Inflows into mutual fund (MF) schemes via systematic investment plans (SIPs) have topped Rs 3 trillion for the first time in a calendar year, as investors increasingly rely on the staggered investment route amid market volatility.
Mutual funds bought pharma, manufacturing, auto, and FMCG stocks in June.
In order to maximise your returns, it is therefore essential to strike a balance between risk and return. How are fund managers doing on this count?
'In a volatile global market, India is pursuing a low-risk, low-return policy, akin to a SIP -- slow, steady investment.' 'Pakistan is following a high-risk, high-return policy.'
Choose schemes correctly, and with a historical record. The rest is easy...
The move comes within months of a crisis at JPMorgan Asset Management Company.
As we enter into the second half of calendar year 2011 here is taking a look ay the winners and losers amongst mutual funds during the first six months of this year.
As we enter into the second half of calendar year 2011 here is taking a look ay the winners and losers amongst mutual funds during the first six months of this year.
The market regulator is working in association with exchanges and fund houses to iron out the technical aspects of such a system. According to the sources, a series of meetings have already taken place.
The investors who put their money directly in index-specific stocks scored over those who invested in mutual funds in April, as most fund houses gave returns of 5-6 per cent while the benchmark BSE Sensex rose by about 12 per cent in the month.
May bar premature withdrawals from fixed maturity plans.
Notwithstanding sharp volatility in March, mutual fund (MF) investors didn't fight shy of investing in riskier small-cap-oriented schemes. Inflows into small-cap funds were not just the highest in absolute terms, they were also the maximum as a proportion of assets under management (AUM) among all market capitalisation (m-cap)-oriented categories. Investors funnelled Rs 2,430 crore down small-cap funds - 1.8 per cent of their AUM of Rs 1.33 trillion.
The year was particularly significant as the market regulator Securities and Exchange Board of India acted in favour of the investors and eased norms making it easier for them to invest in mutual funds.
With 1,500-plus schemes in the market, how do you pick the winners? Here's help.
With this, the total SIP contribution in the first seven months of the current financial year rose to Rs 57,607 crore as compared with Rs 52,472 crore in April-October 2018, according to the latest data from the Association of Mutual Funds in India (Amfi).
'Except for extremely conservative investors, others can consider allocating 10 to 20 per cent of their portfolio to small caps.'
AMCs can invest $7 billion abroad, and $300 million per AMC, but investments are way below these levels. Most equity schemes can invest 35 per cent of their assets abroad and there are schemes that invest only in overseas equity. What's holding them back is that they are not very sure if they can buy these bonds.
Debt fund managers are reassessing their strategies after the setback delivered by the Reserve Bank of India recently. While most are refraining from any knee-jerk reaction to the central bank's surprise open market operation (OMO) announcements, they are taking a re-look at the duration of their schemes. Sandeep Yadav, head of fixed income at DSP Mutual Fund, said it has trimmed the duration of some schemes, considering the hawkish stance by the RBI.
Reliance Capital Asset Management, controlled by Anil Ambani, has sold a 5 per cent stake to Eton Park Capital Management in a deal that for the first time puts a value on India's largest mutual fund.
Conservative investors seeking equity-like tax benefits with low risk may go for them.
The fact is, not all funds are the same. There are various aspects within a fund that an investor must carefully consider before short-listing it for making investments. In this article we highlight some of those aspects.
With the market regulator SEBI giving its go ahead to real estate mutual funds investors now have one more avenue to diversify their mutual fund portfolio.
With mutual funds becoming an increasingly popular investment avenue, it would pay to be tax-smart.
Mutual funds are a convenient way to invest in the stock markets
While stock market indices are rising, UTI Asset Management Company chairman and managing director U K Sinha says that risk appetite at the retail level is low.
In the rat race to garner more assets and reach number one position, mutual fund houses look for distributors who can sell more. But does it serve your interests?
The steady inflows from systematic investment plans (SIPs) into mutual funds (MFs), coupled with outflows from debt schemes, has propelled the share of SIPs in the total assets being managed by the industry to a new high of 17.1 per cent in February. SIPs are used predominantly by retail investors. Nearly seven of every 10 SIP accounts are in equity-oriented active MF schemes.
Banks are depending more heavily on the market for certificates of deposit (CDs), whose worth climbed to a record Rs 5.75 trillion in the fortnight to January 15, owing to deposit tightness in the system.
Morningstar conducted a study to find out the number of funds you should own in your portfolio. Here are some interesting findings.
The change in debt fund taxation is seen as boosting the demand for hybrid funds. It is no surprise then that asset management companies (AMCs) have launched a raft of new products in the multi-asset category. However, they seem to be divided on the asset mix and approach. The multi-asset space, which provides fund houses ample scope to innovate, has seen five launches in as many months.
Mutual funds predominantly bought engineering, media, pharma, and oil and gas stocks in July
There are various mutual fund schemes to choose from, such as equity-diversified funds, mid- or small-cap funds, debt funds and so on.
Top officials said asking employees other than the fund management team to mandatorily invest a fifth of their salary goes against the principle of natural justice.
'Allocating 5 to 10 per cent of one's portfolio and staying disciplined through market cycles helps in having a positive investment experience.'
For India, much is at stake: Crucial energy supplies traversing the Strait of Hormuz, the fate of its 10 million citizens living and working in West Asia -- who send generous remittances home -- and its major trade links with the region.
Fund houses conveniently forget to inform investors of the various risks that arbitrage funds are susceptible to.
Foreign portfolio investors (FPIs) infused Rs 22,615 crore into Indian equities in February, marking the highest monthly inflow in 17 months, driven by factors such as the interim India-US trade deal, correction in domestic market valuations, and strong corporate earnings.
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