Novos fundos mútuos e SIFs abertos para subscrição

Sete NFOs de fundos mútuos e três SIFs estão atualmente disponíveis para subscrição pelos investidores. As ofertas incluem uma combinação de ETFs, fundos de índice e um fundo contra, além de estratégias especializadas de long-short.

As gestoras de fundos mútuos lançaram esses produtos para expandir sua gama de opções de investimento. Entre os sete fundos, quatro são ETFs, dois são fundos de índice e um é um fundo contra, sendo seis classificados como passivos e um como ativo. Os SIFs seguem duas estratégias distintas focadas em abordagens de equity long-short e rotação setorial.

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Six new passive mutual funds have opened for subscription in India, according to data from ACE MF. These funds offer options in equity indices, debt, and gold, with varying minimum investments and closing dates in late March and early April.

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A recent analysis highlights the top-performing mutual funds for systematic investment plans (SIPs) of Rs 10,000 over a three-year horizon, based on data from Value Research. Gold funds led the pack with returns exceeding 52%, while other categories like multi-asset and index funds followed. Investors are advised to consider risk appetite and goals beyond past performance.

The Employees' Provident Fund (EPF) interest rate has remained at 8.25%. For many salaried employees, EPF and Voluntary Provident Fund (VPF) are trusted tools for retirement savings. Some investors are wondering whether to continue contributing to VPF or shift extra savings to Systematic Investment Plans (SIPs) for better long-term returns.

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The Vanguard FTSE All-World ex US Index Fund ETF (VEU) has achieved modest gains in 2026, outperforming the S&P 500 due to its attractive valuations. Analysts highlight its limited exposure to the Middle East at 2.7 percent, while noting investments in energy-importing regions like Europe and Japan. Despite risks, the ETF's valuation discount is seen as excessive, leading to a buy recommendation.

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The Justice Commission of Congress has approved the report on a bill allowing professionals like lawyers and architects to transfer savings from professional mutual funds to Social Security contributions. The aim is to ensure decent pensions, as some mutual funds pay less than 300 euros monthly. The reform, led by the Ministry of Inclusion, Social Security and Migration, moves toward final approval.

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