Investing In Mutual Funds

48% of equity MFs outperform benchmarks in Sept 2024, small-cap funds lead

In total, out of 284 equity mutual funds analyzed, 137 (or 48%) outperformed their respective benchmarks in September 2024.

Map for new investors; Southern food charm: Top personal finance stories

Our weekly newsletter recommends how to begin investing in mutual funds and why South Indian food is not just idli-dosa

Capital gains tax on share sale: Calculation, treatment, budget expectation

Long term capital gains (LTCG) tax on the sale of these asset classes stocks, mutual funds, real estate etc. is levied when the holding period of the asset is over one year

Canara Robeco MF launches Balanced Advantage Fund: Should you invest?

The fund aims to generate long-term capital appreciation by dynamically investing in equity and equity-related instruments and debt and money market instruments

RBI's risk weighting hike: Mutual fund funding to NBFCs continues to grow

Stays above Rs 2 trillion mark for second consecutive month

Sebi cracks down on sponsor bias: New rules for passive funds in India

Passive funds, except for ETFs and index funds, are now restricted from investing more than 25% of their net assets in listed securities of companies belonging to the sponsor group.

MFs invest Rs 1.3 trn in equities in 2024 on strong market performance

Mutual funds (MFs) showed strong confidence in Indian equities this year, injecting around Rs 1.3 lakh crore, driven mainly by significant retail investor interest and the robust performance of the stock market. Mutual funds, which manage long-term wealth for domestic investors, prioritise the Indian market's underlying growth potential and are less rattled by short-term events like elections, which allows them to keep investing in equities, Tradejini COO Trivesh D said. Additionally, the growing interest in systematic investment plans (SIPs) on the back of astonishing compounding stories by influencers and industry veterans has perked investors, who otherwise wish to stay away from the markets, to start participating through these mutual funds, he added. According to the data from the Securities and Exchange Board of India (Sebi), MFs invested Rs 26,038 crore in the first fortnight of the ongoing month and Rs 20,155 crore in April. Moreover, the highest MF buying for 2024 was ...

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

Most bought stocks by mutual funds in October: Bajaj Auto, TechM, HeroMoto

MFs were net buyers of 63 per cent stocks in the Nifty Midcap 100 stocks, of which the highest MoM was seen in L&T Finance Holdings , Vodafone Idea, Syngene Intl, PB Fintech, Aurobindo Pharma

Microcaps may give alpha returns in bull mkt amid valuation comfort

Thus far in calendar year 2023, 165, or 66 per cent, of 250 micro-cap stocks have generated positive returns

Easy steps to help the lay investor get started investing in mutual funds

MFs present a great option if you aren't confident about investing in stocks and other asset classes on your own. But you must consider certain factors before choosing a fund house or scheme

Mutual funds see muted growth in 2022, expect better days in new year

After a spectacular 2021, the mutual fund industry failed to continue the momentum this year with the growth in asset base, investors count and flows subsiding in 2022 on volatile market conditions, but the New Year is expected to be relatively better. The industry grew at a slower pace in 2022, mainly due to global headwinds, including the Russia-Ukraine war, supply chain bottlenecks and a decadal high global inflation coupled with rising interest rates. The 2021 growth was mainly braced by a rally in the stock markets. The assets under management (AUM) of the mutual fund industry rose by 7 per cent or Rs 2.65 lakh crore in 2022. This was way lower than a surge of nearly 22 per cent or an increase of close to Rs 7 lakh crore in the asset base seen in 2021, data from the Association of Mutual Fund Industry (Amfi) showed. Swapnil Bhaskar, Head of Strategy, Niyo, said the mutual fund industry growth in 2023 is expected to be in line with the current trend with estimated assets under .

MFs focus on large-cap in Q2, markets bet on public sector companies

Fund managers say PSUs look attractive as valuations are cheap and possibility of strategic sales offers room for value unlocking

Large cash positions for long can affect fund's performance

Fund managers holding over 10% cash for a short period are looking for suitable opportunities