Page 15 - Mutual Funds

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

Axis mutual fund uses ONDC to reach underserved, remote investors

This integration 'marks a significant step toward making mutual fund investments more accessible, affordable, and inclusive', says the company

Nippon Life India launches two open-ended index funds; check details

The New Fund Offer (NFO) for both funds will open for subscription on April 16, 2025 and close on April 30, 2025

Overlapping mutual funds reduce your returns: Here is how to fix risk

Portfolios repeating the same investments can lead to non-representation of certain parts of the market

After the glitter, a retreat: Gold ETFs log first pullback in 11 months

₹77 crore exit halts golden run driven by record inflows

Nifty on thin line, Mazagon nears global docking point, Sebi's microscope

Last week, the government sold a 3.5 per cent stake in Mazagon Dock Shipbuilders (MDSL) through an offer for sale (OFS)