Tuesday, June 11News That Matters

Mutual Funds

Investment in Electric Vehicle themed Mutual Funds

Investment in Electric Vehicle themed Mutual Funds

Featured, Mutual Funds, News, Stocks
Electric vehicles is one of the major trends in the auto sector across the Globe.  India wants to achieve 100% electrification by 2030. EV market in India will be $200 billion. EV market will grow at CAGR of 36% till 2026. Few months back, I wrote an article around various stocks in Indian Market that will get benefit from electric vehicles growth. Read Article. Now, there are mutual funds being launched to focus on Electric Vehicles theme. Navi Electric Vehicles and Driving Technology Fund of Fund: This EV fund aim o track the performance of the STOXX Global Electric Vehicles & Driving Technology NET Index. This index comprises companies that are involved in the production of electric vehicles and assisted driving technologies. The index was launched in 2012. Currently, the STOX...
[Oct 2021] Best & Top Performing International Funds (US Focussed) for 2021 Investment

[Oct 2021] Best & Top Performing International Funds (US Focussed) for 2021 Investment

Mutual Funds
Have you ever wondered how you could invest in Global companies like Facebook, Amazon, Google?  You don't have to open foreign bank accounts or foreign brokerage account. You can invest in these companies via the International Funds provided by Indian Mutual Fund Companies. Indian Mutual Fund houses offer "International Funds" through which they either invest directly in US Markets / Stocks or they Invest in their Global Funds that invests in International Markets. Ultimately through these funds, you can take exposure in global well known US companies. In the post below, I am sharing top funds, their performance and portfolio companies. The performance of these funds over past few years has been very good as compared to India focussed funds. Also, the returns have been less volatile. So y...
[Oct 2021] Best ELSS funds for 2021 – Top Performing Tax Saving Mutual funds for Investment

[Oct 2021] Best ELSS funds for 2021 – Top Performing Tax Saving Mutual funds for Investment

Mutual Funds
Equity Linked Savings Scheme (ELSS) Mutual Funds are one of the popular 80C tax saving options for savvy investors. ELSS is a diversified equity mutual fund which has a majority of the corpus invested in equities. Overview of ELSS Funds It is a diversified equity mutual fund There is a lock in period of 3 years from the date of investment. You can remain invested even after 3 years and can withdraw anytime after that lockin. You should not be rushing to sell after the lock in period.  Returns from ELSS Schemes are tax free. As the investments are in shares, it is subject to market volatility, so you should have longer time frame in mind. There is no limit of investment in ELSS Funds, but you can claim Tax deduction upto Rs 1.50 Lakh under Section 80C of Income Tax Act. Read - ...
[Oct 2021] Best Equity Mutual Funds to Invest in 2021- Top Performing Mutual Funds

[Oct 2021] Best Equity Mutual Funds to Invest in 2021- Top Performing Mutual Funds

Featured, Mutual Funds
Equity Mutual funds are one of the best investment option for long term. Over a long term, equity investments have given better returns than fixed deposit, gold etc. So as part of investment strategy, one should definitely consider some exposure to equity funds. Based on your risk profile, you should allocate a portion of your investment amount into Equities. Mutual funds is the best route for retail investors to invest in Equities.  Options to select When you have decided to invest through mutual funds, you should consider selecting following options: Direct option - If you are investing directly, you should select DIRECT option. You save distribution commission as the mutual fund company is not paying any commission on such mutual funds and those benefits are passed on...
[Oct 2021] Best Top Performing Sector or Thematic Equity funds for 2021

[Oct 2021] Best Top Performing Sector or Thematic Equity funds for 2021

Mutual Funds
When you have invested in other Equity funds, like Large, Midcap, Small cap, Multipcap Equity funds etc, you can consider allocating some funds to any sector specific or Thematic funds. As the name suggests, these funds invests in share of specific industry (e.g. pharma) or specific theme (i.e. infrastructure) etc. These funds have higher risk as compared to diversified Equity funds, so you should allocate only a portion of your funds, for e.g. 10-15% depending on your risk profile. Some of the best performing Sector / Thematic Funds are as follows for investment in 2021 Pharma & HealthCare funds Due to recent pandemic, Pharma & Healthcare sector companies are doing well and are giving good returns You may note that Pharma funds have not done well during 2016-2019, but d...
30 Best Mutual Funds from key categories from Moneycontrol

30 Best Mutual Funds from key categories from Moneycontrol

Mutual Funds
To help you create a well-rounded MF portfolio, Moneycontrol personal finance filtered a crisp set from a list of over 1,000 MF schemes. There are 1,554 MF schemes in the market. Even if you remove 522 closed-end schemes, you are still left with close to a 1000 funds to scan and decide. Even if you break them into three broad categories, you have 351 equity, 313 debt and 140 hybrid funds on offer. Making choices among passive funds isn’t easier either. There are 49 index schemes and 11 gold exchange-traded funds (ETFs). In addition, there are 97 other equity, debt and international ETFs. Moneycontrol has curated basket of 30 hand-picked MF schemes for you to choose from (MC30). That is not to say you must invest in all the 30 schemes. Instead, you should invest in just 6-10 MF schemes to...

[How to] get Consolidated Account Statement for all Mutual Funds from KARVY + CAMS + FTAMIL + SBFS

Mutual Funds
A.  Mail Back service / On Demand Consolidated statement Investors can now request for a single Consolidated Account Statement across their entire holdings in CAMS, Karvy , FTAMIL & SBFS If you have registered an email address in your folios across Funds serviced by CAMS Karvy Franklin Templeton Asset Management (I) limited (FTAMIL)  Sundaram BNP Paribas Fund Services (SBFS) you can use this link below to obtain a consolidated PDF Account Statement at your registered email address. https://www.camsonline.com/InvestorServices/COL_ISAccountStatementCKF.aspx https://www.karvymfs.com/platformservice/ Once you enter the details, the statement will be sent to your email ID within few hours. Make sure your email ID is registered with all MF companies where you have made inves...
[July 2021] Arbitrage Funds – Should you invest in it  ? – Details & Review

[July 2021] Arbitrage Funds – Should you invest in it ? – Details & Review

Mutual Funds
Arbitrage Funds, as the name suggests, are the funds which make money from Arbitrage opportunities.  Many investors are not familiar with this type of Mutual Funds. They normally know Equity Funds and Debt Funds etc and think Arbitrage Funds are just other fancy schemes under Equity Funds. However this is not the case. Arbitrage Funds Definition / Meaning "Arbitrage" means - The simultaneous buying and selling of securities, currency, or commodities in different markets or in derivative forms in order to take advantage of differing prices for the same asset. Actually, Arbitrage Funds are niche category of mutual funds that aim to take advantage of arbitrage opportunities between spot (cash) and future markets. The arbitrage is sought by taking advantage of the mis-pricing between the ca...

Best Performing Gold Mutual Funds / Gold ETF

Mutual Funds
Gold is shining again! Over the past one year, Gold funds have delivered returns of almost 50%. Gold has always been viewed as a safe asset class and are chased by investors in times of uncertainty or market turmoil. As the gold prices are all time high, should you still consider investment in Gold through Gold ETF / Gold Funds? In this post, I will explain some of the options and best performing Gold Funds or Gold ETF in India that you can consider for investment. Difference between Gold ETF and Gold Mutual Funds: Gold ETF: Gold ETF is open ended fund that is traded on Stock exchanges. Gold ETFs invests in gold of 99.5 per cent purity (by RBI approved banks). You need a demat account to buy/sell Gold ETF Gold Mutual funds: Gold Mutual Funds is a variant of Gold ETFs. Gold mutual...

Best Debt Funds for Investments in 2020 – Top Performing

Mutual Funds
If you are looking for investments for short term or less risky investments, you can look at various funds that invest in debt instruments. There are various categories of Debt funds and you should select one / combination based on your risk profile, time horizon etc. Different type of funds available are: Based on Duration (Low, Short, Medium, Medium to Long, Long) Dynamic Bond Gilt, Corporate, Credit Risk Ultra Short, Liquid and Money Market   Debt Funds Historical Returns 1 year 2 year 3 year 5 year Annualised Returns (%) ABSL Low Duration 9.30% 8.53% 8.16% 8.58% Low Duration Axis Treasury Advantage 9.27% 8.47% 8.07% 8.36% Kotak Low Duration 9.23% 8.58% 8.41% 9.05% IDFC Bond - Short term 10.50% 8.48% 7.89% 8.41% Short Duration Ko...