Exiting a mutual fund is an emotional decision. Five checkpoints that will tell you when to sell.
Picking the right mutual fund(s) has become a challenge nowadays. Here is simple checklist that could help in making your investment decision easy.
Investing in mutual funds is a challenging task. Here's what you must know before you start your mutual fund investments.
Equity mutual funds (MFs) capped a strong 2024 with near-record inflows in December. With net inflows of Rs 41,156 crore in December, the 2024 tally surged to Rs 3.9 trillion, up 144 per cent compared to 2023. The December tally, which was only slightly short of the record-high inflows of Rs 41,887 crore achieved in October 2024, was fuelled by record inflows of Rs 9,761 crore into small-cap and mid-cap funds.
HDFC MF witnessed 17% rise in investment in its schemes to Rs 6,462 crore by group companies during May.
Suppandi has evolved over the years from being a household help to having a variety of office jobs.
'Give him a couple of seasons, a cool head, and some long-term form, and he won't just be in campaigns -- he'll be the campaign.'
The stock market regulator's move to label fund schemes of different risk profiles with discerning colours could be simple but powerful communication. But how much would risk differentiation help?
Choosing mutual funds based on last year's performance irrespective of the fund's objective may not be the right investing strategy. To help you make better investment decisions, we have tried to put together a brief tablet on various types of equity funds based on their investment objective.
Experts say you may invest in small-sized funds and benefit from their nimbleness.
Ten Indian states contribute a lion's share of 95% or Rs 12.25 lakh crore.
Invest in these funds through the SIP route with at least a seven-year horizon.
Funds now offer themes that are based on quantitative models and profit-booking.
After relentlessly selling shares for most of 2013, India's equity mutual fund managers have turned buyers in the fag-end of the year.
While the minimum holding period for LTCG taxation has now been lowered, the tax outgo could be a bit higher under the new structure.
Dwaipayan Bose explains what momentum investing is, how it works, why it generates higher returns and has higher wealth creation potential.
The top five recommended ELSS based on Fundsupermart.com's in-house research methodology.
Among the 11 equity sub-categories, thematic funds received the highest net inflows at Rs 9,017 crore, followed by smallcap funds at Rs 5,721 crore and flexicap funds at Rs 5,698 crore.
Making MMMFs part of one's portfolio should bring the overall risk down but one also needs to look at when these funds could be more revenue-adding to the portfolio.
'MFs have a combined exposure of Rs 3.2 lakh crore to NBFCs, out of which Rs 1.1 lakh crore matures by September 2019.'
DLF wrote to Sebi, asking if the firm's ban on securities transactions extends to mutual fund investments.
India had better be prepared. Munir could be back at our throats soon, even within the next 12 months, warns Shekhar Gupta.
rediffGURU Yogendra Arora answers readers' personal income tax queries.
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.
Debt mutual fund (MF) schemes are set to register the best calendar year (CY) performance in the last four years despite no changes in the interest rate. An analysis of one-year performance of debt funds show that many of the schemes are set to deliver double-digit returns in CY 2024.
Stay away from hot stocks and stick with the long-term performers that fit within your asset allocation needs.
The answer depends on your financial goals and risk appetite, says Certified Financial Planner Ramalingam Kalirajan, and explains why.
Systematic Withdrawal Plan, or SWP, can help you achieve your financial goals. Ramalingam Kalirajan's step-by-step guide on how to effectively use an SWP.
Flipkart-backed super.money is on an expansion spree and plans to expand its range of offerings in credit and wealth management after launching its operations in July this year. The Bengaluru-based fintech company is on track to roll out credit products such as credit on Unified Payments Interface (UPI), unsecured credit cards, and personal loans within the first half of the next calendar year (2025).
Mutual fund houses do have several challenges ahead to win more investors.
The country's 44 fund houses together garnered an average Asset Under Management) of Rs 9.04 lakh crore (Rs 9.04 trillion) during the January-March quarter of 2013-14, up from Rs 8.76 lakh crore (Rs 8.76 trillion) in the previous three-month period, Crisil said attributing the data to the Association of Mutual Funds in India.
With the RBI infusing Rs 7.5 lakh crore in liquidity -- and possibly more in the future -- the short- to medium-term corporate bond market is expected to benefit.
The Sebi chief said that although the idea of an SRO has been challenged in court, he is hopeful of its implementation.
Unbelievable, did you say? Ramalingam Kalirajan explains the simple math.
Mutual funds bought metal, media, telecom, engineering, and pharma stocks in December
The Association of Mutual Funds in India (Amfi) has already taken up the matter with the market regulator and the finance ministry.
Equity-focused schemes may perform better in a bull market, while debt-oriented ones may offer greater stability during volatile periods.
Mutual funds are the ideal investment option for funding retirement and children's education.
The time is ripe for a merger of eight fund houses indirectly owned and controlled by the central government, says N Sundaresha Subramanian.
However, financial experts are of the view that though REMFs are good for those who want to participate in the property boom, investors should not look at them as equity funds.
