Strike a rich vein after a tough three-year haul of ₹2.8 trillion in outflows
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
The investment objective of Motilal Oswal Infrastructure Fund is to achieve long-term capital appreciation
Edelweiss BSE Internet Economy Index Fund will open for subscription on April 25, 2025, and close on May 9, 2025
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
This integration 'marks a significant step toward making mutual fund investments more accessible, affordable, and inclusive', says the company
The New Fund Offer (NFO) for both funds will open for subscription on April 16, 2025 and close on April 30, 2025
Portfolios repeating the same investments can lead to non-representation of certain parts of the market
₹77 crore exit halts golden run driven by record inflows
Last week, the government sold a 3.5 per cent stake in Mazagon Dock Shipbuilders (MDSL) through an offer for sale (OFS)
At least seven AMCs planning entry into this new product segment this year
To promote inclusivity and enhance the Indian equity market for retail investors, the government also plans to advocate for greater accountability in private sector regarding dividend distributions
Average quarterly AUM fell 1.7 per cent in Q4
Kotak Nifty Top 10 Equal Weight Index Fund opened for subscription on April 7, 2025, and will close on April 21, 2025
Nuvama Wealth, Marcellus Investment Managers among new MF applicants
The investment objective of Kotak Energy Opportunities Fund is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity-related securities.
At present, the facility is only available to HDFC MF's existing know your customer (KYC)-verified investors
The government took away the indexation benefit of debt funds from April 1, 2023
As of March 26, MFs had deployed a net Rs 8,485 crore in the equity market during the month compared to a net buying of Rs 48,000 crore in February and Rs 57,650 crore in January
Here are ten equity schemes across five categories - Small Cap, Mid Cap, Large Cap, Large and Mid Cap and Flexi-Cap category that have shown their mettle in the recent past and as well in the long-ter