Retirement planning: Where to invest to create retirement corpus of Rs 6 crore in 20 years
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Our panel of experts will answer questions related to any aspect of personal finance. If you have a query, mail it to us right away.
Branches of fund houses are opening beyond top 30 towns. This is encouraging people to look at these as a suitable investment vehicle. There is an increasing awareness and growing interest among retail investors to park cash in equities and bonds through the mutual fund route Read on to know more:
Motilal Oswal Mutual Fund has filed draft documents with Sebi for five funds: The investment objective of the scheme will be to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty MidSmall IT and Telecom Total Return Index, subject to tracking error.
State-owned LIC's stake in Adani companies was at the centre of a political slugfest last year after a report by US-based short-seller Hindenburg alleged stock manipulation and accounting fraud by billionaire Gautam Adani. At one point, Adani stocks had lost about $150 billion of its value only to make a comeback on the back of debt reduction plans and robust profit growth across its diverse businesses.
Large cap schemes have struggled a lot to beat their respective benchmarks since Sebi introduced total return index (TRI) in February 2018. Large cap schemes are benchmarked against Nifty 100 - TRI and S&P BSE 100 - TRI. These schemes offered 6.71% and 6.04% returns in 2024 so far. Read more:
As per Sebi norms, these schemes must invest 65-80% in stocks, and 20-35% in debt. This mixed portfolio helps to deal with the market volatility better. When the equity market is in turmoil, the debt part of the portfolio softens the blow. This helps new investors to continue with their investments without worrying too much about volatility.
Among the funds shopping for ITC were ICICI Prudential MF which topped the charts with a share purchase worth Rs 4,892 crore. As for TCS, SBI MF's prominent addition in March was this IT stock where the latter bought shares worth Rs 2,205 crore. Read on to know more here:
The small and midcap space were in the limelight in the last few months as many of the less-tracked stocks gave multibagger returns despite valuation-related warnings by brokerages. The smallcap boom caught Sebi’s attention, which ordered mutual fund companies to run stress tests and declare the results publicly every fortnight.
This eye-popping pace of decade-long expansion, evident in the financialisation of savings in a country that had largely preferred bullion and property as stores of value, has failed to keep several global financial giants interested in holding majority stakes in the business - something that appears counterintuitive at first glance.
The market regulator has asked the MF houses to publish the stress test results on their respective websites by the 15th of every month. The main purpose of the stress test was to make mid and smallcap investors aware of the risks associated with and the impact of volatility on the portfolio.
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