With more exchange traded funds coming into the market, are they a better alternative to mutual funds?
Multi-asset allocation funds (MAAFs) have emerged as strong performers among mutual funds (MFs), rivalling medium-term returns from traditional equity categories while maintaining a lower risk profile. Over the past three years, average returns for this segment have surpassed those of flexicap and largecap funds, for both lump sum and systematic investment plan (SIP) investments.
In an online chat with readers on August 10, Vidya Bala, Vidya Bala, head of mutual fund research at FundsIndia, answered their queries. For hose who missed the chat, here is the transcript.
Domestic mutual funds (MFs) and foreign portfolio investors (FPIs) have been net buyers of stocks in August. Domestic fund houses have continued to invest in stocks, propelled by the success of various new fund offers (NFOs) and strong flows into equity funds. MFs had purchased stocks worth more than Rs 8,300 crore until August 23, according to the data provided on the Securities and Exchange Board of India (Sebi) website. Jimmy Patel, MD and CEO at Quantum AMC, says: "The surge in equity investments by MFs is because of two key reasons. One, equity NFOs are getting a strong response from investors, and fund houses need to deploy that money in the markets.
Have you ever wondered why mutual funds charge investors in a new fund offering with an entry load?
Financial planning expert Vetapalem Sridhar gives tips on how to build a good mutual fund portfolio for the long-term.
Where should you put your money in these uncertain times? Stocks or mutual funds? Financial planning expert Vetapalem Sridhar has some answers.
Domestic brokerage Sharekhan's last month's analysis of buy and sell transactions by mutual funds shows that the fund houses purchased stocks from sectors such as infrastructure, IT, telecom and healthcare, while offloading shares from oil and gas and banking sectors. Domestic mutual funds are lapping up the buying opportunity present in the bear gripped stock market and made net purchases worth Rs 3,179 crore (Rs 31.79 billion) in equities in June.
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.
There's more than meets the eye when it comes to a mutual fund's returns. Here's how you can check a fund's risk-adjusted return.
Take the Rediff Biz Quiz and find out how much you know about various Indian mutual funds.
Here's why you would want to invest in them.
As the mutual fund industry evolves, certain aspects only get worse
These are the top 8 out of 88 funds that the diversified equity fund category has to offer.
Is it a wise idea to put your money in mutual funds when stock markets in India are at an all-time high? Financial expert Vetapalem Sridhar believes that mutual funds generate good returns only over the long-term.
These equity mutual funds may have fewer assets under management than their more known peers but are our analysts' favourites.
Ask rediffGURU and PF and MF expert Janak Patel your mutual fund and personal finance-related questions.
Over reliance on debt and distribution bottlenecks are some of the main problems that the industry needs to resolve.
Stock market is gearing up for an eventful week ahead where key triggers such as quarterly earnings from corporates, the US Fed interest rate decision and the upcoming Union Budget for 2026-27 would grab the limelight, analysts said.
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.
HDFC Mutual Fund is offering two schemes -- Multiple Yield Fund and Core and Satellite Fund. Find out all about Multiple Yield Fund
Ask rediffGURU Naveenn Kummar your insurance mutual fund and personal finance-related questions.
Investing in a mutual fund allows you to minimise risk and maximise returns, because it acts as a middle man for a group of investors with a shared and predefined investment objective. If your main objective is security in investment but you don't know how to begin, a mutual fund is one way to go.
Ask rediffGURU Naveenn Kummar your insurance mutual fund and personal finance-related questions.
Flexi-cap funds are diversified equity funds with a mandate to invest in stocks across market capitalisations.
'Always keep accurate and transparent records of the source of the investment or property's funding: Loan agreements, transfer records of the property, and bank statements of co-owners if available.'
Mid- and small-cap funds dominate the list, opening up opportunity for investors to make contra bets in large-cap funds
The Association of Mutual Funds of India, the trade body representing the over Rs 135,000 crore (Rs 1,350 billion) industry, has offered Pakistan its help for developing and strengthening the capital market in that country.
Despite dull market, more individuals make crores by selling mutual funds.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
Mutual fund investors should not only ask for fact sheets from their advisors and mutual funds every month but must also read them carefully. Here's why...
Mutual funds bought metal, telecom, pharma, cement, and oil and gas stocks in August. Selling was seen in auto majors, sugar, power, textile, and construction stocks, while stocks were re-aligned in the IT, and chemical sectors.
Until now, these platforms were either working through an investment advisory (IA) or stockbroking licence.
Advisory committee for lower charges, stricter compliance.
Mid-cap funds have given three-digit returns -- more than those from benchmark and large-cap funds. But, due to the higher risk they entail, you need to tread with care.
The mutual fund industry took a hit of more than Rs 16,000 crore on its asset size during 2011, even as the newly-crowned market leader HDFC MF grew in size and consolidated its top position.
Are you a first time investor? Do you have low risk taking capacity? If yes, then mutual fund SIPs are the best option for you believes mutual fund expert T Srikanth Bhagavat.