Page 5 - Equity Mutual Funds

Covid-19 impact? Equity MF schemes give 25% negative returns to investors

Notably, all the funds fell less than their respective benchmark indices during the bear market

MF industry adds 300,000 investor accounts in Feb; total tally at 88.8 mn

Folios are numbers designated to individual investor accounts. An investor can have multiple folios

What is mutual fund cut-off time? Expert answers all your queries

The cut-off time decides at what net asset value (NAV) you get to buy or sell units of your mutual fund scheme.

MFs post 3x surge in equity flows in Dec, SIP contribution at all-time high

Tally still 31 per cent lower than 12-month average

Largecap MFs failed to beat benchmarks in the past one year: Report

Interestingly, more than 80 per cent of the actively-managed schemes in the mid- and small-cap category have managed to deliver better returns than the S&P 400 MidSmallCap Index

Mutual funds' asset base rises 4% in August to Rs 25.47 trillion

Mutual fund houses witnessed an overall inflow of Rs 1.02 trillion last month, much higher than Rs 87,000 crore seen in July

Investor flows into equity mutual funds jump in June to Rs 7,663 crore

Debt segment saw outflows of Rs 1.71 trillion compared to inflows of Rs 70,119 crore in May

Want guaranteed income for life? Choose SIP over annuity for better return

Start a SIP or invest into an equity mutual fund which may create a considerable corpus during the accumulation phase

Equity mutual funds saw Rs 121 billion net inflow in May: AMFI

Those in the sector say equity inflow has been holding up despite market volatility

Equity mutual funds garner Rs 124 bn in April; drive AUM to record Rs 8 trn

Equity and equity-linked saving schemes saw an inflow of Rs 124.09 billion during the period under review

Most equity mutual funds underperform in last 12 months, says report

In terms of returns to investors, most of the equity focused mutual funds have underperformed their respective benchmark S&P BSE indices, for the one year ended December last year, says a report. The findings are a part of S&P Dow Jones Indices' scorecard SPIVA, which tracks the performance of actively managed Indian mutual funds against their benchmarks over one-year, three-year, five-year and 10-year periods. For the one-year ended December 29, about 59.4 per cent of large-cap equity funds and 72.1 per cent of mid and small-cap funds underperformed their respective indices. The SPIVA scorecard also revealed that 34 per cent of the composite bond funds underperformed S&P BSE India bond index over one year. Meanwhile, 53 per cent of the equity large-cap funds underperformed the S&P BSE 100 benchmark index over the three-year period, while 80 per cent of mid/small-cap funds underperformed S&P BSE MidCap index. "As of December-end 2007, there were 127 ...

Savers caught in stampede as equity mutual fund returns turn negative

Domestic investors poured Rs 1.5 trillion ($23 billion) into these funds between April and January

How MFs' top investment bets in December did so far in January

The stocks that gained the most among top picks include TCS and L&T

FMCG funds best among thematic schemes in 2017

In the past one year, average return of FMCG category was 41%, at a time key benchmarks returned 25% to investors

Inflows in equity MFs surge to Rs 2.86 lakh cr post demonetisation

overall assets under management (AUM) rose 32% since November 2016, the equity AUM grew by 46% after the note ban

Equity mutual funds inflow triples to Rs 80,000 cr in April-September FY18

Strong inflows pushed the asset base of equity MFs by over 21% to Rs 6.59 lakh crore at the end of September from Rs 5.43 lakh crore in March-end

Street signs: August equity flows surprise fund executives

High inflow tally raised many eyebrows, market players requested industry body Amfi to reconfirm the data

Equity fund managers shuffle top picks in first half of 2017

India's equity fund managers, amid gush of robust inflows from domestic investors, have been shuffling some of their top picks in their portfolios during the first half of this year. With stock indices on their way to historic highs, fund managers positioned themselves to make the most of the rise in markets.Stocks of Reliance Industries and Axis Bank, which were among the top ten most owned stocks by equity fund managers at the beginning of 2017, could not find place in top 10 list. These were replaced by Kotak Mahindra Bank and HDFC Ltd.Further, fund managers continued to stick with most of their top ten stock picks, but there was a change in the pecking order of ownership.For instance, fund managers started 2017 with HDFC Bank, ICICI Bank, Infosys, State Bank of India (SBI) and Larsen & Toubro (L&T) as their top five most owned stocks. However, by mid of 2017 in June, they changed the pecking order with Infosys being relegated to fifth slot from third while SBI and L&T .

Equity mutual funds inflows hit nearly 2-year high of Rs 10,790 cr in May

This was highest net inflow since June 2015, when equity MFs racked up an inflow of Rs 12,273 cr

Investors pour Rs 10,739 cr into equity MFs

Indian equity markets have seen unprecedented literacy and continuous inflows: Motilal Oswal