Page 13 - Mutual Funds

Quality theme fund: Invest for long-term steady compounding, lower downside

Quality funds tend to be less volatile and offer downside protection and often perform better in a bear market due to the stable earnings

Equity MF inflows down 3% at ₹24,269 cr in Apr amid geopolitical tensions

Equity MF inflows dip for fourth month to ₹24,269 crore as lumpsum slows while SIPs touch record ₹26,632 crore and AUM crosses ₹70 trillion driven by debt inflows

Equity MF inflow dips in April; industry AUM hits record ₹70 trillion

Inflow in equity mutual funds dipped 3.24 per cent to Rs 24,269 crore in April amid continued market volatility against the backdrop of escalating tensions between India and Pakistan following the Pahalgam terrorist attack. This was the fourth consecutive month of decline in inflow in equity funds. Also, the latest fund infusion by investors marks the 50th consecutive month of net inflows into the segment. Apart from equity, debt funds registered an inflow of Rs 2.19 lakh crore in the month under review after seeing a withdrawal of Rs 2.02 lakh crore in March. Overall, the mutual fund industry experienced an infusion of Rs 2.77 lakh crore in April as compared to an outflow of Rs 1.64 lakh crore in the preceding month. The inflow has lifted the industry's asset under management to a record Rs 70 lakh crore as of April from Rs 65.74 lakh crore at March-end, data released by Association of Mutual Funds in India (Amfi) on Friday showed. According to the data, equity-oriented mutual fun

Parag Parikh Flexicap Fund first to reach Rs 1-trillion AUM in India

Canara Robeco Mutual Fund (MF) on Thursday lau­n­ched a multi asset allocation fund, which will across equity, debt and commodities

IL&FS MF pays ₹262 cr to infra investors; total payout hits ₹1.9K cr

IL&FS Mutual Fund has paid Rs 262 crore to investors in its infrastructure debt fund, taking the total payout to Rs 1,900 crore over the past six years, the company said. The debt scheme -- IL&FS Infrastructure Debt Fund Series 3B -- was redeemed on May 7, making it a timely redemption. The scheme redeemed Rs 262 crore, against the original invested capital of Rs 153 crore, delivering a return of around 8 per cent per annum to the investors since inception, according to a statement issued by IL&FS Group. With this, the total amount of Rs 1,900 crore has been redeemed and returned to the investors over the past six years across different infrastructure funds under the portfolio. Previously, IL&FS Mutual Fund successfully made four on-time redemptions so far, including Rs 405 crore in Scheme 1A in April 2019; Rs 427 crores in Scheme 1B in April 2021; Rs 185 crore in Scheme 3A in January 2023; Rs 611 crore in Scheme 1C in April 2024, and now the fifth redemption payment ..

Steady SIP inflows, SIF foray buoy positive outlook for mutual funds

Despite market volatility and AUM decline, steady SIP inflows and earnings from SIFs support positive outlook for listed AMCs following resilient Q4 performance

Mutual Funds increased stake in 14 pharma stocks in Q4FY25; do you own any?

Analysts believe that pharma shares continue to see buying interest, given the inelastic demand for medicines; tariffs, if any could have minimal impact on the industry.

New Nippon funds close April 30, experts say tread with caution

Nippon's new NFOs promise low-cost exposure, but analysts warn: don't confuse passive investing with guaranteed returns. Know the risks before diving in.

Expense ratio: Shun active funds with high costs, inconsistent performance

A higher expense means a larger portion of the return goes to the asset management company

Equity returns are in a phase of normalisation: Tata MF's Rahul Singh

Singh says that first-time investors should avoid chasing performance, focus on asset allocation, and stick to core diversified equity categories

Debt mutual funds find their mother lode after mining market depths

Strike a rich vein after a tough three-year haul of ₹2.8 trillion in outflows

Hybrid mutual fund schemes' inflow moderates in FY25 amid market turbulence

Hybrid mutual fund schemes attracted Rs 1.19 lakh crore in 2024-25, 18 per cent lower than the preceding fiscal, owing to market turbulence in the second half of FY25 triggered by corporate earnings slowdown and geo-political tensions. Despite the moderation in inflow, the category has seen a robust increase in both the number of investors and assets under management (AUM) during FY25 compared to those in the preceding fiscal, data with the Association of Mutual Funds in India (Amfi) showed. A key factor contributing to this resilience is the drawdown protection provided by the debt component of hybrid schemes. "The drawdown protection offered by the debt component of hybrid schemes is a key reason, as it allows investors to stay invested without the stress that comes with pure equity volatility. The NAVs (net asset valued) of hybrid funds typically experience lower drawdowns compared to equity funds, making them a preferred choice for investors seeking a more stable journey," Trive

Equity mutual funds lag on risk-adjusted basis during five-year period

An IR shows how effectively an investment manager generates excess returns relative to a benchmark, considering the risk taken

Motilal Oswal launches equity fund tracking India's infrastructure growth

Scheme will invest in roads, railways, energy and other projects, provide investors 'long-term value'

Motilal Oswal MF launches Infrastructure Fund: Here's all you need to know

The investment objective of Motilal Oswal Infrastructure Fund is to achieve long-term capital appreciation

Edelweiss MF launches BSE Internet Economy Index Fund; check key details

Edelweiss BSE Internet Economy Index Fund will open for subscription on April 25, 2025, and close on May 9, 2025

Bajaj Finserv rolls out low-cost index funds to ride market growth

Bajaj Finserv AMC launches Nifty 50 & Next 50 Index Funds, offering low-cost, transparent access to India's top 100 stocks, ideal for long-term investors seeking steady equity growth

Name-based search: Key to unlocking unclaimed assets across sectors

A dedicated authority - focused on returning these assets - would be better positioned to overcome the psychological resistance that regulators have, to enabling searches based on names

Making further inroads: Mutual funds on expansion spree in smaller towns

The individual AUM of investors in B-30 surged 27 per cent in FY25, reaching ₹10.8 trn. In comparison, AUM in the top 30 cities (T-30) increased by 21 per cent to ₹30.5 trn during the same period

MF inflows ride SIP wave amid market volatility, push AUM up by 23%

Seventy active equity schemes were launched last year with the bulk of the action happening in the sectoral and thematic spaces