Need urgent money? Should you go in for loan against mutual funds?
The loan amount will depend on the type of mutual funds you offer as security. While you can get about 70-80 percent of the value of your debt funds as a loan, in case of equity funds, you'll get about 50 percent.
ITR filing mistakes: Common errors to avoid while filing income tax return
To avoid committing errors while filing your income tax returns, it's better to start the process as soon as you get access to your Form 16. Here’s a quick guide and a couple of do’s & don'ts that you can heed to
Allocate at least 70% to large-caps now, keep small-caps in single digits: Mirae Asset MF's Harshad Borawake
Harshad Borawake, Head of Research & Fund Manager, Mirae Asset Investment Managers (India), talks about how he reacted after the June 4 crash, how investors should position their portfolios, and the biggest risks Indian markets face.
Flexicap or multicap funds? How to make the right choice
If one wants to maintain a bare minimum exposure to all market-cap segments via just one fund, then multicap funds are suited due to their minimum 25-25-25 rule. On the other hand, if one wants to bet on a fund manager’s ability to decide allocation to different market-cap segments, then flexicap funds are a better choice.
Index mutual funds grab investor attention; here’s how to get the best out of them
Investors looking at market-linked returns, reduce the chances of underperformance and not wanting fund manager’s involvement can consider index funds. Index funds with low tracking error and low expense ratio are preferred investment options
Mutual fund investors bet big on large-cap and index funds on June 4
The fall in the stock market on the day of the Lok Sabha election results saw retail investors holding steady on their SIPs but using the dip to make lump-sum investments. They also used the systematic transfer plan route to move money from short-term debt funds into equities, and increased their existing allocation to mutual funds.
Beyond Lok Sabha election results: How to pick the right sectors to invest in
By strategically focusing on sectors such as infrastructure, renewable energy, technology, financial services, healthcare, agriculture, and consumer goods, investors can capitalise on the anticipated growth in these sectors by making informed decisions that align with their financial goals.
SBI MF becomes first fund house to cross Rs 10 lakh crore in assets
In the last financial year, SBI Mutual Fund’s average assets under management (AAUM) grew to Rs 9.14 lakh crore from Rs 7.17 lakh crore, recording a growth of 27 percent.
Why you should keep an eye on liquidity, price deviation and tracking error while investing in ETFs
Exchange Traded Funds are superior in structure as they can mimic their benchmark indices more closely than the other passive variants -index funds. With more than 200 ETFs available in the market, it is important for investors to choose the right ETFs for their portfolio to achieve their financial goals
Sectoral, thematic funds investing in stocks log record inflows of Rs 19,213 crore in May: AMFI
There are 162 mutual funds in the sectoral/thematic category with total assets under management (AUM) of Rs 3.37 lakh crore as of May 31, 2024
Equity mutual funds see record Rs 34,697-crore inflows in May: AMFI data
The surge in net investments into open-ended equity funds was fuelled by sectoral/thematic funds, which saw net inflows of Rs 19,213.43 crore during May.
How should debt fund investors invest post the RBI policy?
After the Reserve Bank of India’s status quo on policy rates, investors can continue to enhance the duration of debt schemes in their portfolio in anticipation of softer rates and stable liquidity conditions down the road
Delay in mutual fund allotment robs retail investors of gains from June 4 market crash
Many investors have alleged that delays in allocating mutual fund units on June 4 denied them the opportunity to make potential gains on buying at lower levels after Indian equity markets crashed on June 4. Close to half a million mutual fund transactions were estimated to have been executed on that day via investment platforms.
Worried About Market Volatility? Here Are 7 Hybrid Funds That Can Provide Stability, High Growth
Investors with a medium risk profile can consider investing in the aggressive hybrid funds. These schemes are good picks as they allow you to participate on the upside, while cushioning your downside as compared to pure equity funds. These funds typically invest 65-80% in equity and the rest in debt assets. Here’s a list of 7 aggressive Hybrid Funds.
Retail investors can give sectoral funds a miss, but savvy investors can consider IT and pharma
Investors may find both sectoral and thematic funds appealing due to the potential for higher returns when their chosen sector or theme thrives. However, these funds come with elevated risks as they have a narrow focus, compared to diversified funds.
Worried about market volatility? Here are 7 hybrid funds that can provide stability, high growth
Investors with a medium risk profile can consider investing in the aggressive hybrid funds. These schemes are good picks as they allow you to participate on the upside, while cushioning your downside as compared to pure equity funds
Equity mutual funds meltdown: The biggest losers on the day of Lok Sabha election results
All equity-oriented mutual fund categories were battered on June 4 after it became clear that the BJP won't go past the majority mark on its own and would be heavily dependent on support from allies, with investors being jittery about the stability of the government and 'compulsions' that a coalition regime might face. However, experts advise investors not to be swayed by short-term gyrations and focus on long-term investment goals instead.
How to invest after the surprising general election outcome? Here’s what DSP Mutual Fund’s Kalpen Parekh has to say
In an interview with Moneycontrol, the Managing Director and Chief Executive Officer, DSP Mutual Fund, also spoke about sectors the fund house is betting on, his top contrarian bets and views on the unabated flows into small-cap funds
Ignore short-term gyrations. Here are five simple index funds for long-term wealth creation
Don’t be swayed by short-term gyrations, stick to your asset allocation and focus on long-term goals. Here are five passively managed index funds each from the mega, large, mid, small and microcap segments can help you get better returns over the long run
How have past election results impacted economy, markets? A closer look through graphs
Data shows that after 2004, despite market scepticism, long-term returns have turned out well.
Investment strategy: Equities still the best bet, continue SIPs and build a diversified portfolio, say experts
With election results still pouring in for the 2024 Lok Sabha elections, mutual fund investors are looking for cues for their next move even as BSE Sensex and NSE Nifty take a severe beating. Defensive sectors such as healthcare, utilities, and consumer staples can provide stability during uncertain times, while cyclical sectors such as industrials, financials, and technology may benefit from economic recovery and policy changes, say experts
Check out these election-proof sectors; Are you invested in them?
While some sectors are more sensitive to the possible electoral outcomes, there are those that are impervious — a prudent, defensive hedge, regardless of the results. Here are few sectors that would not be affected by who comes to power, according to six portfolio managers
Franklin Templeton gets set to launch debt funds, but have investors and distributors forgiven it? Yes, says Rahul Goswami
Franklin Templeton India is ready to move on, four years after it suddenly shuttered six of its debt funds due to illiquidity caused by Covid. Here, the company's head of fixed income shares his future plans and his prognosis about inflation and interest rates
Why is a SIP in debt funds beneficial to you?
Approximately 90 percent of SIP money flows into equity. While equity creates wealth over the long term, debt helps stabilise and diversify, while also growing your corpus, albeit at a slower rate than equity.
