Page 4 - Equity Fund

Majority of equity, composite bond funds underperformed indices: Report

Nearly half of large-cap funds, over half of equity linked saving schemes (ELSS) and over three-fourths of composite bond funds have underperformed their respective indices in the year to June 2020, a report said on Thursday. The latest S&P Indices Versus Active (SPIVA) compared the performance of actively managed Indian mutual funds with their respective benchmark indices over one, three, five and ten-year investment horizons. The study found that for the one-year period ending June 2020, 48.39 per cent of Indian equity large-cap funds, 59.52 per cent of the ELSS funds and 82.31 per cent of Indian composite bond funds underperformed their respective indices, as per a statement. The story is similar over a longer term horizon as well, it said, adding 67.67 per cent of large-cap funds underperformed the large-cap benchmark over the 10-year period ending in June 2020. During this period, the large-cap funds witnessed a low survivorship rate of 65.41 per cent, it added. In the first

BP invests $70 mn in NIIF's Green Growth Equity Fund, becomes a partner

Investment will help GGEF rapidly scale up commercially viable no-carbon and low carbon solutions and help India achieve its climate goals

Equity fund raising activity surges 52%, fee pool declines in H12020

ECM underwriting fees stood at $96 million in H1, 6.7% lower than the corresponding period in 2019

Tipping point: Minimising expense ratio in debt funds is crucial

Short-duration funds (regular), for example, have given an average return of 5.79 per cent over the past three years.

DSP Equity: A superior multi-cap fund with a large-cap disposition

Systematic investment plan is a disciplined mode of investing, offered by MFs, through which one can invest a certain amount at regular intervals

Going for a debt fund? Here's why you must look up 'expense ratio'

It is the amount that the fund house deducts from the net asset value of the fund annually for managing the fund and for a few other purposes

A bubble in quality?

Companies with safe balance sheets and clean governance have benefited disproportionately from elevated stock specific risks

Fund pick: UTI Equity Fund

UTI Equity Fund

Govt to launch clean energy equity fund of up to $2 billion

Private and public companies will be able to dip into an initial amount of more than $1 billion starting next fiscal year

Rabobank-led fund to buy majority stake in Parijat

Rabo Equity Advisors, the investment advisors for the $200-million India Agri Business Fund-II, has announced around Rs 1,100-crore investment into Parijat Industries by the fund to acquire a minority stake, a company statement said.