Now STPs or variable SIPs can earn better returns than vanilla SIPs.
However, it is noteworthy that foreign investors pumped in money on the day of election results as the mandate became clear
As much as Rs 3,204 crore (Rs 32.04 billion) of bank deposits by mutual funds will move out of the banking system from mid-July following a new rule
While large-cap funds, in three months, yielded gains of 26.3%, small-cap funds are up 37.9%, and mid-cap funds fetched returns of 29.9%.
Do not underestimate the ingenuity of the Deep State in America to have its way. Keeping the guard down will be a catastrophic mistake on the part of the Delhi establishment. We could get hit when least expected. That's what happened in Bangladesh and Syria, warns Ambassador M K Bhadrakumar.
Head of Fundsupermart.com recommends these as they are trading at a discount to their high prices in 2008.
MF assets remained unaffected by the January market crash, said research firm Crisil. Some fund houses even registered an increse in AUMs.
One fear among regulators is that allowing side pocketing could lead to fund managers taking higher risks. Even in the US, side pocketing is not allowed in mutual funds, only in hedge funds
'Continue with your SIPs to get the benefit of lower average prices in this challenging market environment.'
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
Madhabi Puri Buch, the first female chairperson of Sebi, doesn't plan to rest on her laurels in her third and final year in office and has set out an ambitious goal, such as moving towards a same-day and instantaneous settlement cycle for the secondary market.
Is it a good idea to give Rs 1 crore to someone who promises you a return of 24% per annum, wonders financial advisor P V Subramanyam.
Adani group firm Adani Ports & SEZ paid Rs 1,500 crore loan and promised to repay more as the embattled conglomerate mapped a comeback strategy after a sellout triggered by a damning report by US-based Hindenburg Research. Adani Ports and SEZ paid SBI Mutual Funds' due amount of Rs 1,500 crore on Monday and will also pay another Rs 1,000 crore of commercial papers due in March (as per the payment scheme), a company spokesperson said. "This part prepayment is from the existing cash balance and funds generated from the business operations," the spokesperson said.
Commodity investments can help you diversify your portfolio in asset classes other than equity and debt, says Dwaipayan Bose.
Nikunj Saraf, Vice President Choice Wealth, answers your queries.
Actively-managed large-cap mutual fund (MF) schemes have managed to regain some lost sheen this year after faring poorly in the 2022 calendar year (CY22). At the end of the first six months (H1) of CY23, 78 per cent of the active large-cap schemes were ahead of the Nifty50 index funds as against just 26 per cent in 2022. When compared to the Sensex index funds, 61 per cent active funds have delivered better returns, shows an analysis of Value Research data.
Arbitrage schemes can give investors better post-tax returns than debt funds.
The fund industry may have embraced machines and robots, but managing money still needs the human touch
Actively managed mutual fund (MF) schemes had been at the receiving end over the past few years for their inability to beat their benchmarks. However, the slump in shares of Adani Group companies - two of which are part of the benchmark National Stock Exchange Nifty50 index - have helped them improve their performance vis--vis exchange-traded funds (ETFs) or index funds.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
Investors across age groups and risk appetite can invest in these schemes.
The average difference in expense ratios between a regular and direct plan is 100 to 120 basis points. For those who need hand holding, spend the 100 to 120 basis points and get advice on the right schemes that suit you. Don't land up buying a scheme with low expense, but lower returns.
Omkeshwar Singh, head, Rank MF, a mutual fund investment platform, answers your queries.
'Starting an SIP now and continuing with it is likely to translate into high returns over the long term.'
Mutual funds (MFs) lapped up shares of new-age businesses in April at a time when most of these stocks have recovered sharply from their 52-week lows. Nykaa and Zomato featured in the list of top 10 most bought shares by MFs last month, with fund houses' holdings in these two stocks rising by over Rs 1,100 crore, shows a report by Nuvama Alternative & Quantitative Research. Shares of Zomato had staged some recovery in April after remaining subdued for an extended period.
If a 5% to 10% fall in the equity market gives you sleepless nights, you are not cut out for a 75% to 80% allocation to equities and must reduce it.
Ideally, one should opt for a 5 to to 10- year period in an MF scheme or exit when the goal is reached.
Outlined here are the most relevant information points where a lack of standardisation has been noticed.
According to the global financial services major, FII flows in May were mixed, with investors being more selective.
After the rationalisation and categorisation of mutual fund schemes undertaken by the Sebi in October 2017, overnight funds have emerged as a distinct category.
According to an analysis by Value Research, the 'diversified equity' schemes that are most popular among investors lost an average of 28.3% in the past three months period. Although there were losses in the January-March period, there were huge positive returns in the previous three quarters. Funds in the diversified equity category gained an average of 21.4% over the four quarters in FY 2007-08, with individual schemes returns ranging from a gain of 53.7% to a loss of 7.9%.
Finance Minister P Chidambaram has decided to impose 20 per cent tax on corporate unit holders of mutual funds.
Sixty out of 154 mutual funds have underperformed their benchmarks by over 30 per cent
Nikunj Saraf, Vice President Choice Wealth, answers your Mutual Fund queries.
'To achieve a corpus of Rs 10 crores in the coming years, I would suggest you increase your SIP, advises Nikunj Saraf, vice president, Choice Wealth.
The mid-and small-cap segments at the bourses have outperformed their larger peers thus far in fiscal 2023-24 (FY24). While the S&P BSE Small-cap index has surged around 5.7 per cent in FY24, the S&P BSE Midcap index has gained 4 per cent during this period. In comparison, the S&P BSE Sensex has moved up around 2.2 per cent.
Shaadi or the stock market? Find your dream partner (and millions) with this simple Valentine's Day checklist from Vatsal Ramaiya.