Equity investment ought to be treated as a long-term call
Our mutual fund expert Value Research says no and explains why this should not worry an investor.
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.
For a large section of mutual fund investors the Net Asset Value (NAV) is the deciding criterion for investing.
The first ever auction of non-core assets through the Department of Investment and Public Asset Management's (DIPAM) asset monetisation portal has failed to garner adequate response for land assets of Bharat Sanchar Nigam Ltd (BSNL) that was expected to garner at least Rs 470 crore. The DIPAM has asked its property consultants to identify issues in the bidding criteria that can be resolved. In November 2021, the DIPAM had listed six properties of BSNL and MTNL for sale through its new e-bidding portal for asset monetisation portal developed by state-run MSTC.
The guidelines for Real Estate Mutual Funds, which are being worked out by a panel appointed by the Securities and Exchange Board of India, are likely to contain suggestions for quarterly disclosure of net asset value.
Our advice for investors give the fund a miss for now; evaluate the fund's performance over the 3-Yr period and based on the same, consider making an investment in the fund, when in turns open-ended. Our rationale is fairly simple.
To maximise returns even during such bullish phases, it is imperative that investors time their entry and exit from the markets.
For most investors, a fund's performance on the net asset value appreciation front is sacred i.e. returns is the only parameter to be considered while making an investment decision.
Here's how to make a wise choice between dividend and growth mutual fund depending on what kind of investor you are.
The managing director of a US-based pension fund blamed the fall on the carnage in stock markets globally and the heavy pullout by investors. "Last year saw unprecedented pullouts by hedge funds as they faced huge redemption pressure. Lots of investors believed they had paid too much and sold off. Most of the funds were listed in 2006 when realty prices were high. But now, prices have come down in most parts of the world."
Even though IVR Prime appears way too expensive going by the price-earnings multiple, it is reasonably priced for its net asset value.
Average net asset values of Indian equity funds broadly outpaced their benchmarks in February, buoyed by pre-Budget hopes, but overall gains were muted by jitters over a possible Gulf conflict, analysts said.
Mukul K Gupta, CEO, Birla Sun Life Mutual Fund took some time from his busy schedule to address the issues and concerns raised by the investors
Standard Chartered Plc on Tuesday reached an agreement to acquire US-based American Express Bank Ltd for about 431 million pounds ($860 million) in cash
After a robust 2023, foreign investors significantly scaled back their investments in Indian equities in 2024, with net inflows amounting to over Rs 5,000 crore, as elevated domestic valuations, coupled with geopolitical uncertainties prompted investors to adopt a more cautious stance. Looking ahead to 2025, FPI flows into Indian equities could see a recovery, supported by a cyclical upswing in corporate earnings, particularly in domestic-oriented sectors like capital goods, manufacturing, and infrastructure, Vinit Bolinjkar, head of research, Ventura Securities, said.
Bakshi rejects McDonald's proposal to buy his stake in JV for Rs 48-50 crore
In order to maximise your returns, it is therefore essential to strike a balance between risk and return. How are fund managers doing on this count?
When the NAV falls, you are going to get more units of the fund. That means when the market turns around, you will get much more returns
'TMFs trump FMPs and FDs when it comes to investing in a high-duration product.'
Investors believe that after the dividend is distributed, growth NAV and dividend NAV do not appreciate or depreciate in the same proportion
Funds collected by the mutual fund will be invested in gold and hence the net asset value of the ETF will be largely dependent upon price of gold minus the administrative costs of the AMC and the mutual fund.
Here is an evaluation of the two investment avenues on certain common parameters and how they measure up.
'I am not an aspiration-oriented politician.' 'This is the time to redefine politics.' 'Politics of power is not real politics.'
Depending on the kind of risk you want to take, here are five funds that will give you a good return on your investment.
Debt fund managers are reassessing their strategies after the setback delivered by the Reserve Bank of India recently. While most are refraining from any knee-jerk reaction to the central bank's surprise open market operation (OMO) announcements, they are taking a re-look at the duration of their schemes. Sandeep Yadav, head of fixed income at DSP Mutual Fund, said it has trimmed the duration of some schemes, considering the hawkish stance by the RBI.
There are different classifications within mutual funds, which are appropriate for different investment tenures
