Telling investors the truth since 1992. Mutual funds, stocks & personal finance. Simplified.
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If everyone wants the same mutual fund, should you? The answer might surprise you.
#MutualFunds #InvestorPsychology #FOMO #MutualFundInvesting
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The Nasdaq 100 ETF’s premium dipped to 5.3 per cent on October 26, its lowest since March.
Rs 100 of Nasdaq 100 shares through this ETF now costs about Rs 106. On September 8, it cost Rs 126. 🧵
One city. More than a quarter of India's mutual fund AUM. Mumbai takes the lead.
At 27.18% of total AUM, Mumbai holds a larger share than Delhi, Bengaluru and Pune combined.
The top 10 cities account for 66.24% of industry AUM. The remaining 33.76% is spread across other cities in the country.
The concentration in established financial centres remains striking.
How does your city feature in the mutual fund map? Comment below👇
Are you buying a stock because the business is strong, or simply because its earnings are growing?
In this episode of Alpha Managers, Rupesh Patel, Senior Fund Manager – Equities at @NipponIndiaMF, explains why balance sheets and cash flows matter as much as earnings, what his costliest valuation calls taught him, and the governance red flags that make him walk away.
Full video: youtube.com/watch?v=v9RZNLss…
#alphamanagers #midcapfunds
A handful of funds hold notable stakes in foreign securities, InvITs and REITs, assets that offer an alternative to the usual equity-debt mix.
WhiteOak Capital Dividend Yield Fund leads, with nearly 80 per cent combined exposure, most of it in REITs. Technology funds such as Edelweiss Technology Fund and Franklin India Technology Fund, on the other hand, hold only foreign securities in this category.
Six international funds end old SIPs. Five take new money.
Edelweiss scrapped paused SIPs in six funds, and premiums on US-focused ETFs cooled, with the Nasdaq Q50 at 91 per cent. 🧵⬇️
8/ How have India’s biggest active equity funds and index funds performed? Is your fund among them? Our second special supplement brings together their performance and the key numbers to check before you invest.
9/ Independent research. No fund house influence. Just the analysis.
🔗 Get your copy now: vro.in/7nj39d
Sold property and facing a big capital gains tax?
Section 85 of the new Income-tax Act 2025 (old 54EC) lets you invest up to ₹50 lakh of those gains in specified bonds and pay no tax on them.
The catch: a 5-year lock-in and no liquidity.
#Tax #CapitalGains