If your fund's expense ratio has risen dramatically after Sebi's recent changes, compare it with the category average before switching.
Amid lowering of bank deposit rates and falling yields from traditional investment vehicles like gold and real estate, investors are fast shifting to financial assets. The MF sector is emerging a clear beneficiary of this trend.
HDFC and HDFC Bank's merger - touted as India's biggest-ever corporate merger - pumped up shares of the two entities on the bourses. Shares of Housing Finance Development Corporation (HDFC) skyrocketed 9 per cent while those of HDFC Bank zoomed 10 per cent. In comparison, the benchmark S&P BSESensex and the Nifty50 indices settled 2.2 per cent higher on Monday.
'Returns can be very variable in equity markets.' 'That is why I tell small investors don't put 100 per cent of your money in equities, even if you are young.'
Benchmark Assent Management Company, a Mumbai-based mutual fund house, has listed India's first gold exchange traded fund (EFT) Gold BeES on the National Stock Exchange on Monday.
Rebalance the portfolio at least once a year to ensure it remains in sync with the target asset allocation.
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
Pakistan has been on the grey list of the Paris-based Financial Action Task Force since June 2018 for failing to check money laundering, leading to terror financing, and was given a plan of action to complete it by October 2019.
Most banks led by the State Bank, have or are going to declare DHFL account as NPA in the third quarter.
They are suitable for a 3-5 year horizon. Choose equity funds for longer than 5 years
Finance Minister P Chidambaram on Friday cautioned investors against high volatility in the stock markets, which extended gains for the ninth consecutive trading session on Friday. "My advice to investors is that they should do their homework."
The government's total liabilities rose to Rs 128.41 lakh crore in December quarter from Rs 125.71 lakh crore in the three months ended September 2021, according to the latest public debt management report. The increase reflects a quarter-on-quarter increase of 2.15 per cent in October-December 2021-22. In absolute terms, the total liabilities, including liabilities under the 'Public Account' of the government, jumped to Rs 1,28,41,996 crore at the end of December 2021.
Shares of MRF crossed a first time Rs 100,000 mark, hitting a record high of Rs 100,300, up 1.4 per cent on the BSE in intra-day trade. on June 13, 2023. The stock surpassed its previous high of Rs 99,879.65, touched May 8, 2023. Thus far in the current calendar year 2023 (CY23), MRF has outperformed the market by gaining 14 per cent on improved financial performance.
As per the latest data available with the Securities and Exchange Board of India, there was a net outflow of Rs 59,726 crore (RS 597.26 billion) in June as against a net inflow of Rs 1,46,094 crore (RS 1,460.94 billion) in the previous two months.
There will be tough periods in equity investing, but investors should not stop their SIP investments under any circumstance, advises Arnav Pandya.
Rules applicable from April 1, 2014; investors who have already redeemed will also have to pay tax
Mutual funds have reverted to a strong buying spree in the stock market, but returns for investors might be capped as this renewed vigour coincides with shares already having turned somewhat expensive, the analysts feel.
The benchmark indices have rallied 28 per cent this year, while the broader market has outperformed
On an average, small-cap funds have generated annualised returns of 67.5% in the last two years. Large-cap funds and mid-cap funds have given average annualised returns of 41.3% and 53.4% respectively.
Investors lost as much as 20 per cent of their money put into equity focused mutual funds over the past one month as the benchmark stock index Sensex dropped about 11 per cent during the same period.
One category which stands out is fixed maturity plans due to its tax benefits, notes Prateek Mehta, CEO and company-co-founder, Upwardly.in.
The Prime Minister's visit to Japan reinforces the strategic focus of global partnership between India and Japan.
The total value of holdings of domestic institutional investors as a percentage of the value of FII holdings has reached its highest level in four years.
The BSE market index, which surged past the 8,000 mark on Thursday, has recorded the second fastest 1,000 points rise ever -- taking just 55 days to race from 7,000 to 8,000.
In September, net equity inflows stood at Rs 6,609 crore, compared to Rs 9,152 crore in the previous month. In the last four months, this is the lowest net inflow tally seen by the equity category.
In a mixed bag for HDFC Bank ahead of the parent HDFC's merger with itself, the Reserve Bank of India has declined to make exceptions on certain aspects, and has offered some leeway on others. The country's largest private sector lender, which is aiming to conclude the merger with the home finance major by July, had written to the central bank seeking certain forbearances after announcing the $40-billion merger in April last year. In an exchange filing this evening, HDFC Bank said it received a response from RBI on Thursday and also said that there are a few pending issues.
'If an investor is ready to stay put for the next five years, one can consider investing in mid- and small-cap funds, but through SIPs.'
'Somebody was using somebody to make statements that will stir the stock market and lead to a surge.' 'A sudden surge and a sudden crash is always an ideal situation for people to make illicit gains and then siphoning off the money.'
Total liabilities of the government increased to Rs 107.04 lakh crore at end-September 2020 from Rs 101.3 lakh crore at end-June 2020, official data on public debt showed on Wednesday. This represented a quarter-on-quarter increase of 5.6 per cent in Q2 FY21. Public debt accounted for 91.1 per cent of total outstanding liabilities at end-September 2020, as per the latest quarterly report on public debt management.
It is very important for founders and entrepreneurs to do thorough background research about the investors, before confirming any association, says Nikesh Patadia.
Mid and small-cap stocks have been the stars of Indian stock markets this year. Recognising this, mutual funds have launched a plethora of schemes targeted at this universe of stocks this year.
When you buy a stock, especially a mid- and small-cap one, have a price target. Once you hit the target, exit the stock, advises Joydeep Ghosh.
The return from the ETF investment will be more than the 8.75 per cent the EPFO offers to subscribers now.
When he didn't respond (Mr Saver has lost count of how many relationship managers he has had in the past few years!), the gentleman landed up at his doorstep and started pleading with him to open fixed deposits with the bank, observes Tamal Bandyopadhyay.
'Money that came into mutual funds near the previous peaks -- the second half of 2017 and 2018 -- has in most cases experienced unflattering returns.' 'A large proportion of redemptions could be such inflows exiting when the market recovered sharply from July 2020 onwards.'
Second-tier NBFC stocks are trading at 24.4x their trailing earnings, which is nearly twice their 15-year average of 13.9x
SIPs keep MFs afloat as investors redeem Rs 1.3 lakh crore in one year