Consumption is among the most diversified and sought-after themes in Indian equities. Over the past five years, consumption theme funds have given an annualised category average return of 15.17 per cent, according to the data from Value Research. But this theme has been affected by the Covid-19 pandemic, which impacted jobs and livelihood.
Investors need to get the timing of entry and exit right to make money in thematic and sector funds, suggests Sarbajeet K Sen.
Navi Mutual Fund (MF), among the latest entrants in the Rs 35-trillion industry, is looking to make a mark in the passive investment space, which is gaining traction in the country. The Flipkart co-founder Sachin Bansal-led fund house filed seven offer documents with the market regulator Securities and Exchange Board of India (Sebi) on a single day this week. Some of the schemes Navi MF plans to launch are Navi NASDAQ 100 Fund of Fund, Navi Nifty Commodities Index Fund, Navi Nifty 100 ESG Index Fund.
The one-year returns for equity-oriented mutual fund (MFs) schemes have largely mirrored the gains made in the secondary market. However, schemes that invest in infrastructure (infra), small-cap, and public sector undertaking (PSU) banks have emerged standout performers, with gains in excess of 100 per cent in some cases. Of the total 484 equity schemes, 353 have managed to beat the Sensex, reveals the data provided by Value Research. Around 20 have delivered returns in excess of 90 per cent and six schemes have given returns of over 100 per cent in the past one year. The S&P BSE Sensex Total Return Index (TRI) has given returns of 51 per cent in the last one year, ended October 29.
MMFs are a good option for the current environment, observes Sarbajeet K Sen.
Close-ended equity funds, launched with fanfare three years ago, have disappointed investors with their dull returns. The data from Value Research shows 10 out of 17 close-ended schemes maturing before July have seen one-year returns between 34 and 40 per cent. In comparison, the Sensex Total Return Index (TRI) has rallied 46 per cent over the past one year.
Operational and compliance challenges foreseen for fund houses in deducting tax at source, resulting in possible TDS mismatches and disputes with investors.
Mutual funds aspirants have the option of snapping up smaller AMCs or applying for a new licence.
While the market may remain volatile this year, analysts expect equities to deliver positive returns by outperforming inflation and government bonds, supported by the fiscal stimulus in the US.
Do a proper asset allocation and invest through systematic investment plans where one can benefit.
The payouts were 22 per cent lower than the previous year's tally of Rs 7,938 crore.
Investors who issued units in liquid and overnight funds, as well as those with a short-term holding of less than 30 days, are likely to be impacted the most, say experts.
While large-cap funds, in three months, yielded gains of 26.3%, small-cap funds are up 37.9%, and mid-cap funds fetched returns of 29.9%.
About 24 fund houses saw a decline in their debt AUMs in the past one year.
Drop in the number of schemes is less than 3%, despite merger of 38 schemes between Sept 2017 and May this year
Holding cash may actually help fund managers limit downside in the current environment, but large cash component poses the risk of missing out sharp upsides in a broader market rally, reports Jash Kriplani.
Investors should look at actively managed funds, says Devangshu Datta.
The flows may stem and redemptions pressure increase following the market meltdown of Monday amid mounting cases of coronavirus infection globally.
As these have been the most volatile during the past year, limit your exposure in 2014
In the last five years, while gold prices appreciated 55.8% in dollar terms, in rupee terms, returns stood at 129%, primarily owing to the falling rupee.
MFs have benefited from a shift to financial assets from physical assets like real estate and gold.
Half a dozen stocks from the large-cap universe and over two dozen from the mid-cap universe have been replaced.
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.
Equity flows have been under pressure since the second half of 2018, after the IL&FS crisis sent shockwaves in both equity and debt markets.
Taking credit risks in shorter-tenure funds can help jack up returns considerably, boosting sales.
Experts say the trend is worrying as it could take a toll on the pace of equity flows and also hinder the penetration drive of the Rs 24-trillion MF industry.
Market regulator, the Securities and Exchange Board of India, has set out five broad categories for mutual fund schemes, including equity, debt and hybrid funds that will benefit investors, says Ashley Coutinho
Of the 70 international feeder funds, more than half have made losses in 2014.
Fund managers's compensation is largely tied to the assets they manage and scheme performance.
Given that the ETF has given exceptional returns over the past year, start small and buy more in a staggered manner.
Financial planners advise against putting capital to work by anticipating what might go up or down.
Delay your asset reallocation, take a call on debt after a few months.
You can look at equity-oriented balanced funds.
The Monthly Income Plans (MIPs), which had invited a lot of investor ire last year when they skipped regular dividend payouts, are back in favour.
Unlike most MF distributors in India, Paytm Money will be offering low-cost direct plans, which don't charge for distribution expenses
Apart from sustaining your portfolio when the domestic market is faring well, global diversification also safeguards it against currency risk.
Data from Value Research, a Delhi-based fund tracking firm, show that the category average returns from equity-diversified funds have been 14.5 per cent a year over this period. Banking funds, which invest in banking and other financial sector companies, have given returns of 23.66 per cent.
The category average returns from equity-diversified funds has been 14.5 per cent a year over this period. Banking funds, which invest in banking and other financial sector companies, have given returns of 23.66 per cent. Other categories that have done well are fast moving consumer goods, tax planning and hybrid (equity-oriented) funds.
Here's an analyses of 25 mutual funds that will create long-term value for you. In a 5 part series that began on September 29, here we present the fourth part of the mutual funds (that investors can buy for the long term) series.
Sandeep Kothari, the fund manager for Fidelity Equity Fund and Fidelity Tax Advantage Fund, speaks about Peter Lynch, his team in India and why they have an edge over competition here.
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