'Investors can consider staying invested in long duration products as there is a possibility of rate cuts in the near term.' Positive macros - lower inflation, high forex reserves and favourable demand-supply dynamics for government bonds - make a strong case for rate cuts from December, says Devang Shah, head of fixed income, Axis Mutual Fund. In an interview with Abhishek Kumar in Mumbai, Shah says this view may not hold true if commodity prices go up sharply.
The mutual fund industry saw an average growth of 63 per cent in assets under management in 2006
A little time spent in choosing the right fund can go a long way in deciding the final corpus from the scheme.
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.
With more granular reporting and enhanced data matching, mismatches are likely to be identified more quickly.
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.
'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.'
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.
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.
HNI equity folios up 46% in the first half of FY15.
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.
'Healthcare costs in India rise by 10 to 14% annually, causing treatment costs to double roughly every 5-7 years.'
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.
LIC is one of the largest Indian shareholders in the country's largest car maker, with a 6.93% stake.
HDFC MF witnessed 17% rise in investment in its schemes to Rs 6,462 crore by group companies during May.
The SIF vertical, which allows MFs to offer complex products to relatively sophisticated investors, has managed to garner scale in just seven months of the launch of the first products.
After relentlessly selling shares for most of 2013, India's equity mutual fund managers have turned buyers in the fag-end of the year.
Listed capital market companies in India delivered strong fourth-quarter earnings growth, with a universe of 12 firms posting 30 per cent year-on-year revenue growth and 19 per cent earnings growth in Q4FY26, despite mark-to-market (MTM) losses impacting headline profitability for some.
Experts say you may invest in small-sized funds and benefit from their nimbleness.
The volume of new fund offerings (NFOs) in 2025 will fluctuate based on market conditions. However, innovation is expected to continue unabated. With an increasing number of fund houses aiming to establish a presence in the 'factor' investing space and changes in fund-of-fund taxation providing more opportunities, several industry-first offerings are anticipated.
Those wanting to be conscious of their environment now have an investment option to consider. Socially Responsible Investing (SRI) has come to India via ABN AMRO Mutual Fund.
With domestic markets turning choppy, investors are increasingly scouting for opportunities overseas to diversify portfolios and hedge against a weakening rupee.
Though both equity fund and stocks extend market-related returns, there are some key differences between the two. If you have similar misconceptions about equity funds and stocks, this article will demystify those misconceptions.
Investing in mutual funds is a challenging task. Here's what you must know before you start your mutual fund investments.
While Sebi's colour code will help investors, mis-selling might not reduce substantially.
M Damodaran is likely to head the new market value-based UTI Mutual Fund, promoted by LIC and three leading banks, after the new fund becomes operational from February 1.
This is the sixth mark down for the largest e-commerce marketplace of the country in as many months.
After life insurance, DLF Ltd is foraying into asset management by offering local and global mutual funds through a joint venture with Prudential Financial Inc of the United States.
India's first REMF could well present itself as an investment option soon. But remember to check out the risks and the benefits
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.
With so much transparency, access to information and expert advice available through the internet and media -- print and electronic -- evaluating a mutual fund should be child's play. Well if that's what you think here's news for you. It is not.
The country's 44 fund houses together garnered an average Asset Under Management) of Rs 9.04 lakh crore (Rs 9.04 trillion) during the January-March quarter of 2013-14, up from Rs 8.76 lakh crore (Rs 8.76 trillion) in the previous three-month period, Crisil said attributing the data to the Association of Mutual Funds in India.
