Here's what you should look at before investing in mutual funds.
Investing in mutual funds is a challenging task. Here's what you must know before you start your mutual fund investments.
This exercise allows investors to realign their portfolios with changing market conditions and evolving personal objectives.
This is the sixth mark down for the largest e-commerce marketplace of the country in as many months.
Ask rediffGURU and PF expert Nitin Narkhede your mutual fund and personal finance-related questions.
Five things you must know before investing in mutual funds and you will be less likely to fret during market ups and downs.
'Equities may not outperform every year, but if they do so seven times out of 10, it's an asset class worth relying on.'
India's market regulator is moving ahead to include real estate investment trusts (Reits) in benchmark indices in a phased manner, Sebi chief Tuhin Kanta Pandey said, while asserting that the regulator was working to strengthen the link between infrastructure building and the markets.
American Express Bank is open to acquiring Indian banks and mutual funds as part of the efforts to increase its presence in the country.
Had you invested Rs 5,000 every month in SBI Magnum Multicap Fund through systematic investment plan (SIP) for the last 5 years, the value of your investment would be over Rs 5.2 lakh as on August 22, 2016
Investors must account for currency depreciation in their financial plans and use instruments that can cushion the erosion in purchasing power.
If your fund unjustifiably holds a large amount of cash, stop investing and take a relook at its capability to spot opportunities.
Mutual funds (MFs) are betting on a turnaround in the healthcare sector to boost returns but are divided on the prospects of the information technology (IT) sector amid uncertain growth outlook. At the end of June, all of the top 20 fund houses were overweight on the healthcare sector vis--vis the sector's presence in the BSE 200 index, shows a report by Motilal Oswal Financial Services (MOFS). In the case of the IT sector, only six of the 20 fund houses had overweight positions.
While mutual funds charge fees of 1-1.5 per cent of assets managed, that for pension funds could be a hundredth since the two investment streams are dramatically different.
At a time when investors are preferring higher-risk investment products like thematic and small-cap mutual fund (MF) schemes, some fund houses are exploring the possibility of going further down the market-capitalisation (m-cap) ladder to unearth newer investment opportunities. HDFC MF had filed papers with the capital markets regulator - the Securities and Exchange Board of India (Sebi) - earlier this year for an active micro-cap scheme. Some more fund houses are keen on launching such schemes, say industry observers.
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.
LIC is one of the largest Indian shareholders in the country's largest car maker, with a 6.93% stake.
'First-time investors, busy professionals, NRIs and those with modest sums looking for curated strategies may find FoFs especially appealing.'
Mutual fund houses do have several challenges ahead to win more investors.
Dwaipayan Bose on how index funds play a key role in the diversification of portfolios and help manage risks
Ask rediffGURU and PF, MF and insurance expert Purshotam Lal your mutual fund, insurance and personal finance-related questions.
'Success isn't about a single brilliant idea; it's about the relentless execution, the ability to withstand the storms, and the unwavering belief in your mission, even when no one else sees it,' Madhu Lunawat, founder, The Wealth Company.
HDFC MF witnessed 17% rise in investment in its schemes to Rs 6,462 crore by group companies during May.
'Stopping now would defeat the core purpose of an SIP, which is to average out the purchase cost over market cycles.'
The mutual fund industry witnessed a 18 per cent decline in its assets under management in October, plunging below the Rs 5-trillion mark for the first time this year.
HNI equity folios up 46% in the first half of FY15.
Investor interest in the mutual fund industry as an avenue to generate long term wealth creation is rising with SIP's asset base touching an all-time high of Rs 4.67 lakh crore at May-end. Over the past five years, the systematic investment plan or SIP AUM has grown 30 per cent annually, twice as fast as the growth in the overall mutual fund industry's assets under management (AUM). According to data released by Association of Mutual Funds in India (Amfi) on Wednesday, SIP AUMs have seen a close to four-fold jump to Rs 4,67,366 crore as of May this year from Rs 1,25,394 crore as of August 2016.
State Bank of India has sold 37 per cent stake in its mutual fund arm -- SBI Fund Management Pvt Ltd -- to France-based Societe Generale Asset Management, for an undisclosed sum.
Floating-rate mutual funds are back in demand after a year-long period of consistent outflows. In the past three months, investors have poured over Rs 6,100 crore into these debt schemes, indicating a reversal in fortunes for the category that recorded outflows for 11 consecutive months (May 2022 to March 2023), totalling Rs 32,250 crore. Floating-rate funds invest at least 65 per cent in floating-rate instruments, which have their interest rates linked to the Reserve Bank of India repo rate.
Ask rediffGURU Reetika Sharma your insurance mutual fund and personal finance-related questions.
The rupee recovered 55 paise from its all-time low level to close at 90.38 against the US dollar after a volatile trade on Wednesday, amid suspected aggressive central bank intervention.
But you may need to do some running around to obtain a no-objection certificate from your earlier agent if you have switched agents
Diversification is the key to achieve optimal risk-adjusted returns. Often, an investor is confused whilst deciding on the number of mutual funds you should consider holding in your portfolio.
Ask rediffGURU Naveenn Kummar your insurance mutual fund and personal finance-related questions.
The domestic initial public offering (IPO) market is experiencing a significant surge, fuelled by the financialisation of savings, digital ease of investing, and expanding participation from both retail and institutional investors, investment bankers said on Wednesday.
A higher TER means a larger portion of the return goes to the AMC, leaving less for the investor, unless compensated by higher returns.
Retail investors now own a bigger slice of small-cap companies than a couple of years earlier, attributable to their growing conviction in mutual fund (MF) schemes focused on this space. Data from Capitaline shows MFs' average holding in the National Stock Exchange Nifty Smallcap 250 rising to 8.67 per cent, from 7.67 per cent in the past two financial years, with the number of companies with over 20 per cent MF holdings, rising from 15 to 24. At the end of May, the top five small-cap firms with the highest MF holdings were Carborundum Universal, Blue Star, Cyient, Gujarat State Petronet, and Cholamandalam Finance.
Importantly, is there hope going forward?
© 2026 Rediff.com - Advertise with us - Disclaimer - Privacy Policy - Sitemap - Feedback - About us - Terms of use - Grievances