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.
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).