Data shows that the Sensex and Nifty have gained around 6 percent on a one-year basis, in which time some credit risk funds have zoomed more than 20 percent.
Whether through balancing asset classes, going global, exposure to alternatives, or hedging, diversification offers the twin benefits of capital preservation and long-term wealth generation.
Out of around 1,650 mutual funds, across equity, debt, hybrid and precious metals, 1,162 or 70 percent schemes are showing positive returns on a YTD basis in 2025.
This year, you can use ITR-1 even if you have booked capital gains on sale of equity assets, provided they do not exceed Rs 1.25 lakh a year
Income plus arbitrage funds are good alternatives to liquid and arbitrage funds as they offer a middle ground – better returns than arbitrage and lower volatility than equity.
US bonds provide useful portfolio diversification given that the US Treasury has historically been the classic safe haven asset with deep liquid markets and strong institutional framework and US dollar as the default reserve currency.
The sharp increase in share of equity investments aligns with the improvement in equity market performance since Donald Trump announced a pause in tariffs
The president of Franklin Templeton India expects the markets to consolidate, given the lack of clarity on the global tariff front.
Bonds not only provide predictable returns but also offer flexibility and tax advantages that outshine traditional fixed-income instruments.
The trading activity, as per PrimeMFDatabase.com, has revealed a strong appetite for tech stocks, with significant exits from select, high-value European and American companies.
The largest selling was seen in Adani Enterprises shares, with mutual funds trimming their holdings by over Rs 346 crore in April. This was followed by Adani Energy Solutions and Ambuja Cements, where funds reduced stake by Rs 302 crore and Rs 241 crore respectively.
Patience and discipline are often an investor’s best allies in the wealth creation journey, says this Senior Fund Manager.
Among IT stocks, Infosys attracted the highest investment from MFs, with additional shares worth Rs 3,011 crore purchased in April, followed by Tata Consultancy Services and Coforge, which saw MF inflows of Rs 2,375 crore and Rs 1,432 crore, respectively.
Multi-asset funds follow a dynamic investment strategy, adjusting their mix of assets depending on prevailing market conditions. They are well-suited for investors looking for a balanced approach.
Welcome to another episode brought to you by Moneycontrol and Invesco Mutual Fund. In this video, we dive into SEBI’s new MITRA platform (Mutual Fund Investment Tracing and Retrieval Assistant) that helps investors locate forgotten or inactive mutual fund investments and folios. Whether your investments were made in physical form or are missing due to outdated details, MITRA makes it easy to track them down. Learn how to use this searchable database, fill in the required details, and track your request for relevant information. What is the SEBI MITRA platform? How MITRA helps you find forgotten mutual fund investments Step-by-step guide to using the MITRA database Why updating your KYC details is crucial Watch here -
Equity inflows dropped in April. But the real problem is that retail investors still believe they can outsmart the market
SIP inflows had surged 45.24 percent to Rs 2.9 lakh crore during the financial year FY25.
Equity Mutual funds: April marked the fourth straight month of declining net equity inflows, pushing them to their lowest point in the past year.
While geopolitical tensions like the ongoing India-Pakistan conflict can cause short-term market turbulence, history shows that Indian markets have remained resilient in such situations
Arbitrage funds reduce risk by completely hedging equity exposure, which distinguishes them from liquid funds by the absence of credit risk
Those wanting higher returns from debt investments can consider credit risk funds. These invest 80-85 percent of their portfolio in AAA and AA rated bonds, and the balance in A rated bonds.
While pure equity investing is central to long-term wealth creation, MAAFs play a strong supporting role — by smoothening the ride and making portfolios more resilient.
Traded volumes of silver and gold ETFs during this year’s Akshaya Tritiya were the highest ever compared to previous years.
Sovereign Gold Bonds remain a strong investment choice, offering the potential for gold price appreciation, a fixed interest rate, and tax advantages.
Invest in gold this Akshaya Tritiya with a long-term asset allocation view, not short-term gains. Given the current volatility, stagger investments to capitalise on potential market dips, say experts.