Investors should do thorough due diligence when selecting a platform.
Equity flows turning positive could give fund managers firepower to invest in the markets. This could come in handy as flows from foreign investors have tapered off amid rising bond yields in the US.
Debt fund managers are reassessing their strategies after the setback delivered by the Reserve Bank of India recently. While most are refraining from any knee-jerk reaction to the central bank's surprise open market operation (OMO) announcements, they are taking a re-look at the duration of their schemes. Sandeep Yadav, head of fixed income at DSP Mutual Fund, said it has trimmed the duration of some schemes, considering the hawkish stance by the RBI.
Gen Z is a generation that has been raised in a digital-first era, where shopping, payment, and monetary transactions are done within seconds via smartphones. Moreover, the new flexibility offered by investing platforms is encouraging young investors to opt for investment frequencies that align with their spending patterns and lifestyle. This change has brought up an interesting debate on whether daily and weekly SIPs are better than monthly investments.
Notwithstanding sharp volatility in March, mutual fund (MF) investors didn't fight shy of investing in riskier small-cap-oriented schemes. Inflows into small-cap funds were not just the highest in absolute terms, they were also the maximum as a proportion of assets under management (AUM) among all market capitalisation (m-cap)-oriented categories. Investors funnelled Rs 2,430 crore down small-cap funds - 1.8 per cent of their AUM of Rs 1.33 trillion.
After relentlessly selling shares for most of 2013, India's equity mutual fund managers have turned buyers in the fag-end of the year.
Why should I invest in mutual funds? Why cannot I invest in equities directly? Here are 7 simple reasons
'Investing in these funds makes sense if their net yield over better-quality funds -- corporate bond funds or banking and PSU funds -- is meaningful.'
The steady inflows from systematic investment plans (SIPs) into mutual funds (MFs), coupled with outflows from debt schemes, has propelled the share of SIPs in the total assets being managed by the industry to a new high of 17.1 per cent in February. SIPs are used predominantly by retail investors. Nearly seven of every 10 SIP accounts are in equity-oriented active MF schemes.
Several mutual funds (MFs) have recently approached the Reserve Bank of India (RBI) as they renew efforts to increase their overseas investment limit. In June 2022, the capital markets regulator Securities and Exchange Board of India (Sebi) permitted MFs to invest in foreign stocks within the aggregate mandated limit of $7 billion after a correction in stocks. One of the proposals shared with the RBI is to link MFs' foreign investment limit to the country's foreign exchange reserves.
In modern investing, transparency is more valuable than zero fees and not all investing app score big on this front, says Ramalingam Kalirajan.
Market regulator Sebi on Thursday said that timelines for portfolio rebalancing in mutual fund schemes will now be applicable to all types of passive breaches across actively managed schemes, which was earlier limited to only asset allocation. A passive breach refers to unintended deviations from the mandated asset allocation or regulatory limits that do not arise from the direct actions or omissions of asset management companies (AMCs).
'Mark Mobius's life was dedicated to investing.'
Experts say you may invest in small-sized funds and benefit from their nimbleness.
With this, the total SIP contribution in the first seven months of the current financial year rose to Rs 57,607 crore as compared with Rs 52,472 crore in April-October 2018, according to the latest data from the Association of Mutual Funds in India (Amfi).
Until now, these platforms were either working through an investment advisory (IA) or stockbroking licence.
Mutual funds have invested nearly Rs 94,500 crore in equities thus far in CY17, compared to Rs 32,000 crore in the year ago period, at a time when foreign investors have turned net sellers of India since August.
By diversifying into developed market equities, Indian investors can mitigate the impact of cyclicality in returns as well as reduce currency risk, experts tell Sanjay Kumar Singh.
After life insurance, DLF Ltd is foraying into asset management by offering local and global mutual funds through a joint venture with Prudential Financial Inc of the United States.
The mutual fund industry saw an average growth of 63 per cent in assets under management in 2006
The volume of new fund offerings (NFOs) in 2025 will fluctuate based on market conditions. However, innovation is expected to continue unabated. With an increasing number of fund houses aiming to establish a presence in the 'factor' investing space and changes in fund-of-fund taxation providing more opportunities, several industry-first offerings are anticipated.
The Enforcement Directorate has attached properties worth over Rs 1,000 crore as part of its investigation into the alleged Chhattisgarh liquor scam, filing a fresh complaint against four additional accused.
Overlap refers to the same stocks appearing across fund portfolios.
Increasing awareness about mutual funds, ease of transactions through digitisation and sharp surge in equity markets have aided asset management companies to add a staggering 3.17 crore investor accounts in 2021-22, with experts saying the trend is likely to continue this fiscal as well. This was a significant rise from 2020-21 when 81 lakh accounts (or folios in mutual fund parlance) were opened, data with the Association of Mutual Funds in India (Amfi) showed. The ongoing financial year too appears to be promising in terms of folios as increase in investor accounts will enable people to move beyond fixed deposits and savings accounts, said Priti Rathi Gupta, founder of LXME, a financial platform for women.
A Balasubramanian tells Business Standard that the sector will see one of its best phases in the coming five years.
The United States and Iran have reached an agreement in principle to immediately and permanently halt all military operations, lift sanctions, and work towards a comprehensive final agreement within 60 days, including a significant reconstruction package for Iran.
'First-time or conservative investors should avoid narrow sectoral funds.'
Here's what you should look at before investing in mutual funds.
Of course, NOT! Here's why. And here's how you can increase your Rs 1 crore retirement corpus.
Investing in mutual funds is a challenging task. Here's what you must know before you start your mutual fund investments.
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.
American Express Bank is open to acquiring Indian banks and mutual funds as part of the efforts to increase its presence in the country.
This is the sixth mark down for the largest e-commerce marketplace of the country in as many months.
Five things you must know before investing in mutual funds and you will be less likely to fret during market ups and downs.
