While equity funds can charge an expense ratio up to 2.5 per cent, debt funds can charge up to 2.25 per cent.
If one compares returns, the two public-sector ETFs have done better over the past year, but the ELSS category has done better over the trailing three and five years.
Anil Rego, CEO, Right Horizons, answers your personal income tax queries.
Two factors play a predominant role in fetching good returns -- stock selection and allocation, suggests Sanjay Kumar Singh.
LIC is one of the largest Indian shareholders in the country's largest car maker, with a 6.93% stake.
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.
New fund offer, called Reliance Fixed Horizon Fund - XX, is a close-ended income scheme and the units can be purchased only during the period of NFO.
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.
As an investor you need to learn not only when to buy but also when to sell a mutual fund. Learning the principles of when to sell a mutual fund helps weed off investment in unprofitable mutual funds and build up a desirable and profitable portfolio of mutual fund investments.
Several investors opine that mutual funds have been making a distinction between subscribers based on their investment values. Investors with high value net investments are charged nil or lesser entry & exit loads. The MFs have been justifying this by saying that it helps them to get more subscriptions and enables them to invest in large-cap and high-value Sensex stocks.
The journey that your money undergoes from the time of investment in an MF scheme till redemption.
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The country's 44 fund houses together had an average AUM of Rs 9.85 lakh crore during April-June quarter of 2014-15, up from Rs 9.05 lakh crore (Rs 9.05 trillion) in the preceding three months, according to the latest data available with Association of Mutual Funds in India.
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..
Most equity schemes have more than doubled their NAVs in 8 years, even if they entered at the pre-Lehman crisis peak
In other debt-oriented funds, retail assets jumped from about Rs 45,000 crore to Rs 64,000 crore.
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.
You have been investing in mutual funds for quite some time but the returns on your investment is not impressive? Should you sell those mutual funds that have not performed well and add a dash of new ones that are touted as good performers? Financial planning expert Vetapalem Sridhar runs you through the basics of MF investing.
The new rule follows the recommendations of the Association of Mutual Funds in India's Working Group on Standardisation of Key Operational Areas, a circular by Sebi said in Mumbai on Tuesday evening.
If you watch television, you just cannot miss the colourful, new fund offering advertisements by mutual funds talking about India's growing economy and how investing in them is likely to fetch great returns
The Rs 4,200 crore (Rs 42 billion) Murugappa group is toying with the idea of including a foreign strategic partner in its mutual fund arm Cholamandalam AMC, which plans to double its business to Rs 2,500 crore within a year.
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.
Standard Chartered Bank is expected to seal the deal of its Mutual Fund business in the near future.
At the outset, decide whether you want to be a trader or an investor, suggest Sarbajeet K Sen and Sanjay Kumar Singh.
CBI conducted raids at over two dozen places including those of senior officials of SBI Mutual Fund, UTI and broker Ketan Parekh for allegedly duping the financial institutions of crores of rupees in the latest stock market scam.
Reserve Bank of India lens on mutual fund, insurance, gold coin sale by branch's non-sales staff
Check the asset allocation of your diversified equity fund to see that you really have a lower-risk scheme.
Experts say a combination of improving asset quality and NBFCs' weak balance-sheets bodes well for both corporate and retail banks.
Backed by upsurge in stock prices, diversified open-ended equity schemes of mutual funds posted an average 19 per cent return for the one year ended June 2003, according to Crisil's mutual fund ranking.\n\n\n\n
UTI Mutual Fund plans to foray into the pension sector once the government sets up Pension Fund Regulatory and Development Authority in October this year.
No fund houses could muster the courage to launch equity funds during the period and the sector lost a lot of its equity assets.
Given its focus on the real estate sector, financial planners feel this scheme is not meant for first-time investors and any investor should only have 5 to 10 per cent exposure to this fund.
Many investors get out of their existing MF scheme to invest in new MF schemes as they are told they will get more units. But beware, this may not be good for you.
The country's leading fund manager UTI Mutual Fund is likely to enter the capital market with its public issue by the end of current fiscal and has already got the approval from its board for the IPO.
The move to allow payments through digital wallets could give a fillip to distribution and reach for these investment vehicles, say experts.
According to a notification on Saturday, the "services rendered by a mutual fund agent or distributor to mutual fund or asset management company for distribution or marketing of mutual fund" form part of 34 items exempt from service tax.
If you save regularly and you buy funds that fit your asset-allocation mix, you will do as well as, or better than, most professionals in the financial world.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
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