DLF wrote to Sebi, asking if the firm's ban on securities transactions extends to mutual fund investments.
Most first-time investors may be better served by diversified options such as flexicap or multi-cap funds, which already hold pharma and healthcare stocks.
S Nagnath, President and CIO of DSP ML Mutual Fund says that he is bullish on the real estate sector. He also explains his logic behind starting a micro-cap fund and why investors can put their money in the same.
The SIF vertical, which allows MFs to offer complex products to relatively sophisticated investors, has managed to garner scale in just seven months of the launch of the first products.
The MF Industry had a cash-rich 2014 as it crossed the Rs 3 trillion mark.
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.
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.
India and China are in what experts call 'a cooperation-versus-competition situation'.
'To ensure you remain with the better performers, you need to consistently monitor your MF portfolios and weed out the non-performers, even if they are from a star fund manager or a fund house with a sound record.'
The time is ripe for a merger of eight fund houses indirectly owned and controlled by the central government, says N Sundaresha Subramanian.
Ten Indian states contribute a lion's share of 95% or Rs 12.25 lakh crore.
Investors who issued units in liquid and overnight funds, as well as those with a short-term holding of less than 30 days, are likely to be impacted the most, say experts.
Anil Rego, CEO, Right Horizons, answers your personal income tax queries.
The average fall in 15 most-invested stocks by equity MFs was 5.7 per cent. Chandan Kishore Kant reports
If a fund manager moves on to another fund or resigns from the concerned asset management company, is that a sign to sell your holdings in the fund or discontinue your SIP? Read on...
Listed capital market companies in India delivered strong fourth-quarter earnings growth, with a universe of 12 firms posting 30 per cent year-on-year revenue growth and 19 per cent earnings growth in Q4FY26, despite mark-to-market (MTM) losses impacting headline profitability for some.
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.
'First-time or conservative investors should avoid narrow sectoral funds.'
The assets in control of MFs soared to a record high of Rs 17.9 lakh crore last month
Ask rediffGURU Reetika Sharma your insurance, mutual fund and personal finance-related questions.
12 important facts every mutual fund investor must know.
Dwaipayan Bose on how index funds play a key role in the diversification of portfolios and help manage risks
Yield-generating instruments like Infrastructure Investment Trusts (Invits), Real Estate Investment Trusts (Reits), and Non-Convertible Debentures (NCDs) are witnessing a surge in investor interest, contrasting with a notable slowdown in the equity primary market, which saw only one IPO in April.
In 5 years, the AMC has clocked a growth rate of 40% with its AUM up nearly 4 times.
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.
Measured by returns in 2013, the top 10 funds had only three from large houses; nimble strategy could be a factor.
The Indian Super League (ISL) 2024-25 season has been postponed to after October 6 due to the FIFA international match window, and will proceed with 13 teams after Diamond Harbour FC failed to meet payment deadlines. Concurrently, the All India Football Federation (AIFF) has condemned "unverified claims" regarding its finances and the decision to withdraw from the FIFA ASEAN Cup, asserting that the prioritisation of a friendly match against Brazil was a strategic move for Indian football.
'Active funds have the ability to manage downside risk.'
Uncertainty stemming from the US-Iran conflict has significantly impacted India's mutual fund industry, leading to a sharp decline in new fund offers (NFOs) in March, despite numerous regulatory approvals. This geopolitical tension, coupled with existing market strain and distributor hesitation, has dampened investor sentiment and affected overall inflows.
'Long-short SIFs are designed for seasoned, high-risk, high-reward investors, who understand market volatility.'
After two consecutive years of plunge, the mutual fund industry managed to register a smart turnover in 2012, with its assets base seen nearing Rs 8 trillion with an increase of about Rs 2 trillion this year.
Overlap refers to the same stocks appearing across fund portfolios.
'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.'
In modern investing, transparency is more valuable than zero fees and not all investing app score big on this front, says Ramalingam Kalirajan.
'Healthcare costs in India rise by 10 to 14% annually, causing treatment costs to double roughly every 5-7 years.'
Your children may always love you but should you expect them to to finance your retirement in today's economy?
Experts say the impact on the schemes' NAVs may vary in the coming days, depending upon how fund houses treat the developments on VIL and whether there are any further rating downgrades or credit events.
Amidst a sharp run-up in gold and silver prices, investors are advised to rebalance their portfolios by booking partial profits in precious metals and reallocating to domestic equities and debt, according to financial experts.
With more granular reporting and enhanced data matching, mismatches are likely to be identified more quickly.
