Invest 5 to 10 per cent in a banking sector fund. Ensure that mutual fund's portfolio includes all three players -- private sector banks, public sector banks and NBFCs.
If you are confused as an investor with the information overload and would like to choose the right type of fund for you then you are at the right place..
Many investors, who have made money in the rising market of the recent past, are pulling out of equity funds, believing that they can earn more by investing directly.
Investors who cannot manage an asset-allocated portfolio or rebalance regularly, or do not have an advisor, may opt for these funds, but only after a detailed study of their strategy, suggests Sanjay Kumar Singh.
At the outset, decide whether you want to be a trader or an investor, suggest Sarbajeet K Sen and Sanjay Kumar Singh.
This came even as the airline recorded the fastest domestic passenger growth rate of 26 per cent.
While Sensex and Nifty have gained 12.78 per cent and 14.16 per cent respectively since the beginning of 2012, the surge has been higher for a total of 38 equity funds of various fund houses, led by Reliance Mutual Fund.
The country's biggest mutual fund, UTI Mutual Fund, on Monday announced the launch of its new scheme 'UTI-Dividend Yield Fund', which will invest in 60-70 high dividend yield stocks.
The country's 44 fund houses together garnered an average Asset Under Management) of Rs 9.04 lakh crore (Rs 9.04 trillion) during the January-March quarter of 2013-14, up from Rs 8.76 lakh crore (Rs 8.76 trillion) in the previous three-month period, Crisil said attributing the data to the Association of Mutual Funds in India.
'Is taxable amount above 1 Lac is also to be shown as income from other sources?'
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
'Investors need to understand that these schemes may not do well in the market that is in a bull run, but quality stocks would protect the downside.'
Finance Minister P Chidambaram has decided to impose 20 per cent tax on corporate unit holders of mutual funds.
While the amount collected is a tad lower than last two years, it may surpass the previous two years' collections by the end of the year.
Insurance firms have designed amazing retirment plans to lure more customers.
According to industry players, over 50 FMPs have exposure to Zee Group companies.
Nikunj Saraf, Vice President Choice Wealth, answers your mutual fund queries.
The Securities and Exchange Board of India (Sebi) has just released a proposal to alter the regulations pertaining to the sponsor system for mutual funds. One of the reasons for the proposed changes is that there are two conflicting regulations that need to be clarified. The other reason is that the sponsor system may itself be outdated as it stands, and the proposed changes would allow new entities such as private equity funds and portfolio management services to enter this space.
At present, 60 per cent of the mutual fund industry's corpus comes from fixed income schemes, which invest in stable return giving instruments such as government securities and bonds.
Anil Rego, CEO, Right Horizons, answers your personal income tax queries.
Corrective measures are already being taken by fund managers - overall allocation to the IT firm has been pruned by 120 basis points, from 4.43 per cent in March to 3.24 per cent in July
Indian asset management companies (AMCs) are likely to see a hefty spike in their valuations, after the last week's 5 per cent equity stake sale by Reliance Mutual Fund to US-based hedge fund Eton Park.
Will 2022 be a year of contrasting narratives -- one filled with caution and the other with continued optimism?
Many investors are lured with dividends that mutual funds pay, without realising that they are getting their own money back.
Total assets under management (AUM) for September stood at Rs 20.4 lakh crore compared with Rs 20.6 lakh crore at the end of August.
At gross level, MFs mobilised Rs 43.67 lakh crore (Rs 43.67 trillion) in August.
During 2013-14, the number of investor folios for equity schemes fell by 40 lakh.
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.
Investors must be aware that there is an element of uncertainty attached to investing in MF IPOs, which they must factor in before making an investment decision.
Coming down heavily on MF players who in recent past chose to use shareholder fund to buy out debt of bleeding invested companies, Sebi said MFs can't have standstill agreements with companies and will take action against fund houses for such deals.
Franklin Templeton has won the mutual fund of the year award instituted by CNBC-TV18 and rating agency CRISIL.
After the Franklin Templeton episode, investor confidence has been shaken. Known brands have become more relevant to investors, as long as this psychological impact lasts.
While equity funds can charge an expense ratio up to 2.5 per cent, debt funds can charge up to 2.25 per cent.
This will be the first such deal since the global financial crisis caused the Indian stock markets to crash a record 23 per cent in October.
Do you have too many tax saving mutual funds in your portfolio? Or have you got too many diversified equity mutual funds based on their market cap, theme, sector etc? Financial planning expert Vetapalem Sridhar runs a health check of your mutual fund portfolio.
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