Passive funds appeal to investors seeking to avoid the risk of underperformance by the fund manager and minimise the need for frequent chopping and changing of funds.
Benchmark indices today are where they were five years back. But that has not been a deterrent for these equity funds, which topped their respective categories.
Shareholder payouts by India Inc, including dividends and buybacks, increased by 2.2 per cent year-on-year in FY26 to $5.06 trillion, but this growth lagged the 18.8 per cent rise in reported net profit for the third consecutive year, leading to the lowest dividend payout ratio in 12 years.
DLF wrote to Sebi, asking if the firm's ban on securities transactions extends to mutual fund investments.
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.
Diversification is the key to achieve optimal risk-adjusted returns. Often, an investor is confused whilst deciding on the number of mutual funds you should consider holding in your portfolio.
Investors who issued units in liquid and overnight funds, as well as those with a short-term holding of less than 30 days, are likely to be impacted the most, say experts.
For India, the goal is not simply to host another grand diplomatic gathering. It is to prove that a diverse coalition of emerging powers can still deliver.
The mutual fund industry witnessed a 18 per cent decline in its assets under management in October, plunging below the Rs 5-trillion mark for the first time this year.
Six parameters to help you to find the winners.
State Bank of India has sold 37 per cent stake in its mutual fund arm -- SBI Fund Management Pvt Ltd -- to France-based Societe Generale Asset Management, for an undisclosed sum.
Ask rediffGURU Reetika Sharma your insurance, mutual fund and personal finance-related questions.
Reforms took centre-stage last year, but 2010 may be the year when their effects will be seen.
'Multi-asset funds have cornered 30 per cent of hybrid fund inflows in 2025, reflecting a growing preference for diversified portfolios that combine equity, debt and commodities.'
Suppandi has evolved over the years from being a household help to having a variety of office jobs.
Ask rediffGURU and PF expert Nitin Narkhede your mutual fund and personal finance-related questions.
The Securities and Exchange Board of India (Sebi) is discussing with mutual funds (MFs) a proposal on introducing new total expense ratio (TER) slabs linked to the total equity and debt assets by replacing the current ones that are linked to assets of an individual scheme. Senior MF executives confirmed that Sebi had held discussions on this matter with AMCs. Such a change is expected to lead to a lower TER cap for bigger asset management companies (AMCs).
Mutual funds (MFs) are betting on a turnaround in the healthcare sector to boost returns but are divided on the prospects of the information technology (IT) sector amid uncertain growth outlook. At the end of June, all of the top 20 fund houses were overweight on the healthcare sector vis--vis the sector's presence in the BSE 200 index, shows a report by Motilal Oswal Financial Services (MOFS). In the case of the IT sector, only six of the 20 fund houses had overweight positions.
During 2013-14, the number of investor folios for equity schemes fell by 40 lakh.
The stock markets are going down and investing directly in stocks has become risky. While mutual funds help you minimise risks you should know a few things about them before investing. Here are a few tips on how to invest in mutual funds.
Meet Radhika Gupta, CEO and MD of Edelweiss Mutual Fund. One of the 20 global influencers on LinkedIn -- a list she shares with Prime Minister Narendra Modi. And perhaps one of the most candid and transparent voices in Indian finance today.
Investors must have predetermined investment objectives and plans before they start investing; also, they must invest in line with the same at all times.
The Reserve Bank of India has updated its e-mandate framework, allowing card issuers to map existing mandates to reissued cards and clarifying rules around transaction limits and customer grievance redressal.
Yield-generating instruments like Infrastructure Investment Trusts (Invits), Real Estate Investment Trusts (Reits), and Non-Convertible Debentures (NCDs) are witnessing a surge in investor interest, contrasting with a notable slowdown in the equity primary market, which saw only one IPO in April.
But due to SEC diktats, funds that are US-based -- like Templeton, Fidelity and HSBC -- do not accept investments from NRIs.
Making information available to all will solve only part of the problem. The biggest problem is a complete lack of understanding of mutual funds.
After Bandhan MF's US Treasury Bond 0-1 year Fund of Fund (FoF), Aditya Birla Sun Life (ABSL) MF has come out with US Treasury 1-3 Year Bond ETFs FoF and 3-10 Year Bond ETFs FoF. US bonds, which generally offer low yields, have turned attractive post the 525-basis point hike in US interest rates. According to Bloomberg data, the 1-year and 2-year US treasury yields now stand at 5.4 per cent and 5.1 per cent, respectively. Although the yields remain lower than what Indian government bonds offer, the differential has come down steeply.
'Investing in these funds makes sense if their net yield over better-quality funds -- corporate bond funds or banking and PSU funds -- is meaningful.'
The 44-player industry logged assets under management of Rs 26.33 lakh crore in October-end, as compared to Rs 27.04 lakh crore by November end, representing a growth of 3 per cent. Among debt-oriented schemes, overnight funds received flows worth about Rs 20,650 crore, the highest among the fixed-income segment last month.
At first glance, the numbers show a mixed trend.
Home loan interest rates are likely to increase in the next six months. Should this be a cause enough for you to prepay your home loan?
With domestic markets turning choppy, investors are increasingly scouting for opportunities overseas to diversify portfolios and hedge against a weakening rupee.
S Nagnath, President and CIO of DSP ML Mutual Fund says that he is bullish on the real estate sector. He also explains his logic behind starting a micro-cap fund and why investors can put their money in the same.
Importantly, is there hope going forward?
Most first-time investors may be better served by diversified options such as flexicap or multi-cap funds, which already hold pharma and healthcare stocks.
The Indian Super League (ISL) 2024-25 season has been postponed to after October 6 due to the FIFA international match window, and will proceed with 13 teams after Diamond Harbour FC failed to meet payment deadlines. Concurrently, the All India Football Federation (AIFF) has condemned "unverified claims" regarding its finances and the decision to withdraw from the FIFA ASEAN Cup, asserting that the prioritisation of a friendly match against Brazil was a strategic move for Indian football.
The average fall in 15 most-invested stocks by equity MFs was 5.7 per cent. Chandan Kishore Kant reports
