The Securities and Exchange Board of India (Sebi) is considering a proposal to allow mutual funds (MFs) to charge a fee based on their performance, said Ananta Barua, whole-time member of the markets regulator. He said the proposal is being reviewed by a working group formed to look into cost structures. "One working group has been set up which is going to review... One of the suggestions is that if any scheme or fund is performing well above the benchmark, it (fee) can be linked to its performance.
MFs continue to find it difficult to attract and retain long-term money from investors
A buoyant equity market, coupled with an improved performance of mutual funds (MFs) on the returns chart, has heightened retail investors' appetite for equities. In the past few months, equity MF schemes have seen a surge in fresh investments through both lump sum (one-time investments) and systematic investment plan (SIP) routes. During the August-September 2023 period, equity MF schemes recorded net lump sum investments of Rs 35,270 crore, compared to just Rs 5,550 crore in the previous three months, according to data from the Association of Mutual Funds in India (Amfi).
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.
Are you a first time investor? Do you have low risk taking capacity? If yes, then mutual fund SIPs are the best option for you believes mutual fund expert T Srikanth Bhagavat.
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.
This is how two people with the same starting amount can end up in very different financial places. In this article, let's understand what lessons can be drawn for anyone starting out!
On a daily basis, AMCs are required to disclose the Total Expense Ratio of all mutual fund schemes except infrastructure debt fund schemes on their respective websites.
From a modest salary to Rs 1 crore, here's Ramalingam Kalirajan's smart compounding blueprint for young earners
The top 10 fund houses are slowly losing ground to their smaller peers, even as they continue to hold the lion's share in the total assets under management (AUM) of the mutual fund (MF) industry, according to an analysis of the quarterly AUM for the past six years. These fund houses had an average AUM of Rs 38.8 trillion in the third quarter (Q3) of 2023-24, which is 79 per cent of the total industry AUM of Rs 49.2 trillion. The share has come down steadily since Q3 of 2019-2020, when the share stood at 84 per cent.
'People become guided by emotions, fear of missing out, and greed. They tend to invest in booming sectors that may prove exceptionally expensive.' 'Typically, that represents the peak, and subsequently, they lose substantially.'
Driven by inflows into Systematic Investment Plans (SIPs), the mutual fund industry's total assets under management rose to Rs 39.88 lakh crore in September from Rs 36.73 lakh crore in the year-ago period. On a monthly basis, the Assets Under Management (AUM) increased marginally from Rs 39.33 lakh crore in August. According to the latest monthly data from the Association of Mutual Funds in India (Amfi) released on Monday, the industry wide net AUM stood at Rs 38.42 lakh crore in September.
Try this mutual fund quiz to figure out how savvy you are about this investment option.
Mutual fund units you can buy now to get good returns in the long term.
Unperturbed by election uncertainty, investors poured record sums into equity mutual fund (MF) schemes in May, driving India closer to a $5 trillion market capitalisation. The Rs 34,697 crore net inflows into actively managed equity funds last month surpassed the previous high of Rs 28,463 crore recorded in March 2022. In April 2024, equity schemes had garnered nearly Rs 19,000 crore.
A look at five equity mutual funds spread across different fund categories which an investor can rely upon as part of her/his equity mutual fund portfolio and are expected to give pretty decent returns over the long run.
rediffGURU T S Khurana answers readers' personal income tax queries
Ask rediffGURU Reetika Sharma your insurance, mutual fund and personal finance-related questions.
Overlap refers to the same stocks appearing across fund portfolios.
Omkeshwar Singh, head, Rank MF, a mutual fund investment platform, answers your queries.
The highlight in January, with no surprise, has been flows into gold and silver ETFs.
UTI Mutual Fund has launched UTI-FAMILY (that allows investors to buy mutual fund units in their name, but the returns go straight to a parent's bank account.
Parents must note some peculiar feature of child funds.
Mid- and small-cap funds dominate the list, opening up opportunity for investors to make contra bets in large-cap funds
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.
Anil Rego, founder and CEO, Right Horizons, offers his expert advice to mutual fund investors.
Salil Dhawan reveals the MFs that have not only performed well in the past but have a promising outlook for the future too.
2025 marked a shift in investor preference when it comes to MF schemes.
If one has the risk appetite and is willing to stay invested for 3-5 years, this is a good time to start investing in a staggered manner (via SIPs), says financial planning expert Irfan Rupani.
Check out your agent's credentials; s/he should not charge you any fees as well
K Ramalingam explains the three most powerful signals that indicate your mutual fund's performance
In a chat with Get Ahead readers financial planning expert Vetapalem Sridhar tells them about the mutual funds for the long term and why they should remain invested for at least five years.
In an online chat with readers on August 10, Vidya Bala, Vidya Bala, head of mutual fund research at FundsIndia, answered their queries. For hose who missed the chat, here is the transcript.
Mutual funds' equity buying remained elevated for the fifth consecutive month in December, taking the net equity purchase past Rs 1.7 trillion in 2023. The aggressive buying in December indicates that flows into equity funds are likely to have remained unaffected by the sharp run-up in the market last month. Mutual funds (MFs) bought equities worth Rs 23,000 crore last month (until December 28) compared to Rs 18,000 crore in November, shows data from the Securities and Exchange Board of India (Sebi).
Contributions to mutual fund schemes through systematic investment plans or SIPs remain unfazed from the market volatility in 2022 with inflow growing to Rs 1.5 lakh crore in 2022, a surge of 31 per cent from a year earlier, due to higher retail participation. In comparison, an inflow of Rs 1.14 lakh crore through the route was registered in 2021 and Rs 97,000 crore in 2020, data with the Association of Mutual Funds in India (AMFI) showed. Going ahead, SIP numbers are expected to continue to remain strong in 2023 as investors are increasingly appreciating the importance of regular investing through the route, Kaustubh Belapurkar, director - manager research at Morningstar Investment Adviser India, said.
Ask rediffGURU Reetika Sharma your insurance, mutual fund and personal finance-related questions.
Inflow in equity mutual funds halved to Rs 3,240 crore in May, declining for the second consecutive month, primarily due to profit booking by investors amid rising market. However, this was also the 27th consecutive month of inflow in the equity class, which was primarily driven by fund infusion in small-cap and mid-cap categories, data released by the Association of Mutual Funds in India (Amfi) showed on Friday. Overall, the 42-player mutual fund industry continues to see inflow and attracted Rs 57,420 crore, on contributions from debt-oriented schemes.
Ask rediffGURU Naveenn Kummar your insurance mutual fund and personal finance-related questions.
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