SYNOPSIS ETF AUM has moved up. In March 2020, the AUM in ‘Other ETFs’ was Rs 1.56 lakh crore (INR 1.56 trillion). The market has posted impressive gains since it…
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The RBI Offers Its Vaccine To The Market, Economy
SYNOPSISSometime in the future, the RBI will have to communicate a shift in stance to neutral. As Reserve Bank of India (RBI) governor Shaktikanta Das read out the monetary policy…
Investing In Gold: When And How Much Should You Invest In Gold?
Allocation to gold should be as per your profile, investment objectives and investment horizon, but the extent should be on the lower side and should not form a major part…
Is A Mutual Fund Legally Liable If It Deviates From Its Advertised Investment Strategy?
SYNOPSIS If a MF violates what is known as true-to-label, it would be breaking the trust and faith of investors and distributors, hence unlikely to breach the soft boundaries. However,…
The Conundrum Of Financial Distress And Higher Household Savings Amid Covid
SYNOPSISIn a pandemic-induced financial distress phase, a majority of the people preferred to save. Intuitively, if we go back to the initial phase of lockdown, what comes to mind? Financial…
After Sebi’s Ruling, Can Individuals Directly Hold AT1 Bonds?
The market regulator’s AT1 and Tier-II bonds ruling may have made it tougher for mutual funds to hold them, but it doesn’t stop individual investors from putting in their money…
Focused Equity Funds Have Cyclicality Of Performance: How To Pick The Best One?
SYNOPSIS This cyclicality is more relevant for focused equity funds, as these are concentrated bets as per the view of the fund manager or the stated investing theme. Investing in…
Mutual Funds: Know The Difference Between Index Funds & Etfs
Operationally, a passive fund may be in the form of an index fund where it is a usual mutual fund scheme, or an ETF with transactions on the stock exchange….
How Retail Investors Can Benefit From Rising Interest Rates Of State Government Securities
SYNOPSIS Apart from the safety aspect, there is a reason to invest in SDLs at this point of time. The yield (interest rate) available on SDLs is on the higher…
How To Maximise Tax-saving On Equity Investments Before The FY Ends
SYNOPSIS Here is how you can maximise your tax-savings from equity investments (shares and/or equity mutual funds). Using this trick you can save tax on the capital gains occured from…
Clear The Air: Floating Rate Funds
Let us understand the concept of floating rate funds and find out if it makes sense for your clients. Yields across duration and debt instruments have been moving up over…
Investment Planning: Portfolio Review Is Not About Chasing Returns
Allocation to equity should be as per the long-term volatility profile of equity, your investment horizon and your capacity to digest volatility. While portfolio review can be done anytime, March…