The new funds have been launched across the board - actively managed equity funds, debt, index funds and exchange-traded funds (ETFs).
Indian mutual fund industry has a rich track record of rewarding the investors handsomely those who were patience and stayed invested for a long term. Here are equity diversified funds that returned more than 20% of annualised return in the lump-sum amount made 20 years before. They multiplied their investors' wealth upto 66 times in the last 20 years
Indian benchmark indices such as the BSE Sensex and Nifty 50 went on the back foot and now are trading at the same level seen a year earlier. Against this backdrop, here we analyse how the various active equity mutual fund categories fared during this period and which of those stocks helped to deliver returns or contain the loss well.
Global equity funds faced outflows in the week to June 29, as recession fears crept higher, with major central banks looking keen to raise interest rates further to tame soaring inflation.
Dynamic Asset Allocation or Balanced Advantage Funds are supposed to be winners when markets correct. Till 12 July 2022, the average return from a basket of 25 BAFs, is minus 3.5 percent YTD. Though negative, it is better than negative 6.7 percent of Nifty YTD.
Simply Save is a weekly personal finance podcast from Moneycontrol. Here, we talk money and everything around money management, mutual funds, insurance, estate planning, how to make your next 1 crore rupees and such interesting conversations. Everything that helps you become a better saver and investor.
Funds investing across capitalisation following Sebi’s regulations have performed better than those funds without such restrictions
Though the equity market took a step back amid the rise in COVID-19 cases, majority of stocks saw an impressive rebound from their March 2020 lows. Investors continued to use the market correction to invest in Indian equities. Domestic mutual funds followed suit. Most of the equity oriented funds have delivered commendable returns over the last two years
Increased market volatility has prompted fund houses to launch value funds and balanced advantage funds. Initial portfolios show a wide diversification on the back of a surge of inflows.
Future growth levers for Aditya Birla Sun Life AMC in place; valuation attractive
All time high inflows suggest that the third wave has not dampened investors’ enthusiasm for equity mutual funds
You would have to rebalance periodically and gradually reduce equity as you get closer to the goal
Flows to stocks funds over the past week had helped lift total inflows into equities to $1.0 trillion, BofA said, citing EPFR data.
TCS, Titan, Tata Steel and Tata Consumer Products have been favorites of mutual funds for years
These schemes have recorded 23.8-27 percent returns annually over the last 20 years
ABSL AMC has retained the fourth position in terms of quarterly average AUM (excluding ETFs) since September 2011
The BSE Sensex rose 134 percent from the March 2020 lows
With positive net flows into equity schemes for six months in a row, stocks of 3 listed AMCs and CAMS remain in focus
Equity funds drew net inflows of Rs 22,583 crore in July, an almost fourfold increase from June. Most of the investments went into four equity funds that were launched last month
These 10 stocks were held across equity fund categories
It’s a cracker of a month for the mutual fund industry with record flows coming into equity funds. Indian retail investors has become a force in the Indian market but how long can the party last? Sumaira Abidi reports.
Equity fund managers added stocks from the banking, financial and infra segments and exited from stocks in the FMCG and chemicals sectors
The fund house has been selective in rolling out new schemes and has stayed away from thematic offerings. However, small-cap investing entails high risk, which cannot be ignored
These are extremely high-risk products with concentrated portfolios. Also, The fixed fee plus performance fee structure makes PMS expensive