Page 5 - Equity Funds

Investors should not allow recent returns to influence asset allocation

Reducing exposure to equities and raising it to debt within NPS could prove disastrous in the long run

BS jury picks five best fund managers in the debt and equity category

Given the focus on safety and quality, the task of choosing money managers in the debt category was tougher than that for equity funds

BS Fund Manager: Unlike banks, mutual funds don't have NPAs, opine CIOs

Six of India's leading fund managers say it is unfair to compare the fund industry's issues with the banking sector's woes

Why IT, pharma funds can be safe bets for investors in a bad market

Investors, however, need to understand their prospects before deciding to raise their exposure to these export-oriented sectors

Fund investors in India keep faith in stocks despite market rout

Stock funds took in Rs 111 billion in September, the most since May, up from Rs 83 billion in August, data from the Association of Mutual Funds in India show

Should you stop your SIPs in equity funds? No, that will be a bad idea

If you do so during a bear phase, you will forgo the benefit of rupee-cost averaging, an important factor in boosting long-term performance

Have a mix of both growth and value-oriented funds in your portfolio

There are certain phases in the market when growth stocks do well and others in which value stocks outperform

Mirae Asset Hybrid Equity Fund: A diversified and consistent outperformer

HDFC Bank, Reliance Industries, ICICI Bank, Hindustan Petroleum, and Maruti Suzuki were the biggest contributors to the fund's performance in the past 3 years

Not all equity funds are the same: Know how you can maximise your returns

Here are four steps you need to take to maximise your returns on equity funds

Fee does not matter in actively managed equity funds

Choose index funds and debt schemes that have a low expense ratio

First quarter equity fund-raising off to best start in eight years

This was the best first quarter for IPOs since 2008, when $3.7 billion worth of IPOs had hit the market

For regular income, systematic withdrawal plan is more tax-efficient option

With a tax incidence of 10% on dividend income, this is a good way to lower tax liability

More than 50% large-cap equity funds underperform their benchmark indices

More than 50 per cent of the large-cap and mid/small equity funds underperformed their respective benchmark indices for one year period ending June 30, says a report. Asia Index's S&P Indices Versus Active (SPIVA) India Scorecard, 52.87 per cent of large-cap equity funds, 56.52 per cent of mid/small-cap equity funds underperformed their respective indices, in the past one year. Large cap equity funds are compared against Large-Cap S&P BSE 100 index, while mid/small cap equities are compared against S&P BSE MidCap index. Besides, 73.83 per cent of Indian composite bond funds also underperformed their index -- S&P BSE India Bond Index. "As of June 2007, there were 118 large-cap equity funds available for investment. Out of these, 40 funds either merged or liquidated over the 10-year period ending June 30 2017 resulting in a survivorship rate of 66 per cent," Asia Index Associate Director (Global Research & Design) Akash Jain said. "Additionally, 29 ...

Total return index is a more transparent benchmark

It takes into account dividend payout of constituent stocks to help investors with better ideas

Cash levels in equity MFs double in 4 months

Equity funds sitting on Rs 39,600 crore cash or 6% of AUM

Why fund managers are cautioning investors against lumpsum investments

As the US elections and the US central bank meet is near, fund managers are cautious of lump-sum investments in equity MF schemes

HDFC Top 200 to Reliance Growth, here is a list of the top wealth creating funds

The long-term track record of some leading ones confirms that high-quality equity funds can generate massive wealth for patient investors