Driven by addition in equity fund folios, mutual fund houses have registered a rise of over 3.5 lakh investor accounts in the first eight months of the ongoing 2014-15 fiscal.
The ratio of MF assets under management to total bank deposits has more than doubled in 10 years.
You can invest in two ways. you can either approach a qualified investment advisor or you can invest on your own.
Measured by returns in 2013, the top 10 funds had only three from large houses; nimble strategy could be a factor.
This marks a rebound after more than two years of underperformance during a strong rally in smallcap stocks.
The competitive intensity in the mutual fund (MF) industry is moving beyond scheme performance, cost structures, and distribution. In recent months, several fund houses have rationalised exit loads applicable on redemptions.
After a short-term blip, mutual funds (MFs) are back to adding new systematic investment plan (SIP) investors at a record high pace, which was seen during the financial year 2021-22 (FY22). During the first six months (H1) of this financial year (FY24), MFs have added a net 77 million SIP accounts compared to 56 million during the same period of FY23. The net additions this year are a tad higher than the 76.5 million additions in H1 of FY22.
Here's what helped them stand tall amidst a falling market and what you can expect from them in 2012.
Systematic Investment Plan (SIP) and Systematic Withdrawal Plan (SWP) are very crucial. Here, we will help you understand how these tools can pave the way for a stress-free retirement.
After two consecutive years of plunge, the mutual fund industry managed to register a smart turnover in 2012, with its assets base seen nearing Rs 8 trillion with an increase of about Rs 2 trillion this year.
The new norms were cleared by the Securities and Exchange Board of India in New Delhi on Thursday and the relevant provisions would be incorporated in the listing agreement soon, Sebi Chairman U K Sinha said.
'For those seeking regular income, these funds provide a steady stream of income through dividends.'
At gross level, MFs mobilised Rs 43.67 lakh crore (Rs 43.67 trillion) in August.
Those who have long retirement horizons of 15 to 20 years and seek higher long-term returns may opt for MSF. Investors nearing retirement (under 10 years) or those with low risk tolerance should stay away.
'The frenzy for gold is primarily due to the uncertainty surrounding the tariff war.'
With the interest rate cut cycle nearing its end, several debt fund managers are shifting their focus towards interest income rather than betting on duration in anticipation of capital gains.
Equity-focused schemes may perform better in a bull market, while debt-oriented ones may offer greater stability during volatile periods.
Most think tax-saving deductions exist only in the old regime. But the New one quietly retains 40+ ways to ease your tax load
HDFC MF has had a history of stock options and gave additional ESOPs to key staff a few months ago
Chartered accountant Nitin Kaushik's message to India's young workforce is clear: spend smart, save smarter and let money serve your goals.
Among Sensex firms, Asian Paints, Bajaj Finance, Tata Steel, Bajaj Finserv, ICICI Bank, Maruti, Reliance Industries, HDFC Bank and Mahindra & Mahindra declined. Tech Mahindra, Tata Motors, Infosys, HCL Tech, IndusInd Bank and UltraTech Cement were among the gainers.
India's corporate bond market, driven by public sector undertaking (PSU) banks and financial institutions last year, is losing momentum since the second quarter of FY26.
Exchange Traded Funds (ETFs) have stepped into the spotlight this quarter. With evolving market conditions and shifting investor sentiment, ETFs offer a timely solution for accessing growth with liquidity and efficiency. In this article, we break down the most important ETF trends, performance drivers, and what to watch in the months ahead.
The journey that your money undergoes from the time of investment in an MF scheme till redemption.
The country's 44 fund houses together had an average AUM of Rs 9.85 lakh crore during April-June quarter of 2014-15, up from Rs 9.05 lakh crore (Rs 9.05 trillion) in the preceding three months, according to the latest data available with Association of Mutual Funds in India.
Business cycle funds aim to optimise returns by aligning their portfolios with different phases of the economic cycle. First-time investors, those who prefer stable sector allocations, and those averse to volatility should steer clear of them.
Ask rediffGURU and PF and MF expert Janak Patel your mutual fund and personal finance-related questions.
India's BFSI sector is set for robust growth, with hiring projected to rise 8.7 per cent in 2025-26 and touch 10 per cent by 2030, creating nearly 2.5 lakh permanent jobs, a report said on Thursday. This growth in the Banking, Financial Services, and Insurance (BFSI) sector is being driven by rising demand in tier II and III cities, marking a clear shift from metro-centric recruitment.
IOC resumes funding to IOA after "corrective measures" to resolve disputes and governance issues
Canadian firm Manulife and Mahindra & Mahindra (M&M), an Indian automaker with interests in financial services, have signed an agreement to form a 50:50 life insurance joint venture (JV) with a total capital commitment of up to Rs 3,600 crore each totalling Rs 7,200 crore.
'...aggressive pricing amid volatility, but these are exceptions.'
The 100 per cent withdrawal provision and the 25 per cent minimum balance provision have led to some confusion.
'They should decide their allocation based on their risk appetite and age, and not valuations.'
'For most investors, I recommend a low double-digit allocation (10 to 12 per cent) to gold and silver combined.'
Fuelled by rising disposable incomes and growing awareness about disciplined investing, monthly SIP inflows across the mutual fund industry could scale up to Rs 40,000 crore over the next 18-?24 months, according to Madhu Nair, CEO of Union Asset Management Company (AMC). SIP inflows stood at Rs 25,925 crore in March, although the industry has witnessed a declining trend over the past four months amid heightened market volatility triggered by frequent US tariff changes.
Only experienced investors with a high risk appetite, a grasp of market cycles, and comfort with volatility and timing risk should invest.
The rupee plunged 26 paise to an all-time low of 90.75 against the US dollar in intra-day trade on Monday, weighed down by uncertainty over an India-US trade deal and persistent foreign fund outflows.
Invest in these funds through the SIP route with at least a seven-year horizon.
High energy costs, long a drag on India's manufacturing competitiveness, are finally easing. Power and fuel expenses accounted for 1.98 per cent of net sales in 2024-25, the lowest level in data compiled by the Centre for Monitoring Indian Economy (CMIE) over the past two decades.