-
Fluctuating returns, poor-performing active funds and increasing fixed income rates are compelling investors to reconsider their equities strategy.
-
Equity inflows dropped in April. But the real problem is that retail investors still believe they can outsmart the market
-
Mutual funds are a power vehicle to participate in the equity markets. Well-managed schemes have proved with their long-term track records that wealth can be built over the long term
-
While the fund industry took five decades to build the first 10 trillion rupees of assets since its inception in 1964, it has added the last 9 trillion rupees of assets in less than six months
-
Equity mutual fund schemes that had relatively higher exposures to select PSU, finance, power, construction, defence, and automobiles stocks delivered better returns in FY24
-
Earnings visibility strong, business model is asset light, operating leverage high, and cash flows robust
-
There are close to 40 mutual fund categories, but you must not invest in all of them. Even the 12 equity categories are too much for any single investor. The variety is there to suit different taste palettes. You must choose your category depending on what you want your money to do.
-
A Moneycontrol analysis of India’s oldest equity-oriented mutual fund schemes have shown that they have returned 9-19% of compounded annualised returns since inception. They are either equity scheme or hybrid schemes having rich track record of paying dividend. These schemes rewarded the long term investors well and helped them to reach their financial goals
-
Equity schemes with notable exposure to stocks in the infrastructure, consumption and industrial sectors gained the most. On the other hand, schemes that mainly bet on sectors like technology, pharma and commodity stocks lost the most.
-
-
Prudent Corporate Advisory is the second largest MF distributor after NJ India among the non-banks in terms of commission earned in FY22
-
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.
-
Funds investing across capitalisation following Sebi’s regulations have performed better than those funds without such restrictions
-
Mothers in the Gen S, or Sandwich generation, have to play the dual responsibility of caring for elderly parents and simultaneously planning for their children’s future. Managing finances and goals of two generations, besides your own, needs more meticulous financial planning
-
The rise in passive investment is not the only reason for the underperformance of AMC stocks. It could also be breeding mistrust
-
In comparison, equity mutual funds saw a net inflow of Rs 19,705 crore in February, Rs 14,888 crore in January and Rs 25,077 crore in December 2021, data from the Association of Mutual Funds in India (AMFI) showed on Friday.
-
We do not take schemes out of MC30 just because their ratings dip
-
Equity schemes have been witnessing net inflow since March 2021 and the segment has received a net inflow of over Rs 1 lakh crore during this period highlighting the positive sentiments among investors.
-
While the auto, infrastructure and small cap funds contained the fall well, pharma, technology and mid Cap schemes witnessed huge volatility
-
The inflow pushed the asset base of equity mutual funds (MFs) to Rs 12.8 lakh crore by September-end, from Rs 11.1 lakh crore at the end of June, data with the Association of Mutual Funds in India (Amfi) showed.
-
ABSL MF will continue to be one of the key beneficiaries of the structural growth in the MF industry
-
Equity mutual funds rewarded investors handsomely
-
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.
-
Sectoral tailwinds, attractive valuation and improving market share make UTI AMC a worthy bet
-
This was way higher than Rs 3,437 crore net inflow seen in April and Rs 9,115 crore in March, data from the Association of Mutual Funds in India showed on Wednesday.
