Tuesday, September 27, 2022

International mutual funds schemes begin accepting fresh investments

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Several mutual fund houses have started allowing investments in their international fund schemes which were previously closed.

For the uninformed, SEBI had directed fund houses to stop accepting fresh investments into schemes investing in foreign companies at the beginning of the year.

Now some fund houses are allowing investments only via systematic routes,that is SIP & STP whereas some are also allowing via lumpsum.

Certain fund houses are allowing new investors while some have reopened investments only for current investors.

The rules vary from fund house to fund house so it is better to check prior to investing.

Thursday, September 22, 2022

What are Infrastructure Mutual Funds

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Robust infrastructure is paramount for any economy, more so for a developing economy.

It is the bedrock on which all growth takes place.

It is imperative not just for present growth but also the sustainability of it in the future.

Infrastructure involves quality roads, railways, airports, etc. which can help a country propel its growth further.

This helps not just in overall economic growth but also easy movement of people.

Many emerging economies owe their economic success to the availability of strong infrastructure and therefore governments across the globe understand that it is not merely another economic policy but rather a necessity.

Tuesday, September 06, 2022

Union Retirement Fund NFO launched

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Union Mutual Fund is coming out with a NFO in the form of Union Retirement Fund.

Union Retirement Fund would be an open – ended retirement solution oriented scheme with a lock in period of 5 years or till retirement age (whichever is earlier) 

The fund would be open for subscription from September 01, 2022 to September 15, 2022.

Monday, August 29, 2022

Are you an Investor or a Trader?

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Trading and Investing are both related to equity markets but are not the same.

Trading is for making money whereas investing is for creating wealth.

Trading is for now and today whereas investing is for tomorrow.

The former gives you instant gratification whereas the latter gives you delayed gratification.

Monday, August 22, 2022

What is a Balanced Advantage Fund

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Hybrid funds are a mixture of two or more asset classes.

They try to strike a balance between returns and risks.

The equity portion strives for capital appreciation to beat inflation and the debt portion strives for stability.

Hybrid funds can be either equity-oriented funds or debt-oriented funds.

Monday, August 08, 2022

Baroda BNP Paribas Flexi Cap Fund NFO launched

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Baroda BNP Paribas Mutual Fund is coming out with a NFO in the form of Baroda BNP Paribas Flexi cap Fund.

Baroda BNP Paribas Flexi cap Fund would be a flexi cap fund with no restriction to any caps.

The fund would be open for subscription from July 25, 2022 to August 08, 2022.

Wednesday, July 20, 2022

Why are International Mutual Funds struggling

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International mutual funds as a category have gained both prominence and acceptance in recent times by the average retail investor.

This should not come as a surprise given the recent outperformance by international mutual funds compared to the Indian markets.

So keeping in trend with investors hopping on to the latest fad that has outperformed, aum for international mutual funds has spiked up considerably.

As unhealthy as this trend may be, it is here to stay considering recent returns trumps planning when it comes to most retail investors and their portfolio creation.

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