Starting with SIPs, maintaining a disciplined approach, and protecting your wealth with insurance are foundational elements of successful investing.
Renewable energy, infrastructure, and technology-focused funds could deliver strong returns in 2025.
The Indian mutual fund industry has witnessed an over 135 per cent surge in net inflows and nearly 39 per cent growth in net AUM (Assets under Management) over the last one year.
Experts attribute the decline to festive holidays, wedding season
Motilal Oswal Midcap Fund-Reg(G) topped the charts, delivering a remarkable 81% XIRR with a present value of Rs 15,983, making it the highest-performing scheme in the list.
In the Large and Mid Cap segment, Motilal Oswal Large & Midcap Fund-Reg(G) delivered a remarkable 58.60% return
In October 2024, the stocks that saw the maximum MoM increase in value were ICICI Bank, SBI, HDFC Bank, Coforge, BSE, L&T, Eicher Motors, Indian Bank, Divi's Labs, and One 97 Communications.
The last 43+ years of Sensex journey shows that - temporary market falls of 10-20% happen almost every year and 30-60% falls can be expected once every 7-10 years.
An analysis of 25 multi-asset funds reveals that they have outperformed the majority of general equity schemes in one, three- and five-years span.
In total, out of 284 equity mutual funds analyzed, 137 (or 48%) outperformed their respective benchmarks in September 2024.
Despite market volatility, hybrid funds continue to attract investors looking for balanced risk and return profiles.
Corporate bond funds experienced maximum inflows to the tune of Rs 5,039.07, followed by Gilt funds, Long duration funds and Short Duration funds in September 2024.
HDFC Bank, M&M, Axis Bank, Maruti Suzuki, ICICI Bank, and Samvardhana Motherson were among the top-performing stocks in terms of value increase.
September saw the launch of 13 new index schemes, collectively attracting Rs 3,656 crore
The framework will feature relaxed requirements around sponsor eligibility, including net worth, track record, and profitability, as well as changes to the responsibilities of trustees.
Based on folio addition data, most of the new SIP accounts are likely in sectoral, smallcap, and midcap funds
Equity funds witnessed net inflows of Rs. 38,239 crore, the second-highest monthly figure ever recorded.
At present, there is only one active momentum fund, that of Samco MF. Most other fund houses have momentum factor-based funds on the passive side
A monthly SIP of Rs. 10,000 since inception, which totals to Rs 3,60,000, would have grown to Rs 5,62,088, delivering an XIRR of 31.23% as of 31st August 2024 as against BSE 500 TRI XIRR of 27.08%.