How concentrated is your MF?
1 min read . 01:23 AM ISTHere is a list of funds with the highest concentration of top 10 holdings
Mutual Funds
Mint50 is a curated list of investment-worthy funds.
Answering some Mint50 concerns
3 min read . 22 Jul 2019- Sometimes the difference between two schemes is very minor and one scheme makes the cut simply on a technical ground
- Do consult your financial adviser if you have one before taking a drastic portfolio churn decision
Majority of MFs having exposure in DHFL have marked down the value by about 75%
Kotak Mahindra mutual fund exposure in DHFL at ₹140 crore
1 min read . 21 Jul 2019- The total exposure of the mutual fund industry in the company is estimated at ₹5,000 crore from 10 asset management companies
- DHFL had reported a loss of ₹2,223 crore for the March quarter of the 2018-19 fiscal
50 hand-picked mutual funds to build your portfolio
6 min read . 21 Jul 2019Mint50, a curated basket of investment-worthy funds, is the result of an exhaustive exercise that blends in various parameters with the aim of getting you the best combination of risk and returns.
This year we have changed our process and have outsourced the data work to CRISIL Research. The filters were developed by Mint, CRISIL Research has done the data crunching to throw out the league tables. (iStock)
The agony and ecstasy of putting out mutual fund lists like the Mint50
3 min read . 21 Jul 2019The Mint50 is a curated basket of 50 mutual fund schemes, offers products that can fit into three categories that cater to three primary expectations of investors
The final Mint50 list that made it through both these processes, we believe, are well-poised to continue giving investors the best experience.
Mint50 methodology that sifted through risk, returns, portfolios of funds
6 min read . 21 Jul 2019Out of the 36 categories of mutual funds defined by capital markets regular Securities and Exchange Board of India (Sebi), we selected 16 for inclusion in the Mint basket
You need not have all the 50 schemes in your portfolio. Photo: iStock
How to use the Mint50 basket of mutual funds
2 min read . 21 Jul 2019The Mint50 is a curated basket of 50 mutual fund schemes, offers products that can fit into three categories that cater to three primary expectations of investors
Mutual funds have significantly reduced their exposure to commercial papers after the IL&FS crisis last year, say analysts. (Photo: Aniruddha Chowdhury/Mint)
Mutual funds pare holdings in commercial papers in June
2 min read . 19 Jul 2019- MFs’ stakes in commercial paper fell 13.69% from ₹4.31 tn in May to ₹3.72 tn in June
- Mutual funds have significantly reduced their exposure to CPs in the aftermath of the IL&FS crisis
Mutual Funds primarily invest in equity (stocks) or debt (bonds). (iStock)
Why picking the right mutual fund is key in a tough market
2 min read . 17 Jul 2019- The “mutual funds sahi hai” (mutual funds are good) catchline hasn’t amused investors, given their poor returns in the last two-three years when the industry faced setbacks
- Mint analyses the reasons for the lacklustre performance of the funds and suggests what you should do
Expense ratio is deducted from the corpus of the fund on a daily basis (as a tiny fraction of the annual expense ratio). (Mint)
Expense ratio should not be the main criterion of choosing a mutual fund
1 min read . 17 Jul 2019- Liquid funds charge the least expense ratio, and equity funds charge the most
- As the size of a fund goes up, the expense ratio goes down as the incremental cost of managing the funds decreases with asset size
If Sebi's latest measures are hurting mutual funds, they have only themselves to blame for going out of line in the first place. (AFP)
Debt mutual funds also need a ‘Sahi Hai’ moment
4 min read . 16 Jul 2019- The key risks associated with debt funds include interest rate risk, credit risk and liquidity risk
- Interest rate risk is triggered due to change in interest rates which generally has an inverse correlation to returns
Photo: Mint
Mutual fund costs matter
1 min read . 15 Jul 2019Check out the expense ratios, which are the lowest in the industry
Photo: Mint
What India's three largest mutual funds bought and sold in June
1 min read . 13 Jul 2019- Inflows into Indian equity mutual funds jumped the most in three months in June
- India’s top money manager HDFC Mutual Fund held $22 billion in equities
The CPSE ETF tracks shares of 11 Central Public Sector Enterprises (CPSEs). (Photo: iStock)
Government to launch 6th tranche of CPSE ETF on 18 July
1 min read . 10 Jul 2019- The issue is likely to open on 18 July for anchor investors and on 19 July for other investors
- The government aims to raise a record ₹1.05 lakh crore through disinvestment in 2019-20
Opinion | Why it’s a myth to say that equity is safe in long term
3 min read . 10 Jul 2019Often, people take too much risk believing the myth that equity is safe in the long term
When yields fall, it leads to a rise in debt prices and, therefore, the net asset values of debt funds. (iStock)
Shrinking AUMs of mutual funds due to debt redemption could take time to recover
2 min read . 09 Jul 2019- For the last few months, debt-fund investors have been having a rough time
- Considering that liquid funds offer wafer-thin returns, a seven-day exit load could have led to losses for investors
(Photo: iStock)
New tranche of gold bonds out with a discount
3 min read . 08 Jul 2019- Sovereign gold bonds come at an issue price of ₹3,443 per gram, with a discount of 1.45%, which partially counteracts the customs duty hike of 2.5%
- For those who wish to invest in it, sovereign gold bonds have emerged has a highly efficient vehicle
(Photo: Mint)
Is your mutual fund holding too much cash?
1 min read . 08 Jul 2019- Usually, equity funds hold cash 1-5% of a fund’s corpus in cash, though some funds can hold as high as 7-10%
- Here’s a list of funds with the highest cash levels
Political stability, lower inflation coupled with the Reserve Bank's stance to lower interest rates is driving the enhanced retail inflows towards equity-oriented schemes, says Amfi CEO
Net inflows in equity MFs surge 54.4% month-on-month in June
2 min read . 09 Jul 2019- Political stability, lower inflation, hopes of earnings growth fuel inflows into equity funds, says Amfi
- Equity markets rose more than 1% in May after the victory of the Narendra Modi-led National Democratic Alliance
(Photo: iStock)
Modi govt's $10 billion offshore bond plan is music for local markets
1 min read . 08 Jul 2019- Economic Affairs Secretary said in terms of risk management, he don’t see offshore bond exceeding 10-15% of the total borrowing, which makes it roughly about $10 billion
- Investors have been concerned about PM Modi’s plans to borrow a record ₹7.1 trillion locally this fiscal year
