Equity Funds Articles

Close ended mutual funds
April 4, 2019
Markets at peak: Should you invest in closed-ended equity funds now?

The funds which invested in 2015 and 2016, the pre-bull markets years, have done reasonably well with returns of about 9%, but certain funds launched in 2017 and 2018 have shown dismal performance

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April 3, 2019
Which mutual funds did badly in FY2019

Some of the infrastructure and small cap funds top the worst performing equity funds list of FY 2019, while credit risk funds and FMPs are the top losers among debt funds

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March 28, 2019
Arbitrage funds pitched as better alternative as liquid fund returns slow down

Arbitrage funds are equity oriented funds and short term capital gain applicable is 15% and 10% on dividend income compared to much higher taxation of nearly 34% in liquid funds

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best performing mutual funds
March 18, 2019
IDFC Mutual Fund’s Anoop Bhaskar on equity MF investing, multicap fund performance

To be a successful equity investor, one should follow the “Mahi” way, be neither be stressed by a negative year nor get too excited in a positive year, says IDFC MF’s Anoop Bhaskar

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Public Provident Fund
February 25, 2019
Should you allocate more to PF with interest hike? Depends on risk type, life stage

Our view is VPF is good for people above 45 years. For youngsters, there is little merit in having large debt allocations in the form of VPF even if the interest rate is 8.65% and tax free

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dividend yielding funds
February 6, 2019
Top and worst performing dividend equity mutual fund schemes

In 2018, while the dividend yield was close to 9.90%, over 25 schemes didn’t announce dividends as promised

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Long term wealth creator
February 5, 2019
Fund review: Aditya Birla Sun Life Equity Fund, a long term wealth creator

The fund has delivered over 23% return since its inception in 1998, becoming one of the best long term wealth creators

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Equity markets 2019
February 4, 2019
HDFC MF: It’s time to buy equities as market cap-to-GDP ratio turns attractive

In its equity market outlook, HDFC Mutual Fund has argued that India’s market cap to GDP on FY20 estimates is at ~61%, which is attractive to increase equity allocation

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share crash
January 31, 2019
Most mutual funds had pared DHFL exposure prior to Cobrapost sting

Prior to the September crash of DHFL share price, as many as 58 schemes owned the NBFC’s stock. Now only 8 schemes own the stock, in a small measure

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