MFs have garnered record assets in the past one year, led by increased investor participation through SIPs and robust returns in mid-cap schemes.
Foreign portfolio investors (FPIs) who invest from Mauritius into Indian companies that dole out bonus debentures will get impacted by the tax avoidance provisions on bonus stripping. The FY23 Budget has extended these provisions - applicable only to MFs, so far - to shares and units of REITs, InvITs and AIFs. The move will especially affect large institutional investors who sell original units within nine months after the record date because the loss arising from sale of original units would have to be ignored for the purposes of computing taxable income and cannot be set off against any other capital gain.
Let us take a look at some of the steps that are involved in getting your finances in order.
MF investors may not be able to support markets fall if selling intensifies
Due to tax associations with the fiscal-ending, April is a month of SIP renewal. So, the April numbers will be important and may perhaps, mark a change in retail attitude.
Only tactical investors lose money in a downturn due to their short investment horizon
For rest of the year, the issue is largely going to be the balance between growth rates and macro stability versus interest rates, says Sankaran Naren.
Let us take a look at some of the things that one should keep in mind.
'Historically, the lead-up to a general election tends to be excessively volatile and big losses are perfectly possible.'
Long-term investors should not reduce or stop their equity mutual funds through SIPs.
It could be a tough week In the run-up to such an event, the market is always nervous.
Mutual fund investments come in various shapes and forms -- ranging from the passive index funds to the actively managed funds. Two of the most popular mutual fund types are balanced funds and dynamic funds. Let us take a deeper look at what each one is and how they are different.
There are few strategies to invest safely in a volatile market.
A first in 7 years, the combined institutional investor flow stands at Rs 69,000 crore in 2016-17
Goals like buying a car or travelling abroad are short-term goals whereas purchasing a house or retirement planning are medium and long-term goals.
'For the next two years, we expect the bulk of earnings growth contribution from sectors like financials and energy, where the outlook remains positive, while the sectors which are linked to domestic consumption and are currently witnessing strains on margins have low salience for Nifty earnings.'
After a tumultuous past few days that almost halved value of the Adani group, embattled tycoon Gautam Adani-led conglomerate had some pressure eased on Friday as two global rating firms stuck with their calls on its credit profile and its French partner backed its investments in the group firms. Also for the first time since January 24, shares of the group's flagship firm Adani Enterprises ended in positive territory after erasing an intraday loss of 35 per cent. Adani Ports and SEZ also ended 8 per cent higher. This is after a over $100-billion rout in value of group stock since the US short seller Hindenburg Research accused Adani group of stock manipulation and accounting fraud.
'Allocate 30% to 35% of your equity portfolio to mid-cap funds and 10% to 15% to small-cap funds.'
According to Rahul Rege, business head (retail) at Emkay Global Financial Services, it is difficult to track more than 10 stocks.
Don't worry about volatile, erratic cash flows, freelancers. Vishal Dhawan explains how you can invest and achieve your financial goals despite irregular income.
Want your investments to make money as well as save tax for you? Anil Rego has some advice
With the introduction of 10 per cent tax both on long-term capital gains and on dividend, choose funds based on investment horizon and risk appetite, not on tax advantage, experts tell Sanjay Kumar Singh.
As if wanting to be an antidote to the coronavirus pandemic, the Indian stock market adorned carnival robes in 2021 with a tsunami of liquidity unleashed by global central banks coupled with supportive domestic policies and the world's largest vaccination drive sparking off a world-beating rally on Dalal Street, despite bouts of uneasiness over fizzy valuations. While the wider economy shuttled between recovery and relapse, dictated by multiple mutations of the virus, equity market benchmarks appeared headed in just one direction -- skywards. The dizzying upward journey has added a whopping Rs 72 lakh crore during 2021 to investors' wealth, measured as the cumulative value of all listed shares in the country, taking it to nearly Rs 260 lakh crore.
'Markets are likely to remain choppy for the next 6 months.'
You may invest even at current market levels provided you have an investment horizon of five years or more.
'Gold could benefit from the resulting risk aversion, as happened last year.'
Current stock market volatility is making investors wary. There is no clear direction as to how markets will pan out over the next couple of months. In such times, a staggered approach to investing can be a good option.
Financial planning tips for the salaried in their 20s
Industry players say they have learnt from the bitter experience of 2008 and have far better checks and balances in place to avoid an encore.
Chances of staying true to your goals tend to be high when you don't lose sight of what you set out to achieve, advises Arun Thukral, MD & CEO, Axis Securities.
Jimmy Patel, MD & CEO, Quantum Mutual Fund, suggests some valuable financial gifts for your children.
Over 700,000 new investor accounts have been opened so far in FY15.
The lawyer of Videocon Group promoter Venugopal Dhoot on Friday argued before the Bombay high court that the industrialist's arrest in the ICICI Bank loan fraud case was unwarranted as he was cooperating with the probe. The Central Bureau of Investigation (CBI), on the other hand, claimed that he was trying to avoid probe. Dhoot, arrested by the CBI on December 26, 2022, and presently in judicial custody, has moved the high court seeking to quash the First Information Report, and has also sought interim bail.
G Murlidhar, MD and CEO, Kotak Mahindra Life Insurance Company explains how to make smart financial decisions for better gains.
Avoid fresh investments, as there might be more opportunities in the coming months, market experts tell Joydeep Ghosh
Ajit Mishra, vice president, Research, Religare Broking, answers your stock market queries.
Deutsche Bank expects the Sensex to climb only 8% in 2017 to 29,000, and expects high volatility.
Act on your good intentions now. You have nothing to lose and everything to gain.
