'Active funds have the ability to manage downside risk.'
Mutual funds' equity buying remained elevated for the fifth consecutive month in December, taking the net equity purchase past Rs 1.7 trillion in 2023. The aggressive buying in December indicates that flows into equity funds are likely to have remained unaffected by the sharp run-up in the market last month. Mutual funds (MFs) bought equities worth Rs 23,000 crore last month (until December 28) compared to Rs 18,000 crore in November, shows data from the Securities and Exchange Board of India (Sebi).
Often investors are lured to mutual funds due to dividends. It is necessary to understand the role of dividends in MFs and know that the only way MFs give returns is through NAV appreciation.
In the third part of this five part series on top 25 mutual funds analysed by Value Research we produce the next best five mutual funds that investors can put their money in for the long term.
Sectoral funds, focused exclusively on public sector banks (PSBs), have delivered the strongest returns among domestic mutual fund (MF) categories over the past six months. However, active banking funds have significantly lagged because of their heavy tilt towards private lenders.
If one has the risk appetite and is willing to stay invested for 3-5 years, this is a good time to start investing in a staggered manner (via SIPs), says financial planning expert Irfan Rupani.
These mutual funds from LIC have been steady performers since the last 5 years
Mutual fund analysis is a sophisticated problem studied by global investment professionals, and while no list can do complete justice to the problem, there are ten nuanced factors that professionals look at.
To help you decide whether mutual funds are best for you and your situation, we are going to look at some reasons why you might want to consider investing in mutual funds.
Expenses incurred by mutual funds are a critical factor because they eat into the returns which would otherwise be available to investors
For every 100 rupees, households invested Rs 45.2 in mutual funds and equities in 2024-2025.
A close look at six mutual funds which investors can consider for fulfilling their long term goals.
'Long-short SIFs are designed for seasoned, high-risk, high-reward investors, who understand market volatility.'
While it may be justifiable to pay a higher expense ratio in a fund that outperforms, you should definitely exit one whose performance is below par, says Sanjay Kumar Singh
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
Encashing your mutual fund at the right time is as important as buying one.
SIPs should be entered for 12 months at a time, and then renewed. You should use the renewal as an opportunity to review the portfolio. SIPs are a great way to invest in our view. if the environment is volatile, then SIPs are probably the best way for most investors, says mutual fund expert Rahul Goel.
Here is what mutual fund expert Anil Rego advices about buying mutual funds. He lists his best picks too for first-time investors.
When there is fear in the stock markets, some money can definitely be inevsted one time, says Rahul Goel. The rest can be invested through an SIP. Otherwise from a planning perspective, if one has a salary income, then SIPs are the best. An SIP or an STP reduce the risk of mistiming the market.
Mutual funds focused on investing in fixed-income securities witnessed a heavy outflow of Rs 92,248 crore in June on uncertain macro environment, driven by expectations around an increasing rate cycle, higher commodity prices and slowdown in growth. This comes following a net outflow of Rs 32,722 crore in May and an inflow of Rs 54,756 crore in April, data available with Association of Mutual Funds in India (Amfi) showed. Out of the 16 fixed-income or debt fund categories, 14 witnessed net outflows during the month under review.
The net inflow in equity mutual funds plunged 76 per cent to Rs 2,258 crore in November over the preceding month amid a sharp up move in the stock market that made investors wary of higher valuation. This also marks the 21st straight month of inflows into equity schemes. Overall, the mutual fund industry registered net inflows of Rs 13,263 crore in November, slightly lower from Rs 14,045 crore seen in the previous month, data released by the Association of Mutual Funds in India (Amfi) showed on Friday.
Invest money to meet your goals, not to meet the salesperson's targets
It is important to note that the 'right time to redeem' does not mean that there is a timing element involved over here.
Most mutual fund investors fear their monthly statement that teh fund houses send them. Here are a few things that can help you read your MF statement to your satisfaction.
Contributions to mutual fund schemes through systematic investment plans or SIPs remain unfazed from the market volatility in 2022 with inflow growing to Rs 1.5 lakh crore in 2022, a surge of 31 per cent from a year earlier, due to higher retail participation. In comparison, an inflow of Rs 1.14 lakh crore through the route was registered in 2021 and Rs 97,000 crore in 2020, data with the Association of Mutual Funds in India (AMFI) showed. Going ahead, SIP numbers are expected to continue to remain strong in 2023 as investors are increasingly appreciating the importance of regular investing through the route, Kaustubh Belapurkar, director - manager research at Morningstar Investment Adviser India, said.
Here's what Indian investors diversifying into equities, ETFs, and real estate abroad to manage risk, returns, and currency exposure must watch out for.
L&T Housing Finance on Thursday announced selling L&T Investment Management (LTIM) to HSBC Asset Management (India) at $425 million. LTIM is the investment manager of the mutual fund business of L&T. The divestment of the mutual fund business is in line with the strategic objective of L&T Finance Holdings of unlocking value from its subsidiaries to strengthen its balance sheet, it stated in a press release. The data from the Association of Mutual Funds in India (Amfi) shows L&T Mutual Fund (MF) has average assets under management (AAUM) worth Rs 78,273.80 crore, while HSBC MF has AAUM of Rs 11,314.32 crore as in the July-September quarter.
Omkeshwar Singh, head, Rank MF, a mutual fund investment platform, answers your queries.
On a daily basis, AMCs are required to disclose the Total Expense Ratio of all mutual fund schemes except infrastructure debt fund schemes on their respective websites.
The stock markets are going down and investing directly in stocks has become risky. While mutual funds help you minimise risks you should know a few things about them before investing. Here are a few tips on how to invest in mutual funds.
But due to SEC diktats, funds that are US-based -- like Templeton, Fidelity and HSBC -- do not accept investments from NRIs.
Investors having a moderate-risk profile can use these funds in their retirement portfolios.
Should you invest in mutual funds for the long term or the short term? Should you have a look at a mutual fund's rating before investing money in it? Which are the best mutual funds available today that can give you good returns? Expert's tips.
The following discussion is an attempt to look at some of the parameters to decide how to select mutual funds for investments.
Should you invest in mutual fund IPOs? Check this out.
Conservative investors seeking equity-like tax benefits with low risk may go for them.
Investors seeking higher returns at relatively higher risk should consider allocation to smallcap equity funds.
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