'Periods of heightened volatility, driven by global events such as tariffs and geopolitical tensions over the past year-and-a-half, can make some investors pause or discontinue their investments.'
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.
For the first time in a decade, inflows into equity mutual funds (MFs) decoupled from the past performance of the equity market, as investors continued to pour money into the market unperturbed by lacklustre returns.
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.
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.
Futures and options (F&O) trading suits investors with good market knowledge, sufficient risk capital, a tested strategy and strong discipline.
Mutual funds are a convenient way to invest in the stock markets
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?
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.
Mutual funds predominantly bought engineering, media, pharma, and oil and gas stocks in July
Drone technology company ideaForge Technology has successfully raised Rs 500 crore through a Qualified Institutional Placement (QIP). The funding, which saw strong interest from domestic and international institutional investors, will be used to accelerate innovation, expand its product portfolio into combat drones and autonomous systems, and strengthen its working capital to meet growing demand in defence, homeland security, and civil sectors.
Drone technology company ideaForge Technology has successfully raised Rs 500 crore through a Qualified Institutional Placement (QIP). The funding, which saw strong interest from domestic and international institutional investors, will be used to accelerate innovation, expand its product portfolio into combat drones and autonomous systems, and strengthen its working capital to meet growing demand in defence, homeland security, and civil sectors.
Morningstar conducted a study to find out the number of funds you should own in your portfolio. Here are some interesting findings.
Driven by inflows into Systematic Investment Plans (SIPs), the mutual fund industry's total assets under management rose to Rs 39.88 lakh crore in September from Rs 36.73 lakh crore in the year-ago period. On a monthly basis, the Assets Under Management (AUM) increased marginally from Rs 39.33 lakh crore in August. According to the latest monthly data from the Association of Mutual Funds in India (Amfi) released on Monday, the industry wide net AUM stood at Rs 38.42 lakh crore in September.
There are various mutual fund schemes to choose from, such as equity-diversified funds, mid- or small-cap funds, debt funds and so on.
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).
Fund houses conveniently forget to inform investors of the various risks that arbitrage funds are susceptible to.
The Nifty's stunning 200-point jump in the final minute of trading wasn't a glitch. It marked India's shift to a new, globally accepted system of end-of-day price discovery.
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.
Adani Ports and Special Economic Zone has repaid Rs 1,500 crore loan and will repay another Rs 1,000 crore in commercial papers due in March. The Adani Group firm paid Rs 1,000 crore to SBI Mutual Fund and Rs 500 crore to Aditya Birla Sun Life Mutual Fund on commercial papers that matured on Monday, as scheduled.
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.
Companies in the lower mcap deciles have recorded the fastest growth in median mcap.
Get Ahead wealth management expert Sanjiv Mehta tells you how to create an ideal investment portfolio.
Picking the right mutual fund(s) has become a challenge nowadays. Here is simple checklist that could help in making your investment decision easy.
Even as the returns of mutual fund (MF) schemes have improved considerably in the past three months, addition of new investors has remained in the slow lane for the MF industry. According to industry data, during the first six months of CY 2023, MFs onboarded only 1.6 million new unique investors, in stark contrast to the 4.7 million investors added during the same period last CY and the 2.4 million in 2021. It is noteworthy, however, that the current additions for this year have doubled in comparison to the figure of 800,000 seen in 2020.
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.
Mutual funds are the ideal investment option for funding retirement and children's education.
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.
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.
The newest entrant to the Rs 46-trillion mutual fund (MF) space - Zerodha - plans to focus strictly on the low-cost passive segment and offer its products solely through the commission-free digital route, as it aims to replicate its broking success in the MF space. "We will offer an array of exchange-traded funds (ETFs) and index funds that would help investors take varied exposures and build portfolios based on their financial needs and risk tolerance. "Zerodha Fund House (FH) products will be exclusively distributed online and available as direct plans to engage directly with individual investors and consumers, taking advantage of the pronounced shift from physical to digital interactions," said Vishal Jain, chief executive officer, Zerodha FH.
Innovation is the name of the game for mutual fund marketeers. But your financial need is what should matter.
Until now, these platforms were either working through an investment advisory (IA) or stockbroking licence.
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.
Investors should use a mix of active and passive funds.
