Sebi has objected to the practice adopted by MFs to term their new offering as 'IPOs'.
With the ever-changing finance industry and the new rules brought out by SEBI, are you sure you are up-to-date on your mutual funds gyaan?
This type of alternative investment mutual fund gives investors the benefits of a hedge fund, without the need for high net worth. See if this strategy is right for you.
Investors must exercise discretion to ensure they select an MF scheme based on whether it is a good fit in their investment profile and offers a superior risk-return proposition.
Parents must note some peculiar feature of child funds.
This Budget positions India's taxation ideology as not merely a revenue source but as a strategic catalyst for growth, inclusion and long-term confidence.
What are the tax benefits investors get on investing in mutual funds? Read on to find out. . .
'Allocating 5 to 10 per cent of one's portfolio and staying disciplined through market cycles helps in having a positive investment experience.'
'The volatility in the stock markets since September 2024 has hurt the pace of accretion of new investors.'
The value of MF exposure to REITs and InvITs which was at Rs 734 crore at the end of March 2020, rose to Rs 5,200 crore by the end of March 2023.
'They are a poor fit for anyone with near-term goals, low volatility tolerance, or a need for steady income or liquidity.' 'First-time investors should typically avoid them.'
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.
In the second part of this five part series on top 25 mutual funds analysed by Value Research we produce the next best five mutual funds that investors can put their money in for the long term.
The net inflow in equity mutual funds plunged 76 per cent to Rs 2,258 crore in November over the preceding month amid a sharp up move in the stock market that made investors wary of higher valuation. This also marks the 21st straight month of inflows into equity schemes. Overall, the mutual fund industry registered net inflows of Rs 13,263 crore in November, slightly lower from Rs 14,045 crore seen in the previous month, data released by the Association of Mutual Funds in India (Amfi) showed on Friday.
Anil Rego, founder and CEO, Right Horizons, offers his expert advice to mutual fund investors.
Ask rediffGURU Reetika Sharma your insurance, mutual fund and personal finance-related questions.
Mutual fund units you can buy now to get good returns in the long term.
: Build lasting wealth via disciplined, long-term mutual fund investing in India's compounding marathon, Shanaihi, Shanaihi, says Ramalingam Kalirajan
Five parameters that will help you make a winning decision
When it comes to the average assets under management among the top five mutual funds, there has been a shuffle in positions. While Reliance Mutual Fund has been able to maintain the number one position at Rs 700 billion, ICICI Prudential has been pushed to number four from second spot by HDFC Mutual Fund. ICICI Prudential was above HDFC by Rs 73 billion in January-end 2008. But at the end of December, HDFC's assets were up by Rs 48.79 billion over that of ICICI Prudential.
Here is an evaluation of the two investment avenues on certain common parameters and how they measure up.
Mutual funds focused on small-caps have emerged as the winner with a net inflow of close to Rs 11,000 crore in April-June quarter, as fund managers struggle to create alpha in the large-cap space, and the trend is expected to continue for some time. On the other hand, large-cap space, which is yet to pick up momentum, witnessed an outflow of Rs 3,360 crore during the quarter under review, data from the Association of Mutual Funds in India (Amfi) showed. Apart from the June quarter, small-cap funds logged an inflow of Rs 6,932 crore in three months that ended in March.
'Maintain a balanced approach with a preference for short-to medium-duration funds.'
What the mutual fund industry needs to do to improve basic information flow instead of restricting it.
Telecom, steel, and construction stocks witnessed buying
A lot of mutual fund advice/research out there is focussed on how investors must evaluate mutual funds. Unfortunately, that is often not enough, which explains why wrong mutual funds are still sold/bought and mis-selling continues to be the bane of the industry. As a result, a lot of investors who end up investing in the wrong investment are left very disillusioned with how their investments have performed. All this can be prevented if investors are armed with two rules.
To make wise investments in mutual funds you must know facts and myths about net asset value.
Investors seeking higher returns at relatively higher risk should consider allocation to smallcap equity funds.
'We expect modest returns in 2026 versus the steep gains seen over the past few years.'
Most portfolios are a mixture of stocks, bonds and cash equivalents. Usually, stock funds or equity funds are growth oriented, cash funds serve the liquidity purposes, and bonds yield income. As an investor it is wise to be in touch with your fund manager from time to time to relook at your asset allocation, which is an ongoing process.
'Active funds have the ability to manage downside risk.'