For the first time in a decade, inflows into equity mutual funds (MFs) decoupled from the past performance of the equity market, as investors continued to pour money into the market unperturbed by lacklustre returns.
Domestic mutual funds (MFs) and foreign portfolio investors (FPIs) have been net buyers of stocks in August. Domestic fund houses have continued to invest in stocks, propelled by the success of various new fund offers (NFOs) and strong flows into equity funds. MFs had purchased stocks worth more than Rs 8,300 crore until August 23, according to the data provided on the Securities and Exchange Board of India (Sebi) website. Jimmy Patel, MD and CEO at Quantum AMC, says: "The surge in equity investments by MFs is because of two key reasons. One, equity NFOs are getting a strong response from investors, and fund houses need to deploy that money in the markets.
The Association of Mutual Funds of India, the trade body representing the over Rs 135,000 crore (Rs 1,350 billion) industry, has offered Pakistan its help for developing and strengthening the capital market in that country.
Mid- and small-cap funds dominate the list, opening up opportunity for investors to make contra bets in large-cap funds
Passive funds have resumed gaining ground in the mutual fund (MF) industry after a slowdown in 2024, with their share of assets under management (AUM) reaching an all-time high in 2025. The surge has been driven largely by robust inflows into gold and silver exchange-traded funds (ETFs).
Despite dull market, more individuals make crores by selling mutual funds.
Mutual fund investors should not only ask for fact sheets from their advisors and mutual funds every month but must also read them carefully. Here's why...
Several mutual funds (MFs) have recently approached the Reserve Bank of India (RBI) as they renew efforts to increase their overseas investment limit. In June 2022, the capital markets regulator Securities and Exchange Board of India (Sebi) permitted MFs to invest in foreign stocks within the aggregate mandated limit of $7 billion after a correction in stocks. One of the proposals shared with the RBI is to link MFs' foreign investment limit to the country's foreign exchange reserves.
Mutual funds bought metal, telecom, pharma, cement, and oil and gas stocks in August. Selling was seen in auto majors, sugar, power, textile, and construction stocks, while stocks were re-aligned in the IT, and chemical sectors.
Advisory committee for lower charges, stricter compliance.
Mid-cap funds have given three-digit returns -- more than those from benchmark and large-cap funds. But, due to the higher risk they entail, you need to tread with care.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
The mutual fund industry took a hit of more than Rs 16,000 crore on its asset size during 2011, even as the newly-crowned market leader HDFC MF grew in size and consolidated its top position.
'We are staying away from making forward-looking statements on when we will reach 1 trillion, etc. But growth will be rapid; it's only a matter of time.'
The newest entrant to the Rs 46-trillion mutual fund (MF) space - Zerodha - plans to focus strictly on the low-cost passive segment and offer its products solely through the commission-free digital route, as it aims to replicate its broking success in the MF space. "We will offer an array of exchange-traded funds (ETFs) and index funds that would help investors take varied exposures and build portfolios based on their financial needs and risk tolerance. "Zerodha Fund House (FH) products will be exclusively distributed online and available as direct plans to engage directly with individual investors and consumers, taking advantage of the pronounced shift from physical to digital interactions," said Vishal Jain, chief executive officer, Zerodha FH.
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.
Even as the returns of mutual fund (MF) schemes have improved considerably in the past three months, addition of new investors has remained in the slow lane for the MF industry. According to industry data, during the first six months of CY 2023, MFs onboarded only 1.6 million new unique investors, in stark contrast to the 4.7 million investors added during the same period last CY and the 2.4 million in 2021. It is noteworthy, however, that the current additions for this year have doubled in comparison to the figure of 800,000 seen in 2020.
Gold ETFs attracted around Rs 11,700 crore, the highest in a calendar month.
Financial planning expert Vetapalem Sridhar gives tips on how to invest in good mutual funds for the long term and how to plan for an early retirement to Get Ahead readers.
Adani Ports and Special Economic Zone has repaid Rs 1,500 crore loan and will repay another Rs 1,000 crore in commercial papers due in March. The Adani Group firm paid Rs 1,000 crore to SBI Mutual Fund and Rs 500 crore to Aditya Birla Sun Life Mutual Fund on commercial papers that matured on Monday, as scheduled.
The stock market regulator Securities and Exchange Board of India (SEBI) has brought in sweeping changes for the mutual fund industry. And here's how they will benefit you.
A step-by-step guide on how to choose the right mutual fund for your investment needs.
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.
Retail investors' equity portfolios have significantly underperformed benchmark indices over the past 16 to 18 months.
According to sources, in a January 6 letter to the department of financial services under the finance ministry, LIC said it wanted to stop sponsoring LIC Nomura Mutual Fund, and might offer some of its stake in LIC Housing Finance to other shareholders.
Mutual funds pared exposure to auto, cement, metal, FMCG, telecom, sugar, and power stocks in January.
'Investors can consider staying invested in long duration products as there is a possibility of rate cuts in the near term.' Positive macros - lower inflation, high forex reserves and favourable demand-supply dynamics for government bonds - make a strong case for rate cuts from December, says Devang Shah, head of fixed income, Axis Mutual Fund. In an interview with Abhishek Kumar in Mumbai, Shah says this view may not hold true if commodity prices go up sharply.
These MFs are relatively unknown names, but have immense potential.
Investors who are led to believe that falling net assets is a sure sign that the fund is in trouble and must therefore exit the fund at the earliest, must consider some points first.
The KYC parameters now include declaration of the gross annual income or net worth.
'New investors should enter gradually and stay cautious.' 'Silver is a structural multi-year story, but timing matters in a high-volatility metal.'
Ask rediffGURU Reetika Sharma your insurance, mutual fund and personal finance-related questions.
Mutual funds bought pharma, manufacturing, auto, and FMCG stocks in June.
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?
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.
Choose schemes correctly, and with a historical record. The rest is easy...