For some time now, Indian mutual fund investors have taken a fancy for star ratings that are accorded by select mutual fund research firms/agencies. These firms, based on certain pre-determined parameters, give a rating.
In the second part of this five part series on top 25 mutual funds analysed by Value Research we produce the next best five mutual funds that investors can put their money in for the long term.
Anil Rego, founder and CEO, Right Horizons, offers his expert advice to mutual fund investors.
Mutual fund units you can buy now to get good returns in the long term.
Despite the Reserve Bank of India's (RBI) and the government's recent initiatives to attract foreign capital, which are expected to alleviate pressure on long-duration bonds, most debt fund managers are maintaining a cautious stance, favouring shorter-duration papers due to global uncertainties and potential future rate hikes.
Here is an evaluation of the two investment avenues on certain common parameters and how they measure up.
When it comes to the average assets under management among the top five mutual funds, there has been a shuffle in positions. While Reliance Mutual Fund has been able to maintain the number one position at Rs 700 billion, ICICI Prudential has been pushed to number four from second spot by HDFC Mutual Fund. ICICI Prudential was above HDFC by Rs 73 billion in January-end 2008. But at the end of December, HDFC's assets were up by Rs 48.79 billion over that of ICICI Prudential.
Telecom, steel, and construction stocks witnessed buying
India's market regulator, Sebi, is set to issue a consultation paper proposing changes to the methodology for determining settlement prices of derivative contracts, following significant feedback and 'sharp price spikes and distortions' observed during the recently implemented Closing Auction Session (CAS) mechanism.
What the mutual fund industry needs to do to improve basic information flow instead of restricting it.
Five parameters that will help you make a winning decision
A lot of mutual fund advice/research out there is focussed on how investors must evaluate mutual funds. Unfortunately, that is often not enough, which explains why wrong mutual funds are still sold/bought and mis-selling continues to be the bane of the industry. As a result, a lot of investors who end up investing in the wrong investment are left very disillusioned with how their investments have performed. All this can be prevented if investors are armed with two rules.
Investments under the framework would remain voluntary for employees.
To make wise investments in mutual funds you must know facts and myths about net asset value.
Most portfolios are a mixture of stocks, bonds and cash equivalents. Usually, stock funds or equity funds are growth oriented, cash funds serve the liquidity purposes, and bonds yield income. As an investor it is wise to be in touch with your fund manager from time to time to relook at your asset allocation, which is an ongoing process.
A look at stocks in the portfolio, corpus size and comparison with peers can help in selecting a fund.
Here's an analyses of 25 mutual funds that will create long-term value for you. In a 5 part series that began on September 29, here we present the fourth part of the mutual funds (that investors can buy for the long term) series.
Here is a list of the best and the worst mutual funds over a period of 1-year, 2-year, 3-year and 5-year return category.
Even after the split, UTI Mutual Fund continues to hold the largest market share of 14.47 per cent closely followed by ICICI Prudential, HDFC Standard Life and Templeton in the over Rs 1,00,000 crore (Rs 1,000 billion) industry.
The Securities and Exchange Board of India on Wednesday pulled up the Indian mutual fund industry for investor unfriendly practices and asked the Association of Mutual Fund of India to cooperate with the market regulator to focus on investors and exp
In the final part of this five part series on top 25 mutual funds analysed by Value Research we produce the last best five mutual funds that investors can put their money in for the long term.
Ask rediffGURU Naveenn Kummar your insurance mutual fund and personal finance-related questions.
In the third part of this five part series on top 25 mutual funds analysed by Value Research we produce the next best five mutual funds that investors can put their money in for the long term.
The average return from the top 15 debt mutual funds in the last one year has been 25.96 per cent.
Futures and options (F&O) trading suits investors with good market knowledge, sufficient risk capital, a tested strategy and strong discipline.
Sahara group has been engaged in a long-running regulatory and legal battle with Sebi.
The characteristics of growth oriented mutual fund categories and the top funds under each category based on last 5 years' performance are reviewed here.
Here is what mutual fund expert Anil Rego advices about buying mutual funds. He lists his best picks too for first-time investors.
An employee whose financial future is 60-80 per cent dependent on a single company's growth trajectory has no genuine safety net.
Check out your agent's credentials; s/he should not charge you any fees as well
SIPs should be entered for 12 months at a time, and then renewed. You should use the renewal as an opportunity to review the portfolio. SIPs are a great way to invest in our view. if the environment is volatile, then SIPs are probably the best way for most investors, says mutual fund expert Rahul Goel.
When there is fear in the stock markets, some money can definitely be inevsted one time, says Rahul Goel. The rest can be invested through an SIP. Otherwise from a planning perspective, if one has a salary income, then SIPs are the best. An SIP or an STP reduce the risk of mistiming the market.
The top 10 fund houses are slowly losing ground to their smaller peers, even as they continue to hold the lion's share in the total assets under management (AUM) of the mutual fund (MF) industry, according to an analysis of the quarterly AUM for the past six years. These fund houses had an average AUM of Rs 38.8 trillion in the third quarter (Q3) of 2023-24, which is 79 per cent of the total industry AUM of Rs 49.2 trillion. The share has come down steadily since Q3 of 2019-2020, when the share stood at 84 per cent.
While investing in mutual funds, it is essential that you focus on the turnover rate percentage of a mutual fund, which is bought and sold every year.
Mutual funds are one of the best investment instruments to create wealth over long run. Here are the top 10.
Salil Dhawan reveals the MFs that have not only performed well in the past but have a promising outlook for the future too.
