SIPs over the past 3-years have yielded a return in excess of 15% p.a. on an average for the top quartile equity funds.
Sharp slowdown in Manufacturing, Infra & PSU fund flows, said Elara Securities in a note.
Markets regulator Sebi has asked the mutual fund industry to proactively conduct stress tests, a key component of risk management for the financial sector, which will help strengthen the ecosystem, its whole-time member Ananth Narayan Gopalakrishnan said on Friday. The regulator's stress testing emphasizes the need to assess and manage liquidity risks, especially in small and midcap equity schemes. Speaking at a mutual fund event, Gopalakrishnan highlighted the importance of modelling stress scenarios not just for individual schemes or fund houses but for the entire mutual fund ecosystem. "It is also important to model stress scenarios for the entire composite mutual fund ecosystem. I would strongly encourage the industry and AMFI to take the lead and proactively conduct objective and credible industry wide stress tests. themselves," Gopalakrishnan said. He also emphasized the need to find better ways to communicate the risks associated with different mutual fund schemes. The Sebi
For instance, only 15 per cent of US households' assets are in banks, compared to 46 per cent in South Korea
Those with a medium-term horizon run the risk of getting caught in a rising rate cycle
Consider both income level and deductions you can avail of when choosing between old and new tax regime
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
They work well for investors who aren't adept at picking stocks, debt and other instruments. Yet, one must consider a host of factors before choosing a scheme or fund house
Avoid trying to time entry and exit from funds; hold for at least one complete cycle
The average asset base in June quarter stood at Rs 24.6 trillion, as against Rs 27 trillion in previous quarter, translating into a decline of 8.9 per cent
Equity market volatility, credit risk concerns impact sentiment
Generally, the daily volume is Rs 10-15,000 crore in CPs in the secondary market
Sometimes, they are innocuous ones. But use the load-free exit option if the new mandate doesn't match your goals
Mutual funds have to adhere to restrictions applicable to foreign investment
Staying put for the long-haul will mitigate volatility risks, say experts
"As Infosys is a Nifty stock, the company is widely held in several equity schemes," said a fund manager. According to industry estimates, the stock is held in over 400 MF schemes
Average difference in expense ratios between a regular and direct plan is a good 100-120 basis points
Once Sebi regulations are implemented, they will have to make changes in their portfolios
Clear-cut definition of mutual fund schemes will help investors significantly