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