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ET Wealth

The midcap category has returned 27 per cent in the last three years and 31.34 per cent in one year. In comparison, largecap funds returned 14.61 per cent and 21.88 per cent during the same period.

Investors are moving out of the gold funds since November last year because of the poor performance of golds fund over the past five years.

The category has returned 38.24 per cent in one year, 17.79 per cent in three months, 2.85 per cent in one month and 0.30 per cent in one week. Is it a temporary blip or beginning of a long-term trend?

The poor show over the last one month is due to two major reasons: downfall in the global commodity prices and appreciation of rupee against dollar.

Investing lumpsum in ELSS is fine, say mutual fund advisors

Mutual fund advisors are having a tough time convincing investors to commit a lumpsum in Equity Linked Savings Schemes (ELSSs) in the final week of the tax planning season.

The advice to stay away from credit opportunities funds follows the Taurus fiasco in which many existing investors burnt their fingers.

Most investors are asking aloud whether they should get out of these schemes considering the volatility experienced after the RBI policy.

Balanced funds have anywhere between 65 per cent and 80 per cent invested in equities, with the balance in fixed income instruments.

The pharma funds have returned 0.37 per cent in one week, 2.33 per cent in one month, -0.98 per cent in three months and -3.48 per cent in the last one year.

Should retirees invest in ELSS to save taxes?

Most investment experts used to ask investors to start moving their portfolio towards safer investments as they near retirement. But things have changed.

Experts have been asking investors to move to largecaps for a long time now. Since the valuations are high in the smallcaps, the case for getting into largecaps is even more stronger.

Financial advisors believe that NRIs are making a big mistake by betting on Indian indexes instead of investing in actively-managed funds.

Mutual fund advisors believe that investors should not let their investment habits and biases dictate their investment plan.

"You may see some positive stock movements in the short run because of the feel good factor.”

Budget 2017 NPA provisioning unlikely to benefit banking funds

The finance minister has proposed to increase allowable provision for Non-Performing Asset of banks from 7.5 per cent to 8.5 per cent.

Pharma funds have lost 5 per cent, while the IT segment is down 3% in the past year.

The growth in earnings shown by the mid and smallcap companies in the previous year has raised hopes of a decent performance of the segment even this year.

All tax-saving investments that qualify for tax deductions under Section 80C come with a mandatory lock-in period. The lock-in period is three years for ELSSs.

Experts have been predicting that Donald Trump’s policies and the US Fed rate hikes would keep these sectors on tenterhooks in 2017.

FMCG sector funds are back. Should you invest?

“The FMCG sector has been beaten down drastically in the recent past and now they are recovering.”

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