs vs global themes: Should you diversify to mitigate risks?
Domestic equity-oriented mutual funds have outperformed foreign-themed schemes in the last year, with average 1-year returns at 44% for local equities compared to 21% for overseas funds. Experts recommend diversifying with foreign-themed mutual funds for global diversification and risk mitigation.
Govt's cash balance surges, banks starve
The ongoing general elections have led to a surplus in government cash balances, impacting the banking sector due to reduced spending. The Centre's adoption of efficient fund management practices has resulted in over ₹3 lakh crore in cash balances, affecting borrowing costs and liquidity in the market.
Best conservative hybrid mutual funds to invest in May 2024
Conservative hybrid mutual funds offer a balanced mix of debt and equity, adhering to SEBI guidelines. Ideal for conservative investors seeking modest exposure to stocks for additional returns.
You could lose section 80C tax benefit on EPF contribution; here's why
Section 80C tax benefit on EPF: Many salaried individuals claim Section 80C tax benefit on their own Employees Provident Fund (EPF) contribution. However, not many are aware that if the EPF trust does not meet certain specified conditions, then both the employer and employee contribution will be taxable in the hands of an individual.
Best balanced advantage funds or dynamic asset allocation funds to invest in May 2024
There are no changes in the list this month. Follow our monthly updates to know how your schemes performed in the previous month.
MFs record net inflows for 38th month in a row, SIPs at new high
With corporates buying debt funds again at the start of the financial year, debt funds saw inflows of ₹1.90 lakh crore. Total average assets under management of the industry moved to a new high of ₹57.01 lakh crore, compared with ₹55 lakh crore in the previous month.
Shashi Tharoor’s mutual fund portfolio worth Rs 1.72 crore has these 23 schemes
Shashi Tharoor, Chairman of the Parliamentary Standing Committee on Information Technology and former Minister of State for HRD and External Affairs, filed his nomination papers for Thiruvananthapuram Lok Sabha seat in 2024 general elections. He has declared that his total investments in mutual funds was at Rs 1.72 crore.
Rs 10,000 monthly SIP in this children-oriented mutual fund scheme turned into Rs 1.90 crore since 2001
ICICI Pru Child Care Fund-Gift Plan focuses on funding children's education with high returns. A Rs 10,000 monthly SIP grew to Rs 1.90 crore since its inception on August 31, 2001, outperforming category returns. It blends equity and debt instruments, with notable exposure in telecom services.
Tata Mutual Fund changes fund manager for eight schemes
The fund house informed its unitholders that the fund manager of its index funds and ETFs will be changed.
Best balanced advantage funds or dynamic asset allocation funds to invest in April 2024
Balanced advantage funds invest in a mix of stocks, debt, and arbitrage opportunities. These funds decide their equity exposure depending on key market ratios or in-house parameters. They invest less in stocks when the market is very high or valuations are stretched. They invest more in equity when stocks are available at attractive valuations. In short, BAFs do the job of juggling equity exposure for investors.
Best balanced advantage funds or dynamic asset allocation funds to invest in March 2024
Balanced advantage funds invest in a mix of stocks, debt, and arbitrage opportunities. These funds decide their equity exposure depending on key market ratios or in-house parameters. They invest less in stocks when the market is very high or valuations are stretched. They invest more in equity when stocks are available at attractive valuations.
Mutual Fund Ideas: 43 equity-oriented hybrid schemes which have never posted negative returns in last 6 years
Around 18 arbitrage funds, 11 equity savings funds, 10 balanced advantage/ dynamic asset allocation funds, and 4 aggressive hybrid funds made it to the list of equity oriented hybrid funds which have never offered negative returns in the last six years.
Top 5 hybrid mutual funds with over 40% gains in last 1 year
Hybrid funds invest in both equity and debt with the goal of balancing risk and reward, and optimizing investment returns. The tax treatment of equity-oriented hybrid schemes is similar to that of equity schemes
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