23 results for “Hybrid Fund”

[Podcast] The Strategy that Helps You Stay Invested: Capitalmind Anchor

Investing in India as an NRI/OCI: The Right Questions to Ask

The hardest part of investing in India as an NRI isn't the investing; it's everything that wraps around it. The tax jurisdiction you happen to live in. The kind of paperwork your home country expects. How the fund or stock you're holding gets treated back home. Read on to know why the structure around your investment vehicle usually matters more than the investment itself.

The world is paying more to borrow. India is paying for it, too.

Bond markets are repricing trust everywhere. And India is being repriced, too, from a growth stock to value stock. This is not necessarily a bad thing. Read on to know why.

Anchor: The Missing Piece in Your PMS Portfolio

This is the third and final article in our series on making a case for hybrid asset allocation. The first made a case for the need of a buffer. The second unpacked the four hybrid Mutual Fund categories. This one introduces Anchor, our new investment approach within Capitalmind PMS. Read on to know more.

The Buffer, Unpacked: Four Hybrid Categories and What They Do

In our previous post, we asked why does your portfolio need a buffer it will sometimes resent. This one answers: what does that buffer actually look like? Read on to know more.

NDTV Profit: Capitalmind's Mutual Fund Foray To Have Quant At Core

Capitalmind Financial Services Founder Deepak Shenoy, following SEBI’s approval to launch a mutual fund, emphasized the importance of technology for enhancing transparency and customer service in the competitive mutual fund space. "We’re able to serve a much larger section of society than a PMS," Shenoy said, adding that the new fund will focus on tax-efficient debt and hybrid investments, with quant forming a core part of its philosophy. Shenoy also expressed optimism about India's market outlook over the next five years, despite concerns about small-cap overvaluation in certain areas.

How the Mutual Fund Total Expense Ratio (TER) works

A deep dive into the nuances of mutual fund expense ratios. We discuss the hidden costs of owning a mutual fund, explore various trends, and how costs can affect your investment outcomes.

Debt funds will be taxed more, Market Overview, Our best reads & More

🔆 Saturday Coffee Newsletter Market Overview: Top stocks & asset classes Taxation: Your debt funds will be taxed more Good Reads: 5 good reads on investing & finance Pop Quiz: Answer and win a cool prize!

Debt Mutual Funds will be taxed unfavourably after April 2023

The finance ministry has just delivered an inswinging yorker to the debt mutual fund industry. For long term investments made starting April, one major tax advantage has been removed. We decode the implications, what you might want to do, and why debt funds remain interesting.

Why are mutual fund AMCs falling so badly?

Why are mutual fund managers sulking? Asset Management Companies, or AMCs, have seen their stock prices battered recently. If India is investing and mutual fund sahi hai, then what ails the business of an AMC? Let's explore.

Which is the best Mutual fund app in India?

Investing through Mutual Funds is perhaps the most common personal finance advice one would get. Mutual fund apps have made it easy for us to follow that advice.  But then there's this problem of plenty. Too many apps to choose from.  In this post, we do an in-depth review of a few popular Mutual Fund apps, such as Groww, Kuvera, PayTM Money, and Zerodha Coin, and help you choose the one that best suits your need.

China cracks down on tech companies. Will India benefit?

China just cracked down heavily on its homegrown technology companies. It started with the Ant Financial IPO  in November 2020; one of China's biggest tech companies supposed to go public in Shanghai and Hong Kong, fetching $37 billion. The IPO was canceled abruptly by regulators. Does the ongoing turmoil Chinese tech stocks have an implication on Indian markets?

Nippon India Asset Allocator FoF NFO: Should you invest?

Nippon India Mutual Fund has launched an NFO (New Fund Offering) for Asset Allocator FoF, a new Fund of Funds that will invest in a combination of equity, debt, and gold funds. The NFO is open from 18th Jan to 1st Feb 2021. We took a look to see if it makes sense for investors. Short Answer: A rules-based asset allocation approach as this fund describes can be a powerful method to manage long-term returns. However the lack of information on backtest results, and the fact that Nippon India launched another similar fund less than 6 months ago make this fund's purpose puzzling. We wouldn't jump in yet. Read on for our take on the Nippon India Asset Allocator FoF NFO.

The UTI AMC IPO: Should you invest?

The Indian Mutual Fund industry is highly competitive. There are 43 Asset Management Companies (AMC), the top 10 players hold 83% of the Industry AUM. UTI AMC has got approval for its IPO and will hit the markets soon. In this post we look at the MF industry and prospects of the latest player coming to the markets.

Nippon India Multi Asset Fund: Should you invest?

Podcast #27: The run on debt mutual funds. Is your money safe?

Why you don't need ULIPs

ICICIDirect's ETF Intelligent Portfolio - A Product For Passive Investors

Podcast #21: The amazing rise of passive and what you need to do about it

A Look at HDFC AMC Shows Us The Impact of SEBI's Regulatory Crackdown on MF Fees

NPS Versus Good Old Long Term Equity Investing - Even Without a Tax-Saving Tag, Equity Rocks

How Much Are You Paying Mutual Funds in Commissions?

Two Videos From MarketVision