MF assets remained unaffected by the January market crash, said research firm Crisil. Some fund houses even registered an increse in AUMs.
Funds like Franklin India Tax Shield makes it to the list of good tax saving schemes, says Rahul Goel.
"This decision of removing initial issue expense will make close-ended mutual fund schemes less expensive for retail investors", Sebi chairman M Damodaran said while briefing reporters after the board meeting. The Sebi board also cleared the draft proposal for listing of debt securities, ease disclosure norms for existing debt market securities and paved the way for permanent registration of capital market intermediaries.
If you continue to invest Rs 10,000 per month till you retire, assuming a return of about 15 per cent, you should be able to accumulate Rs 1 crore, says financial planning expert Rahul Goel.
The government on Thursday appointed PSU mutual funds UTI MF and SBI MF as managers of the corpus lying with postal and rural life insurance entities, a move that could lead to investment of the sum into the booming capital market.
Mukul Gupta, CEO, Birla Sun Life AMC talks about the benefits investors can draw by investing through mutual funds.
If you invest in one shot into a mutual fund, you run the risk of having mistimied the investment. The SIP dilutes this risk by having you invest money on a fixed date every month over a period of time, says financial planning expert Rahul Goel.
Mutual funds and ulips are two very different investment instruments. Before investing, please understand the product your are putting you money in very well, says Rahul Goel.
Whether you invest one time, or in multiple installments, the entry load will be the same. the load is charged on the value of the investment. The money is invested in installments so as to average out the cost of acquisition of mutual fund units, says personal finance expert Rahul Goel.
Gold ETS do make investment sense for some, but not all, investors. We would need to understand your circumstances well to be able to guide you on this, says personal finance expert Rahul Goel.
One needs to set aside only about 15,000 per month in assets yielding 15 per cent per annum to achieve an inflation adjusted goal of Rs 1 cr in 25 years. Since the tenure is long, best would be a portfolio of diversified equity funds, says the financial expert Rahul Goel.
Infosys has reclaimed the top spot from ITC on the funds' popularity chart, according to an analysis by Crisil.
While looking to give a boost to the mutual fund sector with some contribution from about Rs 5.5 lakh crore (Rs 5.5 trillion) corpus being managed by Employee Provident Fund Organisation, Sebi feels that age restrictions would safeguard investors from 'unnecessary risks' during years closer to their retirement.
The question of debt mutual funds verses fixed deposits has been going on for a long time. Which one serves better for the conservative investor? InvestmentYogi takes a close look and breaks it down, giving you the details you need to make an informed choice.
If you have about 3-5 hours every day to study the stock markets and the companies to inevst in, then go for direct equity. If not, go in for mutual funds, says expert Rahul Goel.
The Finance Minister has come out with a broad roadmap aimed at regaining the confidence of investors in the Indian economy.
Domestic mutual funds have added over 20 billion dollars in July to their 100-billion-dollar kitty, driven by fresh capital raised through new fund offerings as well as a sharp rally in stock markets.
Under the proposed rules, mutual funds may not be allowed to borrow more than 20 per cent of the net assets of a scheme and the duration of such borrowing would not exceed six months.
According to a strategist at a leading foreign brokerage, the inflows into India can be sourced to a host of India dedicated funds and some global funds.
Concerned over the non-performance of some schemes over a long period of time, Sebi Chairman U K Sinha said that fund houses need to look into the matter and consider merger of some schemes.
For a new investor the right way to begin is consider well diversified funds that invest predominantly in large cap stock
When mutual funds change their unit values, investors think there is a real change. In reality, it is not.
FMC chairman S Sundareshan, while delivering a lecture on 'Commodity Future in India,' strongly advocated the participation of the crucial financial sector in commodities.
Past performance is undoubtedly very luring, but should you rely on it?
The report on Mutual Funds Investments released by Research and analytics firm, Boston Analytics, suggests investors are holding back from putting their money in mutual funds because of their perceived high risk and a lack of information on how mutual funds work.
They give you tax sops on investments and are also exempt from long term capital gains tax.
MF investors may not be able to support markets fall if selling intensifies
Domestic mutual funds have witnessed a windfall of assets worth about Rs 20,000 crore (Rs 200 billion) over the past month on the back of investors reposing faith in the market.
ffIn an hour-long chat on on rediff.com on Friday, MCX-Zee Business award winning Mutual Fund expert, Ashok Kumar offered some tips on mutual funds.
Investors can now look forward to new opportunities in the global markets with eased overseas investment norms for mutual funds, which provides the much-needed quality diversification to their portfolios, the industry experts said.
There are, however, a few aspects to factor in before considering G-Secs as an investment option, advises Bindisha Sarang.
Ramesh Kabra, head, Product Development at Taurus Mutual Fund, addresses the important issues and concerns ranging from volatility of the market to safer investment destinations.
A non-compliance with FATCA entails 30 per cent withholding tax on certain US source payments.
'Investors need to find out how the FMP's assets are distributed and ensure the investments are in high-quality names.'
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.
While the market may remain volatile this year, analysts expect equities to deliver positive returns by outperforming inflation and government bonds, supported by the fiscal stimulus in the US.
Assuming that the value of LIC's holding has risen in line with the markets, its portfolio size today could be around $86 billion, higher than the previous record of $84 billion in March 2018.
Investors who cannot manage an asset-allocated portfolio or rebalance regularly, or do not have an advisor, may opt for these funds, but only after a detailed study of their strategy, suggests Sanjay Kumar Singh.
Omkeshwar Singh, head, Rank MF, a mutual fund investment platform, answers your queries.