The asset size of Indian mutual funds have grown by about 200 per cent from Rs 47,000 crore (Rs 470 billion) in March 1993 to Rs 1,40,000 crore (Rs 1,400 billion) in December 2003.
Mutual funds are the right way to invest in stocks and bonds for individual investors. By following the right principles and rules, it can be both profitable and tension-free.
Apart from SIPS and STPS, value- averaging can help investors make more money, says Devangshu Datta.
Anil Rego, CEO, Right Horizons, answers your personal income tax queries.
The mid-cap universe - comprising firms that rank 101-250 in terms of m-cap - could see as many as 17 new stocks move out. Similarly, over half a dozen stocks could exit the large-cap universe, which is defined as the top 100 entities in terms of m-cap.
Keep working on your portfolio according to market conditions. But don't do it too often
Thus far in 2017-18, FIIs and MFs have invested Rs 198.91 billion and Rs 1,119.49 billion in the Indian equity markets. Of this, around Rs 152.46 billion has come in January alone.
'The banking sector appears to be on course to recovery,' declares the RBI governor.
'MFs have a combined exposure of Rs 3.2 lakh crore to NBFCs, out of which Rs 1.1 lakh crore matures by September 2019.'
As per the latest data available with the Securities and Exchange Board of India, there was a net outflow of Rs 59,726 crore (RS 597.26 billion) in June as against a net inflow of Rs 1,46,094 crore (RS 1,460.94 billion) in the previous two months.
According to a research note by Bank of America Merrill Lynch, while foreign institutional investors' holding in Sensex has gone up to the highest level in last eight years, while LIC and domestic MFs were net sellers.
Aptech, Lumax Industries, Vedanta, Indian Bank, Venky's India have appreciated over 200% in a year
The time is ripe for a merger of eight fund houses indirectly owned and controlled by the central government, says N Sundaresha Subramanian.
the limit for investors wanting to invest in RGESS has been raised to Rs 12 lakh from Rs 10 lakh earlier.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
The scheme encourages retail investors to participate in capital markets.
The regulators have proposed changes in the norms for inclusion of mutual funds in the scheme.
Fatca aims to track all US residents with non-US accounts and US citizens, too.
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.
With the Reserve Bank of India's (RBI's) draft reconstruction scheme for the troubled lender suggesting a permanent write-down of these bonds outstanding as of March 5, bondholders who have invested RS 10,800 crores are up in arms, reports Hamsini Karthik.
Experts say investors should stay patient and stay invested in mutual funds.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
'Investors should be careful in getting carried away; although a reversal of IPO frenzy this time is taking longer than in the past.'
The key is to concentrate on selection and maintaining the disciplined way of investing.
Bank fixed deposits offer assured returns but are entirely taxable. Ultra short-term debt funds can't specify returns but are tax efficient.
While it may be justifiable to pay a higher expense ratio in a fund that outperforms, you should definitely exit one whose performance is below par, says Sanjay Kumar Singh
Investors in exchange-traded funds can trade on bourses.
'We would advise investors to hold on to multi-cap funds and not invest further until further clarity emerges.'
The mutual fund industry has witnessed a value erosion of Rs 75,966 crore (Rs 759.66 billion) in equity-related schemes in the first seven months of the current financial year. This is primarily because of the slide in the equity market on account of the global financial turmoil.
ICICI Bank, HDFC Bank, Infosys, SBI and L&T among fund managers' preferred bets.
'If I close my housing loan, are there any investment avenues (the investment should provide liquidity) to save tax?'
Choose schemes correctly, and with a historical record. The rest is easy...
Market-linked products have been driving the growth of private insurers for some time now. But, the market volatility has forced the companies to re-think their strategies, reports Subrata Panda.
If you have an active trading account or have consumer loans or thinking of taking out a loan, consider investing in NBFCs, says Devangshu Datta
While regulators are trying to do their bit, the onus is on you to prove it.
Senior bankers are trying to impress upon the central bank that the shift to external benchmark-linked lending be postponed to April 1, 2020.
The longer a bear market lasts, the more the eventual returns are, says Devangshu Datta.
All India Management Association's post graduate certificate in management (PGCM) (Marketing).
