The month's big event was the Union Budget 2008-09; however, it proved to be a bit of an anti-climax for mutual fund investors. The only noteworthy change was that the short-term capital gains tax was raised from 10% to 15%. In effect, short-term transactions will become less attractive for investors. Clearly, the benefits of long-term investing aren't lost on the Finance Minister either. However, the month was certainly not a staid one.
Following alterations in the tax structure, mutual fund (MF) schemes that invest in overseas securities have experienced a sharp decline in inflows. In the first five months of 2023-24 (FY24), international MF schemes have received an average monthly gross inflow of only Rs 270 crore, compared to Rs 490 crore during the same period in the previous year. This decline persists despite nearly all fund houses opening subscriptions for such schemes, with higher redemptions creating headroom for fresh investments.
Making MMMFs part of one's portfolio should bring the overall risk down but one also needs to look at when these funds could be more revenue-adding to the portfolio.
: Build lasting wealth via disciplined, long-term mutual fund investing in India's compounding marathon, Shanaihi, Shanaihi, says Ramalingam Kalirajan
Picking the right mutual fund(s) has become a challenge nowadays. Here is simple checklist that could help in making your investment decision easy.
Mutual funds have invested nearly Rs 94,500 crore in equities thus far in CY17, compared to Rs 32,000 crore in the year ago period, at a time when foreign investors have turned net sellers of India since August.
A look at five equity mutual funds spread across different fund categories which an investor can rely upon as part of her/his equity mutual fund portfolio and are expected to give pretty decent returns over the long run.
Get Ahead wealth management expert Sanjiv Mehta tells you how to create an ideal investment portfolio.
Choosing mutual funds based on last year's performance irrespective of the fund's objective may not be the right investing strategy. To help you make better investment decisions, we have tried to put together a brief tablet on various types of equity funds based on their investment objective.
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).
ffIn an hour-long chat on on rediff.com on Friday, MCX-Zee Business award winning Mutual Fund expert, Ashok Kumar offered some tips on mutual funds.
Mutual funds are the ideal investment option for funding retirement and children's education.
Use these rules to narrow the crowded field of mutual fund investments
Innovation is the name of the game for mutual fund marketeers. But your financial need is what should matter.
'They are a poor fit for anyone with near-term goals, low volatility tolerance, or a need for steady income or liquidity.' 'First-time investors should typically avoid them.'
'The day that the market realises that they've overspent (on AI) and there's a sudden collapse in the capex, then India can start outperforming again.'
Fidelity International, the global mutual fund major managing assets of over $141.5 billion worldwide, on Tuesday said it plans to enter India this year and has appointed three senior executives for the Indian arm.
Domestic mutual funds have infused the highest ever -- Rs 4.84 trillion -- this year amid strong inflows via SIPs.
Stay away from hot stocks and stick with the long-term performers that fit within your asset allocation needs.
Before deciding to go for mutual fund ELSS, here are some points to ponder over.
Why should I invest in mutual funds? Why cannot I invest in equities directly? Here are 7 simple reasons
ABN Amro Bank has kept options open for acquisitions and plans to start mutual fund operations by this fiscal, its executive vice president Romesh Sobti said in New Delhi on Monday.
The market regulator said the mutual fund industry was doing fine and industry representatives agreed.
It should be made mandatory for customers to write their name, application number and contact number on the reverse of the cheque.
Equity flows turning positive could give fund managers firepower to invest in the markets. This could come in handy as flows from foreign investors have tapered off amid rising bond yields in the US.
In an hour-long chat on rediff.com on Friday, Devangi Bhuta, vice president of Lotus Knowlwealth, offered some valuable tips.
Investors having a moderate-risk profile can use these funds in their retirement portfolios.
By diversifying into developed market equities, Indian investors can mitigate the impact of cyclicality in returns as well as reduce currency risk, experts tell Sanjay Kumar Singh.
This is how two people with the same starting amount can end up in very different financial places. In this article, let's understand what lessons can be drawn for anyone starting out!
Ask rediffGURU and PF and MF expert Janak Patel your mutual fund and personal finance-related questions.
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).
China and Bhutan held the 15th Expert Group Meeting to discuss boundary alignment, focusing on areas where there are no disputes, and agreed to maintain the momentum of negotiations.
The good times continued unabated for mutual fund investors in June 2005. Popular indices like the BSE Sensex and S&P CNX Nifty touched record highs.