Page 33 - Value Research News Today

"Inflation adjustment happens naturally in equity and not in fixed income."

Read more about Direct plans for equity schemes seeing steady rise since last 5 years on Business Standard. The share of such plans among equity schemes has risen around 7 percentage points from 9.6 per cent to 16.6 per cent in the past five years

No matter how the equity markets are behaving, retail investors are adviced to stick to basic tenets of investments

Fund review: Nippon Smallcap Fund Synopsis The fund manager insists this approach is warranted given the inherent risk in this space. Beyond core small-cap exposure, he maintains sizeable presence in mid-caps with minor allocation to large-caps for liquidity needs. ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision. How the fund has performed 8325705...

The fund manager insists this approach is warranted given the inherent risk in this space. Beyond core small-cap exposure, he maintains sizeable presence in mid-caps with minor allocation to large-caps for liquidity needs.

Passively managed mutual funds are low-cost, but actively managed funds offer good scope for big returns even in the large cap category - Issue Date: Jun 7, 2021

Last year, this mutual fund had to quickly realign a fifth of its portfolio to adhere to the revised asset allocation norms for multi-cap funds. Its earlier large-cap heavy stance has been toned down to accommodate 25% exposure to both mid-and small caps.

Last year, this mutual fund had to quickly realign a fifth of its portfolio to adhere to the revised asset allocation norms for multi-cap funds. Its earlier large-cap heavy stance has been toned down to accommodate 25% exposure to both mid-and small caps.

Why is there this sudden enthusiasm for launching new international funds? Based on the past behaviour of mutual fund companies, the biggest reason is that they can.

The investing logic is unbeatable, the tax advantage is no longer significant and the exchange rate provides an additional cushion. However, just like domestic funds, the basic principles of investing cannot be passed by. In fact, because few Indian investors keep day-to-day tabs on the global business and investing environment the way they do for India, fund choice becomes even more critical.