Equity Funds Articles
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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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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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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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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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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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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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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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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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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