MUTUAL FUNDS VS ULIPS
Mutual Fund Magic: Rs 10,000 monthly SIP investors are dollar millionaires in less than 3 decades
HDFC Top 100 Fund, a large-cap focused equity scheme, celebrates over 27 years of consistent performance, delivering an impressive 19% compound annual growth rate (CAGR) throughout its tenure.
Top funds houses held low cash levels during run-up to general elections
To a great extent, preparing an investment strategy well before general elections determines how a fund manager outperforms in a volatile phase resulting after the election results are out.
SBI hikes FD interest rates. What should debt mutual fund investors do?
SBI have increased FD interest rates, offering guaranteed returns. Investors should consider their goals and risk tolerance before switching from debt mutual funds to FDs.
SIP, STP or lumpsum? How to invest as Dalal Street recovers from election shocker
Post-election market recovery raises concerns for mutual fund investors on choosing between lumpsum or SIP/STP investments for better returns. Bankbazaar.com CEO Adhil Shetty advises considering market conditions, risk appetite and financial goals for investment decisions in mutual funds.
85% smallcap mutual funds outperform benchmarks in May
Around 85% of small cap mutual funds outperformed benchmarks in May, with 23 out of 27 funds beating their respective benchmarks. Aditya Birla Sun Life Small Cap Fund, Axis Small Cap Fund, and Canara Rob Small Cap Fund were top performers.
Bonds vs stocks: What is the best asset allocation for mutual fund investors post poll results?
Mutual fund investors are advised on asset allocation in the third term of the Modi-led government. Recommendations cover exposure to different assets for conservative, moderate, and aggressive investors, considering factors like risk appetite and investment horizon.
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Dilemma before mutual funds investors: Buy now or wait till election results?
Mutual fund investors face a dilemma amidst volatile stock market conditions during Lok Sabha elections. Fear of correction at peak market levels and FOMO driving sectoral/thematic funds. Analysts recommend balanced advantage funds, asset allocation funds, and hybrid funds for moderate risk appetite investors.
Tata AIA Life launches Midcap Momentum Index Fund
Tata AIA Life Insurance launches Midcap Momentum Index Fund to capitalize on India's midcap sector growth potential, offering investors a chance to benefit from high-growth midcap stocks through ULIP and ILP solutions.
Best dynamic bond funds to invest in May 2024
If you are confused about all the talk about interest rate pauses and likely cuts, you should consider investing in dynamic bond funds. Dynamic bond funds have the freedom to invest across securities and maturities depending on the outlook of the fund manager.
Top 7 midcap stocks where MFs, PMSes, ULIPs, and AIFs decreased exposure in April
We considered the top 7 mid cap stocks where MFs, PMS funds, ULIPs, and AIFs decreased their exposure in April. Here's the list, according to the data by Finalyca.
Top 5 largecap stocks where MFs, PMS, ULIPs, and AIFs increased exposure in April
We have considered the top 5 largecap stocks where MFs, PMS, ULIPs, and AIFs increased their exposure in April. Here's the list, according to the data by Finalyca.
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.
Top 5 stocks where Mutual Funds, PMS, ULIP, AIFs made entry in April
We considered the top five stocks where Mutual Funds, PMS, ULIP, and AIFs made an entry in April, according to data by Finalyca.
Top 10 stocks where MFs, PMS, ULIP, and AIF decreased exposure in April
We considered the top 10 stocks where MFs, PMS, ULIPs, and AIFs decreased their exposure in April. Here's the list, according to the data by Finalyca.
Top 5 stocks where MFs, PMS, ULIP, and AIF increased exposure in April
We considered the top 5 stocks where MFs, PMS, ULIPs, and AIFs increased their exposure in April. Here's the list, according to the data by Finalyca.
Aditya Birla Sun Life launches Crisil IBX Gilt June 2027 Index Fund
Aditya Birla Sun Life Crisil IBX Gilt June 2027 Index Fund, an open-ended Target Maturity Index Fund, aims to mirror the CRISIL IBX Gilt Index – June 2027. It offers moderate interest rate risk, low credit risk, and a duration aligned with the index.
Best corporate bond mutual funds to invest in May 2024
There are no changes in the recommendation list this month. If you are investing in these schemes, you can relax and continue with your investments. Follow our monthly updates regularly.
Debt mutual funds vs bank FDs: Where to invest for higher returns?
Debt mutual funds outperformed fixed deposits, emphasizing the importance of considering risk profile and investment goals. The strategy involves focusing on short-term funds and excluding target maturity funds.
SBI hikes FD interest rates but still less than what these 313 debt mutual funds have offered
SBI raises fixed deposit rates by up to 75 basis points, effective May 15, yet falls short compared to over 300 debt mutual funds offering higher annualized returns of 6.47% to 11.60%.
How to plan your income tax savings for FY25 using ELSS mutual funds?
Plan tax savings for FY25 with ELSS funds. Invest Rs 1.5 lakh early using lumpsum, SIP, or STP. Consider various investment options for Section 80C benefits. ELSS offers higher returns than traditional options.
Top 5 stocks where MFs, PMS, ULIP, and AIF decreased exposure in March
We considered the top 5 stocks where MFs, PMS, ULIPs, and AIFs decreased their exposure in March. Here's the list, according to the data by Finalyca
Top 5 stocks where MFs, PMS, ULIP, and AIF increased exposure in March
We considered the top five stocks where MFs, PMS, ULIPs, and AIFs increased their exposure in March. Here's the list, according to the data by Finalyca.
Gold vs stocks: Bullion bulls race ahead in MF world. Which side are you on?
Gold and Silver commodity mutual funds have outperformed equity funds in the latest month. Notable performers include Invesco India Gold ETF FoF and Aditya Birla SL Gold Fund. Silver funds led by UTI Silver ETF FoF showed significant returns.
Long-duration debt mutual funds beat Nifty YTD. Here’s how they performed
For investors with a longer view and higher risk appetite, long-duration debt mutual funds offer the potential for bigger gains.
Top 10 smallcap stocks where MFs, PMS, ULIP, and AIF bought & sold stake in February
We considered the top 10 smallcap stocks where MFs, PMS, ULIPs, and AIFs increased/decreased their exposure in February. Here's the list, according to the data by Finalyca.
Top 10 most sold midcap stocks by mutual funds, PMS and ULIPs. Do you own any?
Dalal Street's midcap stock debate intensifies as investors make strategic moves. Significant exits and new picks impact the market. Portfolio adjustments indicate shifting trends in the sector, with focus on specific stocks for potential growth and stability.
Focused vs thematic funds: Who holds the edge and top 5 funds in each category
Focused funds carefully allocate holdings, while thematic funds invest in specific themes. ETMarkets analysis reveals top performers in each category, with thematic funds outperforming in average 1-year returns.
Direct vs regular mutual funds: Which one is better?
According to Chirag Muni, Executive Director, Anand Rathi Wealth, direct mutual funds have a lower expense ratio compared to regular ones. Managed portfolios involve strategic decisions to generate alpha. Investment advisors help with financial planning, asset allocation, and fund selection to optimize returns and increase the probability of better returns.
9 smallcap stocks held by more than 150 funds across MFs, PMS, ULIP, and AIF
We considered the smallcap stocks which were held by more than 150 funds including mutual funds, PMS, ULIPs, and AIFs. Here are the top smallcap stocks, according to data by Finalyca.
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