Page 19 - Value Research News Today

Roshi Jain, Senior Fund Manager – Equities, is part of the new face of HDFC MF. Roshi believes that the medium- to long-term outlook for corporate India is robust. Rather than timing markets, she advises systematic investing.

"Multi-asset allocation funds are gaining popularity among new investors who are looking for a steady growth investment vehicle. These funds provide exposure to different asset classes like equity, debt, and gold, which can help investors diversify their portfolios. While the performance of these funds has been decent, investors should be aware of the cyclical nature of different asset classes. Fund managers play a crucial role in managing the risk and volatility associated with these funds...

Arora enters the domestic mutual funds space as a sponsor, and not as a fund manager

The chase for recent performers has led many investors to exit large-cap funds and shift to small- and mid-cap funds. But giving up on large-cap funds is a mistake. When markets fall, largecaps limit your downslide

KOTAK TAX SAVER FUND: This fund has a large-cap bias like many of its peers, with a modest presence in both mid- and small-cap segments. The portfolio is well diversified, with healthy exposure in its top bets. The fund manager is comfortable taking high active positions in individual bets. Should you invest in it?

This fund has a large-cap bias like many of its peers, with a modest presence in both mid- and small-cap segments. The portfolio is well diversified, with healthy exposure in its top bets. The fund manager is comfortable taking high active positions in individual bets. Should you invest in it?

We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.

Out of Rs 7,832 crore paid out as commission by the top 10 bank-sponsored mutual funds, Rs 1,862 crore, or around 24 percent, went out to their parent banks. This is also because the large branch network of many parent banks helps attract inflows

The change in debt fund taxation earlier this year has nudged fund houses like Kotak Mutual Fund to launch asset allocation funds with an equity tax advantage. The funds invest in multiple asset classes and then switch between them, depending on the fund manager’s strategy to ride market volatility and opportunities it presents.

Mutual funds trying to outpace indices have been launching equal-weight index funds where each stock within the index is given equal weight. The recent outperformance has brought these funds into the spotlight.