Page 2 - Equity Mutual Funds

Asset allocation to funds: Factors that shape portfolio performance

A rule-based approach in mutual fund investments will protect you from disappointment

India equity MF inflows drop in July as large-caps drag: Industry data

While the benchmark Nifty 50 rose 2.94% in July, it was outpaced by a 5.5% gain in the Nifty mid-cap 100 and an 8% increase in the Nifty small-cap 100. All three indexes hit record highs that month

Small-cap deployment only a near-term problem: Shridatta Bhandwaldar

'From a near-term point of view, there is exuberance and that's leading to some challenges'

Active MF schemes regain lost glory in 2023, outperform benchmarks

Five active large-cap schemes have delivered double-digit returns during H1 and 22 others have delivered gains of more than 6.6 per cent

Explained: Tax implications of income earned from shares, mutual funds

The tax implications of income earned from shares, mutual funds and ETFs (Exchange Traded Funds) largely depend on the type of investment, the holding period and the amount of profit earned

Equity mutual fund inflows halve in May; SIP contributions hit record: Data

The slide in equity mutual fund inflows was offset by steady foreign inflows in domestic equities, prompting a 2.60% rise in the Nifty 50 index in May

Large-cap MFs, Index Funds to attract flows as markets pick pace: Analysts

Gross inflows into active equity mutual fund (MF) schemes dipped 34 per cent month-on-month (MoM) to Rs 25,400 crore in April

Majority large-Cap equity MFs fall behind benchmark in 2022: S&P Dow Jones

Majority of Indian Large-Cap equity mutual funds failed to beat the benchmark, with 88 per cent of actively managed funds underperforming the S&P BSE 100 in 2022, according to new study by S&P Dow Jones Indices released on Tuesday. In the same period, the benchmark for Indian Equity Mid-/Small-Cap funds -- the S&P BSE 400 MidSmallCap index -- rose 2 per cent in 2022, and 55 per cent of active managers underperformed the index over that period. Further, S&P BSE 200 grew by 6 per cent in 2022, and 77 per cent of Indian ELSS (equity linked saving schemes) funds underperformed the index. According to S&P Indices Versus Active (SPIVA) Funds India Scorecard for 2022, Indian Composite Bond funds fared the best, with 45 per cent underperforming the S&P BSE India Bond index. "Indian markets fared far better than most global markets in 2022, although main equity and fixed income benchmark indices dropped in H1, they staged a remarkable recovery in the second half of the .

MF inflow in equities crosses Rs 1.5-trn for second straight fiscal

Thus far in FY23, MFs have pumped in a net Rs 1.53 trillion in equities till March 1, 2023, Securities and Exchange Board of India (Sebi) data show, as compared to Rs 1.72 trillion in FY22

Equity mutual funds added Rs 7,300 crore in December, shows Amfi data

Investors placed most bets on mid-cap and small-cap funds; liquid ones saw most outflows

Profit booking shrinks equity MF inflows in November to 21-month low

Redemptions rise 60% month-on-month to Rs 26,030 crore in November, the highest since September 2021

Equity mutual funds' net inflow drops 76% to Rs 2,258 cr in November

The net inflow in equity mutual funds plunged 76 per cent to Rs 2,258 crore in November over the preceding month amid a sharp up move in the stock market that made investors wary of higher valuation. This also marks the 21st straight month of inflows into equity schemes. Overall, the mutual fund industry registered net inflows of Rs 13,263 crore in November, slightly lower from Rs 14,045 crore seen in the previous month, data released by the Association of Mutual Funds in India (Amfi) showed on Friday. Apart from equity, debt-oriented mutual fund schemes witnessed a net infusion of Rs 3,668 crore during the period under review after withdrawing Rs 2,818 crore in the preceding month. Other schemes -- index funds, gold exchange-traded funds (ETFs), other ETFs and Fund of funds investing overseas -- saw an inflow of Rs 10,394 crore. This was mainly driven by index funds, which contributed Rs 8,602 crore alone. However, gold ETFs witnessed a net withdrawal of Rs 195 crore. As per the

Equity MFs book gains in October winners amid Rs 6,300 cr net purchases

Coal India, HCL Tech and L&T were among the most-sold stocks by domestic funds in October even as they rallied between 10% and 16%

BS Number Wise: The increasing dominance of bank-owned mutual funds

Related entities acting as distributors account for a higher share of assets in such fund houses

Equity AUM of mutual funds rises more than 10% month-on-month in July

After declining for 2 consecutive months, equity assets under management of domestic mutual funds rose 10.3% month-on-month to Rs 15.2 lakh crore in July as market rebounded after 3 months of decline.

Equity MFs' inflow drops 43% to Rs 8,898 cr in July amid choppy markets

The net inflows in July were lower compared to the net inflow of Rs 15,495 crore seen in June, Rs 18,529 crore seen in May and Rs 15,890 crore in April, according to data released by Amfi on Monday

Top headlines: Airtel Q1 net soars 466%; equity MFs' July inflow drops 43%

India seeks to restrict Chinese smartphone makers from selling devices cheaper than Rs 12,000 ($150) to kickstart its faltering domestic industry, dealing a blow to brands including Xiaomi Corp.

June equity MF inflows drop 16% MoM to Rs 15,498 cr due to volatility

The figure is 18% below monthly average for the year; However, sustained inflows into SIPs endured for 16th straight month

Equity mutual funds' AUM decline after stock market corrects in May

Large-cap funds' AUM falls to Rs 2.19 trn, that of flexi-cap funds to Rs 2 trn, shows Amfi data

Equity MFs inflows dip 44% month-on-month in April as volatility bites

Geopolitical tension due to Russia- Ukraine war, concerns over surging crude prices and uptick in domestic inflation have weighed on market performance in recent months