To minimise risk, invest in a debt fund whose duration matches your investment timeframe.
Here's how to make a wise choice between dividend and growth mutual fund depending on what kind of investor you are.
'A subscriber will know exactly how much of his money is in debt and how much in equity.'
Billionbrains Garage Ventures, the parent company of stock broking firm Groww, on Thursday fixed a price band of Rs 95-100 per share for its upcoming Initial Public Offering (IPO), targeting a valuation of over Rs 61,700 crore (about $7 billion). The company's Rs 6,632 crore IPO would open for public subscription on November 4 and conclude on November 7, according to a public announcement.
Domestic institutional investors (DIIs) may not be net buyers of Indian equities in the near term on lack of inflows and are likely to continue with redemption or sit on sidelines, mutual fund officials said.
The time is ripe for a merger of eight fund houses indirectly owned and controlled by the central government, says N Sundaresha Subramanian.
Bihar is now among the top 10 states in terms of investor base, surging past better-off states like Delhi, Haryana, and Punjab.
Ten Indian states contribute a lion's share of 95% or Rs 12.25 lakh crore.
ELSS investments require a long-term commitment of at least seven years.
'Arbitrage funds make the most sense for those in the 30 per cent tax bracket, are viable for those in the 20 per cent bracket, but less so for those in the 10 per cent bracket.'
The rise of algorithmic and high-frequency trading brings efficiency but also demands robust risk controls, real-time monitoring and compliance safeguards, Securities and Exchange Board of India Chairman Tuhin Kanta Pandey told the Morningstar Investment Conference India 2025.
Sundaram BNP Paribas Select Midcap Fund is one fund that, over various market cycles, stands tall over its peers in the mid cap funds segment.
Always keep your portfolio simple, says mutual fund expert Rahul Goel.
During 2013-14, the number of investor folios for equity schemes fell by 40 lakh.
'For those seeking regular income, these funds provide a steady stream of income through dividends.'
Mutual funds (MFs) - flush with cash amid record inflows in July - invested heavily in the Rs 25,000-crore qualified institutional placement (QIP) of India's largest lender State Bank of India (SBI). Fund managers acquired SBI shares worth Rs 10,200 crore last month, making the lender their biggest buy in July.
'MFs have a combined exposure of Rs 3.2 lakh crore to NBFCs, out of which Rs 1.1 lakh crore matures by September 2019.'
By taking the mutual fund route, investors can take exposure to gilts with small amounts. Over a decade or more, returns from these funds tend to be sound.
In 5 years, the AMC has clocked a growth rate of 40% with its AUM up nearly 4 times.
The competitive intensity in the mutual fund (MF) industry is moving beyond scheme performance, cost structures, and distribution. In recent months, several fund houses have rationalised exit loads applicable on redemptions.
Equity-focused schemes may perform better in a bull market, while debt-oriented ones may offer greater stability during volatile periods.
Inflow in equity mutual funds dipped 3.24 per cent to Rs 24,269 crore in April amid continued market volatility against the backdrop of escalating tensions between India and Pakistan following the Pahalgam terrorist attack. This was the fourth consecutive month of decline in inflow in equity funds.
The ultra-rich invest differently -- embracing growth, compounding, and long-term clarity to build wealth with purpose and discipline, explains Ramalingam Kalirajan.
Business cycle funds aim to optimise returns by aligning their portfolios with different phases of the economic cycle. First-time investors, those who prefer stable sector allocations, and those averse to volatility should steer clear of them.
Debt-oriented mutual funds witnessed an outflow of Rs 6,525 crore in February, a sharp reversal from the strong inflow of Rs 1.28 lakh crore in the preceding month, chiefly due to redemptions in short-duration funds. Notably, 10 of 16 debt mutual fund categories reported net outflow during the month, data with Association of Mutual Funds in India (Amfi) showed.
Index funds and exchange-traded funds (ETFs) have added a record number of investment accounts in 2024, buoyed by the sectoral and thematic investing euphoria that has spilled into the passive space.
The MF Industry had a cash-rich 2014 as it crossed the Rs 3 trillion mark.
You can build your own retirement savings portfolio by investing in equity, hybrid and/or debt funds. Alternatively, you can also invest in retirement funds which provide asset allocation solutions for different investment needs and risk appetites, says Dwaipayan Bose
The ratio of MF assets under management to total bank deposits has more than doubled in 10 years.
'One should not invest more than 5 to 10 per cent of their overall portfolio exposure in global or international funds.'
Inflows into mutual funds' equity schemes increased by over 14 per cent on-month to Rs 41,156 crore in December, even as market volatilities continued. The small and midcap schemes of mutual funds continued to attract investor interest with inflows touching record highs during the month, despite the concerns being expressed about the two segments for the risk they portend, industry body Amfi said.
Experts say the impact on the schemes' NAVs may vary in the coming days, depending upon how fund houses treat the developments on VIL and whether there are any further rating downgrades or credit events.
This marks a rebound after more than two years of underperformance during a strong rally in smallcap stocks.
'...aggressive pricing amid volatility, but these are exceptions.'
Markets regulator Sebi will soon set up a working group to undertake a comprehensive review of short selling and the Securities Lending and Borrowing (SLB) frameworks, its chairman Tuhin Kanta Pandey said on Friday. The framework for short selling, introduced in 2007, has largely remained unchanged since its inception.
Fuelled by rising disposable incomes and growing awareness about disciplined investing, monthly SIP inflows across the mutual fund industry could scale up to Rs 40,000 crore over the next 18-?24 months, according to Madhu Nair, CEO of Union Asset Management Company (AMC). SIP inflows stood at Rs 25,925 crore in March, although the industry has witnessed a declining trend over the past four months amid heightened market volatility triggered by frequent US tariff changes.
The reduction in goods & services tax (GST) on individual life and health insurance premiums has been called a "landmark step" for making insurance affordable and inclusive. In a panel discussion at the Business Standard BFSI Insight Summit 2025, Anup Bagchi, managing director (MD) & chief executive officer (CEO) of ICICI Prudential Life Insurance; Mahesh Balasubramanian, MD & CEO of Kotak Life Insurance; Tarun Chugh, MD & CEO of Bajaj Life Insurance; and Ratnakar Patnaik, MD of Life Insurance Corporation of India (LIC), listed what else the industry needs to reach more people.
Invest in these funds through the SIP route with at least a seven-year horizon.
Ask about the fund house's other schemes and how these have performed over time.