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Aug 14, 2024 | 
valueresearchonline.com | Karan Jaiswal |Dhirendra Kumar
The Plan Putting brakes on your SIPs amid a bull run may injure wealth creation in the long run 15-Aug-2024 •Karan Jaiswal Mutual Fund Insight - Sep 2024 Meet Anika, a young investor navigating the turbulent waters of equity investing. Two years into her SIP (systematic investment plan) journey, she's facing a common dilemma - should she pause her investments as the markets soar to new heights?
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Aug 3, 2024 | 
valueresearchonline.com | Dhirendra Kumar |Karan Jaiswal
SEBI has come up with a consultation paper on "Measures to strengthen index derivatives framework for increased Investor protection and Market stability". Translated into non-officialese language, it means measures to somehow slow down the rampant loss-making speculation by investors in index derivatives. A couple of years back, the regulator came out with that study that became famous (or infamous, depending on your point of view).
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Jul 26, 2024 | 
valueresearchonline.com | Karan Jaiswal |Dhirendra Kumar
After having their moment in the sun during the Covid pandemic, the domestic pharmaceutical industry, particularly active pharmaceutical ingredient or API manufacturers have seen their progress slowing to a crawl. The extraordinary growth of FY21 and FY22 has moderated in the following years due to demand normalisation and opening up of the Chinese economy that intensified price erosion.
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Jul 25, 2024 | 
valueresearchonline.com | Dhirendra Kumar |Karan Jaiswal
The fund has been unable to generate alpha since 2021, significantly impacting its long-term track record. Management changes in the past, including Continue reading your article with a Fund Advisor subscription. Subscribe NowAlready a subscriber ?Log In
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Jul 22, 2024 | 
valueresearchonline.com | Karan Jaiswal |Abhishek Rana |Shubham Dilawari |Dhirendra Kumar
There are 25 multi-cap funds in the market, but what makes Navi's multi-cap offering unique is that it is an index fund. Simply put, unlike others, Navi's multi-cap fund—Navi Nifty 500 Multicap 50:25:25 Index Fund—will aim to replicate the multi-cap index and not depend on a fund manager's stock-picking skills. Navi Nifty 500 Multicap 50:25:25 Index Fund's new fund offer (NFO), which started on July 18, 2024, will remain open for subscription until July 31, 2024.
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Jun 14, 2024 | 
valueresearchonline.com | Ashish Menon |Karan Jaiswal |Chirag Madia |Dhirendra Kumar
A regulatory circular in late 2020 stripped multi-cap funds to their bare bones. Almost overnight, these funds, which had been creating wealth for multiple decades, lost their very definition and freedom. From enjoying the flexibility of investing across companies of all sizes, they were now mandated to have at least 25 per cent of their assets in large-, mid- and small-cap companies.
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Jun 14, 2024 | 
valueresearchonline.com | Karan Jaiswal |Chirag Madia |Ashish Menon |Dhirendra Kumar
Little did the Rolling Stones songwriter and guitarist Keith Richards know that his 1969 song 'You got the silver' can easily be meant for modern-day silver funds, which have sparkled like a retro disco outfit and ignited white-hot investor interest in recent times. Continue reading your article with a Mutual Fund Insight subscriptionSubscribe NowAlready a subscriber ?Log In
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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.
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Jun 6, 2024 | 
valueresearchonline.com | Karan Jaiswal |Dhirendra Kumar |Chirag Madia |Ashish Menon
A commerce graduate, Rajesh Bhatia spent his undergraduate days immersed in library study sessions and tea break discussions. It was during one such break that his interest in financial markets sparked. Bhatia recalls that one of his friends "put all the financial accounting and business concepts I had studied in college very creatively into practice. I thought this was an interesting way to look at businesses and also make a lot of money".
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Apr 2, 2024 | 
valueresearchonline.com | Karan Jaiswal
It rained NFOs (new fund offers) in the financial year just gone by. A staggering 176 new mutual funds - of which 114 are equity funds - were rolled out for investors, the highest in the last five years. In terms of inflows, these new funds pocketed a cool Rs 39,427 crore (February 2024) from investors, second only to FY2022.
