Page 7 - Sip Mutual Funds

What are MFs buying? Maximum gain seen in banking stocks in December 2023

DFC Bank, ICICI Bank, Reliance Industries, L&T, SBI, NTPC, Infosys, Bharat Electronics, ITC, and Axis Bank rose the most in value month-on-month, as per data analysed by brokerage Motilal Oswal.

SIP or lumpsum? How should you invest if you are sitting on idle cash

For those wary of market valuation, employing STP-placing funds in fixed-income mutual funds and gradually shifting to equity over 12-18 months-is a prudent strategy.

Sebi extends deadline to add nominees in mutual funds, demat accounts

Markets regulator Sebi on Wednesday extended the deadline to June 30 next year for demat and mutual fund account holders to provide a nomination. Earlier, the deadline to nominate a beneficiary or opt out of it by submitting a declaration form was December 31, 2023. The move is aimed at helping investors to secure their assets and pass them on to their legal heirs. "Based on representations received from the market participants, for ease of compliance and investor convenience, it has been decided to extend the last date for submission of 'choice of nomination' for demat accounts and mutual fund folios to June 30, 2024," the Securities and Exchange Board of India (Sebi) said in a circular. Further, Sebi asked asset management companies (AMCs), depository participants and Registrar and Transfer Agents (RTAs) to encourage the demat account holders and mutual fund unit holders to fulfil the requirement for nomination/opting out of nomination by sending a communication on fortnightly ba

SIP accounts AUM jumps 38% in 2023, share in mutual fund assets tops 19%

Monthly SIP investments have been going up consistently, rising from Rs 8,023 crore in January 2021 to Rs 17,073 crore in November 2023

Financial risk, reward, goal: Here's the right way to book profit

Don't try to excessively time the market or exit an investment because others have done so, say experts

Portfolio rebalancing: Is it time to move away from small-caps?

According to data from the AMFI, as of December 6, 2023, the average one-year returns for 23 small-cap funds stood at 32.68 per cent

SIP soars beyond city limits: Small towns lead in account additions

SIP account additions and SIP inflows from B30 have been growing at a faster pace than from T30

SBI, Infosys, Axis Bank, ONGC most sold large-cap stocks by MFs in Oct

Kotak Mahindra Bank, ICICI Bank, Reliance Industries, Tech Mahindra and NTPC were the most bought large-cap stocks in October.

After 5 months of net outflows, large-caps finally turn a corner in October

Aside from an increase in net flows across all categories of equity funds, small cap mutual fund (MF) schemes got inflows worth Rs 4,495 crore in October 2023, up from Rs 2,678 crore in September

Net inflows in equity schemes rebounded to Rs 20K crore in October

The net inflows were also supported by the surge in investments coming through the systematic investment plan (SIP) route

FDs, insurance, gold top retirement investments, MFs gain traction: Survey

According to the survey, Indian investors planning retirement favour fixed/recurring deposits, annuities/insurance, gold, and the Post Office Savings Scheme (POSS)

HDFC Top 100 Fund: 27 years on, Rs 10,000 SIP grows to Rs 6.9 crore

The HDFC Top 100 Fund predominantly investing in large-cap stocks was launched in October 1996, making it one of the longest-running mutual fund schemes in India

By 2030, MF industry will be 1/3rd of banking industry, says Nimesh Shah

At the event, Nilesh Shah, managing director of Kotak Mahindra Asset Management, emphasised the importance of spreading awareness to reach new customers

Revamped debt fund tax slows the roll of new mutual fund launches

73 NFOs in FY24's first half compared to 183 in the previous stretch

Kotak Mahindra Mutual Fund launches Consumption Fund for investors

An open-ended scheme that will invest in equity, equity related securities of firm s engaged in consu­mption and consumption related activities

Debt funds see competition from FDs, almost 95% SIPs are in equity MFs

Bank Fixed Deposit is emerging to be a stronger product than longer-duration debt mutual fund schemes

Full list: Top performing large-cap equity funds in the last 10 years

Large-cap funds, by market regulator Sebi's mandate, must invest at least 80 per cent of their assets in large companies.

Chart shows why it is better to start an SIP at the top of a market cycle

The report is based on a detailed analysis using long-period data of S&P BSE Sensex TRI (last 27 years) and considers all those periods when equity market has fallen more than 20% from its top.

Why are MFs launching small-cap funds when their valuations seem too high?

Even though net inflows into small-cap funds were down by 37% at Rs 2,678.47 in September 2023, fund houses are undeterred when it comes to new fund offers.

Enhanced returns underpin systematic investment plan openings, shows data

Since June, the ratio has consistently remained below 0.56, largely due to the attractive returns generated by most equity schemes