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.
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.
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.
India's first REMF could well present itself as an investment option soon. But remember to check out the risks and the benefits
Foreign portfolio investors' (FPI) ownership in NSE-listed companies has declined to 16.9 per cent at the end of September, lowest in 15 years, the largest stock bourse said on Thursday. The domestic mutual funds' ownership climbed to 10.9 per cent in the ninth straight quarter of increase, data shared by NSE said, adding that this is on the back of strong flows into systematic investment plans (SIP).
Some of the public banks showed improvement; much more still needs to be done
The domestic initial public offering (IPO) market is experiencing a significant surge, fuelled by the financialisation of savings, digital ease of investing, and expanding participation from both retail and institutional investors, investment bankers said on Wednesday.
Anil Rego, CEO, Right Horizons, answers your personal income tax queries.
The top five recommended ELSS based on Fundsupermart.com's in-house research methodology.
Had you invested Rs 5,000 every month in SBI Magnum Multicap Fund through systematic investment plan (SIP) for the last 5 years, the value of your investment would be over Rs 5.2 lakh as on August 22, 2016
276 equity schemes in the market and you don't know which to buy. Here's a list of the proven 10 that should be a part of any mutual fund portfolio
'Equities may not outperform every year, but if they do so seven times out of 10, it's an asset class worth relying on.'
You don't need a six-figure salary to build wealth -- you need discipline and a smart plan, says Ramalingam Kalirajan. and shows you how
Supreet Singh, filmmaker and co-founder of Red Dot Foundation, explains how the 4km long Infinite Saree is a larger campaign against all forms of sexual abuse, including marital rape.
'First-time investors, busy professionals, NRIs and those with modest sums looking for curated strategies may find FoFs especially appealing.'
American Express Bank is open to acquiring Indian banks and mutual funds as part of the efforts to increase its presence in the country.
There's something about a top-performing fund. The glowing reviews, self-congratulatory advertisements by the fund house and a host of stars (read ratings) and awards. It's a pretty heady mix. Sadly, the NAV performance in isolation presents a one-dimensional picture i.e. it may conceal more than it reveals. In this article, we make a case for looking beyond just the NAV performance by listing instances, when top-performing funds could potentially be bad investments.
At a time when investors are preferring higher-risk investment products like thematic and small-cap mutual fund (MF) schemes, some fund houses are exploring the possibility of going further down the market-capitalisation (m-cap) ladder to unearth newer investment opportunities. HDFC MF had filed papers with the capital markets regulator - the Securities and Exchange Board of India (Sebi) - earlier this year for an active micro-cap scheme. Some more fund houses are keen on launching such schemes, say industry observers.
If your fund unjustifiably holds a large amount of cash, stop investing and take a relook at its capability to spot opportunities.
The share of investments held by the top 10 investors across smallcap mutual fund schemes has been on a decline, falling to a 14-month low in March 2025, shows an analysis of data from the Association of Mutual Funds in India (Amfi). The median smallcap scheme has 2.03 per cent of its investments coming from the top 10 investors, compared to 2.43 per cent a year ago.
Investors who issued units in liquid and overnight funds, as well as those with a short-term holding of less than 30 days, are likely to be impacted the most, say experts.
Five things you must know before investing in mutual funds and you will be less likely to fret during market ups and downs.
Though the fund houses have garnered over Rs 1,500 billion from investors, only 8-10 would declare their monthly FMP portfolios till a few months ago. Instead, they gave 'indicative portfolios' and 'indicative returns' to the potential investor. This month, all fund houses declared the portfolios of their schemes because of the half-yearly results. And, to the horror of many investors, the real portfolios were 80-90 per cent different from the 'indicative portfolios.'
Two ratios can help you in monitoring your mutual funds' performances and finding worthy ones.
'There is a lot of euphoria in the country after a trade agreement is signed. But it is an illusion for us. What is more important is making it real.'
Fund companies deny the existence of 'star managers' to understate key man-risk; investors on their part, must evaluate if the fund remains as good a bet, sans its 'star'.
While mutual funds charge fees of 1-1.5 per cent of assets managed, that for pension funds could be a hundredth since the two investment streams are dramatically different.
Mutual fund investors will be able to earn more on their investments because of the Securities and Exchange Board of India ruling on the removal of 2.25 per cent entry loads on their investments.
The time is ripe for a merger of eight fund houses indirectly owned and controlled by the central government, says N Sundaresha Subramanian.
The sharp surge in investment accounts (folios) in midcap and smallcap mutual funds (MF) in recent months is likely driven by the do-it-yourself (DIY) investors. In the first five months of the present financial year (FY 2024), net folio additions in direct MF plans (4.5 million) has outpaced that in regular plans (3.9 million), contrary to the trend seen in the previous three six-month periods. The net folio additions in direct plans in the five-month period (April-August 2023) is 40 per cent higher than the total additions made in the previous six month period.
Mutual fund houses do have several challenges ahead to win more investors.
After three post-pandemic years of an upcycle, it was a mixed bag for the realty sector in 2025, with sales volumes in the residential real estate moderating across top cities, and commercial real estate and institutional investments emerging as standout performers. Residential: Volumes soften, value holds firm.
If you don't have enough time to study the market, go for mutual funds, says personal finance expert Rahul Goel.