Mutual fund advisors are trying their best to reach out to investors to educate them about the markets and convince them to continue with their investment to meet their various financial goals.
The fund beat its benchmark in 2019 largely because the U.S. market outperformed India.
Two small cap mutual fund schemes, SBI Small Cap Fund and DSP Small Cap Fund, has reopened for lumpsum investments yesterday.
SBI Mutual is the first fund house to have discontinued purchase in SBI Gold Fund, which has assets of ₹434 crore. As of now, investors can continue to buy gold funds from other fund houses that offer the product.
SBI Mutual Fund has reopened its small cap scheme - SBI Small Cap Fund - for lumpsum investment after a gap of over four years.
When you invested in a mutual fund scheme, you would have earmarked each of your mutual fund schemes to specific financial goals. For example, a retirement that is twenty years away or a higher education fund for a child that is eight years away.
Due to the slowdown in various sectors, debt funds are struggling with issuers who fail to fulfill their obligations. Many fund houses were forced to mark down the value of stressed assets, which hit NAVs badly.
Arbitrage funds generate returns close to the returns generated by short term debt funds. These schemes offer investors the best of both worlds: the safety of principal and the tax advantage available to equity funds.
There are a variety of debt mutual fund options, each suited for the needs of different investors. You can use debt funds to save for your child’s annual education expenses. Or save up enough to pay the down payment of your house next year.
The long-term returns from equity investments tend to beat inflation. The ability of equity to earn a higher return comes from the businesses being able to use borrowed funds, invest them in assets and earn a return that is higher.
The Reserve Bank of India's (RBI) monetary policy committee trimmed key policy rate by 75 basis points to 4.40 per cent.
For a 1.3 billion-people country, the virus-positive and death cases seemed too low to warrant a drastic action.
The Reserve Bank of India has joined the battle to contain the damage done to the economy by the Coronavirus pandemic by aggressively slashing policy rates earlier today.
The current COVID-19-induced correction also provides the perfect opportunity for those who’d like to consolidate and streamline their portfolios by removing poor performers or discarding tiny mutual fund holdings.
The brokerage contends that ESG is even more critical in a downturn, with ESG funds tracking inflows on a year-to-date basis, while there are record outflows taking place in equity ETFs.
Many mutual fund players are still waiting for details on how the central government plan to soften the blow of the nationwide blockage following the Covid-19 pandemic.
Many new Do-It-Yourself investors who have entered the market in the last two to three years are staring at a loss of 30-40% in their mutual fund portfolio, say mutual fund advisors who have recently interacted with these investors.
The situation in the market is worrisome and has only multiplied with the COVID -19 virus pandemic now looming on every country around the globe. Markets in India have also been adversely affected and the unpredictability continues.
Mutual fund advisors and financial planners are asking investors to tread cautiously and avoid adventurous steps in the current market conditions for two reasons.
Many of you are worried about your investments. Let me start by stating that you should never panic and take hasty buy or sell decisions in the current situation.
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