Page 10 - Value Research News Today

Budget 2023 made the new income tax regime the default regime. Since this regime doesn’t give Section 80C benefits, ELSS, or tax-saving mutual funds, have lost their tax-benefit edge. Aside from taxpayers who would still opt for the old tax regime, it remains to be seen if ELSS funds can sell themselves purely on performance.

When evaluating MF investments, prioritising high returns and minimising costs are crucial, where returns depend on investment growth in a specific period, and costs relate to the expenses incurred by investors in different schemes.

As part of its own set of differentiations, Bajaj Finserv AMC has come out with an investment philosophy based on InQuBe, the AMC’s proprietary framework that adds a layer of behavioural finance

The net asset value of momentum funds has taken a hit as they consist of several fancied PSUs such as PFC, REC and IRFC. Public sector companies have been the worst hit in the recent broader market meltdown

Investors have taken time to warm up to these ETFs, which just about five years old and aim to bridge the gap between active and passive funds. But a slew of launches in the past few years have fund houses, advisors and mutual funds swooning over the sheer variety of options

At least five fund houses including Sundaram, Bank of India, HSBC, Mirae and Bandhan have launched multi-asset funds over the past month. A multi-asset scheme invests across asset classes available in the markets. These are equity, debt and commodities.

In talks with the Association of Mutual Funds in India (AMFI) this month, the Securities and Exchange Board of India (SEBI) asked for small and mid-cap funds internal stress tests so it could determine if they would have adequate liquidity to meet any large outflows, the sources said.

In talks with the Association of Mutual Funds in India (AMFI) this month, the Securities and Exchange Board of India (SEBI) asked for small and mid-cap funds internal stress tests so it could determine if they would have adequate liquidity to meet any large outflows, the sources said.

India's markets regulator is looking at whether local mutual fund schemes investing in small and mid-cap stocks would be able to withstand sharp falls in ......

Such funds have seen heavy inflows over the past year, pushing up the prices of small and mid-cap stocks and raising the risks of a steep correction should market conditions suddenly deteriorate.