The change in debt fund taxation is seen as boosting the demand for hybrid funds. It is no surprise then that asset management companies (AMCs) have launched a raft of new products in the multi-asset category. However, they seem to be divided on the asset mix and approach. The multi-asset space, which provides fund houses ample scope to innovate, has seen five launches in as many months.
By diversifying into developed market equities, Indian investors can mitigate the impact of cyclicality in returns as well as reduce currency risk, experts tell Sanjay Kumar Singh.
The good times continued unabated for mutual fund investors in June 2005. Popular indices like the BSE Sensex and S&P CNX Nifty touched record highs.
The Association of Mutual Funds in India (Amfi) has already taken up the matter with the market regulator and the finance ministry.
Exiting a mutual fund is an emotional decision. Five checkpoints that will tell you when to sell.
However, financial experts are of the view that though REMFs are good for those who want to participate in the property boom, investors should not look at them as equity funds.
From the financial year 2025-2026, the government has introduced a new column in the tax return form for presumptive taxpayers, requiring them to disclose their year-end investments. This requirement was not present last year.
Funds now offer themes that are based on quantitative models and profit-booking.
Equity flows turning positive could give fund managers firepower to invest in the markets. This could come in handy as flows from foreign investors have tapered off amid rising bond yields in the US.
58% growth in assets, 3 new fund houses, 38 new equity fund offers - that was 2006.
Mutual funds bought metal, media, telecom, engineering, and pharma stocks in December
Mutual funds are better than Portfolio Management Schemes where costs crystallise only at the end of the investment period, says Shashank Khade.
'You set up your SIPs and you do not touch them. Not during COVID, not during a war scare, not when your neighbour tells you the market is finished. You let the noise pass over you.' 'The beauty of this approach is that it does not require courage or conviction in the moment. It just requires inertia -- keep the SIP running and do not look at your portfolio too often.'
Paisa Bazaar, which recently forayed into online mutual fund distribution, has come out with a 20-second video clip featuring Bollywood actor Akshay Kumar. The ad, which talks about the benefits of investing in direct plans, has already got 1.6 million views on YouTube.
Following alterations in the tax structure, mutual fund (MF) schemes that invest in overseas securities have experienced a sharp decline in inflows. In the first five months of 2023-24 (FY24), international MF schemes have received an average monthly gross inflow of only Rs 270 crore, compared to Rs 490 crore during the same period in the previous year. This decline persists despite nearly all fund houses opening subscriptions for such schemes, with higher redemptions creating headroom for fresh investments.
Retail investors are moving away from a buy-and-hold approach and towards more informed short-term positioning, recent investment patterns show.
The stock market regulator's move to label fund schemes of different risk profiles with discerning colours could be simple but powerful communication. But how much would risk differentiation help?
A Balasubramanian tells Business Standard that the sector will see one of its best phases in the coming five years.
Here's what you should look at before investing in mutual funds.
Last year, 45 of the 130 equity diversified schemes failed to beat their benchmarks. Here are the winners and losers and what to do with them.
Market-regulator Securities and Exchange Board of India on Tuesday said that it is looking at the need to put a check on mis-selling of mutual fund products by the distributors through a compliance certification examination.
ICICI Securities picks the five best mutual funds for investors to look at. The best picks are schemes that one can invest in with a long-term horizon, says ICICI Securities.
The mutual fund industry saw an average growth of 63 per cent in assets under management in 2006
Increasing awareness about mutual funds, ease of transactions through digitisation and sharp surge in equity markets have aided asset management companies to add a staggering 3.17 crore investor accounts in 2021-22, with experts saying the trend is likely to continue this fiscal as well. This was a significant rise from 2020-21 when 81 lakh accounts (or folios in mutual fund parlance) were opened, data with the Association of Mutual Funds in India (Amfi) showed. The ongoing financial year too appears to be promising in terms of folios as increase in investor accounts will enable people to move beyond fixed deposits and savings accounts, said Priti Rathi Gupta, founder of LXME, a financial platform for women.
A little time spent in choosing the right fund can go a long way in deciding the final corpus from the scheme.
India's mergers and acquisitions (M&A) market is projected to maintain an annual run-rate of approximately $200 billion, evenly split between domestic, inbound, and outbound transactions, despite global geopolitical turbulence, according to Rajesh Singhi, global co-head, M&A Advisory, Standard Chartered Bank.
Impose steep exit loads on existing investors moving to direct plans, whereas moving from a direct plan to a distributor-supported plan attracts no such fee.
Mutual funds offer liquid funds and ultra short-term funds in the debt category, which are suitable for short investment periods. Ultra short-term funds were earlier known as liquid plus funds.
Analysts are increasingly optimistic about India's capital markets, with HDFC AMC, CAMS, and KFin Technologies identified as top investment picks. This optimism stems from a structural shift in household savings towards financial instruments and an expected multi-year earnings expansion for market infrastructure providers and asset management companies.
How many mutual funds should an investor have in his or her portfolio? Advisors generally agree that three to four mutual funds is all that you need in your portfolio. But there is something more if you need to buidl a solid MF portfolio for the long term.
HNI equity folios up 46% in the first half of FY15.
Ask rediffGURU and PF expert Nitin Narkhede your mutual fund and personal finance-related questions.
A significant majority (57%) of India's investment advisors are concentrated in just five metro cities, leading to concerns about financial inclusion and the spread of financial market products beyond urban centres, according to a Business Standard analysis of Sebi data.
