Apart from SIPS and STPS, value- averaging can help investors make more money, says Devangshu Datta.
'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.'
There have been two changes announced so far as MF taxation is concerned.
Only a small percentage of investors in our country are invested in equity and equity-related funds at any given point in time.
The fall in the equity markets was to put some pressure on the balance sheets of the top five asset management companies (AMCs) in the country. But, two of them have managed to buck the trend, thanks to the rise in their average assets under management (AAUM).
As per the latest data available with mutual fund industry body AMFI, the total AUM of ELSS, or tax-saving funds, stood at Rs 25,069 crore at the end of January 2013.
The regulators have proposed changes in the norms for inclusion of mutual funds in the scheme.
Omkeshwar Singh, head, Rank MF, a mutual fund investment platform, answers your queries.
If you are investing your money only in public provident funds then should you start putting your money in mutual funds' systematic investment plans?
As the New Year begins here's taking a look at the best mutual funds of 2012 and what you should do with them in 2013.
'People are doing a lot of trading.' 'Short-term euphoria can be seen.' 'Retail participation is best through MFs and PMS.'
Nikunj Saraf, Vice President Choice Wealth, will answers your queries.
The key is to concentrate on selection and maintaining the disciplined way of investing.
Despite uncertain times and market volatility ahead, investors should continue with their disciplined investing via SIPs.
The mutual fund industry has witnessed a value erosion of Rs 75,966 crore (Rs 759.66 billion) in equity-related schemes in the first seven months of the current financial year. This is primarily because of the slide in the equity market on account of the global financial turmoil.
Domestic asset management companies (AMC) have launched around 60 new fund offers (NFOs) in the last six months and mobilised around Rs 27,000 crore. Fund houses are rushing to launch new funds amid buoyancy in the equities market.
IndusInd Bank was the top gainer in the Sensex pack, rallying over 6 per cent, ahead of its earnings announcement. Axis Bank, Kotak Bank, ICICI Bank and Bajaj Finance too surged up to 5 per cent. On the other hand, NTPC, M&M, HDFC Bank, Bharti Airtel and ITC were the laggards.
A first in 7 years, the combined institutional investor flow stands at Rs 69,000 crore in 2016-17
The markets regulator, Securities and Exchange Board of India (Sebi), recently introduced fresh guidelines to determine the place of a mutual fund (MF) on its riskometer tool.
The longer a bear market lasts, the more the eventual returns are, says Devangshu Datta.
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.
The recent weakness in stock markets has provided an opportunity to buy quality stocks relatively cheaper
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
At gross level, MFs mobilised Rs 43.67 lakh crore (Rs 43.67 trillion) in August.
Aptech, Lumax Industries, Vedanta, Indian Bank, Venky's India have appreciated over 200% in a year
Mutual Funds continued to be net buyers to the tune of Rs 3,179 crore (Rs 31.79 billion) in the secondary market compared to a net buyer position of Rs 64 crore (Rs 640 million) in May, a study by fund evaluation and risk solutions provider Crisil FundServices stated. Fund houses have made net equity purchases close to Rs 7,614 crore (Rs 76.14 billion) till June end this year.
Wondering if mutual fund investments can earn you enough money for your retirement and child's marriage? Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
'It is unlikely that foreign portfolio investors (FPIs) might increase their India allocation, given the overweight status for most FPIs.' 'Given the commentary from the Republican Party, an anti-imports approach means money will not flow out of the US.'
Mutual funds have given investors the choice to move away from traditional investment options
Small-cap stocks raked in big gains in fiscal 2021-22 by giving up to 36.64 per cent returns, outshining the bigger benchmark gauge and experts believe that they may continue to outperform in FY23. Markets faced many headwinds in the latter part of the last fiscal with the emergence of geopolitical tension, inflation concerns and FII selling. Analysts said that the first half of the last fiscal was very good, while the market entered into consolidation in the second half, combined with high volatility.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
Funds made investments worth Rs 64,602 crore (Rs 646.02 billion) in the debt market during June, higher than Rs 26,840 crore (Rs 268.4 billion) in May, as per the latest data available with market regulator Sebi.
'MFs acted as reckless lenders and not as prudent investors.' 'Clearly, how debt funds are being run is a systemic issue,' warns Debashis Basu.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
ETFs may be an option if you are considering only large-cap funds, experts tell Tinesh Bhasin.
the limit for investors wanting to invest in RGESS has been raised to Rs 12 lakh from Rs 10 lakh earlier.
Customers need to weigh whether they will be better off selling their mutual fund holdings or taking a loan against it.
The scheme encourages retail investors to participate in capital markets.
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
Systematic investment plans, through which mutual fund investors put a fixed sum into MF schemes, are proving to be engines of growth for fund houses with the number of SIP investors growing nearly three times since last year.
