Looking to invest in mutual fund but don't know which mutual fund plan to go for? Are you confused by the recommendations given by various investment advisors about which mutual fund plan to select? Don't worry. Here we cover the different mutual fund plans and how to choose the one that will help you benefit.
This is the right time to get out of schemes, which have not lived up to your expectations.
The strong inflow in MF schemes coincided with a gain in BSE's benchmark Sensex by two per cent last month.
After getting the go-ahead from the Reserve Bank of India (RBI), IDBI Bank is all set to apply to the Securities and Exchange Board of India (Sebi) for a mutual fund licence.
Find out which amongst the three tax-saving options investors should opt for.
Franklin Templeton has won the mutual fund of the year award instituted by CNBC-TV18 and rating agency CRISIL.
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.
Investors need to get the timing of entry and exit right to make money in thematic and sector funds, suggests Sarbajeet K Sen.
The retail frenzy over initial public offers (IPOs) seen over the past few months is not without reason. Over the past two years, 61 companies have tapped the primary market and raised funds via IPOs. Of these, 24 companies (nearly 39 per cent companies) have more than doubled at the bourses with Happiest Minds, IndiaMart Intermesh, Indian Railway Catering and Tourism Corporation (IRCTC), Affle India and Route Mobile surging 468 per cent to 722 per cent since their listing date till now. Retail participation in the equity market, according to analysts, has just reached an inflection point due to the low interest rate regime amid lack of investment-worthy avenues that can generate a good return for investors.
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.
While equity funds can charge an expense ratio up to 2.5 per cent, debt funds can charge up to 2.25 per cent.
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.
Exit from equities if your investment was goal-linked or if you urgently need cash. Else, stay; rebalance your portfolio by picking attractively valued and some better-performing 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.
To ease pressure due to the coronavirus lockdown, corporate have asked banks and the government for a six-month liquidity line, so that they can pay off their suppliers and employees.
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.
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.
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.
LIC is one of the largest Indian shareholders in the country's largest car maker, with a 6.93% stake.
Sahara group has been engaged in a long-running regulatory and legal battle with Sebi.
'You need to be careful about this.' 'Growth without fundamental principles is like fat.' 'Growth with good base and fundamentals is like muscles.'
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..
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 simplified form will comprise details of taxpayers' mutual fund transactions, pending and completed income tax proceedings, status of income tax demand, besides tax deducted at source and tax collected at source. Form 26AS is an annual tax credit statement containing details of various taxes deducted on income.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
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.
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.
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 financial services sector, including NBFCs and housing finance companies (HFCs), have historically been the largest borrowers from MFs.
Franklin Templeton Mutual Fund, which has closed six debt schemes, has said the winding-up process will be delayed in the absence of authorisation from investors and further steps will be possible only after seeking fresh approval from them. It further said that investors who do not have an e-mail ID or mobile number registered with the fund house will not be able to participate in the voting process. The date on which the voting would start has not been disclosed yet.
The journey that your money undergoes from the time of investment in an MF scheme till redemption.
Standard Chartered Bank is expected to seal the deal of its Mutual Fund business in the near future.
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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.
Check the asset allocation of your diversified equity fund to see that you really have a lower-risk scheme.
