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HOW TO CHECK MUTUAL FUND OVERLAP
How will MDR on UPI affect your mutual fund investments? Will AMCs and brokers pass on the costs to users?The introduction of a 0.02% merchant discount rate will impact specific mutual fund and broking transaction payments. One-time investments ...- Stock-picking vs funds: Why professional management can be better for retail investorsThe internet and AI have made financial information more accessible than ever. However, access to information is not the same as acting upo...
- Sensex down over 10,800 points in 2026. Should mutual fund investors stay invested, increase SIPs or wait for clarity?The BSE Sensex has experienced a notable drop, raising concerns among investors. Financial analysts recommend avoiding attempts to time the...
- Best banking & PSU mutual funds to invest in September 2026Mutual fund advisors say banking & PSU debt schemes are ‘relatively’ safe because these schemes invest only in bonds and papers of banks an...
- Have multiple mutual funds? Know how to measure portfolio overlap and when it can be badCutting through money jargon, one topic at a time. This week Abhinav Kaulexplains what portfolio overlap is, why it quietly builds up in yo...
- Mutual fund NFOs: 2 new funds will open for subscription this week. Check dates and key detailsTwo new passive funds will open for subscription this week, including Zerodha Nifty Next 100 ETF and Motilal Oswal Nifty REITs & Realty Ind...
- Explained: When should mutual fund investors use CAGR, XIRR or IRR to calculate returns?CAGR, XIRR and IRR are commonly used to measure mutual fund returns, but each serves a different purpose. While CAGR is suited to lumpsum i...
- ET Alpha Wealth Summit 2.0: Can SIFs become the bridge between mutual funds & alternative investments?SIFs are emerging as a new investment category for investors seeking sophisticated strategies within a regulated fund structure. At ET Alph...
- Defence funds deliver 19% returns in 2026, HDFC Defence Fund leads. Should investors chase the rally or stay cautious?Defence sector funds have delivered strong returns in 2026, averaging nineteen percent year-to-date. HDFC Defence Fund led this category wi...
- 3 smallcap mutual funds returned over 23% in 2026. These 5 stocks feature in all their portfoliosIn 2026, three smallcap mutual funds delivered remarkable returns exceeding twenty-three percent. Notably, these outstanding funds uniforml...
- HDFC Mutual Fund: Eternal, HDFC Bank, ICICI Bank among top 10 stock holdings in AugustHDFC Mutual Fund’s portfolio reflects a strong tilt toward banking and financial stocks, alongside major positions across telecom, technolo...
- Mutual funds have live NAVs. Is checking them too often hurting investors? Radhika Gupta explainsRadhika Gupta, Edelweiss Mutual Fund CEO, cautions investors against checking mutual fund NAVs and stock prices too frequently. Constant ac...
- Mutual funds cut cash allocation by Rs 8,500 crore in August to Rs 1.82 lakh crore; ICICI Pru MF leads reductionAugust witnessed a significant decrease in cash holdings among mutual funds, with a collective reduction of nearly Rs 8,502 crore across 27...
- Want Rs 1 crore for your child’s education in 18 years? See how a Rs 20,000 monthly SIP can helpWant to build a Rs 1 crore corpus for your child’s higher education in 18 years? An investor with a moderate-to-high risk appetite can achi...
- New UPI MDR Explained: Impact on mutual funds, brokers & investorsThe implementation of a new 0.02% merchant discount rate will influence certain UPI transactions, including one-time contributions to mutua...
- MFs raise healthcare bets for 4th straight month to 71-month high. Should investors follow?Mutual funds raised their healthcare allocation for the fourth straight month in August 2026 to 8.4%, the highest in 71 months. Experts att...
- Best arbitrage mutual funds to invest in September 2026Arbitrage funds are taxed like equity mutual funds. This means they qualify for long term capital gains tax of 12.5% if investments are hel...
- Which sectors attracted mutual fund interest in August? Check detailsMutual funds increased their sectoral allocation in August, with Insurance, Healthcare, Capital Goods, Metals, E-Commerce, NBFC–Non-Lending...
- NFOs may look attractive, but do they really add value to your portfolio?New fund offers (NFOs) are gaining traction among investors, thanks to their energetic marketing and appealing launch events. Mutual fund f...
- This 58-year-old invests Rs 50,000 in 8 mutual funds. Expert flags portfolio imbalance, suggests rejigA financial expert examined the mutual fund portfolio of a 58-year-old investor and detected several imbalances. With a concentration in mi...
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