An investor has to be patient and undertake the necessary research before zeroing in on the schemes to invest – either lumpsum or via SIP.
As valuations climb, the funds have chosen to stay light on Indian stocks and exposure to bonds and arbitrage has gone up.
The dividends announced by the source scheme will be transferred to transferee scheme at regular intervals.
Be realistic with your expectations from MF SIP. Do not lose track of your financial goals.
The better way, some think, is to be with the big boys – buy what big fund managers are buying. But is it a good idea?
The tax treatment and the expected returns should you help you to decide on the right bet.
After one way rally on D-Street so far in the year 2017 retail investors preferred to book some profits off the table from Gold ETFs, liquid funds etc. as the asset under management (AUM) of the mutual fund industry dipped slightly for the month of June.
Morningstar believes ICICI Prudential Value Discovery Fund has the wherewithal to outperform its benchmark index over the long term.
Do not get carried away by the appeal of monthly income, instead check the asset allocation and the post tax returns.
Aptech rose 200 percent, followed by Mastek which rallied 93 percent, Datamatics up 89 percent, and TVS Electronics rose 87 percent in last one year.
The total category wise asset under management (AUM) of the mutual fund (MF) industry slipped by 1.2 percent or Rs 22,327 crore to Rs 19.03 lakh crore for the month of May 2017, but equity funds saw an increase of 2.7 percent in the same period.
Instead of looking at company fixed deposits and non-convertible debentures credit opportunities funds can offer better risk adjusted returns on post tax basis.
Investors pumped in a record Rs 3.43 lakh crore in mutual funds (MFs) in 2016-17, mainly into income and liquid schemes.
Retail investors with slightly higher risk-appetite can consider investing in the offer as the track record of the ETF has been good and it holds promise of good returns in future.
The Budget is going to be the biggest market trigger for the next 3-6 months, says V Srivatsa, EVP and Fund Manager at UTI MF.
ICICI Prudential Value Discovery Fund--launched by ICICI Prudential Mutual Fund in 2004--figures among top performing diversified funds over three-year, and five-year and ten-year timeframes. The scheme is ranked 1 in the diversified equity category by CRISIL for the quarter ended June 2016.
Deep-dive into the free-cash-flow generation capability of a company over at least the following 5-10 years is a must for Manish Sonthalia, CIO & Director at Motilal Oswal PMS to consider investing in it. "Ultimately, numbers don‘t lie," he says.
Dividend yield funds that invest in shares of high dividend yield companies have done as well or even better than many diversified equity schemes which seek to invest in growth stocks. At present, there are five dividend yield funds that investors can choose from.
Companies are just at the beginning of domestic growth picking up, said Anand Shah, Chief Investment Advisor of BNP Paribas MF. Kaustubh Belapurkar of Morningstar Investment Adviser also weighed in.
S Krishna Kumar, CIO-Equity at Sundaram Mutual Fund, in an interview to CNBC-TV18 says the tactical shift in the portfolios of many asset manager has moved towards the rural India and income level has also shown an uptrend in rural areas.
Smallcap companies will be the ones to watch out for in manufacturing, said S Krishna Kumar of Sundaram Mutual Fund, adding that the Modi government is bullish on the sector.
Titan stock is "poised for a rebound" on rising discretionary income of consumers, says Sohini Andani, fund manager at SBI Mutual Fund.
ICICI Bank, State Bank of India and Bank Of Baroda were the top buys, while Gujarat State Petronet, Zee Entertainment and CCL Products India were the top sells by the fund.