Invest money to meet your goals, not to meet the salesperson's targets
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.
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
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.
Non-resident Indians are increasingly investing in luxury homes in India, driven by geopolitical uncertainties, particularly the Iran war. This trend is observed across major cities like Mumbai, Bengaluru, and the National Capital Region, with developers noting a significant rise in NRI pre-sales. While some see it as a temporary shift, others believe India is becoming a stable, long-term investment destination for NRIs, especially those from West Asia.
A primer on tax you pay on your mutual fund gains
Get your basics right with these terms explained.
Ratings are based on the overall exposure to default risk, with regard to timely receipt of payments from the investments the scheme has made.
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.
Earlier, most investors counted on traditional options like fixed deposits, gold, or property. But in 2026, you will have access to a much wider range of opportunities across different markets and sectors.
The following discussion is an attempt to look at some of the parameters to decide how to select mutual funds for investments.
At Rs 4.07 trillion, gross inflows were just shy of the record Rs 4.34 trillion mobilised in H2 of 2024, making it the second half-yearly period in which inflows crossed Rs 4 trillion.
In an hour-long chat on rediff.com on Wednesday, financial planning expert Trideep Choudhary offered some valuable tips.
The top 10 fund houses are slowly losing ground to their smaller peers, even as they continue to hold the lion's share in the total assets under management (AUM) of the mutual fund (MF) industry, according to an analysis of the quarterly AUM for the past six years. These fund houses had an average AUM of Rs 38.8 trillion in the third quarter (Q3) of 2023-24, which is 79 per cent of the total industry AUM of Rs 49.2 trillion. The share has come down steadily since Q3 of 2019-2020, when the share stood at 84 per cent.
Trade and business associations across India are organising a 'No UPI Day' on October 2 to protest the upcoming 0.4 per cent merchant discount rate (MDR) on Unified Payments Interface (UPI) transactions exceeding 2,000, effective from October 15.
Often investors are lured to mutual funds due to dividends. It is necessary to understand the role of dividends in MFs and know that the only way MFs give returns is through NAV appreciation.
Mutual funds cannot invest more than 10 per cent of the total net assets of a scheme in the short-term deposits of a single bank, the Securities and Exchange Board of India said on Monday.
Generally, getting into a mutual fund is associated with a long-term relationship whereby, there are good times as well as bad times. However, most investors are willing to enjoy the upside, but at the slightest hint of a downside, they start crying foul.
Expenses incurred by mutual funds are a critical factor because they eat into the returns which would otherwise be available to investors
Mutual funds bought FMCG, construction, auto, and IT stocks in November.
The Securities and Exchange Board of India will notify the rules by August 1.
Experts laud the decision to impose a 0.4 per cent Merchant Discount Rate (MDR) on UPI transactions exceeding Rs 2,000, effective October 15. This move, along with a dedicated fund for small merchants, is seen as crucial for creating a sustainable digital payments ecosystem, incentivising expansion in rural areas, and funding innovation while keeping most transactions free for users.
Investors must consider investing through mutual funds as there are better systems to ensure that investors are insulated from adverse news.
Mutual fund analysis is a sophisticated problem studied by global investment professionals, and while no list can do complete justice to the problem, there are ten nuanced factors that professionals look at.
Investors must be careful while comparing mutual funds. They must ensure that they are comparing funds with comparable risk profiles within the same category.
These mutual funds from LIC have been steady performers since the last 5 years
'Investors spend too much time picking the right mutual fund and too little time choosing the right asset allocation. That's where real wealth is created.'
The venture -- named as BSE StAR MF, has received confirmation from more than 20 mutual fund-houses to participate and seven funds, with a total of 103 schemes, will be available from today itself.
A month after getting the Securities and Exchange Board of India's nod to launch an asset management company, Dutch financial services major Aegon and Religare Enterprises have decided to part ways.
Most investors think that a dividend-paying mutual fund scheme is better than growth-oriented schemes. Here's an analysis of which is better.
Encashing your mutual fund at the right time is as important as buying one.
The new 'riskometer' seeks to help investors gauge the level of risk in a particular scheme. The new guidelines will come into effect from July 1, 2015.
The Indian MF industry offers a great investment opportunity to NRIs.
