WhiteOak Capital Asset Management is set to launch its ESG Best-In-Class Strategy Fund, an open-ended equity scheme, on October 11, 2024, offering an opportunity for investors focused on companies that adhere to high standards in Environment, Social, and Governance (ESG) practices. This fund is designed for investors aiming for long-term capital appreciation, with a specific …
How To Start SIP Investment?
5 February 2024What is SIP? A Systematic Investment Plan (SIP) is a mutual fund investment strategy that involves investing small fixed sums in a scheme at regular intervals. This approach is particularly beneficial for retail investors as it promotes disciplined investing, regardless of market conditions. SIP investments also offer the benefit of rupee cost averaging. As the …
Mutual Fund Nomination: How To Add Nominee In Mutual Funds?
5 February 2024Nomination is one of the most overlooked aspects of mutual fund investments. Many investors don’t take the effort to add a nominee in mutual funds either at the time of investment or later. However, doing so can often lead to significant legal implications and complexities in the future. If you’re planning to invest in a …
Optimising Mutual Fund Investments During Stock Market Corrections
5 February 2024If there’s one thing that investors often fear, it is a stock market correction. However, contrary to popular opinion, a market correction is not always doom and gloom. In fact, it can be a good time to make new investments or optimise existing ones. While this may be true for investments like equity stocks, how …
Trailing Returns Vs Rolling Returns: Key Differences
5 February 2024To understand how an investment option like a mutual fund has performed over a particular period, you generally take a look at its returns. But what if we tell you that there are different types of returns, each presenting a different perspective of their own? Trailing returns and rolling returns are two of the most …
How To Calculate STCG On Debt Funds?
8 January 2024Investing in debt mutual funds, offering a balance between risk and return, has become a popular choice for many in India. However, understanding the tax implications, specifically Short-Term Capital Gains (STCG) on debt mutual funds, is crucial for making informed investment decisions. This article aims to demystify the process of calculating STCG on debt funds, …
Mutual Fund Inflows For The Month Of September 2023
11 October 2023The mutual fund industry in India witnessed a net inflow of Rs 14,091.2 crore in September 2023, lower than the net inflow of Rs 20,245.26 crore in August 2023. However, equity-oriented schemes continued to witness net inflows in September 2023, marking the 31st consecutive month of net inflows. While under Income/Debt Oriented Schemes, net inflow …
UTI Mutual Fund To Open 29 New Financial Centres On September 29
28 September 2023UTI Asset Management Company (UTI AMC), one of the largest asset managers in the country, is delighted to announce a significant expansion in its distribution reach with the launch of 29 new Financial Centers. These offices will be inaugurated at the same time on Friday, September 29, 2023, across all locations. This strategic move reflects …
T+2 Days Settlement Is Live For Equity Mutual Funds – All You Need To Know
1 February 2023What does T+2 settlement mean? T here refers to the day of initiating the buy/sell transaction. Settlement refers to the period when stocks reach the buyer’s account & cash reaches the seller’s bank account. Until recently, the Indian stock exchanges were following the T+2 settlement rules, India was the first major economy to adapt to …
‘રિવેન્જ ટ્રેડિંગ’ શું છે?
8 February 2022પરિચય કારણ કે રિવેન્જ ટ્રેડિંગ ઘણી વખત થઈ ગઈ છે, તમને લાગશે કે રોકાણકારોને તેને કેવી રીતે અટકાવવું તે જાણશે. વાસ્તવિકતા એ છે કે રિવેન્જ ટ્રેડિંગ ટાળવું મુશ્કેલ છે કારણ કે તમને સામાન્ય રીતે એવું લાગતું નથી કે જ્યાં સુધી તમારું નુકસાન માઉન્ટ ન થાય ત્યાં સુધી તમે તે કરી રહ્યા છો. તેથી જ આ …
