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4300 ArticlesDeepak Shenoy

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Don’t Buy Smallcaps Because of SEBI Multicap Fund Regulations

SEBI has a new circular which mandates that all multi-cap funds will have to change their allocation to: minimum 25% in large cap stocks min 25% in mid-cap ...
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Banks See Massive Drop in Commissions from Mutual Funds

The biggest loser in the new rules for mutual funds, where SEBI has cut upfront commissions, total expense ratios and others, have hit revenues for ...
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Premium: Culling the Multicap Portfolio Means a Few Exits

The Multicap portfolio has been on hold for a while, as we analyzed the look of future events. We will do a few things: Pare down the list to just ...
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Why Are Gilt Funds Down? That, and Fixed Income Portfolio Changes.

Gilt fund (and most bond fund) returns have fallen dramatically in the last few days. Nippon's Gilt fund shows a negative return on a three month basis: Why is ...
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The RBI Buys Gold, Buys US Dollars But Refuses to Help the Indian Government: From The Annual Report

The RBI has been hailed as an excellent regulator, but it's indeed disappointing that it chooses to fatten itself up at the cost of the Indian public and ...
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Is Inflation Going To Break the Debt and Gilt Fund Breakaway Run?

Debt funds have had a wonderful run last year, especially Gilt funds. The best gilt fund did over 14% in the last year. Is that going to change? The macro's ...
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The Capitalmind Wealth Momentum Performance, and How It Weathered the Covid Crisis

Capitalmind Momentum Portfolio has delivered 28% for the year ending July 2020 with lower volatility than the broader market. Here's how the rule-based exit ...
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Sell Today, Buy Only Two Days Later: Exchanges Change the Rules

From August 1, retail investors will not be able to buy stocks with the cash generated after selling stocks on the same day. What does this mean for investors ...
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Saving Capital Gains Taxes through Rights Harvesting

You may have some capital gains in a financial year which you'll need to pay tax for. This happens when you sell a house. Or when you sell your ESOPs. ...
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A 75% Discount on M&M Finance Shares: A Gift, or Desperate Measures?

M&M Financial Services announced a rights issue with a twist: For every share you own, you’ll have the right to buy one more share at Rs. 50. This is ...
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