SBI Small Cap Fund, which has been closed for fresh subscriptions since October 2015 is reopening its gates for fresh SIP investments. As one of the best performing small cap funds, should you start your SIP too with this fund scheme? Let’s take it step by step. Let’s first look at the history of this […]
How to switch mutual funds from regular plan to direct plans in demat mode?
What’s the point of holding your mutual funds in demat mode and incurring charges? Not just that, the investments are in regular plans or commission oriented plans. Can you switch such mutual fund investments to direct plans? Let’s find out. A reader recently sent this query. I hold a number of MF in regular plans […]
What happened to HDFC Prudence Fund?
Do you know which is the largest single mutual fund scheme today in India? It is HDFC Prudence Fund with over Rs. 36,000 crores in assets under management. Popularly known as a balanced fund, the scheme is undergoing a surgery (literally). So, what is happening? In the ongoing drive for scheme rationalisation and recategorisation, HDFC […]
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 […]
