SIP Mutual Funds

Over past decade, strong retail flows have coincided with declining / low deposit rates, said analysts at Jefferies, who expect the deposit rates to go above the 7 per cent level with a lag

The industry has seen a flurry of applicants in the past few months, including Samir Arora-led Helios Capital and Rakesh Jhunjhunwala's Alchemy Capital among others

Eighty six per cent of large-cap equity schemes of mutual funds underperformed the indices during the one year to June 2021, which witnessed one of the strongest rallies in the markets, a report said on Monday. The scenario was not different in mid-cap and small-cap schemes of MFs either, which witnessed 57.1 per cent of the schemes trailing the movement in the respective benchmarks, S&P Indices Versus Active (SPIVA) said in its half-yearly report. Markets have had a phenomenal run since April 2020, fuelled by easy liquidity conditions created the world over following the pandemic, and concerns have been raised about the financial market euphoria being de-linked from actual economic activity on the ground. The report said over longer horizons as well, majority of the actively managed funds in India underperformed their respective benchmarks. Over a five-year period ending in June 2021, 82.7 per cent of large-cap, 76.2 per cent of small/mid-cap and 69.6 per cent of equity linked ...

Investment objective of scheme is to provide investors with opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity-related securities

India has witnessed tremendous growth in its mutual funds industry that has grown from Rs 1.13 lakh crores to Rs 31.7 lakh crores in AUM from March 2000 to February 2021.

SIP AUMs have seen a close to four-fold jump to Rs 4,67,366 crore as of May this year from Rs 1,25,394 crore as of August 2016.

Sebi imposed a penalty totalling Rs 15 crore on senior officials of Franklin Templeton AMC and its trustee

In this regard, a display table has been made mandatory from December 1, 2021

Industry participants say that distributors have been facing difficulty to reach out to newer clients particularly in the rural areas

Covid-19 induced lockdowns led to income uncertainty.

Equity mutual funds witnessed an outflow of Rs 10,468 crore in February, making it the eighthconsecutive monthly withdrawal, with flexi cap category accounting for most of the outflow. However, investors put in Rs 1,735 crore from debt mutual funds last month after pulling out Rs 33,409 crore in January, data from the Association of Mutual Funds in India showed on Tuesday . Overall, the mutual fund industry witnessed a net outflow of Rs 1,843 crore across all segments during the period under review, compared to Rs 35,586 crore in January. Despite the outflow,asset under management (AUM) of the mutual fund industry rose to Rs 31.64lakh crore in February-end from Rs 30.5 lakh crore in January-end. As per the data, outflow from equity and equity-linked open ended schemes was at Rs 10,468 crore in February compared to Rs 9,253 crore in January. Barring multi cap, large & mid-cap and focussed fund categories, all the equity schemes have seen outflow last month. The newly created flexi

Franklin Templeton's six shut schemes have received Rs 13,120 crore from maturities, pre-payments, and coupons since their closure in April

Begin investing directly in a very small portion of your portfolio and see if you have the flair for it

Trust Asset Management Company is the latest to enter the already cluttered mutual fund industry

Assets from B30 locations increased to Rs 4.61 trillion as of October-end from Rs 4.47 trillion at September-end, a 3 per cent growth.

Multi-cap funds saw the highest outflows among equity funds to the tune of Rs 1,903 crore

The regulator also released a detailed framework for assigning labels to various mutual fund schemes

Have a minimum of 15 to 20% (one or two) global funds in your portfolio for diversification, says Oswal

Advisor reckon longer horizon as category can see heightened volatility

Further, consistent SIP (systematic investment plan) inflows into equity funds gave fund managers a healthy stream of capital to keep buying quality companies, say experts