Balanced funds are suitable for investors who have low-risk appetite or are new to equities.Those with more than seven-year investment horizon should look at funds that have higher equity exposure.
'Those satisfied with returns and not expecting further rally could be booking profits and also stopping SIPs.'
'In phases when smaller stocks do well, an equal-weight index performs better than its market cap-weighted peer.'
Sudhanshu Singh, director IBBM, MM Securities, answers your mutual fund queries.
Don't exit from growth-style funds as they may benefit next from a shift in investor preference.
The cash pile within smallcap mutual fund (MF) schemes has grown over the past few months amid a relentless rally in stocks in this space. While fund managers usually don't make cash calls, incessant inflows and valuation discomfort have forced their hand. At the end of January, the top 10 schemes had over Rs 12,160 crore in cash, compared to Rs 8,700 crore in August 2023.
During the current financial year, 25 companies have raised Rs 28,220 crore through IPOs
To get back equity-wary investors, fund houses and their portfolio management services (PMS) have started schemes that will regularly book profits. In these funds, mutual funds and PMS will realise appreciation at specific target returns and transfer profits either to a safer investment avenue or give the money back to the customer.
Ulhas Joshi, Head -- Sales, Rank MF, a mutual fund investment platform, answers your queries.
'Those trying to use these funds for quick gains should avoid them due to risk of being late to the party.'
Three such funds have been launched recently, more are in the pipeline.
Treat silver as part of the procyclical or growth assets in your portfolio, advises Sanjay Kumar Singh.
No fund houses could muster the courage to launch equity funds during the period and the sector lost a lot of its equity assets.
A study of the top ten mutual funds' equity portfolios as on March 30 reveals that funds bought huge chunks of metal major SAIL, engineering stock KEC Infrastructures, while diluted their exposure to FMCG major ITC.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
Multi-cap funds are best suited to exploit the present market scenario as they are free to invest across all market capitalisations and sectors, says Naveen Kukreja, CEO and co-founder, Paisabazaar.com.
In the third part of this five part series on top 25 mutual funds analysed by Value Research we produce the next best five mutual funds that investors can put their money in for the long term.
Small and midcap schemes may impose restrictions on redemptions, cap employee withdrawals, and increase the exit load, while ensuring a proportionate liquidation of the portfolio during market crises to safeguard the interests of all investors. These measures have been outlined in the investor protection policies recently put out by mutual fund (MF) trustees. The policies for small and midcap schemes were prepared by MF trustees following directives from the Securities and Exchange Board of India (Sebi) earlier this month.
Mutual funds continued to buy into oil and gas, banking and finance, telecom, and media stocks in April
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
Three closed-ended equity schemes have been launched in the past month or so and another is set to open soon for subscription.
One of the biggest advantages of index funds and ETFs is their low cost, points out Sarbajeet K Sen.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, will answer your queries.
Buoyancy in the equity market and the soft interest rate regime have prompted insurers like the LIC to focus on unit-linked products that provide life cover as well as tax benefits and capital appreciation to investors.
Reliance Mutual Fund topped the AUM chart with its AUM in excess of Rs 660 billion, while ICICI Prudential Mutual Fund came second with an AUM of Rs 487 billion.
'The number of first-time investors into MFs can grow four times more than the current rate if we are able to accept the bank KYCs.'
An allocation to ESG theme funds can bring down the overall risk of an equity portfolio. Investors with long-term financial goals, such as retirement, should not ignore sustainable investing.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
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.
The BSE Sensex lost about 1,600 points, while the National Stock Exchange Nifty was down about 400 points.
Do not, however, enter expecting quick returns.
rediffGURU Ramalingam Kalirajan answers your personal finance queries.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
Investment guru and mutual fund expert Ashok Kumar, answers all your MF related queries.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
Nikunj Saraf, Vice President Choice Wealth, answers your queries.
If a retail investor wants exposure to a healthcare ETF, it should be a part of his satellite portfolio, suggests Sanjay Kumar Singh.
Omkeshwar Singh, head, Rank MF, a mutual fund investment platform, answers your queries.
© 2026 Rediff.com - Advertise with us - Disclaimer - Privacy Policy - Sitemap - Feedback - About us - Terms of use - Grievances