Page 4 - Mutual Funds Mfs

MF Lite: Sebi proposes rules to make launching low-cost index funds easier

The financial regulator is looking to make it simpler for companies to launch low-cost index funds and similar investment products.

Mutual Fund SIP vs Lump Sum investment: Which is better investment option?

SIP is suitable for investors who prefer a disciplined and systematic approach to investing, while lump sum investment may be appropriate for those with a significant amount of money

Investors have matured, bear market not a major worry for MFs: DP Singh

Singh says the assets under management (AUM) can touch Rs 20-trillion in the next five years if the market remains supportive

Unfazed by Lok Sabha poll volatility, retail investors go on equity rush

Demat account openings remain elevated, MF inflows scale new highs

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 ...

Return of debt funds, preference for hybrid funds: MF trends in April 2024

Equity funds, particularly actively managed ones, saw renewed interest due to the good market performance.

Innovation funds: High-risk bets that are apt for seasoned investors

Failure rates among innovators tend to be high; concentrated portfolios make these funds volatile

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

Actively managed or index funds: Where should you park your money?

A large portion of actively managed funds, especially in the mid-cap and small-cap categories (companies with smaller market capitalization), underperformed their benchmarks in 202

Our small, midcap portfolios haven't participated in the rally: Marcellus

Given the macroeconomic strengths, the market is pricing in a reasonable earnings growth and hence justifying current valuations, Pramod Gubbi of Marcellus Investment Managers said in this interview

Which equity MFs and stocks did investors pour money into in Feb 2024?

The net flows in the sectoral and thematic funds have more than doubled in February 2024.

What are MF? What are the classifications within debt and equity funds?

Debt funds focus on generating income through fixed-income securities, while equity funds aim for capital appreciation by investing in stocks

AMC shares scale 52-week highs; HDFC, Nippon, Aditya Birla rally up to 5%

Shares of asset under management (AMC) companies were in demand on Tuesday as robust systematic investment plan (SIP) inflows helped sustain assets under management (AUM) growth momentum in January.

Young Indians take to SIP on financial literacy: WhiteOak MF official

Ease of transactions through the digital mode, rising disposable incomes and increased financial literacy are prompting young Indians to venture into mutual funds' Systematic Investment Plan (SIP), a top official of WhiteOak Capital Mutual Fund said. WhiteOak Capital Mutual Fund, which has 3.33 lakh investors and manages assets worth Rs 8,400 crore since its began operations one-and-half-years ago, said GenZs and Millennials account for 56 per cent of their investors. Millennials, also known as Gen Y, are typically defined as those born between 1981 and 1996. Generation Z, or GenZ, are those born between 1997 and 2012. The data shared by the fund house showed that 28 per cent each of its 3.33 lakh investors belong to the 18-35 years and 35-45 years age groups. The majority of its investors -- 51 per cent -- came through digital channels at the age of 18-35 years. "As millennials and GenZ are digital natives, it is quite natural for them to prefer technologically centric financial

On a comeback trail, Franklin Templeton MF plans series of debt launches

Timeline not fixed, choice of fund will depend on investor demand

Opt for long-duration, gilt funds to gain from interest rate cuts

Go for the flexibility of dynamic bond funds if you are unsure about direction of rates

Debt mutual funds prosper in wake of Interim Budget yield decline

Gilt and dynamic fund investors reap nearly Rs 330 crore in gains, reveals estimates

Counter high valuations, volatility by investing in hybrid mutual funds

Diversifying investments through multi-asset funds can be another smart investment move

Floating-rate funds: Market experts call for wait-and-watch approach

Investors should take the change of stance as a cue to exit

Axis AMC expects to garner Rs 100 cr from US treasury dynamic bond ETF

Axis Mutual Fund on Tuesday launched an open-ended fund of ETF -- wherein the underlying investments comprise US treasury securities -- and is expecting to garner at least Rs 100 crore in the opening week. The seventh largest fund house expects to mop up at least Rs 500 crore from the US treasury dynamic bond ETF in the next one year. The fund house said the NFO, which will be managed by Vinayak Jayanath, will close on December 19. If redeemed/switched-out within one month from the date of allotment, the fund house will charge an exit load of 0.25 per cent, it said, adding that if redeemed after one month from the date of allotment, there will be no such charges. The ETF is benchmarked against the Bloomberg US intermediate treasury index, and has the primary investment objective of providing regular income by investing in units of overseas ETFs, B Gop Kumar, the chief executive of the company, said.