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MF RECATEGORISATION
Sebi’s FoF revamp triggers multi-asset fund boom: What’s improved, what still needs fixing for investorsInvestors are flocking to multi-asset funds, with new 'omni' and fund-of-funds (FoF) variants emerging. These newer offerings provide manag...- ET Wealth at 15: How India’s money journey has evolved and what lies aheadFifteen years ago, ET Wealth launched to demystify personal finance. A personal crisis revealed the true value of financial planning beyond...
- 10-year asset performance tracker: Metals, equity, debt or real estate? These investments are highest gainers in last decadeWelcome to TrendMap, your quick guide to the performance of different investment segments. In this edition, we present a 10-year performanc...
- These equity schemes never offered negative returns in last five yearsWe considered equity categories such as large cap, mid cap, large & mid cap, small cap, ELSS, multi cap, focused funds, value & contra fund...
- Six large & mid cap schemes fail to beat benchmark in three consecutive yearsFour schemes from the list - DSP Equity Opportunities Fund, Edelweiss Large & Mid Cap Fund, LIC MF Large & Midcap Fund, and Nippon India Vi...
- Six 30-year-old equity schemes offer 8-15% since inceptionOne aggressive hybrid fund, two large & mid cap funds, and an ELSS fund completed 30 years of existence. One aggressive hybrid fund and the...
- 7 aggressive hybrid funds complete 25 years; offer 8-18% returns since inceptionThere are 33 aggressive hybrid schemes in the market and seven of them have been around for as long as 25 years.
- Volatility, redemptions from schemes hit mutual fund NFO proposalsSome experts attributed the decline in NFOs to mutual fund categorisation and rationalisation by Securities and Exchange Board of India (Se...
- Sebi actively looking at mutual fund reclassification, says Ajay TyagiTo ensure uniformity, Sebi in 2017 issued a list defining largecap, midcap and smallcap companies.
- Are balanced advantage mutual funds really safe?Balanced advantage fund is a new category introduced by Sebi at the time of recategorisation in October 2017.
- Active mutual funds fail to reflect index gainsAnalysts said the underperformance of the schemes despite Nifty’s record levels is because the rally in the key indices has been driven by ...
- Should you shift from large-cap mutual funds to index funds?Post re-categorisation and benchmarking against TRI, a low disparity between active and passively managed index funds in terms of returns i...
- Why it's difficult to select schemes from the balanced advantage MF categoryIf you want to invest in a balanced advantage fund, here is a look at how they are structured and why it is a difficult category to select ...
- What are contra mutual fund schemes?The portfolios of contra funds have defensive and beaten down stocks that have given negative returns during bear markets.
- Mutual fund recategorisation: How to pick balanced schemes nowAggressive Hybrid is an open-ended hybrid scheme where equity allocation has to be between 65 percent and 80 percent of total assets.
- ‘Do-it-yourself’ investors in MFs will face challenges: Sanjay Sapre, Franklin Templeton Investments"Our advice to investors has been to take exposure in the mid- and small-cap space through SIPs," says Sanjay Sapre, President, Franklin Te...
- Mutual funds re-categorisation: Don’t redeem in panicIn October last year, Sebi had asked all fund houses to align their schemes under a broad framework that the regulator put in place.
- Problem for investors: Evaluating a mutual fund on past performance will become difficult nowFund houses are busy positioning products into various buckets, which will strictly govern what type of securities they can hold in fund po...
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