Investing In Mutual Funds

HDFC Bank share price plunged 8.6 per cent intraday, hitting a 52-week low. Here's how the fall impacts mutual funds, top MFs with highest exposure, and which funds increased or cut exposure in Q3FY26

It aims to mirror the Nifty MidSmallcap 400 Total Return Index, a free-float market capitalisation-weighted index comprising 400 companies - 150 mid-cap and 250 small-cap stocks

A multifactor funds aim to reduce this risk, smooth out returns over time, and offer a more balanced investment approach

In total, out of 284 equity mutual funds analyzed, 137 (or 48%) outperformed their respective benchmarks in September 2024.

Our weekly newsletter recommends how to begin investing in mutual funds and why South Indian food is not just idli-dosa

Long term capital gains (LTCG) tax on the sale of these asset classes stocks, mutual funds, real estate etc. is levied when the holding period of the asset is over one year

The fund aims to generate long-term capital appreciation by dynamically investing in equity and equity-related instruments and debt and money market instruments

Stays above Rs 2 trillion mark for second consecutive month

Passive funds, except for ETFs and index funds, are now restricted from investing more than 25% of their net assets in listed securities of companies belonging to the sponsor group.

Mutual funds (MFs) showed strong confidence in Indian equities this year, injecting around Rs 1.3 lakh crore, driven mainly by significant retail investor interest and the robust performance of the stock market. Mutual funds, which manage long-term wealth for domestic investors, prioritise the Indian market's underlying growth potential and are less rattled by short-term events like elections, which allows them to keep investing in equities, Tradejini COO Trivesh D said. Additionally, the growing interest in systematic investment plans (SIPs) on the back of astonishing compounding stories by influencers and industry veterans has perked investors, who otherwise wish to stay away from the markets, to start participating through these mutual funds, he added. According to the data from the Securities and Exchange Board of India (Sebi), MFs invested Rs 26,038 crore in the first fortnight of the ongoing month and Rs 20,155 crore in April. Moreover, the highest MF buying for 2024 was ...

Kotak Mahindra Bank emerged as the most purchased large-cap stock, with mutual funds accumulating a significant amount (49,160 crore) in the company. Punjab National Bank also saw a surge in buying

MFs were net buyers of 63 per cent stocks in the Nifty Midcap 100 stocks, of which the highest MoM was seen in L&T Finance Holdings , Vodafone Idea, Syngene Intl, PB Fintech, Aurobindo Pharma

Thus far in calendar year 2023, 165, or 66 per cent, of 250 micro-cap stocks have generated positive returns

MFs present a great option if you aren't confident about investing in stocks and other asset classes on your own. But you must consider certain factors before choosing a fund house or scheme

After a spectacular 2021, the mutual fund industry failed to continue the momentum this year with the growth in asset base, investors count and flows subsiding in 2022 on volatile market conditions, but the New Year is expected to be relatively better. The industry grew at a slower pace in 2022, mainly due to global headwinds, including the Russia-Ukraine war, supply chain bottlenecks and a decadal high global inflation coupled with rising interest rates. The 2021 growth was mainly braced by a rally in the stock markets. The assets under management (AUM) of the mutual fund industry rose by 7 per cent or Rs 2.65 lakh crore in 2022. This was way lower than a surge of nearly 22 per cent or an increase of close to Rs 7 lakh crore in the asset base seen in 2021, data from the Association of Mutual Fund Industry (Amfi) showed. Swapnil Bhaskar, Head of Strategy, Niyo, said the mutual fund industry growth in 2023 is expected to be in line with the current trend with estimated assets under .

Fund managers say PSUs look attractive as valuations are cheap and possibility of strategic sales offers room for value unlocking

Fund managers holding over 10% cash for a short period are looking for suitable opportunities