Morningstar conducted a study to find out the number of funds you should own in your portfolio. Here are some interesting findings.
Infosys was the worst performer among the bluechips on both the key indices.
Retirement planning requires a clear-eyed analysis of future needs and income. Don't fool yourself by believing in these wrong assumptions.
The uncertainty over the gravity of the pandemic's impact on the global economy and financial markets worldwide triggered a flight to safety among foreign investors as they rushed to exit from relatively riskier investment destinations, such as emerging markets like India, a report said.
Over 25 per cent of the net flows have been directed toward the large-cap category as investors preferred to put money in the top 100 stocks by market capitalisation because the segment has been the most resilient over the past year.
While the number of international MF schemes is increasing, so is the confusion for investors.
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.
After the rationalisation and categorisation of mutual fund schemes undertaken by the Sebi in October 2017, overnight funds have emerged as a distinct category.
Outflows are likely to continue, experts say, till such time as the markets see a significant correction.
The unlocking of the economy since June led to a significant recovery in various macro, micro and high-frequency data points, resulting in the equity markets surpassing their previous lifetime highs.
Market regulator, the Securities and Exchange Board of India, has set out five broad categories for mutual fund schemes, including equity, debt and hybrid funds that will benefit investors, says Ashley Coutinho
Equity investments are fruitful over the very long 20-year term.
Unlike most MF distributors in India, Paytm Money will be offering low-cost direct plans, which don't charge for distribution expenses
An analysis of how DSP BlackRock Micro Cap fund has performed in the last five years
For some time now, Indian mutual fund investors have taken a fancy for star ratings that are accorded by select mutual fund research firms/agencies. These firms, based on certain pre-determined parameters, give a rating.
Holding cash may actually help fund managers limit downside in the current environment, but large cash component poses the risk of missing out sharp upsides in a broader market rally, reports Jash Kriplani.
In the 52 newly listed companies since 2014, fund managers have a total investment of a mere 2.5 per cent of their assets under management.
Don't opt for a SWP when you have a regular cash flow. During such times, opt for a SIP.
Every service provider, say analysts, now needs to make a much larger investment, and therefore needs a much larger share of the market to be profitable.
Market players say following the tax cuts, the market mood had changed from bearish to positive, which should help sustain the rally.
Investors across age groups and risk appetite can invest in these schemes.
New technologies such as block chain are throwing up new opportunities; so the axe is bound to fall on those who are still stuck in the past and not reskilling themselves, says Shyamal Majumdar.
The systematic withdrawal plan can work for you. But only if you know how to use it to your benefit.
Equity returns may not be exceptional for the next two years, says Heather Brilliant, chief executive officer, Morningstar Australasia.
ICICI Bank, HDFC Bank, Infosys, SBI and L&T among fund managers' preferred bets.
Issuing guidelines for enhanced disclosures by CRAs, the watchdog has called for having a uniform Standard Operating Procedure in respect of tracking and timely recognition of default.
'By entering at an early age, they stand a better chance of developing into skilled investors.'
Only tactical investors lose money in a downturn due to their short investment horizon
Money flowing into the equity schemes of mutual funds is back at a level last seen before the 2008 financial crisis, when the stock market tanked 60 per cent.
Steep volatility in the markets has made fund managers cautious, awaiting opportunities to deploy the cash.
Despite recent setback, these remain the most appropriate tool for international diversification
Three fund managers share their views and state where they are looking for value.
They help diversify portfolio and are less risky.
And, of course, create wealth over the long-term
Mutual fund houses hold Rs 3,400 crore of Yes Bank's 'riskier' bonds. Reliance MF, Franklin Templeton MF and UTI MF account for bulk of these exposures.
A financial adviser can provide invaluable assistance in helping you navigate the very complex world of investment. But do you really need one?
A large proportion of passive funds has beaten actively managed large-cap funds with average one-year category returns for large-cap at 10.2 per cent
Of the 280-odd equity schemes that have been in existence for five years or more, 190 funds or about 70 per cent of those funds have outperformed their respective benchmark indices.
Higher growth justifies current run-up, say experts.
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