Mutual funds aspirants have the option of snapping up smaller AMCs or applying for a new licence.
In 2021, there is the risk of interest rates spiking. Investors should tackle duration risk with a longer investment horizon, suggests Sanjay Kumar Singh.
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.
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?
What are the tax benefits investors get on investing in mutual funds? Read on to find out. . .
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.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, will answer all your budget-related queries on investing in mutual funds between 1 pm and 2 pm, February 4.
'...as we believe with the adoption of AI, our IT services companies' revenue models will have to undergo a reset, which may in turn impact their potential for earnings growth.'
'A favourable base, last year's policy measures, the carryover impact of a good monsoon and improving earnings should all help.'
Wondering if you did the right thing with your mutual fund investments?
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.
'Long-term investors seeking sustainable gains from resilient, fundamentally strong companies may go for these funds.'
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.
Anil Rego, founder and CEO, Right Horizons, offers his expert advice to mutual fund investors.
Mutual fund units you can buy now to get good returns in the long term.
Here is an evaluation of the two investment avenues on certain common parameters and how they measure up.
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.
Telecom, steel, and construction stocks witnessed buying
Five parameters that will help you make a winning decision
What the mutual fund industry needs to do to improve basic information flow instead of restricting it.
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.
'It's not about individuals operating the mule accounts being more or less skilled. Instead, 'lower-level' refers to the role the individual account plays in the broader mule network.'
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.
A look at stocks in the portfolio, corpus size and comparison with peers can help in selecting a fund.
Here's an analyses of 25 mutual funds that will create long-term value for you. In a 5 part series that began on September 29, here we present the fourth part of the mutual funds (that investors can buy for the long term) series.
Here is a list of the best and the worst mutual funds over a period of 1-year, 2-year, 3-year and 5-year return category.
Even after the split, UTI Mutual Fund continues to hold the largest market share of 14.47 per cent closely followed by ICICI Prudential, HDFC Standard Life and Templeton in the over Rs 1,00,000 crore (Rs 1,000 billion) industry.
