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MUTUAL 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...
- 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...
- 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
- Should I stop my SIP in Franklin India Smaller Companies Fund?If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts.
- 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...
- Mutual fund advisors fear loss of businessMutual fund advisors fear loss of business due to a host of factors.
- 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.
- 'Look out for NFOs of international feeder funds'Many investors are still unclear about the impact the recent re-categorisation exercise had on their mutual fund portfolio.
- Reliance Focused Equity Fund: Has change in scheme's mandate made it riskier?This fund is a result of the merger of Reliance Mid & Small Cap with Reliance Focused Large Cap. It will retain the latter’s focused approa...
- 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...
- 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
- 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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