Mutual fund advisors are recommending gilt funds to ‘aggressive’ or ‘sophisticated’ debt investors as they believe that gilt funds are likely to offer superior returns in the coming months. This is based on the assumption that the RBI may start cutting interest rates in the second half of 2024. They say gilt funds have the
WHAT IS AN EXCHANGE-TRADED FUND?As the name suggests, this is a fund but it can be traded on an exchange like a security. In simple words, an ETF is a basket of securities like any other mutual fund, but is tradeable, that is, it can be bought or sold like a stock. So, you own
Two ways to shift your assets When switching MFDs, you essentially have two paths: redeem your funds and invest with the new distributor, or transfer your existing schemes to the new MFD’s ARN code. Read this | Dematerialising mutual funds: Is it worth the switch? For years, the mutual fund industry has been a cozy
Many mutual fund advisors have been recommending balanced advantage funds to new and inexperienced investors for a while now. These advisors believe that these schemes are ideally placed to take care of the current market conditions because of their dynamic portfolio. Advisors are also recommending these schemes to investors to park their lumpsum amounts. Balanced
Known for his aggressive investments directly in stocks and small- and mid-cap mutual funds, Kumar is now seeking a more balanced and goal-oriented portfolio. “During the pandemic, my stock portfolio took a significant hit, and some of the stocks never fully recovered. I don’t want to face such a situation again as I work towards
Over the last five months, domestic funds made net investments of more than ₹20,000 crore each month, with the highest monthly investment of ₹48,099 crore in May. Synopsis Mutual funds’ share rose by 224 basis points in total assets under management (AUM) of institutional investors – the largest increase among institutional investors. The value of
The recent launch of the Canara Robeco Balanced Advantage Fund on July 12, 2024, has reignited interest surrounding balanced advantage funds (BAFs). Not that these funds were not in vogue; however, the bullish run of the stock market encouraged many investors to adopt an aggressive approach while opting for equity mutual funds for investment. For
The market cap of AI chip maker Nvidia passed $3 trillion in the second quarter. Because microchips are made from silica, it’s tempting to say that Nvidia’s entire capitalization is built on sand. But nothing is firmer than Wall Street’s belief in artificial intelligence. The behemoth’s stock surged 37% in the past three months and
In an interview with Livemint, Ghelani said that the market’s focus would now be mainly on corporate earnings and the relative valuation of the companies. He also discussed the importance of portfolio diversification and shared his insights on mutual fund investment strategies amid markets scaling record high and peak interest rate scenario. Here are the
The search for technology to support model portfolio management and portfolio construction services is increasing as companies look to centralize and scale their model portfolio management and compete in a rapidly growing market. SAN FRANCISCO, June 26, 2024 /PRNewswire/ — The utilization of model portfolios among financial advisors has emerged as a transformative force, with staggering