WHAT IS INDEX FUND
US rate cuts can spur inflows into Indian debt: Citi Exec
Global interest in Indian debt is set to surge, potentially exceeding the expected $2 billion monthly inflow from JP Morgan's bond index inclusion. Citi's Aditya Bagree forecasts a boost as the US Federal Reserve eyes rate cuts, likely triggering EM bond fund inflows. He highlights India's sovereign debt as a top volatility-adjusted carry trade in the region. Despite recent inflows totaling $32 billion, passive investments and India's economic resilience could drive more robust foreign participation. The rupee's stability and favorable economic indicators further bolster investor confidence in Indian assets.
Budget 2024: Will the indexation benefit on debt mutual fund be back?
Budget 2024: Due to inflation and taxes the real returns of debt mutual funds have turned negative in some cases. Earlier the government used to give indexation benefit on LTCG generated from sale of debt mutual funds, however now this benefit is removed. Will the government reconsider its decision for indexation benefit on debt mutual funds?
Nifty Top 10 Equal Weight index: Is it worth your money?
The Nifty Top 10 Equal Weight Index is a new addition by NSE, tracking the top 10 stocks from Nifty 50 with equal weights. While it may be a benchmark for asset managers, retail investors may find better diversification with existing options.
Mutual fund returns: Can recent Sebi mandate of disclosing risk-adjusted return help you identify the right mutual fund?
Mutual fund investments: Recent surges in investments in certain fund categories and schemes have raised concerns. Investors flock to funds with stellar recent returns, sometimes overlooking the associated high risks. Sebi aims to ensure investors consider not just performance, but also the risks involved. Risk-adjusted returns offer a more comprehensive view of fund performance, according to Sebi. Will it ultimately help the mutual fund investors?
What’s a dal chawal mutual fund? Radhika Gupta of Edelweiss Mutual Fund explains
Radhika Gupta advises investors to avoid narrow theme based funds and opt for diversified 'dal-chawal' funds like balanced advantage and aggressive hybrid mutual funds. She shares insights on sector rotation and the challenges of predicting sector outcomes. Users discuss the benefits of active vs passive investing.
What to expect from defense stocks going ahead? Pratik Oswal answers
A passive fund makes more sense because you have only 15 stocks that sort of qualify for this index and we hope to have a lot more stocks that qualify for this index in the future.
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High-flying PSU mutual funds lose 3% in one month. What should investors do?
PSU mutual funds, which showed strong returns of around 97% in the last year, experienced a decline of about 3% in the past month. Analysts attribute this to profit booking. Investors are advised to maintain a long-term investment strategy and diversify their portfolios for risk management.
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.
Top 10 index mutual funds, ETFs deliver up to 36% return in first half of 2024
Top 10 passive funds and ETFs saw returns of up to 36% in the first half of 2024, with a focus on auto sector funds. Notable performers included ICICI Prudential Nifty Auto ETF and Mirae Asset Nifty India Manufacturing ETF, showcasing strong growth in the market.
What JP Morgan bond index inclusion means for India's economic future? Jayesh Mehta answers
This is significant, as you mentioned—it's a notable event. The only caveat is that this recognition of India should have come much earlier, but finally, India has been acknowledged.
India inclusion in JP Morgan Bond index from today, $25-30 bn flow expected. What it means
India, which has been on index watch since October 21, upon its inclusion will have the single highest duration across the index at 7.03 years, with an above average yield-to-maturity at 7.09%, a JP Morgan note said.
Funds circling India debt risk being tripped Up by red tape
China's tax exemptions on bond investments set a precedent for India's sovereign debt market, likely attracting more foreign investors. The hurdles faced by outsiders in accessing the market include lengthy documentation, tax treaty variances impacting returns, and the need for registration via custodian banks for trading in certain bonds.
Decoding momentum funds: What you need to know
Momentum funds select stocks based on recent performance for continuity. The 17 funds in this category include both index funds and ETFs, with a tracking error of 0.3 to 0.5% in passive funds. High-risk investors are ideal for these funds, with recommended asset allocation of 80% in equity and 20% in debt, says Chirag Muni.
What is Cost Inflation Index (CII) for FY 2024-25, FY 2023-24 for income tax purposes?
CII number for FY 2023-24, FY 2024-25: The income tax department notifies cost inflation index number for every financial year. This CII number helps to calculate inflation adjusted cost or inflation indexed cost on specified capital costs. Read on to know the CII number from 2001-02 for different financial years.
Nippon India Mutual Fund changes fundamental attributes of multi-asset fund. What should you do?
Currently, it is an open-ended scheme that invests in equity, debt, exchange-traded commodity derivatives, and Gold ETFs. After the changes, it will expand to include Silver ETFs as well, becoming an open-ended scheme that invests in equity, debt, exchange-traded commodity derivatives, Gold ETFs, and Silver ETFs.
When is the best time to start an SIP? Just go on a blind date
An investor should know that the important thing is time in the market not timing the market. If an investor waits for the right time to invest then that could lead to missed opportunities.
Sectoral/Thematic mutual funds’ AUM grows 80% YoY in May, folios rise 56%. What is brewing?
In May, investors showed significant interest in sectoral/thematic funds, injecting over Rs 19,200 crore in net inflows. This amount marks the highest among its 10 other equity-oriented mutual fund peers. Experts suggest that the increasing influence of this category stems from investors' attraction to themes promising higher growth potential.
MF Talk: Sunil Subramaniam advises retail investors to enter markets with over 10 year time horizon
Large institutional flows into large cap implies that it is harder to deliver alpha by active fund managers - but they are a critical part of an investor’s asset allocation decision.
How to play MF portfolio in Modi 3.0? Prefer largecap funds over mid & smallcap: Alekh Yadav
We believe that government support, coupled with a favorable monsoon, will lead to an increase in rural consumption, making it a theme we favor.
Plan to invest Rs 10 lakh post election outcome; Kaustubh Belapurkar gives asset allocation strategy
Most investors are best served by investing into diversified equity funds, where fund managers will express their conviction on sector/themes stocks, with graded underweight/overweight calls.
ETFs trading at abnormal prices due to high volatility: Check this before investing in mutual fund ETF to prevent avoidable loss
Exchange traded funds NAV: The stock market experienced extreme volatility on June 4 and 5 of 2024. As a result of this volatility the market NAV price of many ETFs showed abnormal premiums or discounts to their indicative i-NAV price. Stock broker Zerodha cautions investors to not buy ETFs if its price is trading at a high premium to its i-NAV value.
View: Bye, Bye PSUs, Capex Plays
State-owned companies' valuations, capital expenditure beneficiaries, and Aatmanirbhar supporters face a downturn post electoral results, impacting markets. Midcap and smallcap indices plummet over 10% amid fears of excessive valuations. The market's euphoria pre-elections led to inflated valuations, especially in the defense sector.
HDFC Small cap mutual fund is lagging behind the index and its peers sharply; what should investors do
We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
Bulls beat a path to China stock shop but foreigners dare not go in
Share prices have rebounded from multi-year lows in February on signs of more official support. The benchmark Shanghai index has climbed more than 3% since reports of the property rescue surfaced on Thursday, taking its gains to a fifth in 3-1/2 months, though the rally stalled on Tuesday as investors awaited more details on how the funding would work. Hong Kong-listed Chinese shares are up nearly 38%
Is it wise to invest in the largecap category now?
Small & midcaps have been giving double-digit returns in the past few years. It has led to many investors running towards the two categories relentlessly but it does not mean that the footing of large caps is not strong enough.
This equity mutual fund delivered highest returns in April. Know what it bought and sold in the month?
HDFC Defence Fund bought 4.8 lakh shares or 1.76% in Garden Reach Shipbuilders. In multibagger Mazagon Dock Shipbuilders and smallcap JNK India, this fund purchased 1,55,901 (1.36%) and 4,96,367 (1.28%) shares, respectively. The market value of these shares at the end of April 30, 2024, stood at Rs 47.47 crore, 36.62 crore and 34.47 crore, respectively.
Kotak Mutual Fund files draft documents with Sebi for three passive funds
Kotak MSCI India ETF, Kotak S&P BSE PSU Index Fund, and Kotak Nifty 100 Low Volatility 30 Index Fund are three passive funds that the fund house looks to launch.
A take on Index Funds and ETFs
Active vs. passive investing compares Index Funds and ETFs. Index Funds provide stability and cost-effectiveness, while ETFs offer intraday trading flexibility and transparency. Warren Buffet favors passive investing for long-term wealth creation, emphasizing the impact of fees on retirement income.
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.
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