2006-07 saw mixed returns for mutual funds. Compared with the previous financial year, the returns have declined, mainly due to a fall in the stock prices. The net asset value of most equity funds fell nearly 10 per cent since January 2007.
'A staggered investment approach (using SIP or STP) can help investors benefit from this opportunity while reducing timing risk.'
What are the tax benefits available to those who invest in mutual funds? What are the tax liabilities, if any? Read on to find out. . .
Retail investors tend to overlook the warning signs in a Bull market. So who makes the most of their 'greed?' The unscrupulous mutual funds.
'Increasingly, they treat gold as a financial asset in their portfolio rather than just as jewellery.'
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.
Ask rediffGURU and PF expert Nitin Narkhede your mutual fund and personal finance-related questions.
The change in debt fund taxation is seen as boosting the demand for hybrid funds. It is no surprise then that asset management companies (AMCs) have launched a raft of new products in the multi-asset category. However, they seem to be divided on the asset mix and approach. The multi-asset space, which provides fund houses ample scope to innovate, has seen five launches in as many months.
Investors end up making incorrect investment decisions
Inflows into equity mutual fund (MF) schemes declined in May, logging their lowest tally in 13 months at Rs 19,013 crore. It came even as the gross systematic investment plan (SIP) inflows surged to a record high of Rs 26,688 crore.
During these two decades, the total assets managed by the industry has grown from two per cent to eight per cent of the gross domestic product (GDP).
A mutual fund portfolio requires constant monitoring by an investor to keep it in good health. These simple steps will help you make the most of your investments.
In this article, we debunk 5 popular myths regarding mutual funds. Read on...
Based on investment aims, mutual funds categorise their schemes as growth, income, balanced and money market schemes.
Equity mutual funds witnessed a remarkable surge in inflows to nearly Rs 4 lakh crore in 2024, more than double the amount recorded in the preceding year, reflecting strong investor confidence and a continued shift towards long-term investing, particularly through Systematic Investment Plans (SIPs).
Ask rediffGURU and PF expert Milind Vadjikar your insurance, stocks, mutual fund and personal finance-related questions.
Before you invest in a mutual fund, here are some important things you need to understand.
rediffGURU Jinal Mehta answers readers' financial planning and health insurance queries
'A balanced portfolio mix of domestic and international equity, fixed income, and precious metals is recommended.'
Ask rediffGURU and PF and MF expert Janak Patel your mutual fund and personal finance-related questions.
Ask rediffGURU and PF and MF expert Janak Patel your mutual fund and personal finance-related questions.
The share of investments held by the top 10 investors across smallcap mutual fund schemes has been on a decline, falling to a 14-month low in March 2025, shows an analysis of data from the Association of Mutual Funds in India (Amfi). The median smallcap scheme has 2.03 per cent of its investments coming from the top 10 investors, compared to 2.43 per cent a year ago.
The interplay between domestic and foreign capital will shape India's equity markets.
Five parameters that will help you make a winning decision
Try this mutual fund quiz to figure out how savvy you are about this investment option.
The sharp surge in investment accounts (folios) in midcap and smallcap mutual funds (MF) in recent months is likely driven by the do-it-yourself (DIY) investors. In the first five months of the present financial year (FY 2024), net folio additions in direct MF plans (4.5 million) has outpaced that in regular plans (3.9 million), contrary to the trend seen in the previous three six-month periods. The net folio additions in direct plans in the five-month period (April-August 2023) is 40 per cent higher than the total additions made in the previous six month period.
Our mutual fund expert Value Research says no and explains why this should not worry an investor.
New investor additions by mutual funds (MFs) have slowed dramatically in recent months, indicating that market correction and a rise in volatility are somewhat dimming the appeal of equity schemes. MFs have onboarded 300,000 new investors in April 2025, the lowest in 22 months.
Ask rediffGURU and PF expert Milind Vadjikar your insurance, stocks, mutual fund and personal finance-related questions.
Ask rediffGURU and PF expert Nitin Narkhede your mutual fund and personal finance-related questions.
'Market momentum and investor interest are at unprecedented levels, making this the opportune moment.'
After Bandhan MF's US Treasury Bond 0-1 year Fund of Fund (FoF), Aditya Birla Sun Life (ABSL) MF has come out with US Treasury 1-3 Year Bond ETFs FoF and 3-10 Year Bond ETFs FoF. US bonds, which generally offer low yields, have turned attractive post the 525-basis point hike in US interest rates. According to Bloomberg data, the 1-year and 2-year US treasury yields now stand at 5.4 per cent and 5.1 per cent, respectively. Although the yields remain lower than what Indian government bonds offer, the differential has come down steeply.
The Securities and Exchange Board of India (Sebi) is set to introduce key reforms aimed at facilitating smoother mega initial public offerings (IPOs). Key among the proposals is a reduction in the quota reserved for individual investors - those applying for less than Rs 2,00,000 per application - from the current 35 per cent to 25 per cent for large IPOs (issue size above Rs 5,000 crore).
Here's how you can plan your returns better by investing in mutual funds and the best mutual funds to invest in.
Remember two things: dividend is your own money back to you and it may not be tax-free, and never choose the dividend reinvestment option.
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, answers your queries.
