Should gold be part of your portfolio? We argue it need not be. But if you must invest, then we argue why a multi-asset fund is a better choice. The post Sovereign Gold Bonds or Multi-Asset Funds: Which should I use for gold diversification? appeared first on freefincal ..read more

SEBI released a consultation paper (CP) on 28 June 2024 on disclosure of Risk Adjusted Return by Mutual funds, for “enabling informed investment decision by the investors”. It is open for public comments where all market participants such as brokers, advisors, investors can give their feedback on the paper. An important point to note is that... The post SEBI’s consultation paper on disclosure of Risk Adjusted Return by Mutual funds appeared first on freefincal ..read more

On June 23rd 2024, Moneycontrol reported that SEBI conducted search and seizure operations at two locations of Quant Mutual Fund on suspected front-running. The initial reaction from the AMC: It confirmed via email to investors that it has received inquiries from SEBI. Then, on June 27th 2024, it sent an FAQ to unitholders. The first... The post Why Quant Mutual Fund needs to communicate better with its investors appeared first on freefincal ..read more

Many readers accuse us of scaring them by stating the factually obvious: Long-term equity investment comes with no guarantees of success! So, we discuss how to stay invested in equity without worrying about market falls. Equity investing (via mutual funds or direct equity) has no guarantees. Still, there is more than a reasonable chance of achieving... The post How to stay invested in equity without worrying about market falls appeared first on freefincal ..read more

It is uncanny that several investors have emailed or commented over the last few days asking if they should stop their investments now and wait for the market to cool down a bit. Or they are waiting for the right time to invest a lump sum or start a sip. Our short answer is: If... The post If you want equity to change your life, don’t waste time; invest now! appeared first on freefincal ..read more

On 1st July 2024, SEBI released a consultation paper for “Introduction of Mutual Funds Lite Regulations (MF LITE) for passively managed Mutual Funds Schemes.” aimed to “reduce the compliance requirement, foster innovation, encourage competition and promote ease of entry for the MFs interested in launching only passive schemes”. About the author: S. R. Srinivasan (SRS) is a... The post SEBI creates a path for passive only fundhouses – Please support it appeared first on freefincal ..read more

This is a National Pension Scheme Fund Screener to shortlist consistently performing NPS schemes. You can also spot NPS schemes with a higher return than a benchmark at a lower risk. This is similar in design to the freefincal Equity Mutual Fund Performance Screener. Inside, you get discounted links to our robo advisory tool and... The post National Pension Scheme Fund Screener July 2024: Shortlist consistent performers appeared first on freefincal ..read more

On 1st July 2024, SEBI released a consultation paper for “Introduction of Mutual Funds Lite Regulations (MF LITE) for passively managed Mutual Funds Schemes.” aimed to “reduce the compliance requirement, foster innovation, encourage competition and promote ease of entry for the MFs interested in launching only passive schemes”. In this paper, SEBI has proposed the... The post Will the introduction of hybrid index funds be helpful to investors? appeared first on freefincal ..read more

SEBI released decisions made in its board meeting on June 27th 2024, which will significantly impact the income of finfluencers. The circular says: 1.1 The persons regulated by the Board and the agents of such persons shall not have any association, like, any transaction involving money or money’s worth, referral of a client, interaction of... The post How new SEBI rules will affect the income of finfluencers appeared first on freefincal ..read more

So far, Quant Mutual Fund has not made it clear whether it is being investigated for front-running. They have only said that they received inquiries from Sebi. It then released an FAQ that sheds no light on the investigation. The first faq is, “Has the SEBI enquiry concluded? : No, it is a regular ongoing... The post What Quant MF needs to clarify about the SEBI probe appeared first on freefincal ..read more