Yes, the markets are volatile & hence I call them as “Behavior of the Beast”. I have taken data points from April 2018 till April of 2023. It covers the FII, DII & MFs Gross Purchase, Gross Sales & Net Purchase/Sales and the S&P BSE 500 movement. The FIIs have been Net Negative at...Read More
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. To know more, read this...Read More
As per SEBI guidelines, focused equity funds is a category of mutual fund schemes where each scheme is focused on a few stocks – the maximum number of stocks a focused equity fund can invest in is 30. These schemes are less diversified than schemes which invest in a larger number of stocks and thus have higher...Read More
To begin, I wish all our MFD Friends and their families to Stay Healthy and Stay Safe during this current period! This too shall pass over soon & we together shall emerge through this period winningly! Simply put, a CFOof a Company is responsible for managing the financial requirements of a company. Tracking cash flows, financial...Read More
Canara Robeco Mutual Fund is launching a multicap fund, Canara Robeco Multicap Fund. The NFO opens for subscription on 7th July 2023 and closes on 21st July 2023. Multicap funds are diversified equity mutual fund schemes which invest across market cap segments i.e. large cap, midcap and small caps...Read More
Principal Large Cap Fund was launched in the month October of 2020. We had reviewed the NFO of this scheme in our post, why invest in Principal Large Cap Fund NFO. Large cap funds must invest at least 80% of their assets in stocks of the 100 largest companies by market capitalization. An interesting feature of this fund is that, it...Read More
Short term funds, also known as short duration funds, are debt mutual fund schemes which invest in debt and money market instruments such that the Macaulay Duration of the scheme is 1 to 3 years. Macaulay duration is the weighted average of the period the investor should remain invested in the security in...Read More
The equity market has been challenging over the past few months. The Nifty is down more than 2,000 points from its all time high. High inflation is providing headwinds to economic recovery from the COVID-19 pandemic. Central banks around the world e.g. US Fed, RBI etc. are adopting increasingly hawkish stances...Read More
Canara Robeco Consumer Trends Fund is one of the best performing consumption funds over the last 10 years. If you invested Rs 1 lakh in this fund 10 years back, your investment would have multiplied nearly 5.5X to Rs 5.37 lakhs. India is a consumption driven economy – historical data shows that consumption...Read More
Banking and PSU Funds are debt mutual fund schemes which invest in debt and money market instruments issued by banks, public sector undertaking (PSU) and public financial institutions (PFI). As per SEBI’s mutual fund classification guidelines, Banking and PSU Funds must invest at least 80% of their...Read More