Do you need to redo your mutual fund KYC? It depends on your KYC status
Your mutual fund Know Your Customer (KYC) status may show as ‘validated’ or ‘registered’ or 'on hold'. Read on to find out what that means and what action you need to take
10 years of Modi regime: How mutual funds turned into a must-have investment
The equity market has grown by nearly 14 percent on a 10-year basis, commemorating Narendra Modi-led NDA government. That brought retail investors into mutual funds by the drove as equity funds benefitted
Equity inflows slump 16% in March as smallcap funds see first outflows in 30 months
Inflows into equity funds have remained in the positive zone for a 37th straight month, AMFI data shows
Inflows surge 6 times in 8 years: How mutual fund SIPs have grown in Modi regime
A surge in stock market rallies and heightened involvement from retail investors has facilitated increased investments in the mutual fund industry through the systematic investment route.
Fund Matters | What made mutual funds tick in FY24, will there be an encore?
Concentrated portfolios and derivative exposures worked in the favour of certain funds in FY24. But there’s no guarantee that will work in FY25 as well
Newsbreak confirmed: Hinduja Group's IIHL acquires 60% stake in Invesco India Asset Management
IAMI is the Indian arm of Invesco Ltd, a leading independent global investment management firm with over $1.6 trillion in assets under management
Silver shines: Should investors keep riding this rally?
Experts say the silver prices outlook is bullish in the long term but for mutual fund investors, taking precious metal exposure via gold may be a better bet.
Is your mutual fund SIP contribution at an all-time high?
Most Indians who started investing 20 years back have seen their incomes grow many folds. However, many of them may not have increased their SIPs over time. We need to take our savings and investments to lifetime highs and that will take care of our financial freedom.
Tata Mutual Fund launches 6 index funds; 3 are industry first
Tata Nifty MidSmall Healthcare Index Fund, Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund and Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund are the industry first.
Thematic funds can be part of your core portfolio if you can bear the deviation from broader indices
Vafa Ahmadi, CIIA, Managing Director and Head of Global Thematic Equities at French asset management company Amundi, oversees its thematic investments. Ahmadi says that climate change and global disruption are two of the most widely tracked and promising themes today.
When More Is Less: Multi-asset funds with a higher tax rate may work wonders
For investors seeking higher risk-adjusted returns, a multi-asset fund with indexation benefits can sometimes be worth evaluating. A higher pre-indexation tax rate could be better if the investment is held for the long term.
Capitalmind, Cosmea Financial apply for mutual fund licences
The Indian MF industry is one of the most competitive with 43 players and more looking to enter the space which manages Rs 54.45 trillion worth of assets
RBI holds rates. Here’s what debt mutual fund investors should do
After RBI's status quo, investors may continue to enhance duration across debt schemes with a view of softer rates and stable liquidity conditions going ahead
This high alpha strategy fund topped charts in FY24: Here are the Top 10 stocks
Kotak Nifty Alpha 50 ETF tracks ‘Nifty Alpha 50 index’, which measures the performance of the top 50 stocks in terms of higher alpha chosen from the universe of 300 companies
Gold rewards investors. But don’t go overboard, it’s just an asset allocator
One need not go overboard on gold for getting superlative returns. Gold is used as a hedge against volatility in stock markets and uncertainty across the world.
Why does Mihir Vora find even a high PE stock an attractive buy? It’s GARV, not GARP
As TRUST Mutual Fund- the 3-year-old fund house, gets set to launch its first equity scheme, Mihir Vora its CIO says that he looks at a stock’s growth prospects rather than just its PE. If prospects are good, he doesn’t mind paying a higher price
This mutual fund facility gives you regular income. Here’s how
Systematic withdrawal plans can be a useful tool for generating regular income from investments but investors should carefully consider their individual financial goals, risk tolerance, and investment strategy before implementing an SWP
Star fund manager Sohini Andani quits SBI Mutual Funds
Sohini Andani of SBI Mutual Fund has been with the fund house since October 2007. Andani has been one of the tallest women fund managers in the Rs 50 trillion Indian mutual funds industry
The KYC Mutual Fund mess, and how to come out of it
After the 31 March deadline to revalidate one’s KYC expired, a mutual fund investor’s KYC status broadly falls under one of three categories. That determines whether you can continue investing in just your existing funds, or new funds with other AMCs, or you get blocked from all transactions.
HDFC Nifty Realty Index Fund stops lumpsum investments, restricts SIPs days after launch
As per industry sources, given the steep valuations and recent rally in the real estate stocks, HDFC MF has taken a fair call to restrict inflows into its Nifty Realty Index Fund
The first money task in the new financial year: Portfolio rebalancing
The new financial year has started. Take a look at the year gone by, keep an eye out for new and emerging opportunities, and rebalance your equity–debt-gold split. But most importantly, do not speculate. Be disciplined.
PSU, auto, infra fund categories shine in FY24; private banks disappoint
Funds based on the public sector unit (PSU) theme surprised experts as it emerged as the top-performing fund category during the financial year while IT despite gaining 35 percent was among the least performing.
From mutual fund info validation to opening e-insurance accounts, here are seven key financial changes this April
Also brace for rise in debit card fees and scaled down credit card reward points next month.
The winners’ club: Here’s the list of the top performing equity mutual funds across categories in 2023-24
Equity mutual fund schemes that had relatively higher exposures to select PSU, finance, power, construction, defence, and automobiles stocks delivered better returns in FY24
