From October, AMCs will disclose the portfolio factsheet twice a month and the yield to maturity of the instruments will convey what the market is perceiving about that instrument much…
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Scorecard Of Balanced Advantage Funds: Winners When Markets Correct, Laggards In Rallies
The usual strategy is that the fund invests at least 65 per cent of the portfolio in equity, to be eligible for equity taxation. There are a set of schemes…
FII Investments In Debt: Why Are We Lower Down In Pecking Order?
SynopsisForeign investments, subject to limits, are welcome as they create that much demand for the fresh supply of instruments. Foreign institutional investment or foreign portfolio investment in debt is subject…
Corporate Banking Training with US Context
Training Tech Resources in Corporate Banking (US Context)Our client has requested content for the following topic. Client A prominent Indian BFSI software services company. Requirement (19-20/054) A BFSI IT services…
Missed Latest Rally In Gold, International Equity? Do This And You Will Not Miss The Next Bus
Multi-asset funds allow investments in multiple assets including gold and international equity. It has been proven that allocation is the critical part of investment. Not just allocation, but a judicious…
Does Size Matter In Liquid Funds? The Biggest Is Not Always The Best
The liquid fund category has seen a constant rush of inflows as investors, both retail and institutional, have parked money in these schemes to get better tax-adjusted returns apart from…
Is It Fair To Compare To Arbitrage Funds With Liquid Funds?
Over the last few months, we have seen significant volatility in the assets of arbitrage funds. While the category saw net outflows of Rs.33,800 crore in March, it has recovered…
It’s High Time For The Market Regulator To Redefine Debt Fund Categories
Debt MF categories need to be revised as the system has gone through a lot of changes. Since the time the Securities and Exchange Board of India (Sebi) notified the…
The Need for Higher POSH Awareness in Work From Home (WFH) times
The Need for Higher POSH Awareness in Work From Home (WFH) timesWith a large proportion of the workforce working from home during the pandemic, companies are waking up to new,…
Fixed Income: Buying Bonds? Just Hold Till Maturity
If you buy G-Secs or AAA oriented portfolios (Bharat Bond ETF / high-credit-rated Banking & PSU Funds) and hold till maturity, both credit risk and volatility risk will be taken…
Franklin Templeton Mess: An Alternative Approach To Settling Investor Dues
SEBI must help unit-holders decide between instant redemption and delayed gratification. Investors may have experienced much heartburn after Franklin Templeton wound up six of its schemes and more so with…
Opinion | It’s Time To Revise Sebi’s Hybrid Fund Category Norms
We have discussed earlier the necessary changes that are required in Securities and Exchange Board of India’s (Sebi) debt fund contour regulations. While the broad market focuses on equity and debt funds, hybrid funds…