Who doesn’t know HDFC Top 200 Fund? One of the formidable schemes of the mutual fund industry, it created enormous wealth for its investors. Only till now. I am sorry to let you know that the fund is no more. Yes, I know I am making a statement that will be true only in a […]
What can derail Mr Sharma’s retirement?
Mr Sharma is getting retired. His responsibilities are over, children are settled abroad with their jobs and families. He is happy that finally after working for so many years, he is going to spend some time in peace with his wife. Mr Sharma has total portfolio of Rs. 1 crores, which he thinks is enough […]
SBI Bluechip Fund – Changes after SBI Mutual Fund rationalises schemes
SBI Mutual Fund, like other mutual funds, has announced its scheme rationalisation and categorisation as per SEBI circular. While SEBI thought that as a result of the rationalisation of schemes, several schemes would be merged and go away, the AMCs have done some fine act and ended up retaining almost all of their schemes in […]
Which mutual fund to invest in? – Unovest Portfolio recommendations
Unovest first unveiled its recommended mutual fund portfolio on Oct 1, 2016. The intent was to enable investors to get a ready portfolio of mutual funds that they can consider investing in in line with risk profile and time horizon. For those, who had no background in mutual funds or are first time investors, these […]
Franklin Templeton MF – Revision in schemes and categories – April 2018
Franklin Templeton MF has also announced changes to its mutual fund schemes to align with the SEBI Circular on scheme categorisation and rationalisation. Here are the details. Interestingly, Franklin Templeton has retained almost all its schemes by pushing them into one category or other. This is what they have done.
Sundaram Mutual Fund – Revision in schemes and categories – April 2018
Following the SEBI circular, Sundaram Mutual Fund has announced the changes in the scheme names and categories, if any. Here is a touch down. To know about the SEBI circular and what changes it has asked Mutual Fund houses to make, click here. I found the Sundaram’s communication to be most proper. They have clearly […]
