Page 7 - Mutual Funds

AlphaGrep eyes edge in mutual funds with quant-driven strategies

Set to launch multi-asset fund next week

Share of SIP-linked assets in equity mutual fund AUM surpasses 40%

SIP-linked assets now account for over 40 per cent of active equity mutual fund AUM, supported by resilient retail participation despite a recent moderation in monthly inflows

Smallcap funds are rising: Should investors raise the exposure now?

After a sharp rebound in recent months, smallcap funds are back in favour. Experts weigh the opportunities, risks and suitability for different investors

SIP return recovery and West Asia truce may revive retail MF momentum

Small- and mid-cap fund SIP returns have rebounded sharply, raising hopes of renewed retail investor interest after a moderation in key MF growth indicators

Sebi weighs allowing celebrity endorsements for regulated entities

Regulator proposes a Common Advertisement Code across intermediaries and may permit celebrity endorsements at the entity level with prior approval

MF stock reclassification: BSE, 8 other midcaps to qualify for largecaps

Amfi's upcoming half-yearly reclassification may see over 30 stocks change categories, with BSE and eight other midcaps likely to move into the largecap basket

Life cycle funds: A new category, but do they fit your portfolio needs?

Check the maturity date, glide path, costs, tax treatment and exit load before investing

Zerodha Fund House unveils mutual fund industry's first lifecycle funds

The new funds automatically shift asset allocation towards lower-risk investments as the target year approaches

Mutual funds find a new source of inflows through PMS offerings

MF AUM linked to PMS doubles in less than 3 years, surges to Rs 1 trillion

Planning to risks: 7 mutual fund investments mistakes beginners keep making

Failing to monitor and review could result in your investments not giving you results you had sought

Dividends and taxes: How to calculate and report income with accuracy

Income from stocks or mutual funds may be taxed at a higher rate depending on your income

Mutual funds liquidity flowed to bluechips in May amid market volatility

Mutual funds boosted exposure to ICICI Bank, HDFC Bank and Reliance in May, investing over ₹24,000 crore as market volatility created buying opportunities

Credit-risk funds catch a break in May after 52 months of outflows

The debt fund category attracted over ₹1,300 crore in April and May combined, ending more than four years of continuous investor withdrawals

Equity savings funds: A sound option for stability-seeking investors

Equity savings funds usually suffer much lower drawdowns than pure equity funds

8-4-3 SIP rule explained: Can a small SIP turn into crores over time? | Investing tips | Mutual fund

Can a small SIP really help you build crores over time? In this video, we explain the 8-4-3 rule of compounding and how disciplined investing in mutual funds can accelerate wealth creation.

DIIs raised stake in these 34 stocks for 8 consecutive quarters; full list

Domestic Institutional Investors have increased stake in 34 Nifty 500 stocks such as - Adani Power, Paytm and Eternal among others - quarter-after-quarter after March 2024, shows shareholding data.

Passive equity inflows hit three-month low in May amid market volatility

Net inflows into index funds and ETFs fell sharply in May, mirroring weakness in active equity schemes amid volatile market conditions

Lump sum, SIP, redemption: How mutual fund money flows actually work

Also know about SWP, STP and what happens if you miss an installment

Equity mutual fund inflows slump 40% to one-year low as redemptions rise

Higher redemptions and weaker lump-sum investments dragged equity fund inflows lower, although SIP contributions remained resilient amid market volatility

Sebi proposes consolidated executive pay disclosures for mutual fund AMCs

Proposes aggregate remuneration reporting in place of individual-level disclosures