Mutual Fund Outlook 2025: Which funds and sectors appear attractive in the coming year?
4 weeks, 2 days ago

Mutual Fund Outlook 2025: Which funds and sectors appear attractive in the coming year?

Live Mint  

The mutual fund sector is poised for growth in 2025, with increased retail investment shifting towards equity funds. And what we discovered is that the mutual fund categories which offer good investment prospects include multi asset funds, sectoral funds and diversified funds with higher allocation to large caps. Rishabh Goel, Managing Director, Tailwind Financial Services, advocates for diversified equity funds with a higher allocation to large-cap stocks, citing stability amidst broader market concerns. "The mutual fund industry has had an exceptional run in 2024, with total inflows into equity mutual funds crossing ₹3.5 lakh crore and AUM increasing by nearly 50%, driven by a combination of robust inflows and capital appreciation."

Market Equity Mutual Funds Investors 2025 Fund Adfree Funds Mutual Equity Mutual Funds Inflows Mutual Fund Sectoral Funds Equity Funds  inflows  funds  market  equity  appear  mutual  investors  outlook  multiasset  attractive  2025  adfree  coming  fund  sectors

History of this topic

Compounding: ₹1 lakh investment in this mutual fund would have swelled to over ₹4 crore in 29 years; check how
1 day, 5 hours ago

Compounding: ₹1 lakh investment in this mutual fund would have swelled to over ₹4 crore in 29 years; check how

Live Mint  

Investing in a mutual fund consistently can yield good returns. If someone had invested ₹1 lakh in this scheme at the time of launch, it would have grown to a whopping ₹4.07 crore since the scheme has given a CAGR return of 22.81 per cent. 1 26.65% 1.26 lakh 3 25.87% 1.99 lakh 5 28.93% 3.56 lakh 10 17.75% 5.12 …

Mutual fund SIP inflows crossed ₹2.89 lakh crore in 2024; contributions peaked in December
4 days, 21 hours ago

Mutual fund SIP inflows crossed ₹2.89 lakh crore in 2024; contributions peaked in December

Live Mint  

In the calendar year 2024, mutual fund investors' investment through the SIP route touched ₹2,89,227 crore with the highest contribution of ₹26,459 crore in December. The mutual fund industry’s net AUM stood at ₹66.93 lakh crore as of December 2024. Month SIP inflow Jan 18,838 Feb 19,187 March 19,271 April 20,371 May 20,904 June 21,262 July 23,332 Aug 23,547 Sep …

Equity mutual fund AUM rockets 40% in 2024, now contributes 46% to industry total
5 days, 6 hours ago

Equity mutual fund AUM rockets 40% in 2024, now contributes 46% to industry total

Live Mint  

The recent downturn in Indian markets has not dampened the sentiment of retail investors, who remain focused on long-term investing by consistently allocating funds to mutual funds in a disciplined manner. Data released by AMFI on Thursday showed that equity mutual fund AUM reached ₹30.57 lakh crore in December, driven by strong inflows into thematic funds. A decade ago, equity …

Equity mutual fund investments soar in December: SIPs hit record Rs 26,459 crore amid market volatility
5 days, 17 hours ago

Equity mutual fund investments soar in December: SIPs hit record Rs 26,459 crore amid market volatility

India TV News  

Equity mutual fund investments surged by a whopping 14 per cent to Rs 41,156 crore by December 2024, despite continued market volatility. Assets under management through SIPs amounted to Rs 13.63 lakh crore, nearly 20 per cent of the total AUM of the mutual fund industry. Total mutual fund assets are falling slightly As on December 31, 2024, mutual funds …

Mutual fund folios hit an all-time high of 22.5 crore in Dec; SIP inflows exceed ₹26,000 crore
6 days ago

Mutual fund folios hit an all-time high of 22.5 crore in Dec; SIP inflows exceed ₹26,000 crore

Live Mint  

Mutual Fund folios hit at all-time high of 22,50,03,545 in December 2024, revealed the latest data released on Thursday by the Association of Mutual Funds in India. Retail mutual fund folios were at an all-time high of 17,89,93,911 for the month of December 2024, compared to 17,54,84,468 for the month of November 2024. The SIP contribution reached an all-time high …

AMFI data: Inflow into equity mutual funds rose 14% in December 2024 vs. November
6 days, 3 hours ago

AMFI data: Inflow into equity mutual funds rose 14% in December 2024 vs. November

Live Mint  

Inflow into equity mutual funds recorded a 14.5 per cent jump in December, data released on Thursday by the Association of Mutual Funds in India revealed. December 2024 recorded an inflow of ₹41,155 crore in equity mutual funds, vis-a-vis ₹35,943.4 crore the previous month, a 14.49 per cent increase. Inflow into small-cap mutual funds rose 13.5 per cent to ₹4,667 …

Budget 2025: Mutual fund industry wants debt funds taxed at 12.5 per cent, indexation benefits restored
6 days, 23 hours ago

Budget 2025: Mutual fund industry wants debt funds taxed at 12.5 per cent, indexation benefits restored

Live Mint  

Ahead of Budget 2025, the Association of Mutual Funds in India has made a set of demands to favour the mutual fund industry. Restoring indexation benefits for debt funds and rationalizing the capital gains tax regime, as well as the introduction of a Debt-Linked Savings Scheme, can significantly bolster long-term savings and develop the Indian bond market,” says Venkat Chalasani, …

Unlocking value: These 6 mutual funds offered over 15% annual returns in last 10 years; should you invest?
1 week ago

Unlocking value: These 6 mutual funds offered over 15% annual returns in last 10 years; should you invest?

Live Mint  

Prior to investing in a mutual fund, investors are advised to evaluate the performance of different schemes in the same category to gauge their historical performance. These funds gave record performance in 10 years Value funds 10-year-returns AUM Bandhan Sterling Value Fund 15.12 9,843.17 HSBC Value Fund 16.80 13,391.19 ICICI Prudential Value Discovery Fund 15.17 48,439.21 JM Value Fund 17.40 …

Mutual funds in 2025: Top 5 fund categories for smart investment decisions
1 week, 2 days ago

Mutual funds in 2025: Top 5 fund categories for smart investment decisions

Live Mint  

In 2024, Indian equity markets faced significant volatility due to global economic uncertainties and geopolitical tensions, yet the Indian economy showed resilience fueled by strong domestic consumption, infrastructure spending, and supportive policies. As 2025 approaches, large-cap funds stand out for their stability, flexi-cap funds for adaptability, value funds for long-term gains, aggressive hybrid funds for balanced growth, and ELSS funds …

Top Mutual Funds: These are the best small-cap MFs to invest in 2025. Do you own any?
1 week, 4 days ago

Top Mutual Funds: These are the best small-cap MFs to invest in 2025. Do you own any?

Live Mint  

Top Mutual Funds: While Indian stock markets remain bullish, analysts point to small-cap mutual funds as appealing investment possibilities. At the forefront of this group are the Bandhan Small Cap Fund, ITI Small Cap Fund, and Invesco India Smallcap Fund. Close behind are Nippon India Small Cap Fund, Quant Small Cap Fund, Tata Small Cap Fund, and Franklin India Smaller …

Best Mutual Funds 2024: THESE equity schemes across market caps delivered highest returns. Check list here
1 week, 5 days ago

Best Mutual Funds 2024: THESE equity schemes across market caps delivered highest returns. Check list here

Live Mint  

As the New Year 2025 has commenced, it is the right time to analyse the performance of mutual funds across different categories. Here, we list out the returns posted by equity mutual funds across market capitalisations i.e., large cap, mid cap and small caps. Large cap fund 1-year-return AUM WhiteOak Capital Large Cap Fund 20.73 686.42 DSP Top 100 Equity …

Mutual funds: Why passive funds can be a great choice for retail investors to invest in 2025?
Trending News
1 week, 5 days ago

Mutual funds: Why passive funds can be a great choice for retail investors to invest in 2025?

Live Mint  

If you are planning to invest in mutual funds this year, one of the dilemmas you may face is choosing between active and passive mutual funds. With the entry barrier for launching index mutual funds kept lower for passive schemes under this framework, retail investors are expected to find these schemes far more lucrative and tempting. They have brought in …

How to become rich in 2025: These 15 mutual funds can help you achieve your goal
2 weeks ago

How to become rich in 2025: These 15 mutual funds can help you achieve your goal

Live Mint  

How to become rich in 2025: Building wealth is like running a marathon, not a sprint. "The investment options across various categories include large-cap funds such as ICICI Prudential Bluechip Fund, Nippon India Large Cap Fund, HDFC TOP 100 Fund, Motilal Oswal Large Cap Fund, and Bajaj Finserv Large Cap Fund. Popular choices for mid-cap investments are Motilal Oswal Midcap …

Mutual fund investment: Why smart investors would opt for SIPs in 2025?
2 weeks, 3 days ago

Mutual fund investment: Why smart investors would opt for SIPs in 2025?

Live Mint  

Mutual fund investment: As we enter 2025, the growing preference for Systematic Investment Plans in the Indian mutual fund industry continues to gain momentum. This strategy allows investors to remain focused on the long term and not influenced by short-term market dynamics," said Siddharth Maurya, Founder & Managing Director of Vibhavangal Anukulakara Private Limited As for new and small investors, …

Stock market this week: Top 5 stocks with the biggest gains and losses
2 weeks, 4 days ago

Stock market this week: Top 5 stocks with the biggest gains and losses

Live Mint  

Top News The mutual fund industry witnessed a remarkable surge in Systematic Investment Plan contributions, reaching an all-time high of ₹25,320 crore in November. Despite market fluctuations, SIPs continue to attract investors due to their affordability, compounding benefits, and ability to mitigate risks through periodic investments. Feroze Azeez, Deputy CEO, Anand Rathi Wealth Limited, offers a positive outlook for FY …

Specialized Investment Funds: The next investment frontier for an affluent India
2 weeks, 5 days ago

Specialized Investment Funds: The next investment frontier for an affluent India

Live Mint  

India’s capital market participation has got a significant boost with the introduction of a new investment product category: Specialized Investment Funds. India's household financial assets are growing at a compound annual growth rate of ~12% per Reserve Bank of India estimates, with equities and mutual funds capturing a larger portfolio share. From FY20 to FY24, mutual fund assets under management …

Mutual Funds: Total asset size spikes 40% in a year, individuals own lion’s share as equity schemes turn favourites
2 weeks, 6 days ago

Mutual Funds: Total asset size spikes 40% in a year, individuals own lion’s share as equity schemes turn favourites

Live Mint  

The total assets managed by the mutual fund industry jumped nearly 40 per cent in a year to ₹68.05 trillion in November 2024, a 39.59 per cent jump over November 2023, according to the latest data from the Association for Mutual Funds in India. Equity vs debt The data further reveals that the proportionate share of equity-oriented schemes was 59.7 …

Top sectors to pick and avoid in 2025
2 weeks, 6 days ago

Top sectors to pick and avoid in 2025

Live Mint  

Mint spoke with wealth management experts to identify their top investment picks and strategies for 2025. Fund Manager 1: Shreyash Devalkar, Head Equity, Axis Mutual Fund Devalkar expects sectors like consumer discretionary, healthcare, and capital goods to perform well in 2025. “We continue to like the pharmaceutical sector as we see tailwinds in the form of—the US price erosion cycle …

Alternative investment funds: Dispelling myths and unlocking potential
3 weeks ago

Alternative investment funds: Dispelling myths and unlocking potential

Live Mint  

Alternative Investment Funds in India have achieved a significant milestone, crossing an estimated ₹5 trillion in funds raised, with investment commitments surpassing nearly ₹12 trillion as of September. Read this | AIFs face risk of large investors moving away as Sebi tightens rules Compared to Mutual Funds with assets under management worth around ₹67 trillion, AIFs clearly have a long …

Mutual fund industry on a high; asset surges ₹17 lakh cr in 2024
Trending News
3 weeks, 1 day ago

Mutual fund industry on a high; asset surges ₹17 lakh cr in 2024

Live Mint  

New Delhi, Dec 24 After a stellar 2023, the mutual fund industry sustained its growth momentum in 2024 with an impressive ₹17 lakh crore surge in assets, driven by buoyant equity markets, robust economic growth, and increasing investor participation. The inflows lifted the industry's assets under management, reaching an all-time high of ₹68 lakh crore by November-end, marking a 33 …

Indian mutual fund industry set for multi-fold growth in 2025, driven by retail investor optimism: ICRA
3 weeks, 2 days ago

Indian mutual fund industry set for multi-fold growth in 2025, driven by retail investor optimism: ICRA

Live Mint  

The Indian mutual fund industry, which has witnessed a 135 per cent surge in net inflows and nearly 39 per cent growth in net AUM over the last year, is likely to experience a multi-fold growth in the coming year, with India being a bright spot in the global economy, said ICRA Analytics' recent report. The total inflows into mutual …

Outlook 2025: Top fund managers remain bullish on Indian stock market, suggest these 4 sectors to invest in
3 weeks, 4 days ago

Outlook 2025: Top fund managers remain bullish on Indian stock market, suggest these 4 sectors to invest in

Live Mint  

Market veterans and several fund managers of some of India's top fund houses believe the Indian stock market remains well-positioned to grow despite global challenges and risks arising from sticky inflation and elevated interest rates. "With a growing middle class and a favourable business environment, India can emerge as a key global economic player, benefiting from internal reforms and external …

Stock market this week: Top 5 stocks with the biggest gains and losses
3 weeks, 4 days ago

Stock market this week: Top 5 stocks with the biggest gains and losses

Live Mint  

Top News The Securities and Exchange Board of India has proposed a platform called MITRA to help investors reconnect with their forgotten or unclaimed mutual fund investments. With MITRA, SEBI aims to simplify the recovery process, promote transparency, and empower investors to regain control over their wealth, fostering trust in mutual fund investments. Mirae Asset Management has introduced a new …

2024 Review: Sectoral funds dominate as mutual fund AUM grows 38%, folios reach 22.08 crore
3 weeks, 5 days ago

2024 Review: Sectoral funds dominate as mutual fund AUM grows 38%, folios reach 22.08 crore

Live Mint  

The Indian mutual fund industry continued its growth trajectory in 2024, fueled by a steady rise in Indian equities that attracted retail investors, making mutual funds a preferred vehicle for wealth creation and long-term financial planning. In 2024, the mutual fund industry's Assets Under Management surpassed the ₹68 lakh crore milestone for the first time, reaching ₹68.08 lakh crore in …

Mutual Fund Outlook 2025: Which funds and sectors appear attractive in the coming year?
4 weeks, 2 days ago

Mutual Fund Outlook 2025: Which funds and sectors appear attractive in the coming year?

Live Mint  

As we are geared to enter the year 2025, the mutual fund industry is seen promising and shows no signs of slowing down. And what we discovered is that the mutual fund categories which offer good investment prospects include multi asset funds, sectoral funds and diversified funds with higher allocation to large caps. Rishabh Goel, Managing Director, Tailwind Financial Services, …

Mutual Fund Outlook 2025: Which funds and sectors appear attractive in the coming year?
4 weeks, 2 days ago

Mutual Fund Outlook 2025: Which funds and sectors appear attractive in the coming year?

Live Mint  

As we are geared to enter the year 2025, the mutual fund industry is seen promising and shows no signs of slowing down. And what we discovered is that the mutual fund categories which offer good investment prospects include multi asset funds, sectoral funds and diversified funds with higher allocation to large caps. Rishabh Goel, Managing Director, Tailwind Financial Services, …

Best Mutual Funds 2024: THESE large cap, mid cap, small cap schemes beat the benchmark index in past 1 year
4 weeks, 2 days ago

Best Mutual Funds 2024: THESE large cap, mid cap, small cap schemes beat the benchmark index in past 1 year

Live Mint  

If you are planning to invest in a mutual fund, then it is recommended to examine the past returns of that scheme vis-a-vis other schemes in the same category. Here we list out the schemes which have managed to beat the benchmark returns Large cap funds Large Cap schemes 1-year-return Aditya Birla Sun Life Frontline Equity Fund 24.48 Bandhan Large …

Stock market this week: Top 5 shares that made the biggest moves
1 month ago

Stock market this week: Top 5 shares that made the biggest moves

Live Mint  

Top News Sanjay Malhotra has been appointed as the new Governor of the Reserve Bank of India, taking on one of the most significant roles in the country’s financial and economic ecosystem. India’s foreign exchange reserves saw a healthy rise of USD 1.51 billion, reaching a total of USD 658.091 billion as of the week ending November 29, 2024. Aditya …

India’s equity mutual fund inflows come off record highs in November
Trending News
1 month ago

India’s equity mutual fund inflows come off record highs in November

Live Mint  

By Bharath Rajeswaran Dec 10 - Inflows into India's equity mutual funds declined 14.2% in November, after hitting a record high in the previous month, but offset hefty foreign outflows as domestic investors continued their buying spree undeterred by a market correction. Inflows stood at 359.43 billion rupees during November, the 45th consecutive month of inflows, the longest on record, …

November blues for mutual funds as equity inflows down 14%: AMFI data
1 month ago

November blues for mutual funds as equity inflows down 14%: AMFI data

India Today  

Inflows into equity mutual funds saw a decline of 14% in November, falling to Rs 35,943.49 crore compared to Rs 41,886.69 crore in October. Hybrid mutual funds were similarly impacted, with inflows dropping 75.5% to Rs 4,123 crore in November from Rs 16,863 crore the previous month. Index funds recorded inflows of Rs 4,342.8 crore, a 45% reduction from Rs …

Equity fund inflows fall 14 per cent to Rs 35,943 crore in Nov; AUM tops Rs 68 trillion
1 month ago

Equity fund inflows fall 14 per cent to Rs 35,943 crore in Nov; AUM tops Rs 68 trillion

New Indian Express  

MUMBAI: Despite the muted market performance leading to a steep 14 per cent fall in fund flows into equity mutual funds, and a steeper 26 per cent slump in inflows to large-cap funds and the red-hot SIPs taking a break with inflows remaining flat in the month, the overall mutual funds industry added Rs 0.82 trillion to their AUM at …

Will 2025 belong to multi-cap, hybrid funds?
1 month, 1 week ago

Will 2025 belong to multi-cap, hybrid funds?

Live Mint  

Multi-cap and hybrid funds seem to be catching investors’ fancy amid rising market volatility. The reason: In uncertain times, multi-cap and hybrid funds offer stability through diversification, unlike factor and thematic funds, which promise higher returns but are more vulnerable to market fluctuations, according to fund managers. Quest for stability Market participants believe multi-cap and hybrid funds are the best …

Indian real estate attracts ₹75,500 cr investment from AIFs; highest among all sectors: Anarock
1 month, 1 week ago

Indian real estate attracts ₹75,500 cr investment from AIFs; highest among all sectors: Anarock

Live Mint  

New Delhi, Dec 2 Investment in Indian real estate by Alternative Investment Funds has touched nearly ₹75,500 crore in more than a decade, the highest among all sectors with a 17 per cent share in the total inflow through this route, according to Anarock. "Latest SEBI data compiled by Anarock indicates that out of a total of ₹4,49,384 crore AIF …

Best Mutual Funds: These balanced advantage funds managed to beat the benchmark index in the past 5 years
1 month, 2 weeks ago

Best Mutual Funds: These balanced advantage funds managed to beat the benchmark index in the past 5 years

Live Mint  

Prior to investing in a mutual fund scheme, it is worthwhile to examine the paste returns of that scheme in relation to other schemes in the same category. Five-year-returns of schemes which beat the benchmark Schemes Return AUM Baroda BNP Paribas Balanced Advantage Fund 16.23 4,190.17 Edelweiss Balanced Advantage Fund 14.89 12,377.51 HDFC Balanced Advantage Fund 20.05 95,546.42 Kotak Balanced …

15 NFOs lined up while the market is on a downswing. Should you invest now?
1 month, 2 weeks ago

15 NFOs lined up while the market is on a downswing. Should you invest now?

Live Mint  

With the stock market undergoing a correction mode with 10 percent fall behind it, investors are not radiating too much enthusiasm about the valuation of stocks and mutual funds. Among these new fund offers, there is one healthcare fund, a realty index fund, an auto index fund, one IT sector fund and one transportation fund. Some of the new themes …

Mutual funds: Amid market correction, experts upbeat about these sectors and themes
1 month, 2 weeks ago

Mutual funds: Amid market correction, experts upbeat about these sectors and themes

Live Mint  

Benchmark indices have undergone a correction of nearly 10 per cent in the past couple of months, leaving investors jittery and anxious. Let us hear what they all have to say Sectors still attractive Jiral Mehta of FundsIndia recommends investing in banking and financial services, while Hemant Shah of Seven Islands PMS is hopeful of infrastructure and niche pharma. Supported …

Best mutual funds: These are the best sectoral schemes which gave over 25% annualised return in the past five years
1 month, 3 weeks ago

Best mutual funds: These are the best sectoral schemes which gave over 25% annualised return in the past five years

Live Mint  

If you are planning to invest in a mutual fund scheme and are currently on the lookout for a good scheme to invest, be mindful of the fact that there are multiple categories to choose from. Sectoral/thematic funds 5-year-return AUM Aditya Birla Sun Life Digital India Fund 28.02 5,253.63 Bandhan Infrastructure Fund 29.07 1,694.79 DSP Healthcare Fund 30.91 3,204.42 DSP …

80% of equity mutual funds outperform respective benchmarks in October 2024, PL Wealth study finds
1 month, 3 weeks ago

80% of equity mutual funds outperform respective benchmarks in October 2024, PL Wealth study finds

Live Mint  

In October 2024, 80% of equities mutual funds beat their respective benchmarks, following a recent performance review by PL Wealth Management. The assets under management of stock mutual funds fell by 4.03% sequentially, from INR 26,43,291 crore in September 2024 to INR 25,36,803 crore in October 2024, excluding Sectoral/Thematic Funds. The study, which is based on 240 open-ended equity diversified …

Top 5 equity mutual funds that delivered up to 55 per cent returns amid market turmoil | Check here
1 month, 3 weeks ago

Top 5 equity mutual funds that delivered up to 55 per cent returns amid market turmoil | Check here

India TV News  

Mutual Funds: The stock market has been witnessing a continuous decline since September 27, the day it reached its all-time high. Let's look at the top 5 equity mutual fund schemes that have provided the highest returns over the past year, with three of them belonging to Motilal Oswal. Motilal Oswal Midcap Fund Leading the list, this fund provided a …

Weekend Wrap: From Swiggy to Zomato, top market movers and news of week
1 month, 4 weeks ago

Weekend Wrap: From Swiggy to Zomato, top market movers and news of week

Live Mint  

Top News The Securities and Exchange Board of India, in its recent circular, has introduced an abridged Common Application Form for certain Foreign Portfolio Investors. Franklin AMC has launched new fund offers In the mutual fund space, Franklin Templeton Asset Management Company has launched a New Fund Offer for the Franklin India Arbitrage Fund. These developments across regulatory reforms, capital …

Best Mutual Funds: 10 flexi cap schemes gave over 15% annualised return in the past 3 years. Do you own any?
1 month, 4 weeks ago

Best Mutual Funds: 10 flexi cap schemes gave over 15% annualised return in the past 3 years. Do you own any?

Live Mint  

Before investing in a mutual fund scheme, it is common among investors to examine the past returns. There are around 10 flexi cap mutual funds which gave over 15 percent annualised return in the past three years. Flexi cap funds 3-year-return AUM Bank of India Flexi Cap Fund 19.31 1,897 Edelweiss Flexi Cap Fund 15.60 2,336 Franklin India Flexi Cap …

SIP Emerges as a Safe Investment Amidst Market Fluctuations | Paisa Live
Trending News
2 months ago

SIP Emerges as a Safe Investment Amidst Market Fluctuations | Paisa Live

ABP News  

Amid fluctuations in the stock market, investments in Systematic Investment Plans are witnessing a rapid surge. For the first time in October, the monthly mutual fund SIP investments crossed the ₹25,000 crore mark. According to reports, the total amount of SIPs in October reached ₹25,323 crore, marking a significant milestone in the Indian mutual fund industry. SIPs allow investors to …

Equity fund inflows surge 21% to ₹41,887 crore in October; SIPs reach record high
2 months ago

Equity fund inflows surge 21% to ₹41,887 crore in October; SIPs reach record high

Live Mint  

On November 11, equity mutual fund inflows saw a notable jump of 21.69 percent month-on-month, reaching ₹41,887 crore in October, according to the latest data from the Association of Mutual Funds in India. In October, hybrid mutual funds saw a significant surge in inflows, attracting ₹16,863.3 crore, compared to ₹4,901 crore in September. Corporate bond mutual funds saw steady inflow …

Weekend Wrap: From Page Industries to M&M, top market movers and news of week
2 months ago

Weekend Wrap: From Page Industries to M&M, top market movers and news of week

Live Mint  

Top News In a recent regulatory update, the Securities and Exchange Board of India introduced new measures to enhance transparency in the mutual fund industry. Beginning December 5, 2024, fund houses are required to distinctly disclose expenses and returns for both direct and regular mutual fund plans, providing investors with clearer information for decision-making. In mutual fund developments, Shriram AMC …

Best Mutual Funds: These 7 large cap schemes gave over 35% return in the past 1 year. Check full list here
2 months ago

Best Mutual Funds: These 7 large cap schemes gave over 35% return in the past 1 year. Check full list here

Live Mint  

It is common among investors to examine the past returns of a scheme before deciding to invest. Large cap funds Large cap mutual funds refer to the schemes which invest a minimum of 80 percent of their assets in large cap stocks. As we can see in the table below, seven large cap funds have delivered as high as 35 …

SBI Mutual Fund average AUM surges to record ₹11 lakh crore in Q2, surpassing competitors ICICI and HDFC
2 months, 1 week ago

SBI Mutual Fund average AUM surges to record ₹11 lakh crore in Q2, surpassing competitors ICICI and HDFC

Live Mint  

SBI Mutual Fund, the country’s largest asset management company, has achieved a record average asset under management of ₹10.99 lakh crore in the September quarter, according to data from the Association of Mutual Funds in India. Notably, in June 2024, SBI Mutual Fund became the first mutual fund house to surpass the ₹10 lakh crore mark in AAUM. Significant growth …

Delhi Businessman's Journey into Mutual Funds: From SIP to Portfolio Growth
2 months, 2 weeks ago

Delhi Businessman's Journey into Mutual Funds: From SIP to Portfolio Growth

Live Mint  

A Delhi-based businessman, Arvinder Singh, in his 50s, went gung-ho on mutual funds in 2018 and has since maintained a compounded annual growth rate (CAGR) of 18% in his mutual fund portfolio. Singh started investing in equity via mutual funds in 2018 and has not looked back since. He has already realized a major financial goal in 2022 when he …

Top-performing Dynamic Asset Allocation Funds: Outperformed the Market in the Past 3 Years
2 months, 2 weeks ago

Top-performing Dynamic Asset Allocation Funds: Outperformed the Market in the Past 3 Years

Live Mint  

Top-performing dynamic asset allocation funds delivered significant returns in the past three years, with HDFC Balanced Advantage Fund emerging as the top performer with a return of 20.67%. Other notable funds include Bank of India Balanced Advantage Fund and SBI Balanced Advantage Fund, each offering returns of 14.11% and 13.04% respectively.

What steady mutual fund inflows mean for Indian market—Is the bull run here to stay?
4 months ago

What steady mutual fund inflows mean for Indian market—Is the bull run here to stay?

Live Mint  

In August, assets under management for equity schemes hit ₹ 30 trillion, driven by strong inflows and a market rally. Mutual funds have become the preferred investment choice for Indian retail investors in recent years, offering a way to tap into the growth of the country’s financial markets. With more investors opting to diversify away from traditional bank deposits in …

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