33 results for “SBI Mutual Fund”

PMS vs. Mutual Funds vs. AIFs: Which Investment Route Works Best for NRIs?

Podcast: Turbulent times - RBI thrives, Fed fumbles

. Markets are slaves of earnings and liquidity. Liquidity has taken prominence after the coronavirus outbreak. At first, central banks across the world increased liquidity by cutting rates and helping their populace to live through the pandemic. Then the after effects of increasing liquidity hit - increased inflation. Now, the same banks are sucking out liquidity by increasing interest rates to counter inflation. The looming after effect of increasing rates is the "r" word that is too pious to speak loudly. In this podcast, Deepak & Shray discuss the two central banks that impact us the most - RBI and FED (Federal Reserve System, USA). What makes this podcast interesting is that we are looking at everything from the lens of who does better - FED or RBI? .

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.

Mutual Funds investing In loss-making company IPOs: Is it a big deal?

Recent high-profile IPOs have had a tough time since listing. Zomato (-18%), PB Fintech (-30%), Cartrade (-62%), and Paytm (-72%). Mutual funds have been asked tough questions about their investments in these loss-making internet companies. Is the outrage justified?

The Best Nifty Index Fund in 2021

The largest mutual fund in India is the SBI Nifty Index Fund (ETF). This fund has 119,000 cr. in AUM. The next largest fund is the SBI Sensex fund (ETF) with 60,000 cr. These are "index funds", where the fund manager simply follows an index, versus an "active" fund where a fund manager thinks deeply and decides which stocks to buy. So what are index funds? What if we said that when it comes to evaluating index funds, expense ratios do not matter? Real Expense Ratios matter, and you won't find that on the fund factsheet, and definitely not in the marketing presentation. In this post, we get into the details of how to evaluate and pick the best index fund. Also, which is the best NIFTY Index fund and best NIFTY ETF in 2021.

Understanding how mutual funds work in India

Many of us would have invested in the markets through Mutual funds, but if you've ever wondered what happens behind the scenes once you buy mutual funds, which are the entities that come into play and the most crucial bit, are there ways to get better returns from the same mutual funds? This post is all about that.

EP39: Why we run a PMS and how we do it differently

What is a Portfolio Management Service? How does it really work? Do they actually benefit their clients? In this episode, Vashistha and Deepak explore PMS' through their experience of running one at Capitalmind. They explain how the operations work, the pros and cons of different fee structures, quantitative strategies and how PMS' are different from AIFs, Mutual Funds and Smallcases.

How this simple ETF strategy beats the best large cap mutual funds

A simple ETF strategy, as Capitalmind's Passive Portfolio, has been in the top 10% of 3-year-returns of all large cap mutual funds for nearly the last decade, as we find in a back test. We plot these returns and show you how, if you'd invested for any three year window in the last decade, you would have been better off with the Passives. Read on for a deeper analysis!

Podcast EP37: The hidden risks to the financial system

Are the recent problems - GME, Greensill and Archegos - signs of a damaged financial system that is so terribly fragile that a slightly bigger disaster can easily crush us? Like what Covid has done to the world's health system, are there more hidden risks in our financial system that can trigger a repeat of 2008? In this episode, Deepak and Shray explore what's happened in the US over the past few months, and examples of hidden leverage within India - Karvy, Zee, DHFL and Harshad Mehta.

How Indian Investors can go International

Did you know there are 41 mutual funds in India that invest internationally? Of these 15 mutual funds outperform the NIFTY over the last five years, and 20 mutual funds over three years. While most funds invest globally or in the US, the top performing international fund over five years invests in companies in China. How should Indian investors think about investing internationally and what mutual funds should they consider? Read on for our take.

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.

CAMS IPO: Should you invest?

Computer Age Management Services Limited (CAMS) has filed DRHP with the SEBI for its upcoming IPO. We take a look to see if one should subscribe. Penetration of mutual funds in India is 11% as compared to the world average of 55%. Majority of financial savings are in physical assets. Increase in penetration rates of mutual funds and a shift in savings from physical assets to financial assets provides a huge runway for companies like CAMS. CAMS has 70% market share in a two player market, favourable return ratios and not much need for capital investments. Albeit expensive at the IPO offer price, the growth runway and current duopoly make this an attractive issue to subscribe.

Banks See Massive Drop in Commissions from Mutual Funds

HSBC Focused Equity Fund: Should you invest?

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

Podcast #26: Who moved my market? A deeper look at FIIs.

Podcast #24: How big is LIC anyway?

Podcast #23: How India’s amazing new financial infrastructure will enable better, more inclusive “Bharat UX”

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

Podcast #19: Investing in NPS? The good, the bad, and the annuity

Our Best Stuff in 2019

Podcast #18: How to Master Your Cash Flows with Credit-Cards and Overdrafts

Yes Bank's Fall, Zee's Woes and Deferred Tax Assets (Ep-12)

Podcast Episode 2: Are Index Funds Outperforming Actively Managed Funds?

Mutual Fund Commissions: 8500 Crores in FY-2018 as Incentives.

SBI Mutual Fund increases stake in Equitas Holdings to 5.24%

Aditya Birla Nuvo, Gateway Distriparks, and United Breweries witness huge deals

Atyant Capital buys more of Seshasayee Paper & Boards, DSP Blackrock Emerging Stars Fund buys Shaily Engineering Plastics and SBI Mutual Fund adds more of Westlife Development

Deal flow for today shows that Atyant Capital, a large investor, adds to their holdings of Seshasayee Paper, while DSP Blackrock MF buys into Shaily Engg. Saw stock change hands in Westlife (McDonald's Franchisee) and Mold Tek Packaging.

Reliance MF sells its Everest Industries stake to SBI Mutual Fund

Capsule – 18/11: SBI Mutual Fund stakes up Manpasand Beverages, El Dorado Biotech dumps Onelife Cap Advisors

SBI One India Fund (NFO): Should you invest?

Mutual Fund FAQs

Introduction to Mutual Funds