Searched for
FUND RECATEGORISATION
Mutual funds get a structural reset as Sebi introduces new normsSEBI has revamped mutual fund categories. New rules simplify schemes for investors. Lifecycle funds offer goal-based investing. Existing so...- AMFI reshuffle: Swiggy, Dixon Tech likely to move to largecap; HDB Financial may join midcap segmentSwiggy and Dixon Technologies may be upgraded to large-cap, while HDB Financial Services could enter the midcap segment in AMFI’s February ...
- AMFI releases new stock categorization, cut-offs for largecap hiked to Rs 84,000 croreAMFI updated market cap categories: large cap threshold at Rs 84,300 crore, mid cap at Rs 27,600 crore, effective till January 2025. Stocks...
- Two equity schemes multiplied investors’ wealth by more than 10 times in 10 yearsWe considered equity categories such as large cap, mid cap, small cap, multi cap, and ELSS funds. We chose these categories because they we...
- Zomato, Nykaa, Paytm, Policybazaar may get large-cap status on AMFI upgradeIndustrial, real estate, technology and chemical stocks are likely to get upgraded to the large-cap category from the mid-cap category in t...
- These midcaps are about to turn largecapsAMFI categorises stocks into large caps, mid caps and small caps based on the average market capitalisation every six months. Mutual fund s...
- Sebi to come out with circular to prevent Karvy-like incidentsTyagi said Sebi did not want to disrupt the disbursement of the funds
- 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...
- SIP is a wonderful tool to help you ride out volatility: N S Venkatesh, AMFI"Any retail investor should look at SIP as the first port of call and use it to build long-term wealth. One cannot time the market on a sus...
- 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.
- What is a New Fund Offer?After Sebi's re-categorisation, many fund houses are launching new fund offers.
- How to track your mutual fund investmentsFinancial planners stress the importance of keeping a track of your mutual fund investments.
- Don’t be in a hurry to dump your midcap and smallcap schemesInvestors in midcap and smallcap schemes are watching the carnage in mid- and small-cap stocks with a bit of concern.
- 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.
- HDFC Top 200 Fund is becoming HDFC Top 100. Should you hold or sell it?HDFC Mutual Fund said it is changing the fundamental attributes of HDFC Top 200 Fund. The changes are in line with Sebi’s new categorisatio...
- Fund recategorisation & its implicationsFund houses have started re-categorisation of their existing MF schemes.
- Your balanced mutual fund scheme may become ‘aggressive’ soon. Should you worry?Some mutual fund investors might soon notice that their favourite balanced scheme has become an aggressive hybrid scheme
- All you need to know about 16 new debt mutual fund categoriesHere are the new debt categories and what kind of assets they will invest.
Load More
