Should you expect 15 per cent return over a period of 20 years? Dwaipayan Bose has the answer
Small-cap stocks raked in big gains in fiscal 2021-22 by giving up to 36.64 per cent returns, outshining the bigger benchmark gauge and experts believe that they may continue to outperform in FY23. Markets faced many headwinds in the latter part of the last fiscal with the emergence of geopolitical tension, inflation concerns and FII selling. Analysts said that the first half of the last fiscal was very good, while the market entered into consolidation in the second half, combined with high volatility.
MFs have benefited from a shift to financial assets from physical assets like real estate and gold.
Nearly three-fourths of the debt money, as of April 30, 2019, was invested in securities with duration of less than three years.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
It was because of strong inflows into debt-oriented schemes that saved 2019 from being a "dark-dull year of investing" as inflows into equity funds has dropped this year due to a volatile market.
Nikunj Saraf, Vice President Choice Wealth, answers your queries.
Nikunj Saraf, Vice President Choice Wealth, will answers your queries.
This amount does not include losses suffered indirectly through investment in mutual funds (MFs) and insurance companies.
Omkeshwar Singh, head, Rank MF, a mutual fund investment platform, answers your queries.
Private equity investing can be rewarding, but an investor needs to be patient as exiting can be tricky and these assets do not provide instant liquidity.
Domestic fund houses, which are yet to recover from huge redemptions in October, will have to gear up for another round of outflow in the New Year.
The Income-Tax (I-T) Department nowadays provides pre-filled forms to make the filing of income-tax return (ITR) easier. Nonetheless, you must have a number of documents handy at the time of filing return so that you can cross-check the data in the pre-filled form. "Filing ITR doesn't require you to upload any document. But in case an assessing officer makes an inquiry, you will need to present documents and certificates as proof," says Deepak Jain, chief executive, TaxManager.in.
Omkeshwar Singh, head, Rank MF, a mutual fund investment platform, answers your queries.
Illustration: Uttam Ghosh/Rediff.com After a brief respite at the year's start, FPIs have dumped shares worth more than $5.7 billion (Rs 42,596 crore), taking the cumulative net outflows since October to $10.5 billion (Rs 78,466 crore), and adding to the volatility on the bourses. The figure would have been a lot worse had it not been for net purchases to the tune of $5.7 billion in the primary market from October to date.
Nikunj Saraf, Vice President Choice Wealth, answers your Mutual Fund queries.
Equity funds like stocks are also impacted during a downturn. But being diversified, they are better equipped in restraining volatility. Also the onus of investing is on the fund manager as opposed to direct investing wherein the investor must have the requisite expertise, says financial planning expert Irfan Rupani.
HDFC and HDFC Bank's merger - touted as India's biggest-ever corporate merger - pumped up shares of the two entities on the bourses. Shares of Housing Finance Development Corporation (HDFC) skyrocketed 9 per cent while those of HDFC Bank zoomed 10 per cent. In comparison, the benchmark S&P BSESensex and the Nifty50 indices settled 2.2 per cent higher on Monday.
The payouts were 22 per cent lower than the previous year's tally of Rs 7,938 crore.
A committee set up by the Association of Mutual Funds in India had recommended that the existing OD may be split into two parts -- Statement of Additional Information, which will incorporate all statutory information on mutual funds, and Scheme Information Document. However, the schemes which have already received final observations from Sebi can use the old OD format provided they are launched on or before July 31, 2008. But, in this case SID has to be adopted.
There will be STT and a tax on short-term equity sales, plus an exit load for mutual funds.
If one has a long term investment horizon and have appetite for near term risk, then one should look at adding equity funds in one's portfolio. The long terms returns from these incidentally as of now are tax free. But even if there were to be a tax, they may still make great investment sense, says personal finance expert Rahul Goel.
While FIIs have pumped in nearly Rs 17,000 crore, MFs have been net buyers to the tune of Rs 9,000 crore.
Mutual fund houses are bullish on the financial sector, notwithstanding the recent beating at the stock market. Fund houses like Kotak Mahindra AMC, Sundaram BNP Paribas & LIC Mutual Fund have drawn up plans to introduce products aimed at the financial services sector. Bank stocks for long had been one of the favourite picks for many fund managers. There was a slowdown in valuations of financial sector stocks but Indian corporate entities still continue to remain attractive.
After having raised Rs 20,000 crore by selling NFOs, mutual funds are now likely to turn buyers. A slew of funds, including Morgan Stanley ACE Fund, Birla Sun Life Pure Value Fund, Mirae Asset India Opportunities Fund Standard Chartered Fund closed recently. Mutual funds launch NFOs to raise money since the mutual fund penetration in India is low. Most mutual funds expect redemptions on account of advance tax provisioning that corporate houses do at this time of the year.
A sector fund (Reliance Diversified Power Sector), a tax-planning fund (Taurus Libra Taxshield), and a fund focused on energy and construction (JM Basic) all found their way here.
The only option to realise the profit in the growth option is to sell or redeem your investments.
Sixty out of 154 mutual funds have underperformed their benchmarks by over 30 per cent
Mutual funds are all set to capture the buoyancy in the energy sector. The latest to join the bandwagon is Sundaram BNP Paribas Mutual Fund, which is coming out with a three-year, closed-ended new fund offering 'The Energy Opportunities Fund'. The fund will invest in equity and equity-related instruments of companies focussed on the energy space or those directly or indirectly benefiting from it.
Domestic asset management companies (AMC) have launched around 60 new fund offers (NFOs) in the last six months and mobilised around Rs 27,000 crore. Fund houses are rushing to launch new funds amid buoyancy in the equities market.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
Omkeshwar Singh, head, Rank MF, a mutual fund investment platform, answers your queries.
The average fall in 15 most-invested stocks by equity MFs was 5.7 per cent. Chandan Kishore Kant reports
The finance minister said that Indian investors will be allowed investment in overseas capital markets through mutual funds and that mutual funds will set up infrastructure fund schemes.
After the Franklin Templeton episode, investor confidence has been shaken. Known brands have become more relevant to investors, as long as this psychological impact lasts.
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.
'Largely, new demat accounts are now being opened by the younger crowd, particularly GenZ.' 'This is great news since younger investors start their journey with very little capital, so they are risking less.'
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