Page 8 - Sip Mutual Funds

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

Mutual fund equity buys hit six-month high in September, shows data

The MF industry has not yet released the inflow data for September

WhiteOak Capital Hybrid fund opens for subscription: Who should invest?

Hybrid funds are ideal for investors who are looking for a balance between returns and risk. They are suitable for investors who are looking to generate regular income or grow their wealth.

NFO alert: Everything you should know about Edelweiss's new Multi Cap Fund

The Fund seeks to generate long-term capital appreciation by investing in a diversified portfolio of equity & equity-related instruments across large cap, mid cap and small cap stocks.

Top ten mutual fund categories which witnessed highest AUM growth in a year

Small-cap funds saw the highest AUM growth in the last year at 61 per cent, followed by multi-cap funds at 45 per cent and sectoral funds at 35 per cent.

In charts: Are mutual funds a threat to bank deposits post pandemic?

Mutual funds have an inherent advantage when it comes to investing as they offer a variety of products depending on the preferences of the investors

Full list: These are the top-performing equity mutual funds in August 2023

Among the Top 10 funds, the highest MoM rise was seen in Mirae Asset Mutual Fund (+3.5%) followed by Nippon India Mutual Fund (+3.1%), DSP Mutual Fund (+1.8%), HDFC Mutual Fund (+1.6%), and ICICI Prud

Managing rent, setting up investment strategy: Top personal finance stories

What tenants should ask from landlords in rent agreements; how to bring discipline in your market play. Our newsletter explains

Multi asset fund or aggresive hybrid fund: What should you pick and why?

Aggressive hybrid funds are those that invest maximum 65-80 percent in equities and the rest in debt, whereas Multi Asset Funds allocate their corpus across equity, debt, commodities, REITs

Shriram AMC's new multi-asset fund: Should you invest? All you need to know

The minimum allocation of 65% to equities allows investors in this fund to benefit from Long Term Capital Gains tax of 10%.

Women prefer equity funds, invest Rs 14,347 monthly, which is more than men

Eight Seven per cent of women opt for equity-oriented SIP investments, slightly below men at 89.9%.

Equity AUM touch Rs 20 trillion, Nippon India best performing fund in July

Among the Top 10 funds, the highest MoM rise was seen in Nippon India Mutual Fund (+6.5%) followed by ICICI Prudential Mutual Fund (+6.4%), HDFC Mutual Fund (+6.3%), DSP Mutual Fund (+5.1%)

If you are a first-time earner, where should you park you monthly savings?

Before you start investing, it is essential to cover the basics, i.e., emergency fund, term life insurance, and health insurance.

As a first time earner, here are your most ideal investment options

Unless you are good at building your own stock portfolio, it is advisable to invest through mutual funds or index ETFs.

Explained: What instant settlement cycle will mean for markets, investors

Instant settlement refers to the process where the transaction of buying or selling shares or units is processed and completed immediately

Adani Green, Adani Energy back in favour: What MFs bought and sold in June

Among large cap stocks, Adani Green, Adani Transmission, Adani Energy, Coal India, JSW Steel, Bajaj Auto, LIC were among the top ten purchases

Union MF expects 50% growth in AUM, to reach Rs 15,000 cr mark by March

Union Mutual Fund, which has been an also-ran since its launch in 2012, is on a growth path now and is looking at adding at least 50 per cent more to the AUM this fiscal, sniffing at Rs 15,000 crore by March. Despite having 22 funds (21 open-ended and one close-ended funds), the fund house sponsored by Union Bank of India and Japanese major Daiichi Life could not reach anywhere in the pecking order in the 43-player scattered industry that controls more than Rs 43 lakh crore of public money in its over 11 years of operations.. In the year to March 2023, it had an AUM of just Rs 9,853 crore across 4.96 lakh live folios from 21 cities. Daiichi picked a 39.64 per cent stake in the MF in May 2018. But in terms of its presence in small towns, Union MF does reasonably well with 32 per cent of the AUM coming in from the B30 (beyond top 30) cities and the rest from the T30 (top 30) cities. "As of June our AUM stood at Rs 10,700 crore, up from Rs 9,853 crore in March 2023. We hope to take th