Meet Radhika Gupta, CEO and MD of Edelweiss Mutual Fund. One of the 20 global influencers on LinkedIn -- a list she shares with Prime Minister Narendra Modi. And perhaps one of the most candid and transparent voices in Indian finance today.
Investors with a 6 to 12 month horizon may consider them. They should align their holding period with the fund's maturity profile and prefer schemes with a lower expense ratio.
Flexicap fund performance depends heavily on the fund manager's decisions.
'New investors should enter gradually and stay cautious.' 'Silver is a structural multi-year story, but timing matters in a high-volatility metal.'
This exercise allows investors to realign their portfolios with changing market conditions and evolving personal objectives.
Investors seeking higher returns at relatively higher risk should consider allocation to smallcap equity funds.
New investors or those with lower-than-planned exposure should add US-oriented funds through SIPs.
New investors should avoid short-term, tactical entries and instead go for staggered buying via ETFs to manage volatility.
'Long-short SIFs are designed for seasoned, high-risk, high-reward investors, who understand market volatility.'
Conservative investors seeking equity-like tax benefits with low risk may go for them.
Gripped with fear as an investor following a 12 per cent market fall? Here's Radhika Gupta's advice to investors.
'While investing in a silver ETF, one should be aware that it has historically exhibited higher price volatility than gold.'
'Increasingly, they treat gold as a financial asset in their portfolio rather than just as jewellery.'
Investors should avoid making drastic changes to their asset allocation during a market correction.
'If gold's recent surge has increased its allocation beyond 15 per cent in your portfolio, now may be a good time to rebalance.'
Invest in these funds through the SIP route with at least a seven-year horizon.
When you create a culture where people find purpose in what they do, they will go above and beyond for you, even in difficult personal circumstances, says Radhika Gupta, MD and CEO, Edelweiss MF
Investors need to carefully assess country-specific risks. 'This is especially true of a market that is less transparent than the US.'
Data from Amfi shows that NAV of every one in two BAFs declined 1.5% or less on Monday compared to a 3.13% decline in Nifty 500.
'...which is possible through flexicap and multicap funds.' 'The latter has a better balance between large, mid and smallcap stocks.'
Airports across the country witnessed chaotic scenes on Friday after dozens of flights were either delayed or cancelled after a widespread global computer outage that also hit operations like cash withdrawal at some banks, and impacted functioning of some brokerages. Globally, the Microsoft cloud outage led to US airlines cancelling flights, but the tech giant later reportedly said its cloud services outage in the Central US region has been resolved.
Capital markets regulator Sebi has permitted mutual funds to again invest in foreign stocks within the aggregate mandated limit of $7 billion for the industry. This came in the wake of a major correction in global markets that brought down the valuation of international stocks. In January, Sebi had asked mutual fund houses to stop taking fresh subscriptions in schemes investing in overseas stocks. The directive to stop subscription was mainly on account of the mutual fund industry crossing the mandated limit of $7 billion for overseas investments.
Do not, however, enter expecting quick returns.
As we celebrate women achievers who are excelling in their careers, here are incredible tales of hard work and perseverance to inspire you this week.
'We all face challenges in life. It's our approach towards them that absolutely decides what you become.'
Rebalance your portfolio in case it has become overweight on equities vis-a-vis your strategic asset allocation.
To get back equity-wary investors, fund houses and their portfolio management services (PMS) have started schemes that will regularly book profits. In these funds, mutual funds and PMS will realise appreciation at specific target returns and transfer profits either to a safer investment avenue or give the money back to the customer.
An official said the government is preparing the financial statements and getting the data room ready for the sales, suggesting that such aspects take time.
If one compares returns, the two public-sector ETFs have done better over the past year, but the ELSS category has done better over the trailing three and five years.
Exposure to debt funds and gold is essential even if current returns from these asset classes are low, suggests Sanjay Kumar Singh.
ETFs may be an option if you are considering only large-cap funds, experts tell Tinesh Bhasin.
Monday's steep fall turned Sensex's yearly returns to - 2.57%, but only two large-cap funds did worse.
Women have been leaving the investment decision to husbands.