The rise in retail participation through mutual funds is reflected in the doubling of unique investors from 2.9 crore in FY21 to 5.6 crore as of December 2024, the Economic Survey said.
Dynamic asset allocation or balanced advantage fund is the biggest category in hybrid funds with net AUM of Rs 2.86 lakh crore through 34 schemes as of December 31
In an interview with Moneycontrol, Gupta talked about the investment strategy of the newly launched Edelweiss Consumption Fund, her expectations from Union Budget 2025 and the launch of new innovative themes by mutual fund houses.
Contrarian investors go against the flow, taking non-consensus positions and timing their trades when the crowd is overrun by panic or euphoria.
Hybrid funds aren’t just another investment option—they’re a smart way to navigate today’s tricky financial world. They help you find the right balance in your portfolio, manage risks, and still aim for growth, no matter how the market moves.
Historically, inflows into equity funds are closely tied to market performance, and periods of market uncertainty often result in subdued investor activity.
The New Fund Offer (NFO) opened on January 24 and will conclude on February 7. The scheme will reopen for continuous sale and repurchase on February 18, the company said in a statement
Budgetary allocation for healthcare and education must rise if India aspires to become a manufacturing hub, the Mirae Asset Investment Managers (India) CEO tells Moneycontrol in an interview
The proposed 'sachetisation' of mutual funds is aimed to promote financial inclusion and facilitate investors new to mutual funds.
JFSL and BlackRock have made an initial investment of Rs 82.5 crore each in this entity
Munot noted that India had an advantage of a young demographic
RAR tells investors how much risk was taken by a fund to deliver certain returns and how consistently were those returns delivered. The metric, however, cannot be a one-stop solution for selecting a fund, say experts
Roshi Jain, Senior Fund Manager at HDFC AMC, also talks about her outlook for Indian equities and sectoral focus this year.
Looking ahead, experts believe that it's essential for investors to remain vigilant and adapt to the shifting market landscape. They believe that the market may move away from low-growth, low-quality segments towards companies with strong fundamentals and sustainable growth prospects.
Since May 2024, thematic and sectoral fund category saw at least Rs 10,000 crore net inflows in each of the months. However, with markets under pressure, inflows plunged during October and November
Overall, open-ended mutual funds saw net outflows worth Rs 80,509.20 crore in December against Rs 60,363.70 crore inflows in November.
The Finance Act, 2023 said that debt funds should be deemed as short-term capital gains, irrespective of period of holding and the same will be taxable at the applicable rates.
By starting early, being disciplined, and increasing investments annually, one can harness the power of compounding and long-term investing.
Since sectoral funds tend to perform in cycles, a diversified flexicap fund may be a good choice, as it offers fund managers the flexibility to adapt to changing conditions across market caps.
Bond market-watchers recommend investments in Indian government bonds as well as AAA-rated CPSE bonds maturing in 5- to 15-years with a two-year investment horizon
The net purchases this year is significantly higher than the last few years as DIIs were net buyers at Rs 2.76 lakh crore in 2022 and Rs 1.81 lakh crore in 2023
In an interview with Moneycontrol, Roy talks about how investing style of UHNIs have changed over the years, what innovative investment solutions they are looking at and risky trends in this space.
The new asset class. positioned between MFs and PMSes. will open different investment products and approaches to Indian investors.
MFs’ additions to new stock have come primarily through IPOs listed in the past two years, data shows.
Building a resilient portfolio is not about chasing the highest returns but creating a strategy that balances growth with stability.