Equity Mutual Funds

MF schemes see 5% drop in cash holding in Nov; lowest level in 4 months

The cash holding, which rose to a high of 6 per cent in September, has been declining since October amid market correction

Equity MF schemes stockpile cash in response to sky-high valuations

July sees cash levels climb to 5.4%, up from June's 4.6%

India's equity MF inflows ease off record high levels in July, shows data

The sequential 9.4 per cent drop in July from the previous month was due to profit booking at record high levels

Investment in equity MFs surge 5-fold to Rs 94,151 cr in June quarter

Investment in equity mutual funds surged over five-fold to Rs 94,151 crore in the June 2024 quarter against Rs 18,358 crore a year ago, driven by a strong economic environment, supportive government fiscal policies, investors confidence and robust stock return. This has also pushed the industry's assets under management (AUM) by 59 per cent to Rs 27.68 lakh crore in June from Rs 17.43 lakh crore a year ago, data from the Association of Mutual Funds in India (AMFI) showed. The robust gain in the asset base was also replicated in the growth of investors in equity mutual funds, with the number of folios closing at 13.3 crore, adding an investor base of over 3 crore. The significant gain in equity folios indicates broader participation across investor segments, driven by improved financial literacy and accessible investment platforms, Trivesh D, COO of stock trading platform Tradejini, told PTI. According to the AMFI data, equity-oriented mutual fund schemes invested Rs 94,151 crore in

How to declutter your portfolio and reduce the number of mutual funds

A portfolio with too many funds is difficult to manage and it makes decision-making tough

Equity mutual funds surge to historic Rs 34,697 crore inflows in May

Jump in inflows supported by HDFC MF NFO, rise in SIP collection

Which large-cap stocks did mutual funds buy and sell the most in April?

Kotak Mahindra Bank emerged as the most purchased large-cap stock, with mutual funds accumulating a significant amount (49,160 crore) in the company. Punjab National Bank also saw a surge in buying

Chart: 64% of equity MFs outperform their respective benchmarks in February

Large & Mid Cap funds was the best performing category where 85% of the schemes outperformed the benchmark

What are mutual funds and classifications within debt and equity funds?

Debt funds focus on generating income through fixed-income securities, while equity funds aim for capital appreciation by investing in stocks

Equity mutual fund flows hit two-year high on NFOs and robust SIPs

Smallcap schemes see moderation in flows as Sebi takes stock of risks

Equity MFs inflow nears 2-yr high at Rs 26,866 cr in Feb on strong NFO push

Overall, the mutual fund industry witnessed an inflow of Rs 1.2 lakh crore in February, almost similar to the one seen in the preceding month

What to do, what to avoid in your first equity mutual fund investment

A conservative approach, diversified portfolio and don't be discouraged by setbacks in the market

'Investors should have balanced portfolio via flexicap, multicap funds'

Calendar 2024 will likely be a year of transitions. In 2023, the debate in the market was mostly around the completion of interest rate hike cycle, but this year it's about elections

Equity mutual fund inflows jump to nearly two-year high in Jan: Amfi

Net equity mutual fund inflows rose 28 sequentially to Rs 21,781 crore ($2.62 billion), the highest since March 2022

Where to invest money in India? Top 5 investment options in 2024

Are you planning to invest in 2024 to protect yourself when the world is facing a recession? If yes, here are the top 5 investment options in 2024

Small-caps lead inflows into India equity mutual funds in Dec, shows data

The sustained domestic inflows along with record monthly buying by foreign portfolio investors drove India's benchmarks Nifty 50 and Sensex to all-time highs, rising about 8% each in December

Better risk-reward, FPI flows augur well for LargeCap MFs in 2024: Analysts

Valuation is comfortable for large-caps, but there is little margin of safety in the broader market categories, analysts said

TMSEp584: Coca Cola Lemon-Dou, Article370, thematic funds, Google antitrust

Why is Coca Cola eyeing the alcobev market? What was the significance of Article 370? Why are thematic funds gaining traction? Epic's antitrust win against Google explained. All answers here

NFO alert: DSP Mutual Fund launches DSP Banking & Financial Services Fund

The New Fund Offer for DSP BFSF will open for subscription on November 20, 2023, and will close on December 4, 2023

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