Page 4 - Mutual Funds Investors

67% of equity MFs outperform respective benchmarks in August 2024

For the month ended August, 2024, monthly returns of Nifty 50 TRI, Nifty Midcap 150 TRI & Nifty Small Cap 250 TRI were 1.74%, 0.90% & 1.17% respectively.

88% of top 25 MF schemes close higher in August, Axis Bluechip Fund leads

On an MoM basis, the weights of Technology, Healthcare, Retail,Consumer, NBFCs, and Telecom increased

What's a dal-chawal' fund and why should it make up 80% of your portfolio?

The term "dal chawal funds" was coined by Radhika Gupta, CEO of Edelweiss Mutual Fund, in response to the numerous investment scams that have plagued the Indian stock market.

Quant, Nippon's BAFs: Why some MFs are paring equity despite bull run

Out of 29 BAFs analyzed by Value Research, 14 have reduced their net equity allocation since December 2023.

Map for new investors; Southern food charm: Top personal finance stories

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

Mid-caps rule: Here are the top-performing mutual funds in last one year

Mid and Small Cap funds emerged as the top performers, delivering returns of 51.36% and 47.37% respectively, over the past year

Tata Nifty200 Alpha 30 Index Fund launched: Everything you should know

By investing in this fund, investors can potentially benefit from the outperformance of high-alpha stocks within the Nifty 200 index.

Asian Paints, Adani Enterprises among top stocks bought by MFs in July

In the Nifty Midcap 100 space, mutual funds were net buyers in 59 per cent of the stocks

Tax reckoner 2024-25: Snapshot of income tax rates specific to Mutual Funds

The withholding tax rate on mutual fund income for resident individuals has been set at 10%

Equity AUM surges 8.7%: Here is what mutual funds are buying and selling

In June, MFs showed interests in Technology, Telecom, Private Banks, Autos, Consumer Durables, Chemicals, and Insurance, leading to a MoM rise in their weights

New NFOs drive record inflows in sectoral mutual funds: Should you invest?

The launch of 17 new open-ended mutual funds in June 2024 played a pivotal role in driving inflows.

MFs invest Rs 1.3 trn in equities in 2024 on strong market performance

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 ...

Banks, metals, utilities: What domestic mutual funds bought in April 2024

Reflecting the shift in investor preference, five out of the top ten stocks with the highest value increase in April belonged to the Banking sector.

SIP inflows peak at Rs 20K crore as MFs conquer 6.4 million accounts

Growth momentum remains strong despite KYC hurdle

NAV and Market Conditions: How Economic Factors Influence Mutual Fund NAV

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HDFC Bank, Grasim, ITC: Top stock holdings of FIIs, MFs in March 2024 qtr

The surge in indices came on the back of a robust economy, optimistic forecasts from global brokerages and rating firms on economic growth outlook, and favourable investor sentiment

From health to capital goods: The stocks mutual funds bought in March 2024

In March 2024, MFs showed an interest in Capital Goods, Consumer, Private Banks, Automobiles, Healthcare, NBFCs, Retail, Metals, and Telecom, leading to a monthly rise in their weights.

Low-quality stocks trump better-quality peers in FY24, shows data

Companies that do not fall in either of 'growth' and 'quality' bracket have delivered median return of 65 per cent.

Sponsor contributions in mutual funds near the Rs 1 trillion mark

Sebi requires those running mutual funds to invest money in their own funds as part of having 'skin-in-the-game', or aligning their interests with investors

Small, mid-caps log biggest weekly decline in 15 months, shows data

Benchmark indices see worst weekly slump in five months