Entities controlled by governments - sovereign wealth funds, and pension funds - have recorded higher growth in equity assets under custody compared to other foreign portfolio investors (FPIs) over the past five years.
The strong domestic flow offset selling by foreign portfolio investors who pulled out $23.3 billion (Rs 2.03 trillion) from domestic equity markets in CY25.
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.
'...a mix of asset classes.' 'Include equities for growth (across market caps), debt for stability and liquidity, gold as a hedge against macro and currency risk, and global assets for geographical and economic diversification.'
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.
Ask rediffGURU and PF, MF and insurance expert Purshotam Lal your mutual fund, insurance and personal finance-related questions.
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.
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.
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.
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?
Morningstar conducted a study to find out the number of funds you should own in your portfolio. Here are some interesting findings.
Shares of Billionbrains Garage Ventures, the parent of online broking platform Groww, soared nearly 30 per cent on their market debut on Wednesday, defying the recent trend of muted listings. The stock opened at Rs 112 and hit a high of Rs 134.4 before settling at Rs 128.85 on the NSE - a gain of 28.85 per cent over its issue price of Rs 100.
There are various mutual fund schemes to choose from, such as equity-diversified funds, mid- or small-cap funds, debt funds and so on.
Mutual funds predominantly bought engineering, media, pharma, and oil and gas stocks in July
The Indian economy is growing at a robust pace, driven by strong domestic demand, low inflation, and the healthy balance sheets of banks, said a Reserve Bank report released on Wednesday.
Fund houses conveniently forget to inform investors of the various risks that arbitrage funds are susceptible to.
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.
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.
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.
The cash pile within smallcap mutual fund (MF) schemes has grown over the past few months amid a relentless rally in stocks in this space. While fund managers usually don't make cash calls, incessant inflows and valuation discomfort have forced their hand. At the end of January, the top 10 schemes had over Rs 12,160 crore in cash, compared to Rs 8,700 crore in August 2023.
Fund managers are divided on the prospects for beaten-down information technology (IT) stocks, reflected in the wide variance in equity mutual funds' (MFs) sector exposure. An analysis by Nuvama Alternative & Quantitative Research shows that while six large fund houses were overweight the sector relative to its weight in the Nifty 200 index, five were underweight as of October 2025. UTI MF had the highest exposure at 17.8 per cent, while SBI MF sat at the bottom with 5 per cent.
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.
India's market regulator is moving ahead to include real estate investment trusts (Reits) in benchmark indices in a phased manner, Sebi chief Tuhin Kanta Pandey said, while asserting that the regulator was working to strengthen the link between infrastructure building and the markets.
Picking the right mutual fund(s) has become a challenge nowadays. Here is simple checklist that could help in making your investment decision easy.
Ask rediffGURU Reetika Sharma your insurance, mutual fund and personal finance-related questions.
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.
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.
Get Ahead wealth management expert Sanjiv Mehta tells you how to create an ideal investment portfolio.
Mutual funds are the ideal investment option for funding retirement and children's education.
Investors must account for currency depreciation in their financial plans and use instruments that can cushion the erosion in purchasing power.
Use these rules to narrow the crowded field of mutual fund investments