The following discussion is an attempt to look at some of the parameters to decide how to select mutual funds for investments.
In an hour-long chat on rediff.com on Wednesday, financial planning expert Trideep Choudhary offered some valuable tips.
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.
The Securities and Exchange Board of India will notify the rules by August 1.
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.
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.
These mutual funds from LIC have been steady performers since the last 5 years
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 consider investing through mutual funds as there are better systems to ensure that investors are insulated from adverse news.
Equity mutual funds (MFs) deployed maximum in shares of Reliance Industries (RIL) in June at Rs 2,177 crore, followed by Maruti Suzuki (Rs 2,045 crore) and Bharti Airtel (Rs 1,310 crore). Shares of both RIL and Bharti Airtel have been turbulent this month. On July 1, shares of RIL crashed over 7 per cent, following the government imposing windfall taxes on domestic crude oil production and fuel exports.
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.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
Investors must be careful while comparing mutual funds. They must ensure that they are comparing funds with comparable risk profiles within the same category.
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.
Equity mutual funds attracted Rs 8,898 crore in July, a 43 per cent decline compared to the preceding month as markets continued to remain volatile amid concerns over inflation and rate hike expectations. For the 17th straight month, equity mutual funds witnessed inflows in July. The net inflows in July were lower compared to Rs 15,495 crore seen in June, Rs 18,529 crore in May and Rs 15,890 crore in April, according to data released by Association of Mutual Funds in India (Amfi) on Monday.
Most investors think that a dividend-paying mutual fund scheme is better than growth-oriented schemes. Here's an analysis of which is better.
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.
'Maintain a balanced approach with a preference for short-to medium-duration funds.'
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.
Here's an analyses of 25 mutual funds that will create long-term value for you. In a 5 part series that begins today, here we present the first five mutual funds with the rest to follow on subsequent days.
Encashing your mutual fund at the right time is as important as buying one.
The Indian MF industry offers a great investment opportunity to NRIs.
'Allocating 5 to 10 per cent of one's portfolio and staying disciplined through market cycles helps in having a positive investment experience.'
If one has the risk appetite and is willing to stay invested for 3-5 years, this is a good time to start investing in a staggered manner (via SIPs), says financial planning expert Irfan Rupani.
L&T Housing Finance on Thursday announced selling L&T Investment Management (LTIM) to HSBC Asset Management (India) at $425 million. LTIM is the investment manager of the mutual fund business of L&T. The divestment of the mutual fund business is in line with the strategic objective of L&T Finance Holdings of unlocking value from its subsidiaries to strengthen its balance sheet, it stated in a press release. The data from the Association of Mutual Funds in India (Amfi) shows L&T Mutual Fund (MF) has average assets under management (AAUM) worth Rs 78,273.80 crore, while HSBC MF has AAUM of Rs 11,314.32 crore as in the July-September quarter.
'Active funds have the ability to manage downside risk.'
To help you decide whether mutual funds are best for you and your situation, we are going to look at some reasons why you might want to consider investing in mutual funds.
For every 100 rupees, households invested Rs 45.2 in mutual funds and equities in 2024-2025.
In response to liquidity problems faced by the mutual fund industry because of a surge in redemptions, RBI on October 14 announced a 14-day term repo facility to meet liquidity requirements of mutual funds. The facility was further extended till March 31 next year.
Don't buy mutual funds for these wrong reasons. Here's what you should be aware of while investing in mutual funds.