Mahindra Rural Bharat and Consumption Yojana,’ Equity Scheme - Investors for seeking long term capital appreciation

Mahindra Mutual Fund Launches ‘Mahindra Rural Bharat and Consumption Yojana,’ an Equity Scheme for investors for seeking long term capital appreciation Investible sectors from rural India include Farm, Rural Infrastructure, Consumption and Financial Services. New Fund Offer…

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Investments: Which Mutual Fund is Right?

Investments: Which Mutual Fund is Right? Mutual Fund Growth Schemes Aim to provide capital appreciation over the medium to long term. These schemes normally invest a majority of their funds in equities and are willing to bear short term decline in value for possible future app…

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Axis Mutual Fund launches ‘Axis Growth Opportunities Fund’

Axis Mutual Fund launches ‘Axis Growth Opportunities Fund’ Highlights • A fund that aims to offer a global investment opportunity by investing in domestic equities as well as foreign securities by leveraging its relationship with S chroder Investment Management Limited (as …

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UTI Value Opportunities Fund - Finding value where Market Underestimates

UTI Value Opportunities Fund - Finding value where Market Underestimates Financial experts often recommend that investors should invest in funds that capture the near complete spectrum of the markets, in other words well diversified funds. One tends to gravitate towards larg…

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Total Expense Ratio CUT FOR EQUITY MFs..

Total Expense Ratio CUT FOR EQUITY MFs.. The Securities and Exchange Board of India (SEBI) has cut the fees that mutual funds charge investors for handling their money, modified the consent mechanism for securities market offenders and introduced rules for mandatory debt mar…

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SEBI New Rules: 10 Key announcements

SEBI New Rules: 10 Key announcements 1. MF commissions 1% capped 2. Principle-based approach for consent mechanism 3. Overhaul of insider trading norms 4. Seeks powers to intercept calls 5. IPO listing timeline reduced to three days 6. Fugitive offenders barred from raising publi…

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SEBI Slashes MF expense ratio, yielding savings of Rs. 1,500 cr to investors

SEBI Slashes MF expense ratio, yielding savings of Rs. 1,500 cr to investors The market regulator Securities and Exchange Board of India (SEBI) on September 18, 2018 announced changes to the total expense ratio (TER) structure of the domestic mutual fund (MF) industry, which …

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Follow 3 steps for Wealth Creation

Follow 3 steps for Wealth Creation ..!  Financial Plan - Wealth Creation

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Mutual fund recommended Large Cap, Small & Mid Cap

Mutual fund recommended Large Cap, Small & Mid Cap Large Cap Invesco Growth Opportunities Fund (G) Indiabulls Blue Chip Fund - Dir (G) IDFC Focused Equity - Direct (G) ICICI Pru Bluechip Fund - D (G) Small & Mid Cap HDFC Small Cap Fund - Direct (G) HDFC Small Cap Fund (G) Ko…

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Mutual Fund Rolling returns : A more accurate measure of a fund performance..!

Mutual Fund Rolling returns : A more accurate measure of a fund performance..! From Cafe mutual  Why you need to look at both rolling returns and trailing returns. by Shreeta Rege June 13, 2018�������������������…

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Mutual Funds recommended for 2018-19

Mutual Funds recommended for 2018-19  CICI Pru Focused Bluechip Fund Category-Large Cap Commencing year-2008 3years Returns:- 16% 5years Returns:- 16% SBI Bluechip Fund Category-Large Cap Commencing year-2006 3 years Returns:- 20% 5 years Returns:- 19% Aditya Birla SL Frontlin…

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Large Cap. Mutual Fund by SEBI

Large Cap. Mutual Fund by SEBI Minimum investment in equity & equity related instruments of large cap companies- 80% of total assets. Large Cap Fund- An open ended equity scheme predominantly investing in large cap stocks

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SEBI Definition: Large Cap, Mid Cap and Small Caps..!

SEBI Definition: Large Cap, Mid Cap and Small Caps..! In order to ensure uniformity in respect of the investment universe for equity schemes, it has been decided to define large cap, mid cap and small cap as follows: Large Cap : 1st -100th company in terms of full market capit…

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Categorization and Rationalization of Mutual Fund Schemes

Categorization and Rationalization of Mutual Fund Schemes From SEBI Report It is desirable that different schemes launched by a Mutual Fund are clearly distinct in terms of asset allocation, investment strategy etc. Further, there is a need to bring in uniformity in the cha…

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