MF News

Experts say that there is an opportunity for investors in medium to long term debt funds.

Some principles are beautiful and uncanny. We love today too much to worry about tomorrow. The human wiring almost always places a high premium on the visible present over the hazy future. Cognitive psychologists have a name for it—hyperbolic discounting.

If someone started an SIP of 1,000 in the Reliance Growth Fund when it was launched in October 1995, his investment would be worth 47 lakh today. But it is doubtful that an investor started so early and continued investing systematically throughout the ups and downs in the past 20 years.

When Parag Parikh died in a car accident in Omaha, US, this month, there was speculation in the market that his firm (Parag Parikh Financial Advisory Services) will be up for sale

A consensus is likely to be arrived at the forthcoming AMFI meeting scheduled on June 5 on the issue of service tax.

Of late, the tax-saving category of equity funds, also known as equity-linked savings schemes (ELSS), has delivered much better performance compared to the scheme benchmark.

You can pity Indian fund managers. They spend days poring over data, run dozens of checks, meet promoters and visit plants before picking a stock for their funds portfolio. But all this effort apparently goes in vain.

HDFC Mutual Fund has retained its position as the most profitable fund house in 2014-15, with a profit after tax (PAT) of Rs 416 crore, while rival Reliance MF remains at the second place.

Aggressive investors who want to create the extra alpha in their portfolio can consider this fund which is true to its label of being a micro-cap fund across different market cycles.

‘Oil prices have gone up and rupee has depreciated. Should I change my mutual fund portfolio?’ ‘My fund has capital goods and engineering stocks. Should I change the fund?’ ‘The US may hike rates and they say FIIs may exit the market. Should I move out of equity?’ These are some of the questions we are often confronted with, from investors. It is, no doubt, heartening to note that investors track broad economic events and would like to see their portfolio benefit from it.

An impressive line up of speakers will do justice to the theme of ‘Tapping Opportunities and Mastering Transformation’ at Cafemutual Conference: Wealth Management 2015.

Prof. Raj Raghunathan, McCombs, University of Texas talks to Cafemutual about his new course on happiness. He says that just like other things, being happy can also be learned.

Banks can appoint IFAs to distribute APY on 50:50 sharing model.

When it comes to making investment decisions, 65% of ultra-high net worth individuals are self-decision makers, 21% of UHNIs rely on family and friends, 7% consult their CAs, 6% consult their wealth manager and the remaining 1% consult a lawyer, shows a Kotak Top of The Pyramid 2014 report.