'First-time or conservative investors should avoid narrow sectoral funds.'
India's high cost of capital due to relatively shallow corporate bond markets, limited institutional investor depth, sovereign risk premia, and regulatory restrictions on capital flows, is a constraint on private investment and long-run growth, the Economic Survey, authored by Chief Economic Advisor (CEA) V Anantha Nageswaran, said.
Even as net flows into smallcap funds in March turned negative, for the first time in 30 months, they remained a big draw for new investors. The smallcap fund category saw a net of 360,000 investment accounts, or folios, getting added last month, the second-most among all active equity categories. Smallcap funds' continued traction could be driven by their strong performance across timeframes, say experts.
Retail investors are moving away from a buy-and-hold approach and towards more informed short-term positioning, recent investment patterns show.
MFs continue to find it difficult to attract and retain long-term money from investors
People are dabbling in the stock markets and you would always a find a group in an office talking about the market performance. With this changing trend it is important to understand some lesser known details of one of the most popular investment options -- mutual funds.
Where should you put your money in these uncertain times? Stocks or mutual funds? Financial planning expert Vetapalem Sridhar has some answers.
Wondering if mutual fund investments can earn you enough money for your retirement and child's marriage? Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
'Trading without strict position sizing, stop-loss discipline, or a clear exit plan almost guarantees losses.' 'Chasing tips, reacting to intraday noise, or assuming frequent trading improves outcomes are equally damaging habits.'
The Securities and Exchange Board of India (Sebi) is considering a proposal to allow mutual funds (MFs) to charge a fee based on their performance, said Ananta Barua, whole-time member of the markets regulator. He said the proposal is being reviewed by a working group formed to look into cost structures. "One working group has been set up which is going to review... One of the suggestions is that if any scheme or fund is performing well above the benchmark, it (fee) can be linked to its performance.
Investors encountering underperformance must be patient.
Existing mutual fund investors have time till March 31 to nominate a beneficiary or opt out of it by submitting a declaration form, failing which their folios will be frozen, and they will not be able to redeem investment. The Securities and Exchange Board of India (Sebi), in its circular on June 15, 2022, made it mandatory for mutual fund subscribers to submit the nomination details or declaration to opt out of the nomination on or after August 1, 2022. Later, the deadline was extended to October 1, 2022.
What are the tax benefits available to those who invest in mutual funds? What are the tax liabilities, if any? Read on to find out. . .
Gold ETFs attracted around Rs 11,700 crore, the highest in a calendar month.
Mutual funds (MFs) are lining up distinguished new fund offerings (NFOs) for the next financial year to win over investors after a lukewarm response to product launches in the 2022-23 financial year (FY23). NFOs drew a lukewarm response in FY23 as launches were mostly in the passive debt space, which has a comparatively lower popularity among retail investors. The limited launches in equity space also failed to rake in huge sums due to subdued investor sentiments in a volatile market.
Get Ahead wealth management expert Sanjiv Mehta tells you how to create an ideal investment portfolio.
Share of IPOs opening above issue price drops to 64.6%, median gains shrink sharply amid market volatility.
Ask rediffGURU Naveenn Kummar your insurance mutual fund and personal finance-related questions.
Foreign investors pulled out Rs 21,000 crore (around $2.3 billion) from Indian equities over the last four trading sessions amid deteriorating global risk sentiment triggered by the West Asia crisis.
'Except for extremely conservative investors, others can consider allocating 10 to 20 per cent of their portfolio to small caps.'
Ask rediffGURU Reetika Sharma your insurance, mutual fund and personal finance-related questions.
Despite strong AUM growth, MFs lag behind other popular investment avenues. MFs received only 6 per cent of total household savings in 2021-2022.
The share of non-resident Indians (NRIs) and overseas investors in Indian mutual funds has been declining over time, despite adding half-a-trillion rupees to holdings over the last five years. Mutual fund holdings for the segment went up from Rs 0.95 trillion as of December 2018 to Rs 1.54 trillion as of December 2022, shows Business Standard analysis of data from the industry body Association of Mutual Funds in India (Amfi). Their share in overall mutual fund assets has fallen from 4.2 per cent to 3.9 per cent during the same period.
Before you invest in a mutual fund, here are some important things you need to understand.
Mutual funds have launched a clutch of new fund offers in the silver ETF (exchange traded fund) category this year and collected Rs 1,400 crore in assets after the introduction of the newly-created investment asset class by market regulator Sebi in 2021. Further, fund houses including Kotak Asset Management Company have filed draft documents with the markets regulator to float silver ETF as well as silver ETF fund of funds for investors, information with the Securities and Exchange Board of India (Sebi) showed. These NFOs (new fund offers) are providing an opportunity to the investors to digitally invest and own silver which is easily tradable during market hours.
Investors end up making incorrect investment decisions
A mutual fund portfolio requires constant monitoring by an investor to keep it in good health. These simple steps will help you make the most of your investments.
In this article, we debunk 5 popular myths regarding mutual funds. Read on...
Remember two things: dividend is your own money back to you and it may not be tax-free, and never choose the dividend reinvestment option.
Here's how you can plan your returns better by investing in mutual funds and the best mutual funds to invest in.
Retail investors' equity portfolios have significantly underperformed benchmark indices over the past 16 to 18 months.
The mutual fund industry added Rs 2.2 lakh crore to its asset base in 2022, driven by consistent monthly increase in SIP (Systematic Investment Plan) flows. The Assets Under Management (AUM) of the mutual fund industry rose by 5.7 per cent or Rs 2.2 lakh crore to a total Rs 39.88 lakh crore in 2022, data from the Association of Mutual Fund Industry (Amfi) showed on Tuesday. This was way lower than a surge of nearly 22 per cent or an increase of close to Rs 7 lakh crore in the asset base to Rs 37.72 lakh crore in 2021.
Mid- and small-cap funds dominate the list, opening up opportunity for investors to make contra bets in large-cap funds
Foreign portfolio investors (FPIs) infused Rs 22,615 crore into Indian equities in February, marking the highest monthly inflow in 17 months, driven by factors such as the interim India-US trade deal, correction in domestic market valuations, and strong corporate earnings.
Most investors think that a dividend-paying mutual fund scheme is better than growth-oriented schemes. Here's an analysis of which is better.
Largecap equities are less volatile than mid- and smallcap stocks, making them suitable for risk-averse investors.
The move comes within months of a crisis at JPMorgan Asset Management Company.
By diversifying into developed market equities, Indian investors can mitigate the impact of cyclicality in returns as well as reduce currency risk, experts tell Sanjay Kumar Singh.