Mutual Funds

Micro-SIP: Will investors come in by the droves?

Micro SIPs may not create wealth for small investors. But going forward, they may invest more, albeit, incrementally. However, SEBI needs to make the sachetised investments viable for mutual fund houses, experts say.

How Step-up SIP in mid-cap funds helps to achieve larger corpus and higher returns than a normal SIP

'Step-up SIP’ helps you to invest more money incrementally, like say when you get an annual salary hike. It converts your SIP from a marathon to a sprint. Under most circumstances, the 'step-up SIP' generates higher returns than the ‘normal SIP’, data shows.

Retail investors from small towns are betting big on equity, says MD & CEO of Edelweiss MF

Radhika Gupta, MD & CEO of Edelweiss Mutual Fund, weighs in on fund rotation between Indian and Chinese markets, how retail investors are managing recent corrections, sectoral pockets with opportunities and funds that are suitable for the domestic market.

Wealth managers are recommending multi-asset funds amid volatility in equities

Multi-asset allocation mutual funds invest across the asset allocation spectrum of equity, debt, gold, silver, REITs, InvITs, derivatives, and international equities.

Why Ajit Dayal of Quantum Mutual Fund feels it’s time to talk, and fight

Quantum was India’s first no-load fund house. Despite the good intentions and focus on protecting minority shareholders’ interests, it remained small

Is there an MF route to investing in top Indian business groups?

While large business group companies have been tested through several market cycles, investors should keep in mind that each company is distinct and ruled by different factors that may not click at the same time, say experts

Which small-cap funds have most cash on their hands?

The gush of inflows has forced many small-cap funds to look at ways to reduce risk in their portfolios. A way of reducing risk in a small-cap scheme is cash holding.

Exit plan: Mid-cap stocks that fund houses sold ahead of volatility

Fund managers exited as these stocks either reached their target prices or turned unattractive due to weak prospects

With rate cuts on the horizon, is it too late to invest in debt mutual funds?

Experts believe there has been a significant rally in long bond yields, and incremental gains are expected with rate cuts. Given the outlook for a shallow rate-cut cycle, investors can consider focusing on funds with durations of 3 to 5 years.

Gold ETFs shine all over the world, says World Gold Council report

US Fed rate cut, rising tensions in the Middle East and momentum in gold prices have contributed to the rise

Check out these eleven stocks that made their debut in mutual fund portfolios in September

Mutual funds added eleven new stocks to their portfolios in September, with Bajaj Housing Finance Ltd taking the lead. Funds acquired 11.29 crore shares of Bajaj Housing Finance, amounting to an investment of Rs 1,740 crore.

Top microcap multibagger stocks added by mutual funds, amidst volatility

Carefully chosen microcap stocks with disruptive business models have the potential to demonstrate rapid growth and provide multibagger returns

A new ESG fund launch in over three years; should you go for it? A Moneycontrol Review

WhiteOak Capital ESG Best-In-Class Strategy Fund is the first ESG fund launch after SEBI broadened the scope of the thematic category.

Chasing Chinese dragons: What's in store for Indian mutual fund investors?

Four domestic mutual fund schemes provide access to Indian investors to participate in the bull run of Chinese equity markets. Though it presents an intriguing value opportunity, experts advise investors to proceed with caution because the recovery is likely to be gradual, despite the recent stimulus measures announced by the Chinese government.

Equity-debt split: How age and risk tolerance should guide your allocation

Both equity and debt investments are important. How you split your money between them depends on your age, your risk tolerance, and what you are saving for.

Silver funds catch investors’ fancy; what’s driving inflows?

The folio count for silver funds has grown from around 0.76 lakh in April 2023 to 4.24 lakh today. AUM under this category has grown from Rs 1,786 crore to Rs 10,840 crore during the period

Equity inflows slow down to Rs 34,419 crore in Sept, small-cap funds still in demand: AMFI

Inflows into open-ended equity funds have remained in the positive zone for the 43rd month in a row. SIP book rises to an all-time high of Rs 24,508.73 crore.

Israel-Iran war: Should you invest in gold funds to hedge your portfolio?

Experts say that while gold prices have gone up significantly, a lumpsum investment might be risky at this point, especially for short durations. But SIPs in gold funds can help you ride out the volatility.

Bond yields ease after RBI policy announcements. What does it mean for debt investors?

Experts recommend increasing exposure to long-duration bonds to take advantage of the potential capital appreciation, as bond prices rise with falling yields

A powerhouse performer: The BSE Power Index rose 86% in a year. Here are the top stocks that MFs picked

The momentum in power stocks is likely to continue, supported by favourable policies, investments in green energy, and the global shift towards sustainability

Can Chinese markets continue to reward investors post 25% rally?

Experts believe that Chinese markets offer an interesting value opportunity, but investors need to keep expectations in check till there is a consistent rally or macroeconomic stability emerges.

4 sectors that PMS managers are betting big on, investing 50% of funds

Financial services, capital goods, healthcare and auto consist of 50 per cent of the assets managed by PMS as of August 31, data shows.

Winning the mid-cap race: How fund managers made their moves

The five graphs explain the trends in the mid-cap space how mutual fund managers allocated investments to and benefited from those potential multibaggers.

Three key factors that you should consider when investing

Newton's three laws of motion serve as an apt metaphor for understanding market movement.