A look at stocks in the portfolio, corpus size and comparison with peers can help in selecting a fund.
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.
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.
In the final part of this five part series on top 25 mutual funds analysed by Value Research we produce the last best five mutual funds that investors can put their money in for the long term.
The Securities and Exchange Board of India on Wednesday pulled up the Indian mutual fund industry for investor unfriendly practices and asked the Association of Mutual Fund of India to cooperate with the market regulator to focus on investors and exp
In the third 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 average return from the top 15 debt mutual funds in the last one year has been 25.96 per cent.
While investing in mutual funds, it is essential that you focus on the turnover rate percentage of a mutual fund, which is bought and sold every year.
The post-Covid euphoria surrounding direct equity investing has ebbed in 2025. Individual investors have turned net sellers in the domestic equity market, pulling out about 8,461 crore so far this year - a sharp reversal from the record purchases seen in 2024, according to a report by the National Stock Exchange of India (NSE).
Domestic gold exchange-traded funds (ETFs) saw their holdings jump 65 per cent to 95 tonnes in 2025, elevating Indian ETFs to sixth place globally, going by holdings of the yellow metal. At the end of 2024, they ranked eighth with 57.5 tonnes of holding, according to an analysis of data from the World Gold Council (WGC).
Sahara group has been engaged in a long-running regulatory and legal battle with Sebi.
On a daily basis, AMCs are required to disclose the Total Expense Ratio of all mutual fund schemes except infrastructure debt fund schemes on their respective websites.
Domestic mutual funds have infused the highest ever -- Rs 4.84 trillion -- this year amid strong inflows via SIPs.
Check out your agent's credentials; s/he should not charge you any fees as well
The characteristics of growth oriented mutual fund categories and the top funds under each category based on last 5 years' performance are reviewed here.
Here is what mutual fund expert Anil Rego advices about buying mutual funds. He lists his best picks too for first-time investors.
SIPs should be entered for 12 months at a time, and then renewed. You should use the renewal as an opportunity to review the portfolio. SIPs are a great way to invest in our view. if the environment is volatile, then SIPs are probably the best way for most investors, says mutual fund expert Rahul Goel.
When there is fear in the stock markets, some money can definitely be inevsted one time, says Rahul Goel. The rest can be invested through an SIP. Otherwise from a planning perspective, if one has a salary income, then SIPs are the best. An SIP or an STP reduce the risk of mistiming the market.
Salil Dhawan reveals the MFs that have not only performed well in the past but have a promising outlook for the future too.
Mutual funds are one of the best investment instruments to create wealth over long run. Here are the top 10.
Mutual funds' equity buying remained elevated for the fifth consecutive month in December, taking the net equity purchase past Rs 1.7 trillion in 2023. The aggressive buying in December indicates that flows into equity funds are likely to have remained unaffected by the sharp run-up in the market last month. Mutual funds (MFs) bought equities worth Rs 23,000 crore last month (until December 28) compared to Rs 18,000 crore in November, shows data from the Securities and Exchange Board of India (Sebi).
Invest money to meet your goals, not to meet the salesperson's targets
While it may be justifiable to pay a higher expense ratio in a fund that outperforms, you should definitely exit one whose performance is below par, says Sanjay Kumar Singh
Mutual funds entails several costs, payable at different stages.
The mutual fund (MF) industry had an action-packed 2023 as it tackled the scrapping of tax benefits for debt fund investors and surging flows into equity funds.
The best large cap, mid cap and small cap mutual funds you can buy this year.
Most mutual fund investors fear their monthly statement that teh fund houses send them. Here are a few things that can help you read your MF statement to your satisfaction.
A primer on tax you pay on your mutual fund gains
The Securities and Exchange Board of India (Sebi) has just released a proposal to alter the regulations pertaining to the sponsor system for mutual funds. One of the reasons for the proposed changes is that there are two conflicting regulations that need to be clarified. The other reason is that the sponsor system may itself be outdated as it stands, and the proposed changes would allow new entities such as private equity funds and portfolio management services to enter this space.
Mutual funds focused on investing in fixed-income securities witnessed a heavy outflow of Rs 92,248 crore in June on uncertain macro environment, driven by expectations around an increasing rate cycle, higher commodity prices and slowdown in growth. This comes following a net outflow of Rs 32,722 crore in May and an inflow of Rs 54,756 crore in April, data available with Association of Mutual Funds in India (Amfi) showed. Out of the 16 fixed-income or debt fund categories, 14 witnessed net outflows during the month under review.
Ratings are based on the overall exposure to default risk, with regard to timely receipt of payments from the investments the scheme has made.
Get your basics right with these terms explained.
In a chat with Get Ahead readers financial planning expert Vetapalem Sridhar tells them about the mutual funds for the long term and why they should remain invested for at least five years.