Advisorkhoj Research Team Articles

We are in the third quarter of this tax assessment year (AY 2023-24). If you have not made your tax planning investments in this financial year, now is a good time to plan your 80C investments. You can claim up to Rs 150,000 deduction from your taxable income by investing in schemes eligible under Section 80C of Income...

Ultra-short duration funds are debt mutual fund schemes which invest in debt and money market instruments such that their Macaulay Duration is between 3 to 6 months. Ultra short duration funds usually invest in commercial papers (CPs), certificates of deposits (CDs), Treasury Bills, overnight securities (TREPs) etc. The...

Money market funds are debt mutual schemes which invest in debt and money market instruments with residual maturities of up to 1 year. Money market funds usually invest in commercial papers (CPs), certificates of deposits (CDs), Treasury Bills, overnight securities (TREPs) etc. They can also invest in debt market...

Edelweiss Mutual Fund is launching a Fund of Funds (FOF) which will invest in Gold and Silver exchange traded funds (ETFs). Exchange traded funds are mutual funds schemes which track some market index or price of commodities e.g. gold, silver. ETFs are listed on stock exchanges and are traded like...

Nippon India Mutual Fund is launching Nippon India Nifty Alpha Low Volatility 30 Index Fund NFO. This is a passive fund which will track the Nifty Alpha Low Volatility 30 Index. The Nifty Alpha Low Volatility 30 Index is multi-factor index, which will comprise of the top 30 stocks based on alpha...

The debt market has been affected by high inflation over past 12 months or so, with bond yields pushing higher. To cool inflation, Reserve Bank of India (RBI) has raised repo rate by 90 bps already this year. As per RBI data (as on 1^st July 2022), the 10 year Government bond yield has...

Quantum Mutual Fund has launched the Quantum Nifty 50 ETF Fund of Fund. The scheme will invest in units of Quantum Nifty 50 ETF. Quantum Nifty 50 ETF has more than 14 years of track record. This fund will provide investors, who do not have Demat accounts, the opportunity to invest in...

Nippon India Asset Allocator Fund of Funds is a fund of funds (FOF) which invests in mutual funds and exchange traded funds of different asset classes. It aims to provide exposure to multiple asset classes e.g. equity, debt, gold etc. The asset allocation framework of the scheme is...

The global financial markets have been in extraordinary conditions for the past several months. Commodity prices have been very high across the world; crude oil prices are at 10 year high and expected to go up even further, as war rages in Ukraine. Inflation in United States is at a 40 year...

Balanced Advantage Funds, also known as Dynamic Asset Allocation Funds, are hybrid mutual funds which manage their asset allocation dynamically between equity and debt. The asset allocation will change depending on market conditions using quantitative asset allocation models. You may...