Page 8 - Sip Mutual Funds
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
 "Kotak Mahindra Mutual Fund launches Consumption Fund for investors")
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
 "Debt funds see competition from FDs, almost 95% SIPs are in equity MFs")
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.
 "Full list: Top performing large-cap equity funds in the last 10 years")
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.
 "Chart shows why it is better to start an SIP at the top of a market cycle")
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
 "Enhanced returns underpin systematic investment plan openings, shows data")
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.
 "WhiteOak Capital Hybrid fund opens for subscription: Who should invest?")
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.
 "Top ten mutual fund categories which witnessed highest AUM growth in a year")
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
 "Full list: These are the top-performing equity mutual funds in August 2023")
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
 "Managing rent, setting up investment strategy: Top personal finance stories")
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
 "Multi asset fund or aggresive hybrid fund: What should you pick and why?")
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%)
 "Equity AUM touch Rs 20 trillion, Nippon India best performing fund in July")
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.
 "If you are a first-time earner, where should you park you monthly savings?")
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.
 "As a first time earner, here are your most ideal investment options")
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
 "Explained: What instant settlement cycle will mean for markets, investors")