In the third part of this five part series on top 25 mutual funds analysed by Value Research we produce the next best five mutual funds that investors can put their money in for the long term.
The average return from the top 15 debt mutual funds in the last one year has been 25.96 per cent.
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.
The net inflow in equity mutual funds plunged 76 per cent to Rs 2,258 crore in November over the preceding month amid a sharp up move in the stock market that made investors wary of higher valuation. This also marks the 21st straight month of inflows into equity schemes. Overall, the mutual fund industry registered net inflows of Rs 13,263 crore in November, slightly lower from Rs 14,045 crore seen in the previous month, data released by the Association of Mutual Funds in India (Amfi) showed on Friday.
Sahara group has been engaged in a long-running regulatory and legal battle with Sebi.
India's mergers and acquisitions (M&A) market is projected to maintain an annual run-rate of approximately $200 billion, evenly split between domestic, inbound, and outbound transactions, despite global geopolitical turbulence, according to Rajesh Singhi, global co-head, M&A Advisory, Standard Chartered Bank.
The value of MF exposure to REITs and InvITs which was at Rs 734 crore at the end of March 2020, rose to Rs 5,200 crore by the end of March 2023.
While investing in mutual funds, it is essential that you focus on the turnover rate percentage of a mutual fund, which is bought and sold every year.
The characteristics of growth oriented mutual fund categories and the top funds under each category based on last 5 years' performance are reviewed here.
Check out your agent's credentials; s/he should not charge you any fees as well
Here is what mutual fund expert Anil Rego advices about buying mutual funds. He lists his best picks too for first-time investors.
SIPs should be entered for 12 months at a time, and then renewed. You should use the renewal as an opportunity to review the portfolio. SIPs are a great way to invest in our view. if the environment is volatile, then SIPs are probably the best way for most investors, says mutual fund expert Rahul Goel.
With duties at 15%, GST at 3%, and making charges running as high as 20% -- the gap between a smart purchase and a careless one can easily be Rs 30,000 to Rs 50,000 on every Rs 1 lakh invested. And most of that gap is entirely avoidable. Ramalingam Kalirajan explains the math.
When there is fear in the stock markets, some money can definitely be inevsted one time, says Rahul Goel. The rest can be invested through an SIP. Otherwise from a planning perspective, if one has a salary income, then SIPs are the best. An SIP or an STP reduce the risk of mistiming the market.
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.
Mutual funds are one of the best investment instruments to create wealth over long run. Here are the top 10.
Salil Dhawan reveals the MFs that have not only performed well in the past but have a promising outlook for the future too.
Invest money to meet your goals, not to meet the salesperson's targets
Mutual funds entails several costs, payable at different stages.
While it may be justifiable to pay a higher expense ratio in a fund that outperforms, you should definitely exit one whose performance is below par, says Sanjay Kumar Singh
The best large cap, mid cap and small cap mutual funds you can buy this year.
Most mutual fund investors fear their monthly statement that teh fund houses send them. Here are a few things that can help you read your MF statement to your satisfaction.
A primer on tax you pay on your mutual fund gains
Start SIPs early, increase investments steadily, and let compounding beat inflation to secure retirement wealth, says Ramalingam Kalirajan
Mutual funds focused on small-caps have emerged as the winner with a net inflow of close to Rs 11,000 crore in April-June quarter, as fund managers struggle to create alpha in the large-cap space, and the trend is expected to continue for some time. On the other hand, large-cap space, which is yet to pick up momentum, witnessed an outflow of Rs 3,360 crore during the quarter under review, data from the Association of Mutual Funds in India (Amfi) showed. Apart from the June quarter, small-cap funds logged an inflow of Rs 6,932 crore in three months that ended in March.
Get your basics right with these terms explained.
Ratings are based on the overall exposure to default risk, with regard to timely receipt of payments from the investments the scheme has made.
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.
The following discussion is an attempt to look at some of the parameters to decide how to select mutual funds for investments.
In an hour-long chat on rediff.com on Wednesday, financial planning expert Trideep Choudhary offered some valuable tips.
Overlap refers to the same stocks appearing across fund portfolios.
Often investors are lured to mutual funds due to dividends. It is necessary to understand the role of dividends in MFs and know that the only way MFs give returns is through NAV appreciation.
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.
Generally, getting into a mutual fund is associated with a long-term relationship whereby, there are good times as well as bad times. However, most investors are willing to enjoy the upside, but at the slightest hint of a downside, they start crying foul.
Mutual funds cannot invest more than 10 per cent of the total net assets of a scheme in the short-term deposits of a single bank, the Securities and Exchange Board of India said on Monday.
The Securities and Exchange Board of India will notify the rules by August 1.
Ask rediffGURU Reetika Sharma your insurance, mutual fund and personal finance-related questions.
Expenses incurred by mutual funds are a critical factor because they eat into the returns which would otherwise be available to investors