SEBI has a new ruling on multi-cap funds and it has the mutual fund world in a tizzy. Are the new regulations in investors’ interests? Vidya Bala analyses.
SEBI’s new circular dictating a minimum mid-cap and small-cap stock allocation has left investors in multicap funds scratching their heads. But there’s another set of investors who are thrilled with this move. These are the folks who are already invested in smallcap stocks in their direct equity portfolios or owning smallcap equity funds.
As per this new SEBI multicap rule, a multi-cap fund should allocate 25% each at the minimum to smallcap, midcap and largecap stocks. This is a sea change from the current scenario where multicap funds could have any allocation they wished to, based on their outlook on the market.
Choosing a mutual fund investment platform – is it an important decision to make when you are starting to invest?
Yes it is.
And the reason is simple – mutual fund investing is a long-term activity.
At Rs 4,000 crore, the equity mutual fund outflows is not only higher than the previous month but also more than the October 2013 outflow of Rs 3,225 crore.
We don’t think that going by ratings to decide that a fund is a buy or a sell is the right approach – even while we have our own mutual fund ratings system Prime Ratings. In this article, we explain why.
The balanced advantage funds /dynamic asset allocation funds (BA/DAA) category was created after SEBI’s new categorisation rules. According to the rules these funds need to
HDFC Top 100 was the largest fund in its category for a long time (and is still among the top 5 in its category in AUM). It has shown great mettle in its comeback stories time and again.
Today, for us, it serves a different purpose. HDFC Top 100 is a great candidate for a serious case study on the changing performance of mutual funds in India and what it means to you.
This is the question we’ve received from many of you. The straight answer to this is: gilt yields rose sharply in the past 1 month causing a drop in prices.
Does fund performance go down as AUM size increases? Should the size of a fund be the deciding factor on whether to hold it or sell it? We answer a PrimeInvestor’s query.
LIC has launched Jeevan Akshay VII – the latest version of its popular immediate annuity plan. So should retirees looking for regular income go for it? Here’s an analysis of its pros and cons.
SIPs have become a byword in mutual fund investing. The touted benefits are many, from avoiding market timing errors to averaging costs lower to investing small amounts. Does an SIP in debt funds also tick all these boxes?
Hold On
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