Page 10 - Mutual Funds

Value MFs attract Rs 1,556 cr inflow in Jan; outlook remains optimistic

Investor confidence in value mutual funds remains robust, with the category witnessing an inflow of Rs 1,556 crore in January, indicating a shift in their focus towards fundamentally strong yet undervalued stocks. This represents a slight increase from the Rs 1,514 crore inflow registered in December, according to data from industry body Association of Mutual Funds in India (Amfi). However, despite the inflow, assets under management (AUM) in this category declined from Rs 1.88 lakh crore in December to Rs 1.83 lakh crore in January. This decline in AUM highlights some challenges, but the outlook for value funds in 2025 remains optimistic. Santosh Joseph, Co-founder and CEO of Germinate Investor Services, said the future of value funds will largely depend on sectoral trends and macroeconomic conditions. "The key sectors that drove the value fund rally in 2023 and 2024, including metals, real estate, construction, capital goods, PSUs, and manufacturing, are expected to maintain the

Bandhan MF launches Nifty Next 50 Index Fund for growth-focused investors

Index will give investors access to 'well-established companies in high-growth phase', says fund house

Sebi platform MITRA to help investors trace inactive mutual fund folios

Digital facility will help investors who have over time lost track of subscriptions due lack of updated contact information, other reasons

Equity MFs rake in Rs 39,688 cr in January despite market volatility

Thematic funds get highest net inflows at Rs 9,017 cr, followed by smallcaps at Rs 5,721 crore

Union Mutual Fund launches two new schemes for structured gold investments

Benchmark for both schemes is domestic price of physical gold; NFO open till February 24

Debt MF outlook: Divide portfolio between long- and low-duration funds

The Indian economy requires rate cuts and a supportive monetary policy to sustain growth, which is slowing

Mutual Fund activity picks up in corporate bond market, shows data

Strong inflows lead to Rs 1 trillion rise in MF exposure in 2024

Nippon India Mutual Fund set to launch Nippon India Active Momentum Fund

Invesco Mutual Fund on Thursday announced the launch of Invesco India Business Cycle Fund, a scheme that will invest in equities with a focus on riding business cycles through dynamic allocation

Correction in stock prices of AMCs turns risk-reward more favourable

The recent correction in AMC stocks follows a sharp rally driven by record gains in assets under management (AUMs), fuelled by the equity market surge, particularly among leading AMCs

Several companies turn to mutual funds to help finance acquisitions

Trend is expected to grow as firms explore alternative debt sources

Chennai Petro, HEG, Nuvama among top MF buys in Dec quarter; tech view here

Technical charts suggest that HEG stock is likely to witness another 25 per cent fall from present levels; while Nuvama Wealth could witness a relief rally towards Rs 6,125.

SBI Mutual Fund launches SBI Nifty IT Index fund: NFO Opens on February 4

This NFO will open for subscription on February 4, and will close on February 17

Sebi mulls combo product of term life insurance, mutual funds for investors

Capital markets regulator Sebi is planning to come out with a new combo product under which mutual funds can pair investments with life insurance, its chief Madhabi Puri Buch said on Friday. She, in an event organised by ICAI, revealed that the regulator will soon come out with a consultation paper on the proposal. Currently, many financial products already bundle insurance and investment options together. Sebi is working on a new product under which investors will have an option to pair mutual fund investments with life insurance. The product is central to the regulator's mission of expanding financial access, especially in underserved areas. Buch, whose three-year term ends on February 28, explained that the initiative seeks to address the needs of investors, particularly in rural areas, where there is a significant potential to grow systematic investment plans (SIPs), but the current value of investments remains low. Through this product, she hopes to provide a more attractive,

Value mutual funds see Rs 22,757 cr inflow in 2024 on impressive returns

Value mutual funds have witnessed robust investor interest, garnering Rs 22,757 crore in inflows in 2024, nearly double the amount seen in 2023, fueled by impressive returns generated by the segment. This surge reflects a shift in investor focus towards fundamentally strong yet undervalued stocks. On average, value mutual funds delivered returns of over 21 per cent in 2024, with a nearly 20 per cent return over the past three years, the industry data showed. Looking ahead to 2025, it is expected that value mutual funds will continue to capture attention, particularly amid global uncertainties, Trivesh D, COO of stock trading platform Tradejini, told PTI. He highlighted that factors such as likely RBI rate cut and geopolitical shifts, including US policies, could shape investor sentiment. In terms of inflows, the total amount into value mutual funds reached Rs 22,757 crore in 2024, a significant increase from Rs 11,927 crore in 2023, according to the Association of Mutual Funds in

Domestic funds' stake in this stock up over 2900% in FY25; check full list

DIIs have doubled their shareholding, in terms of absolute number of shares held, in 46 out of the Nifty 500 companies in the last nine months, shows ACE equity data.

Assessing fund performance: Run the numbers, then do qualitative checks

Rely on multiple metrics to derive a holistic picture of performance. Also, compare a fund's performance with its category peers or the appropriate benchmark

Understanding switching costs in MF plans to avoid unnecessary expenses

As your financial goals evolve, your investment strategy may need some tweaks. Switching funds strategically can help you capitalise on market trends

Smallcap funds see rise in liquidity stress amid market volatility

10 big funds need 37 days to sell 50% of portfolio, up from 29 days in Feb '24

Sebi proposes Rs 250 SIPs with subsidised charges, incentives for inclusion

In a consultation paper released on Wednesday, Sebi outlined measures to address the cost concerns associated with smaller SIPs

ICICI Prudential Life's Q3 results: Net profit rises 43% to Rs 325.65 crore

In Q3 FY25, the solvency ratio of ICICI Prudential Life stood at 211.8 per cent, compared to 196.5 per cent in the same period last year