Hrithik Madan

Jun 14, 2024 | valueresearchonline.com | Karan Jaiswal |Hrithik Madan |Ashish Menon |Chirag Madia

These four lines from Frank Sinatra's 'That's Life' show that every redemption story has a beginning, middle and end. It's no different in the lifecycle of a mutual fund. The beginning introduces you to the protagonists, which is why we analysed all equity funds (excluding sectoral funds) in the last four years and identified 16 funds that have risen from the ashes. Of the 16, five belonged to two fund houses, whose revival coincided with three crucial changes.

Apr 4, 2024 | valueresearchonline.com | Hrithik Madan

In a relief to mutual fund investors, the earlier mandate that required a complete redo of KYC (know your customer) norms, if it was not based on official documents, has been relaxed. Earlier, investors had to physically submit documents with a KYC agency, but the recent relief allows you to do so online. If the status is 'on hold', your ongoing SIPs, STPs, SWPs and redemptions will be restricted.

Mar 14, 2024 | valueresearchonline.com | Hrithik Madan |Pankaj Nakade

Many experts believe that interest rates have peaked and may soon see a rate cut by the RBI (Reserve Bank of India). If that does happen, gilt funds are all set to appear attractive. Here's why: A change in interest rate has an inverse relationship with debt fund returns, especially those that invest in bonds with a medium to long duration. When the RBI hikes interest rates, the returns of such funds tend to decrease, and when interest rates fall, their returns typically increase.

Feb 21, 2024 | valueresearchonline.com | Hrithik Madan

What good is an investment if you can't sell it well? This holds true for both individual investors and mutual funds alike. Since mutual funds hold stock portfolios, the ability to sell or exit these stocks at the right time is a crucial aspect to be considered. Stocks with low liquidity can be challenging to sell, especially in the volatile segment of mid- and small-caps. This is because most stocks in these segments do not always enjoy healthy trading volumes on the exchanges.

Jan 8, 2024 | valueresearchonline.com | Hrithik Madan

For the first time, there were over a hundred new equity and hybrid fund launches three years in a row, with 2023 witnessing 108 NFOs (new fund offers). The fund houses ofHDFCandICICIhave been the most active in the last three years, with both launching 30 new funds in the previous three years, 30 each across equity and hybrid categories. They are closely followed byKotakandMirae Asset, with 22 and 20 launches of new funds.