Mutual Funds Investments

A small cut in fund expenses can quietly compound into meaningful long-term gains for investors

Share of household savings in these instruments ­has doubled over the past year

Erstwhile favourites smallcap, midcap funds see a decline in investor interest

Experts say the real trick lies in avoiding stock overlap and focusing on quality, not quantity.

To allow investments in schemes based in US, other markets under LRS

The past five years have been transformative. Assets under management (AUM) grew at nearly 20% CAGR, fueled by the SIP revolution, deeper retail participation

700,000 investors floor the pedal in July, snapping a six-month lull

Domiciled vehicles lose traction as route for investments into Indian mutual funds

AMC stocks India: UTI Asset Management Company (UTI AMC) shares hit a record high of ₹1,428 per share on the BSE, rising 6.3 per cent in the intraday trade

Short Duration Funds, saw renewed interest, reporting Rs 10,276 crore in June, making it the highest monthly inflow within fixed income space, indicating growing investor comfort

Since inception, the Baroda BNP Paribas Gilt Fund has delivered consistent long-term returns, transforming an initial investment of RS 10,000 into Rs 41,919.60 as of March 31, 2025

Investment is risky but medium-term outlook for companies in certain sectors is favourable

Fund houses had earlier attracted inflows into S&T funds through new fund offers (NFOs), a strategy that is now losing traction

Private banks, non-banking financial companies (NBFCs), healthcare, telecom, and metals were preferred sectors by mutual funds

DSP Nifty Private Bank Index Fund: Check the key details of the open-ended scheme that replicates/tracks the Nifty Private Bank Index

The fund utilises a bottom-up investment strategy, with the portfolio positioned as Anti-Fragile, designed to withstand and potentially benefit from market volatility and disruption

Of the total net collection in sectoral and thematic funds in 2024, Manufacturing, Infrastructure, & Energy together contributed 56%, followed by 9% by FMCG, 6% in Business Cycle and 5% in PSU.

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Market pundits also expect some changes in the tax treatment of gains arising from trades in the futures & options (F&O) segment

The fund manager keeps a close eye on economic indicators and trends to understand the current stage of the business cycle (expansion, peak, contraction, trough).