I welcome Mr S. KrishnaKumar, CIO of Sundaram Mutual Fund and Fund Manager of Sundaram Midcap Fund. Today, we are going to talk to him about Sundaram Midcap Fund, which he has been managing since Nov 2012. While the fund was a top rated fund at one point, currently it seems to be a laggard. […]
How to choose your debt funds post Budget 2021?
The announcements made in Budget 2021 has made bond markets a little nervous. They reacted by pushing G-sec yields a bit higher. How does that impact choice of debt funds post Budget? Several observers believe that the first step may have been taken towards a rise in interest rates. Though when will it truly materialise, […]
Parag Parikh Flexi Cap Fund – New name and other changes
If you are an investor in the Parag Parikh Long Term Equity Fund, you have received an email from the fund house stating a few changes. From the Mutual Fund regulations point of view, these are fundamental changes to the scheme. As unit holders, you need to be aware of such changes. Now, within a […]
Latest Updates: Franklin India Ultra Short Bond Fund Winding up
***Update as on August 10, 2022: The fund has now returned all the money to the investors and is closed. Update as on April 9, 2021: Yet another tranche of money amount to 28.42% of the value as of April 9, 2021 was transferred to the investors and an equivalent amounts of units were extinguished. […]
DSP Value Fund – Is this really new?
On Nov 20, 2020, DSP Mutual Fund is launching a new fund – DSP Value Fund. The fund aims to follow value investing principles and invest in domestic as well as international stocks. It also plans to take on valuation based calls and sit on cash/money market investments, if right opportunities are not available. As […]
New SEBI guidelines for risk scoring mutual funds
“Never let a crisis go waste”. SEBI has taken this adage seriously and come out with a comprehensive set of guidelines to communicate risk associated with mutual fund schemes. Remember the image below. This is a RiskOMeter. You see it as a part of your mutual fund scheme factsheet. The unfortunate part is that no […]
