How to crash-proof your investments

The crash in March highlighted the need for a systematic withdrawal plan. We assess how effective this option is

On a high

Short-duration funds are increasing allocation to longer-duration bonds. While that's jacking up their returns, beware of the duration risk they are assuming

List of new fund categories

According to SEBI's fund reclassification system, there are 36 different open-ended schemes now. Here are the names and definitions

Change in asset allocation rules for multi-cap funds

According to SEBI's circular, multi-cap funds not only have to increase their equity allocation to 75 per cent, but have to maintain a 25 per cent allocation each in large, mid and small caps

All you need to know about Bharat 22 ETF

Here is a primer on Further Fund Offer (FFO) of Bharat 22 ETF from ICICI Prudential AMC

How to choose international funds

When it comes to international investing, the mutual fund route is the simplest way to go. But how do you narrow down on the right fund for you?

Debt funds you will ever need

These four debt-oriented categories are all that you will ever need

SEBI tweaks side-pocketing norms

SEBI allows AMCs to side-pocket exposure to entities that opt for debt restructuring because of COVID -19

Impact of exit loads on liquid funds

Should exit loads deter you from investing in liquid funds for a duration of less than one week? We find out through a comprehensive study

The classic equity funds

Flexibility to invest across the market-cap spectrum and thus benefit from prevailing market trends puts multi-cap funds at the centre of growth portfolios

Index funds with ELSS benefit

"We believe that going forward, it will be increasingly difficult for equity funds to beat the broad based indices. Thus, we are offering a passive fund rather than an actively managed tax planner,'' says an official with the AMC.

A solid move

Liquid funds are now poised for better liquidity management, with a slight dent in the return profile, and higher short-term volatility

DSP and SBI Small Cap Funds remove investment restrictions

After a hiatus, the two funds have decided to start accepting lumpsum investments as the markets have corrected substantially

Everything you need to know about flexible STP

Flex STPs allow you to park money in one set of funds - say debt or liquid funds, and transfer it into equity funds, based on preset market triggers

US-64: Assured Returns, Finally!

When US-64's tenure ends, it will turn into a 5-year tax-free bond with a 6.75 per cent coupon. To enhance liquidity, UTI has also taken certain measures to encourage secondary market trading. What does this mean for the investor?

19 New Funds Slip Below Rs 10

Two tough weeks and suddenly new funds have started to look ugly. Of the 21 funds launched this year, 19 have slipped below Rs 10, eroding investors' money worth over Rs 2,400 crore

Fall in liquid funds

In the current turmoil, even the seemingly safer category of liquid funds has reported a decline. How much should you worry?

Choosing between index and exchange-traded funds

Here is a comparison of index funds and ETFs with respect to three essential parameters - convenience, cost and liquidity

Why are funds having high portfolio turnover

The past six months have seen the turnover ratio of equity funds go up. Here's a look at the numbers

The charm of gilt funds

Gilt funds are not just the safest with respect to their holdings, but they have also given good returns over the past year. Should you invest in them?

Profiting from international equity

Exposure to overseas companies can help you diversify your portfolio, benefit from rupee depreciation and cushion your returns.

Gautam Sinha Roy quits Motilal Oswal MF

How much should the investors of the AMC's flagship Multicap 35 Fund worry?

Five changes that have transformed your mutual funds

Here are five big changes that mutual funds have gone through in the last five years that have made a massive difference

Three tax-saving funds for conservative investors

Looking for an ELSS to save taxes but too concerned about sharp swings in equity markets? These three funds may fit the bill

Value your funds

Value funds have out-performed benchmark indices over the long-term as well as short-term

Mutual fund industry's AUM falls by 18 per cent

Amid the volatile market conditions, debt funds record massive outflows, while equity funds witness inflows

The DIY route to international investing

If an international mutual fund is not for you, and you would rather invest in stocks overseas on you own, here is what you need to know

The impact of stamp duty on your mutual fund investments

Should you be concerned about the newly imposed stamp duty on your fund investments? Read on to get the answer

Holding period matters

Here are the funds with the highest long-term and short-term equity assets

Mutual funds make the most of IPOs

Here's a brief look at how Indian mutual funds have reacted to the recent IPO craze