Equity funds like to identify newer avenues of investment and hence they create products around those new avenues. In the second part of this series, we look at the styles and themes of MFs.
The top 20 fund houses held 6.8 per cent of their portfolios in cash as of May 31, down from a record high of 7.2 per cent in April 2025.
These equity mutual funds may have fewer assets under management than their more known peers but are our analysts' favourites.
Equity mutual funds (MFs) deployed maximum in shares of Reliance Industries (RIL) in June at Rs 2,177 crore, followed by Maruti Suzuki (Rs 2,045 crore) and Bharti Airtel (Rs 1,310 crore). Shares of both RIL and Bharti Airtel have been turbulent this month. On July 1, shares of RIL crashed over 7 per cent, following the government imposing windfall taxes on domestic crude oil production and fuel exports.
The change comes at a time when online MF distributors are increasingly moving investors from the SoA mode to demat holdings.
rediffGURU Ulhas Joshi answers your mutual fund queries.
Among index funds, the most popular products are funds tracking the Nifty 50 and Sensex, says Dwaipayan Bose, and explains the finer points of selecting the right index mutual fund.
Meaningful market share would go to those who have the distribution strength to push their products, such as banks.
The highlight in January, with no surprise, has been flows into gold and silver ETFs.
The performance of banking and information technology (IT) stocks has had a significant impact on the composition of diversified mutual fund (MF) portfolios. Over the past two months, these sectors have become increasingly dominant, now constituting nearly 30 per cent of the total allocation in many diversified MF portfolios.
Mutual funds' equity buying remained elevated for the fifth consecutive month in December, taking the net equity purchase past Rs 1.7 trillion in 2023. The aggressive buying in December indicates that flows into equity funds are likely to have remained unaffected by the sharp run-up in the market last month. Mutual funds (MFs) bought equities worth Rs 23,000 crore last month (until December 28) compared to Rs 18,000 crore in November, shows data from the Securities and Exchange Board of India (Sebi).
Salil Dhawan reveals the MFs that have not only performed well in the past but have a promising outlook for the future too.
'Value is not where you make money in India. It never has been.' 'You have to buy momentum.' 'Momentum is in technology, and I don't see that slowing down because I believe the AI infrastructure boom is going to last for a while.'
After a stellar 2023, the mutual fund industry sustained its growth momentum in 2024 with an impressive Rs 17 lakh crore surge in assets, driven by buoyant equity markets, robust economic growth, and increasing investor participation. Experts are predicting the positive trend will extend into 2025.
Smallcap and midcap funds now account for nearly 30% of active equity MF folios, as stock-market gains revive investor appetite for high-growth segments.
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.
Nikunj Saraf, Vice President Choice Wealth, answers your queries.
2025 marked a shift in investor preference when it comes to MF schemes.
In 2021, there is the risk of interest rates spiking. Investors should tackle duration risk with a longer investment horizon, suggests Sanjay Kumar Singh.
Urban Indian millennials are caught in an algorithmically amplified consumption spiral where social media normalises spending patterns that systematically undermine retirement security.
In reality, no single philosophy can dominate every market cycle. That's why we've explained how these approaches work to help investors make informed and realistic decisions.
Wondering if you did the right thing with your mutual fund investments?
Mutual funds have invested nearly Rs 94,500 crore in equities thus far in CY17, compared to Rs 32,000 crore in the year ago period, at a time when foreign investors have turned net sellers of India since August.
rediffGURU Vivek Lala answers your income tax and personal finance queries.
The investors who put their money directly in index-specific stocks scored over those who invested in mutual funds in April, as most fund houses gave returns of 5-6 per cent while the benchmark BSE Sensex rose by about 12 per cent in the month.
MFs continue to find it difficult to attract and retain long-term money from investors
What are the tax benefits available to those who invest in mutual funds? What are the tax liabilities, if any? Read on to find out. . .
Ask rediffGURU Reetika Sharma your insurance, mutual fund and personal finance-related questions.
Money flowing into the equity schemes of mutual funds is back at a level last seen before the 2008 financial crisis, when the stock market tanked 60 per cent.
Nikunj Saraf, Vice President Choice Wealth, answers your mutual fund queries.
Value mutual funds have witnessed robust investor interest, garnering Rs 22,757 crore in inflows in 2024, nearly double the amount seen in 2023, fueled by impressive returns generated by the segment. This surge reflects a shift in investor focus towards fundamentally strong yet undervalued stocks.
The mutual fund industry added Rs 2.2 lakh crore to its asset base in 2022, driven by consistent monthly increase in SIP (Systematic Investment Plan) flows. The Assets Under Management (AUM) of the mutual fund industry rose by 5.7 per cent or Rs 2.2 lakh crore to a total Rs 39.88 lakh crore in 2022, data from the Association of Mutual Fund Industry (Amfi) showed on Tuesday. This was way lower than a surge of nearly 22 per cent or an increase of close to Rs 7 lakh crore in the asset base to Rs 37.72 lakh crore in 2021.
Try this mutual fund quiz to figure out how savvy you are about this investment option.
Mutual funds are looking to tap into the special opportunities theme ahead of the results of the general election results and the continued uncertainty on the geo-political and interest rate fronts. Two fund houses - WhiteOak Capital and Samco - are set to launch special opportunities funds next week. Kotak MF has also filed papers with the regulator to launch a scheme in the same category.
Investors fail to realise the potential of tax-saving investments in contributing towards wealth creation. As a result, it is vital that tax-planning be considered as a part of the investor's overall financial planning and not in isolation.
Retail investors tend to overlook the warning signs in a Bull market. So who makes the most of their 'greed?' The unscrupulous mutual funds.
These are the top 8 out of 88 funds that the diversified equity fund category has to offer.
Mutual funds focused on investing in fixed-income securities witnessed a heavy outflow of Rs 92,248 crore in June on uncertain macro environment, driven by expectations around an increasing rate cycle, higher commodity prices and slowdown in growth. This comes following a net outflow of Rs 32,722 crore in May and an inflow of Rs 54,756 crore in April, data available with Association of Mutual Funds in India (Amfi) showed. Out of the 16 fixed-income or debt fund categories, 14 witnessed net outflows during the month under review.
