Page 51 - Mutual Funds

Ratings help select consistent funds

Avoid schemes whose ratings swing too often, as it will lead to excessive portfolio churning and higher costs

After fall, IT & pharma on funds' radars

Experts say these could be largely insulated if the markets turn volatile on account of global headwinds

Mutual fund equity AUM shrinks in November

Inflows in equity schemes remain strong despite sharp corrections and steep volatility in November

Mutual funds's state of affairs

Currently, the MF industry has around 10 million unique investors

Mutual funds park Rs 13,610 cr in equities in November

With this, the total funds mobilisation crossed Rs 38,800 crore in stock markets so far in 2016

Debt mutual funds hope impact of CRR move to be short-term

As on Oct 31, nearly 70% of MFs' overall assets under management was in debt category, at Rs 10.75 lakh crore

Trump win lifts returns of US-focussed funds

The funds have given average category returns of 7% in one year, data from Value Research shows

Mutual funds pour Rs 10,000 cr in equities in November

Fund managers expect the market volatility to continue and they will invest at lower prices

Mutual funds eye Rs 1.5 trillion inflows from HNIs, retail investors

Govt has decided to withdraw the existing Rs 500 and Rs 1,000 currency notes in order to curb black money

Majority of mutual fund equity schemes slide in past month

Equity schemes in the large-cap category have given an average negative return of 5.91%

Mutual funds may become pricey under GST, AMFI seeks safeguards

Mutual fund sector, which plays an important role in development of financial system, should be liable to lower rate of GST

Mutual Funds assets base hits fresh high of Rs 16.3 trillion in October

Mutual funds are investment vehicles made up of a pool of funds collected from a large number of investors and invest in stocks, bonds and money market instruments

Mutual Funds: Nimesh Shah

The mutual fund (MF) I am investing in had a 5-Star rating when I started. The rating has fallen. Should I stop investing and switch to another fund that is a top performer in the same category?Use of ratings at the stage of fund selection can be a good starter but is not the only criterion. One should invest in funds that have consistent record and good pedigree, among other parameters. Before you take decision on continuing or switching to a new fund, if possible, try to understand the reasoning for the fund's underperformance. This is because there can be spells where the performance takes a hit because of the cyclical nature of holdings but over long term, their performance may be better.I am due for retirement in two years. I am planning to invest in Post Office fixed deposits. I also want to invest some amount in MFs. What kind of funds should I invest in for regular income? I have no pension and the interest from the FDs and the MFs will be my only income.It is heartening to s

MF body suggests tax sops for debt schemes

Experts say there is need for tax parity between ELSS and other 80C products such as insurance NPS

MFs equity folio count rises 15 lakh in Apr-Sep FY'17

Overall, the industry's folios rose to an all-time high of 5.05 crore

Mutual funds approach Sebi with 64 new schemes this fiscal

Equity, debt, retirement, hybrid, and FMP are some of the themes for which mutual fund houses have filed the applications

Mutual Funds: Hemant Rustagi

With the stock market closing on a new high, is it a good time to start a systematic investment plan (SIP) or should one wait for a correction? It is important for investors to realise that investing through an SIP is a commitment to invest a fixed amount in a chosen fund at pre-decided intervals. In other words, SIP brings in discipline in one's investment approach and allows an investor to benefit from 'averaging'. Therefore, considering the market level before investing in SIP goes against its basic principle. For example, if one commits to invest in equity funds through SIPs for 10 years, the current market level will hardly have any impact on the end result after the completion of the time horizon. In fact, the key to success would be to stay committed to the time horizon and continue investing, irrespective of market conditions.There are a lot of times investors see their fund performing badly. How much time should one give a fund manager or a particular scheme to perform before

MFs folio count rises 29 lakh in H1 FY17 at record 5 cr

Growing participation from retail investors and huge inflows in equity schemes have helped in increasing the overall folio counts

Amfi to introduce new category for arbitrage funds

Monthly flows for equity schemes are currently shown under the heads of 'equity' and 'equity-linked saving schemes'

Equity MF inflow slows in Sep

According to AMFI data, equity schemes saw net inflow worth Rs 3,743 crore last month