Mutual Funds Investments

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Market pundits also expect some changes in the tax treatment of gains arising from trades in the futures & options (F&O) segment

The fund manager keeps a close eye on economic indicators and trends to understand the current stage of the business cycle (expansion, peak, contraction, trough).

Capital markets regulator Sebi on Wednesday made the nomination optional for jointly-held mutual fund accounts in a bid to promote ease of doing business. Additionally, Sebi allowed fund houses to have a single fund manager to oversee commodity and foreign investments. This would reduce the cost of managing the fund. These came after a working group constituted by Sebi reviewed mutual fund regulations and recommended measures to promote the ease of doing business. Based on the recommendation of the working group, a public consultation was carried out suggesting the option to make joint mutual fund account nominations optional and permitting fund houses to have a single fund manager to oversee commodity and foreign investments. "Accordingly, it has been decided that the requirement of nomination ....for mutual funds shall be optional for jointly held mutual fund folios," the Securities and Exchange Board of India (Sebi) said in a circular. Experts believe that the relaxation of ...

Outdated or inaccurate KYC information could lead to problems managing your mutual fund investments, such as buying new units or selling existing ones

You cannot exit before age 60 but that is not necessarily a disadvantage

Nippon MF, Motilal Oswal MF tighten exit-load norms

Per capita investment is less than Rs 10,000 in eight of them

The investment objective of the scheme is to generate capital appreciation by investing predominantly in small-cap stocks.

Samco Mutual Fund on Tuesday launched its dynamic asset allocation fund, a hybrid fund which will invest in both equity and debt

Ahead of Diwali 2023, we asked investment experts for the best strategy to make your festival brighter.

Private Banks (18.9%) was the top sector holding for MFs in Sep 23, followed by Technology (9.5%), Autos (8.3%), Capital Goods (7.3%), and Healthcare (6.8%)

Debt-oriented mutual fund schemes witnessed a net withdrawal of Rs 1.01 lakh crore in September, making it the second consecutive month of the outflow, primarily due to advance tax requirements of corporates and correction in equity markets. The segment saw an outflow of Rs 25,873 crore in August. Before this, the debt schemes attracted Rs 61,440 crore in July, data from the Association of Mutual Funds in India (Amfi) showed. The huge outflow has pulled down the assets under management (AUM) of fixed income funds or debt funds to Rs 13.05 lakh crore at the end of September from Rs 14 lakh crore in the preceding month-end. Investor sentiment towards debt investments was largely muted. Barring long duration and gilt fund segments, all the other 14 categories witnessed net outflows. These two categories have been finding favour with investors for some time in anticipation of a change in the interest rate cycle. "Advance tax payments and other quarter-ending accounting and financial ..

After witnessing staggering inflow in July, debt-oriented mutual fund schemes saw a withdrawal of Rs 25,872 crore last month as investors continue to adopt a cautious stance amid the current interest rate scenario in the US. Out of 16 debt categories, nine of them witnessed net outflows during the month under review, data with the Association of Mutual Funds in India (Amfi) showed. The major quantum of net outflows was witnessed by the categories having less than one year duration profile such as liquid, ultra short and low duration. Additionally, the banking and PSU category also witnessed significant net outflows. According to the data, debt mutual funds witnessed an outflow of Rs 25,872 crore in August as compared to a net inflow of Rs 61,440 crore in the preceding month. "Given the current interest rate scenario and uncertainty over the direction of interest rates in the country, it appears that many investors continue to adopt a cautious stance and wait for further indication

Influx reverses Rs 32,250 crore outflow trend of 11 months

The increased interest is no surprise, given the number of investors. Despite lower growth rates than before, the total number of investor accounts is nearing 150 million

Eicher Motors, Hindustan Zinc, Havells India, Mankind Pharma, and Varun Beverages were the most sold in the large cap space.

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

With regards to disclosure requirements for ESG schemes, Sebi said mutual funds will have to clearly disclose the name of the ESG strategy in the name of the concerned ESG fund.

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