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Tata Mutual Fund has launched Tata Housing Opportunities Fund, an open-ended equity scheme following the housing theme. The New Fund Offer (NFO) is currently open and will close on 29.

The last few years had not been kind to the value investing fans as a few heavyweight stocks were driving the market. Value fund managers and investors were complaining that nobody was paying attention to valuations. Everyone was ready to pay a premium to own the few stocks that were driving the market, they said. The trend reversed in 2021. The market was up, and the rally was not driven by a handful of stocks. Most stocks participated in the rally- a broad-based rally was finally there. Thanks ..

If you have invested in debt mutual fund schemes, you may have got emails from many fund houses of late informing changes in risk-o-meters of your debt funds. A scheme’s risk-o-meter is its risk indicator, depending on its month-end portfolio.

The 60/40 investment portfolio comes with the promise of good returns and moderate volatility. But does this traditional strategy of allocating around 60% to equities and around 40% to fixed income work when it really counts? I’m not so sure. The returns of the Aggressive Hybrid category of mutual funds have plunged about 7.70% in the first six months of the year, as per data from Value

Here is a monthly update on our recommended conservative hybrid schemes. There is no change in the list in this month. All the schemes have retained their position on the list. Follow our monthly update regularly. Investment experts recommend conservative hybrid funds to conservative investors who want to take a small exposure in equity.

Many investors randomly choose amounts for their systematic investment plans (SIPs) such as Rs 1,000 or Rs 5,000 per month without any goal in mind. Financial planners suggest investors plan their goals and link SIPs to their long-term financial milestones like retirement, buying a house, or children’s education.

Mutual fund managers are becoming more forthcoming about their differences with company managements. Be it disagreements over exorbitant pay packets of company officials, misallocation of company's funds, or even objectionable appointments, these money managers are making their displeasure evident by voting against the moves in shareholder meetings.

Using technology and research, some online distributors and fund houses now offer variations to a SIP. Value SIPs (invest more when markets go up and vice-versa) and top-up SIPs allow you to periodically change your SIP amounts. The aim: to outperform the market.

Mumbai: The pace of flows into equity mutual fund schemes slowed in July as investors refrained from fresh purchases amid the rebound in the stock market. Flows into equity schemes in July dropped 42% to ?8,898 crore from the previous month, according to monthly data released by the Association of Mutual Funds in India (AMFI).

Mid cap schemes, as the name suggests, invest in mid cap or medium-sized companies. As per Sebi norms, mid cap schemes are mandated to invest in companies that are between 101 and 250 in market capitalisation. These companies can be leaders of tomorrow. That’s what makes them great bets. If these companies live up to the promise, the market will reward investors handsomely.

Debt mutual funds are set to buy more long-duration bonds for the first time in the past 18 months after the Reserve Bank of India Friday raised the benchmark rate by 50 basis points.

The Reserve Bank of India has raised the repo rate by 50 basis points (bps) in its policy review on Friday. This is the third straight hike by RBI this year. The repo rate is back to the pre-pandemic levels of 5.40%. Mutual fund advisors believe that the policy was a little more hawkish than the market factored in.

Balanced Advantage Funds (BAFs, in the industry lingo) are in focus as some fund houses recently launched these schemes and some others running market campaigns about the advantages of investing in BAFs in the current market conditions. Mutual fund managers and advisors have been asking conservative equity investors to invest in balanced advantage funds or dynamic asset allocation funds to tide over the volatile phase in the market. They believe these schemes are ideal for new and conservative i ..

The Reserve Bank of India is likely to raise the key policy rate by half a percentage on Friday. According to money market pundits, the RBI is likely to join its counterparts in the US and Europe by hiking rates to tame inflation.

DSP Investment Managers have launched DSP Silver ETF which will invest in physical silver and silver-related instruments. The new ETF offers investors an easier way to buy or sell silver compared to the physical version with the freedom to trade easily. The New Fund Offer for the Silver ETF opens for subscription on August 1and closes on August 12.