A lot of mutual fund advice/research out there is focussed on how investors must evaluate mutual funds. Unfortunately, that is often not enough, which explains why wrong mutual funds are still sold/bought and mis-selling continues to be the bane of the industry. As a result, a lot of investors who end up investing in the wrong investment are left very disillusioned with how their investments have performed. All this can be prevented if investors are armed with two rules.
The post-Covid euphoria surrounding direct equity investing has ebbed in 2025. Individual investors have turned net sellers in the domestic equity market, pulling out about 8,461 crore so far this year - a sharp reversal from the record purchases seen in 2024, according to a report by the National Stock Exchange of India (NSE).
Following the money and freezing anything unaccounted is the only way to set an example for others, suggests Debashis Basu.
Five parameters that will help you make a winning decision
Unperturbed by election uncertainty, investors poured record sums into equity mutual fund (MF) schemes in May, driving India closer to a $5 trillion market capitalisation. The Rs 34,697 crore net inflows into actively managed equity funds last month surpassed the previous high of Rs 28,463 crore recorded in March 2022. In April 2024, equity schemes had garnered nearly Rs 19,000 crore.
Here is the first part of a series of articles to understand mutual funds.
Here is an evaluation of the two investment avenues on certain common parameters and how they measure up.
Most portfolios are a mixture of stocks, bonds and cash equivalents. Usually, stock funds or equity funds are growth oriented, cash funds serve the liquidity purposes, and bonds yield income. As an investor it is wise to be in touch with your fund manager from time to time to relook at your asset allocation, which is an ongoing process.
HDFC MF witnessed 17% rise in investment in its schemes to Rs 6,462 crore by group companies during May.
This type of alternative investment mutual fund gives investors the benefits of a hedge fund, without the need for high net worth. See if this strategy is right for you.
Despite recent underperformance, MNC funds have delivered over longer time frames.
Parents must note some peculiar feature of child funds.
Salil Dhawan reveals the MFs that have not only performed well in the past but have a promising outlook for the future too.
Check out your agent's credentials; s/he should not charge you any fees as well
The top 10 fund houses are slowly losing ground to their smaller peers, even as they continue to hold the lion's share in the total assets under management (AUM) of the mutual fund (MF) industry, according to an analysis of the quarterly AUM for the past six years. These fund houses had an average AUM of Rs 38.8 trillion in the third quarter (Q3) of 2023-24, which is 79 per cent of the total industry AUM of Rs 49.2 trillion. The share has come down steadily since Q3 of 2019-2020, when the share stood at 84 per cent.
Mutual funds entails several costs, payable at different stages.
Mutual funds aspirants have the option of snapping up smaller AMCs or applying for a new licence.
In a chat with Get Ahead readers financial planning expert Vetapalem Sridhar tells them about the mutual funds for the long term and why they should remain invested for at least five years.
For some time now, Indian mutual fund investors have taken a fancy for star ratings that are accorded by select mutual fund research firms/agencies. These firms, based on certain pre-determined parameters, give a rating.
Experts say you may invest in small-sized funds and benefit from their nimbleness.
The country's primary capital markets delivered a robust performance in FY26, emerging as a global leader in initial public offerings (IPOs) despite an uncertain environment, the Economic Survey said on Thursday.
Anil Rego, founder and CEO, Right Horizons, offers his expert advice to mutual fund investors.
'They are positioned as defensive products and can potentially give marginally higher returns than liquid funds.'
Mutual funds (MFs) scooped up smallcap shares across sectors such as healthcare, banking and financial services in March 2024 amid a near 4.5 per cent fall in key smallcap indices. Aster DM Healthcare, NLC India, and Aavas Financiers topped the list of most-bought stocks in the Rs 10,000-40,000 crore market capitalisation (mcap) bracket, according to a study by Nuvama Alternative & Quantitative Research. Aster and Aavas had corrected by 13 per cent and 10 per cent in March, respectively, while NLC India ended the month with a 2.5 per cent gain.
New investors or those with lower-than-planned exposure should add US-oriented funds through SIPs.
Get your basics right with these terms explained.
Mutual funds cannot invest more than 10 per cent of the total net assets of a scheme in the short-term deposits of a single bank, the Securities and Exchange Board of India said on Monday.
: Build lasting wealth via disciplined, long-term mutual fund investing in India's compounding marathon, Shanaihi, Shanaihi, says Ramalingam Kalirajan
The best large cap, mid cap and small cap mutual funds you can buy this year.
'Such stocks may be useful for aggressive portfolios, but should not be part of the core holdings.'
Ask rediffGURU and PF and MF expert Janak Patel your mutual fund and personal finance-related questions.
Ratings are based on the overall exposure to default risk, with regard to timely receipt of payments from the investments the scheme has made.