Mar 10, 2021 09:35 AM IST

Why are mutual funds loading up on stocks of public sector companies?

The government's disinvestment drive, focus on infrastructure and reasonable valuations have made PSU stocks attractive

3 equity funds that managed to bounce back by riding on the market rally

These schemes had focused on value stocks and were early in spotting the revival in cyclical stocks on the back of an economic turnaround

Is the recent outperformance of large-cap funds a flash in the pan?

Most mid and small-cap funds outperformed their benchmarks in 2020, but only a few large-cap schemes beat the standard indices

Why you should steer clear of new thematic funds

There have been many new fund offers around themes and solutions in 2020. But such funds may not suit a common investor’s needs

Roopa Venkatakrishnan on why equities are must-haves in our portfolios

Roopa doesn’t prefer to switch funds even if they go through turbulence, if she is convinced it’s temporary

Why value funds aren’t strictly going by valuations

Value-styled funds don’t just pick stocks with a low price-earnings ratio

Invesco Global Consumer Trends Fund of Fund review: Should you invest?

The fund aims to capitalize on the evolving nature of consumption habits of individuals, driven by changes in standard of living, demographics, connectivity and digital lifestyle

Axis Special Situations NFO review: Should you invest?

It is a thematic fund, so expect the portfolio to be concentrated. Special situations take time to play out and get reflected in share prices

SBI Long Term Equity Fund review: Should you invest?

SBI Long Term Equity fund has delivered a sub-optimal returns over the last five years. Will its value investing strategy finally pay off?

Equity funds saw record outflows in November as redemptions intensified

Despite the outflows, equity markets made new highs in November on the back of strong foreign fund inflows

Mahindra Manulife Focused Equity Yojana NFO: Should you invest?

When a scheme runs a concentrated portfolio, investors are exposed to high fund manager risk

4 reasons to keep a close eye on your mutual fund portfolio

Changes in holdings across equity and debt mutual fund schemes can give early warning signs for investors

Can buying quality shares regularly be more rewarding than mutual fund SIPs?

You get more control over your portfolio in terms of stock selection, purchase cost, exit price, sector allocation, etc. by buying shares directly

Why is mutual fund data positive despite equity outflows in September?

Gross inflows in equity funds saw a big jump and redemption pressure subsided in September

CAMS IPO - Should investors subscribe?

Time to take profits from investments and rebalance your portfolio

A rule-based approach to asset rebalancing can work for you

Despite years of lock-in, close-ended equity funds report losses

The NAV of several funds fall below NFO price

How many mutual funds should you have in your portfolio?

While diversification is important for any investment portfolio, owning too many funds is useless

Here's how these equity funds outclassed markets amidst volatility

Investors should keep scheme-specific issues in their mind while investing

SIPs in liquid funds: Saving for contingencies and investing in equity schemes

If we create a corpus with liquid funds, the amount could then be deployed in equity when the market faces a sharp correction

As markets go on the offensive, mutual funds load up on defensives

Fund houses are ramping up their exposure to defensives, as they are cash rich and are not stressed

Like Amazon, Google, Facebook? Allocate 10-15% equity funds to global stocks

By investing across countries investors would get exposure to companies with the different business models, diverse revenue streams, currency differentials, and thus different risk-adjusted returns.

AMFI data: As investors take profits in the market rally, equity fund inflows reduce to a trickle

While investors chose to redeem their existing holdings in equity mutual funds, they have consciously sought relatively safer investment options in debt schemes

This equity fund category has been spectacular in rallies, but is risky

Investors should check the portfolio composition of funds before deploying their money

These thematic funds have delivered in the past, but should you invest in them?

Savvy investors should consider investments in this theme only after a sharp correction in equity markets