Avoid mutual fund mistakes by following these steps
6 years, 8 months ago

Avoid mutual fund mistakes by following these steps

Live Mint  

Mumbai: Gurugram-based Harini Gopalakrishnan, 28, who works as a consultant for an audit firm, started investing in mutual funds through systematic investment plan in 2017. Also, here are some takeaways for those planning to start investing in mutual funds: Educate yourself After the mutual fund reclassification by the Securities and Exchange Board of India, there are broadly over 30 mutual fund schemes in equity and debt fund. “As a new investor, you should be aware of large-cap equity funds, diversified funds, equity-oriented hybrid funds, short-term debt funds and liquid funds,” said Srikanth Meenakshi, co-founder and chief operating officer, FundsIndia.com. If you don’t understand mutual funds, seek professional help.

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Wealth Creation: Investing ₹1 lakh in this mutual fund at its launch in 2007 would have grown to ₹11 lakh; check how
6 days, 11 hours ago

Wealth Creation: Investing ₹1 lakh in this mutual fund at its launch in 2007 would have grown to ₹11 lakh; check how

Live Mint  

One of the key investing mantras to ensure wealth creation is to stay invested in stocks and mutual funds over a long period of time. Interestingly, famous scientist Albert Einstein referred to compounding as the “eighth wonder of the world.” We demonstrate the power of compounding by handpicking one mutual fund scheme and observing its growth since inception: Invesco India …

The state where Ponzi schemes thrive, but mutual funds barely exist
1 week ago

The state where Ponzi schemes thrive, but mutual funds barely exist

Live Mint  

India’s Mutual Funds Sahi Hai campaign was meant to revolutionize investing. Read this | India's stock market rally looks like a self-sustaining Ponzi scheme Manipur has the lowest mutual fund penetration in India. View Full Image A shrinking pool of mutual fund distributors Toijam Meitei, among the few mutual fund distributors in Manipur, says most locals prefer chit funds, real …

Mutual fund inflows at 10-month low: Here are 3 alternate investment options
1 week, 1 day ago

Mutual fund inflows at 10-month low: Here are 3 alternate investment options

India Today  

Equity mutual fund inflows dropped 26% in February, falling to Rs 29,303 crore from Rs 39,687 crore in January, according to the Association of Mutual Funds in India. Despite the decline, sectoral and thematic funds attracted Rs 5,711 crore, making them the top choice among 11 equity mutual fund categories, followed by flexi-cap funds, which saw Rs 5,104 crore in …

Mutual fund calculator: How to accumulate ₹41 crore with a monthly Systematic Investment Plan (SIP) of ₹15000
Trending News
1 week, 6 days ago

Mutual fund calculator: How to accumulate ₹41 crore with a monthly Systematic Investment Plan (SIP) of ₹15000

Live Mint  

Mutual fund calculator: The market's ups and downs can feel like a rollercoaster, but seasoned investors know that true wealth is built through patience and consistency. Mutual fund SIP calculator Suppose an investor starts a monthly SIP with ₹15,000 at 25, assuming a 15 per cent annual return on his money in the next 35 years. SIP calculator "Equity mutual …

5 costly mutual fund mistakes to avoid during market corrections
3 weeks, 1 day ago

5 costly mutual fund mistakes to avoid during market corrections

Live Mint  

The mutual fund industry is rapidly growing due to digital inclusion. Now, it has been witnessed that market corrections have resulted in redemptions in equity mutual funds and a drop in bullish sentiment. Market corrections hence have a tendency to highlight these mistakes, where mutual fund investors follow the herd and make mistakes such as booking profits when the panic …

Mutual fund body AMFI launches THESE initiatives to attract market investors: What are they?
1 month ago

Mutual fund body AMFI launches THESE initiatives to attract market investors: What are they?

Live Mint  

New Delhi, Feb 22 Industry body Amfi has launched three initiatives -- SIP for smaller investments, Tarun Yojana to encourage young investors, and MITRA to help track and recover forgotten investments. These initiatives align with markets regulator Sebi and Association of Mutual Funds in India's ongoing efforts to democratise mutual fund investments, ensuring wider participation across diverse segments of society. …

AMFI launches three initiatives to boost Mutual Fund accessibility, financial literacy, investment recovery
1 month ago

AMFI launches three initiatives to boost Mutual Fund accessibility, financial literacy, investment recovery

The Hindu  

Industry body Association of Mutual Funds in India has launched three initiatives — SIP for smaller investments, Tarun Yojana to encourage young investors and MITRA to help track and recover forgotten investments. These initiatives align with markets regulator Securities and Exchange Board of India and AMFI's ongoing efforts to democratise mutual fund investments, ensuring wider participation across diverse segments of …

Sachet SIPs: Can ₹250 a month create an investment boom in India?
1 month, 2 weeks ago

Sachet SIPs: Can ₹250 a month create an investment boom in India?

Live Mint  

The Securities and Exchange Board of India has proposed an ambitious initiative to drive financial inclusion: Small-ticket systematic investment plans with a minimum monthly investment of ₹250. In Brazil, the mutual fund market has developed inclusive products with small entry thresholds, offering tax incentives to attract low-income investors into formal financial systems. India's proposed ₹250 SIP provides a balanced approach …

The dark side of mutual fund fees—What’s really eating into your returns
1 month, 2 weeks ago

The dark side of mutual fund fees—What’s really eating into your returns

Live Mint  

For the majority of us, the promise of consistent profits and long-term financial progress motivates us to invest in mutual funds. How fees impact your returns Many investors do not know that charges assessed by mutual funds may consume appreciably into their total net returns. The hidden costs: Expense ratios and beyond There are additional hidden fees to take into …

Sebi proposes sachetization of mutual funds to boost financial inclusion
2 months ago

Sebi proposes sachetization of mutual funds to boost financial inclusion

Live Mint  

The Securities and Exchange Board of India has unveiled a proposal for promoting financial inclusion through the "sachetisation" of mutual fund investments. The initiative proposes offering small-ticket investments, starting at just ₹250, to encourage low-income groups to begin their investment journey in mutual funds. To encourage financial distributors and platforms to participate in this financial inclusion effort, they will be …

Stock market this week: Top 5 stocks with the biggest gains and losses
2 months, 3 weeks 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 …

Mutual Fund Outlook 2025: Which funds and sectors appear attractive in the coming year?
3 months 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?
3 months 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 SIP calculator: How to accumulate ₹5 crore with a monthly Systematic Investment Plan of ₹5000
4 months ago

Mutual fund SIP calculator: How to accumulate ₹5 crore with a monthly Systematic Investment Plan of ₹5000

Live Mint  

A systematic investment plan provided by mutual funds enables investors to contribute consistently and systematically to their financial objectives. In this article, we will explain how to accumulate ₹5 crore by investing ₹5,000 monthly through a Systematic Investment Plan, using a mutual fund calculator to help you understand the process better. Courtesy Groww mutual fund SIP calculator Mutual Fund SIP …

Mutual fund SIP calculator: How to accumulate ₹5 crore with a monthly Systematic Investment Plan of ₹5000
4 months ago

Mutual fund SIP calculator: How to accumulate ₹5 crore with a monthly Systematic Investment Plan of ₹5000

Live Mint  

A systematic investment plan provided by mutual funds enables investors to contribute consistently and systematically to their financial objectives. In this article, we will explain how to accumulate ₹5 crore by investing ₹5,000 monthly through a Systematic Investment Plan, using a mutual fund calculator to help you understand the process better. Courtesy Groww mutual fund SIP calculator Mutual Fund SIP …

How to become rich: Your ₹5000 monthly SIP can help you grow ₹5.22 crore. Mutual fund calculator explains
11 months, 1 week ago

How to become rich: Your ₹5000 monthly SIP can help you grow ₹5.22 crore. Mutual fund calculator explains

Live Mint  

How to become rich: To become a crorepati and attain wealth through Mutual Fund Systematic Investment Plans, one should start by setting clear financial goals and choosing SIPs aligned with your risk tolerance and investment horizon. How to become rich through Mutual Fund SIP investments Regarding the strategy to amass wealth and become rich through SIP investments, Pankaj Mathpal, MD …

The Hindu Lit Fest 2024 | ‘Mutual funds give access to equity, debt and gold through one route,’ says Monika Halan
1 year, 2 months ago

The Hindu Lit Fest 2024 | ‘Mutual funds give access to equity, debt and gold through one route,’ says Monika Halan

The Hindu  

Mutual funds have grown hugely popular in India in recent times, with the size of assets under the management of mutual funds crossing the ₹50 lakh crore mark at the end of 2023. Monika Halan, author of Let’s Talk Mutual Funds, talks to The Hindu about why mutual funds should be part of the Indian investor’s portfolio, the risks involved …

SEBI working with mutual funds to make ₹250 SIP bets viable: Madhabi Puri Buch
1 year, 3 months ago

SEBI working with mutual funds to make ₹250 SIP bets viable: Madhabi Puri Buch

Live Mint  

Securities and Exchange Board of India chairperson Madhabi Puri Buch has said that the capital markets regulator wishes to sachetise mutual fund investments going forward. Speaking at an event hosted by Business Today, Buch said the mutual fund industry feels investments of ₹500 per month in a systematic investment plan are viable, but ₹250 are not and the focus will …

How much mutual fund SIP should you make to accumulate ₹3 Cr in 20 years?
2 years, 2 months ago

How much mutual fund SIP should you make to accumulate ₹3 Cr in 20 years?

Live Mint  

Mutual funds, one of the best and most used forms of long-term investment, have consistently proven superior performance in terms of returns. However, to build wealth over a long period of 20 or more years, conservative investors should consider investing in Equity large-cap Fund or Equity index funds. “For an individual with a conservative risk profile who plans to accumulate …

Sebi advises MFs to stop investing in int’l stocks
3 years, 1 month ago

Sebi advises MFs to stop investing in int’l stocks

Live Mint  

The Securities and Exchange Board of India has advised mutual funds investing in overseas securities to stop further investments in foreign stocks to avoid breach of industry-wide overseas limits, two industry executives independently confirmed to Mint on the condition of anonymity. Mutual funds can make overseas investments up to $1 billion per mutual fund, with the overall industry limit of …

How to build a ₹5 Crore corpus in Mutual Funds explained by ETMONEY
3 years, 3 months ago

How to build a ₹5 Crore corpus in Mutual Funds explained by ETMONEY

Deccan Chronicle  

Accumulating an impressive amount within a certain time frame is indeed a task but is highly achievable if certain steps are followed. One of the best ways to reach for your goals is to set aside a portion of your savings at periodic intervals by investing in Systematic Investment Plan of Mutual Funds which can help you grow your investments …

Three tips for the first-time equity investor
3 years, 7 months ago

Three tips for the first-time equity investor

Live Mint  

There is euphoria among investors with respect to the equity markets. Even NFOs of equity mutual funds are witnessing record flows; it was ₹22,583 crore in July. It is evident that a large number of investors are entering equity markets now, probably influenced by peers or social media Direct equity investing is not for the faint-hearted: The performance lag of …

Mutual Funds Investment: Pro Tips For Good Returns, How To Ensure You Don't Lose Money
3 years, 8 months ago

Mutual Funds Investment: Pro Tips For Good Returns, How To Ensure You Don't Lose Money

ABP News  

Mutual Funds Investment: People know that mutual fund investments are made with a long-term plan of 5 to 10 years with moderate risk and are capable of providing returns up to 15%. Mutual funds are a great investment option but most people aren't able to make the most of it. Features and Types The fund manager earns a profit by …

Mutual funds selling spree continues; withdraw 16,306 cr from equities in February on profit booking
4 years ago

Mutual funds selling spree continues; withdraw 16,306 cr from equities in February on profit booking

The Hindu  

Mutual funds pulled out ₹16,306 crore from equities in February, making it the ninth consecutive monthly outflow as small investors booked profit amid a rally in stock markets. Gopal Kavalireddi, head of research at FYERS, said this trend of redemptions could continue till the time stock market rally slows down and consolidates, giving investors the opportunity to deploy their profits …

Mutual fund redemption pressure continued in August
4 years, 6 months ago

Mutual fund redemption pressure continued in August

Deccan Chronicle  

Mumbai: Retail investors in mutual funds continued to book profits in equity-linked funds in August just as they did in July. Equity mutual funds saw almost daily redemptions in August barring a few days of net buying as per monthly data now available with the Securities and Exchange Board of India. As per data released by custodians to Sebi, August …

Mutual fund investors keep faith in SIPs despite market volatility
4 years, 10 months ago

Mutual fund investors keep faith in SIPs despite market volatility

Live Mint  

Inflows into equity mutual funds dropped to a four-month low of ₹6,108 crore in April amid uncertainty triggered by the COVID-19 crisis, Press Trust of India reported. Overall, the mutual fund industry witnessed a net inflow of ₹45,999 crore across all segments last month, data by the Association of Mutual Funds in India showed on Friday. The assets under management …

Investors rush to exit risk funds
4 years, 10 months ago

Investors rush to exit risk funds

Live Mint  

Investors in credit risk funds ran for exits, redeeming units worth ₹19,238.98 crore in April, after six of Franklin Templeton India’s funds in the category collapsed. Graphic: Sarvesh Kumar Sharma/Mint Debt funds, which saw an outflow of ₹1.94 trillion in March, received overall inflows of ₹43,431.55 crore, primarily into liquid schemes, corporate bond funds, banking and PSU funds, overnight funds …

Mutual Funds garner over Rs 1 lakh cr in FY20 with big bets on SIPs; retail investors add more AUMs, folios
4 years, 11 months ago

Mutual Funds garner over Rs 1 lakh cr in FY20 with big bets on SIPs; retail investors add more AUMs, folios

Firstpost  

Systematic investment plan or SIP has been the preferred route for retail investors to invest in mutual funds as it helps them reduce market timing risk. New Delhi: Investors are preferring SIP option for investing in mutual funds, as the industry garnered over Rs 1 lakh crore through this route in 2019-20, up 8 percent from the preceding fiscal, even …

MFs garner over Rs 1 lakh cr in FY20 with big bets on SIPs amid broader market witnessed extreme volatility
4 years, 11 months ago

MFs garner over Rs 1 lakh cr in FY20 with big bets on SIPs amid broader market witnessed extreme volatility

Firstpost  

Investors are preferring SIP option for investing in mutual funds, as the industry garnered over Rs 1 lakh crore through this route in 2019-20, up 8 percent from the preceding fiscal, even as the broader market witnessed extreme volatility amid concerns over the impact of coronavirus pandemic New Delhi: Investors are preferring SIP option for investing in mutual funds, as …

Increase your SIPs as income grows
5 years, 1 month ago

Increase your SIPs as income grows

Live Mint  

I am 30 years old, married and expecting a child. I invest ₹4,000 each in Mirae Asset Emerging Blue Chip, SBI Bluechip and ABSL Focused Equity; ₹2,000 each in Frontline Equity, ABSL Tax Relief 96 and HDFC Hybrid Equity; and ₹1,000 each in DSP Tax Saver and Axis LT Equity. My goals are buying a car in five years, buying …

Mutual funds add over ₹ 4 lakh cr to asset base in 2019, expects momentum to continue in new year
5 years, 2 months ago

Mutual funds add over ₹ 4 lakh cr to asset base in 2019, expects momentum to continue in new year

India TV News  

Mutual funds have added a staggering over Rs 4 lakh crore to their asset base in 2019 and the industry expects the growth trajectory to continue in the new year on the back of strong inflows in debt schemes and measures taken by regulator Sebi for boosting investors' confidence. The asset under management of the industry rose by 18 per …

Mutual fund investment via SIP rises 3.2% to ₹8,246 crore in October
5 years, 4 months ago

Mutual fund investment via SIP rises 3.2% to ₹8,246 crore in October

Live Mint  

The mutual fund industry garnered ₹8,246 crore through systematic investment plans in October, a rise of 3.2% as compared with the year-ago period, amid rally in the stock market following a series of reform measures taken by the government. With this, the total SIP contribution in the first seven months of the current financial year rose to ₹57,607 crore as …

Sebi issues new guidelines for Mutual Funds; asks to adopt waterfall approach for money mkt, debt securities
5 years, 5 months ago

Sebi issues new guidelines for Mutual Funds; asks to adopt waterfall approach for money mkt, debt securities

India TV News  

In order to bring uniformity and consistency in valuation, market regulator Sebi has asked mutual fund houses to follow "waterfall" approach for the valuation of money market and debt securities. In a circular issued on Tuesday, Securities and Exchange Board of India said, "for arriving at security-level pricing, a waterfall approach shall be followed for the valuation of money market …

What India’s top three mutual funds bought and sold last month
5 years, 6 months ago

What India’s top three mutual funds bought and sold last month

Live Mint  

Inflows into Indian equity mutual funds rose for the fourth straight month in August even as the nation’s stocks suffered their worst three-month period since 2016. Here’s what the top three asset managers bought and sold last month: HDFC Mutual Fund India’s top money manager held about $20 billion in equities, with financials accounting for 32% of stock assets followed …

What India’s biggest mutual funds bought and sold in July
5 years, 7 months ago

What India’s biggest mutual funds bought and sold in July

Live Mint  

Investors in Indian equity mutual funds bought more last month, unfazed by the selloff that saw the nation’s $1.9 trillion market log its worst July in 17 years. Here’s what the top three asset managers bought and sold last month: HDFC Mutual Fund India’s top money manager held about $21 billion in equities, with financials accounting for 32% of stock …

Stubborn mutual fund SIP flows take markets into uncharted territory
6 years, 1 month ago

Stubborn mutual fund SIP flows take markets into uncharted territory

Live Mint  

Historically, flows into equity mutual funds have followed a predictable pattern. Whenever the markets are doing well, mutual fun inflows pick up and whenever one-year returns fall into negative territory, flows dry up and even turn negative. However, net inflows into equity mutual funds remained fairly strong at ₹6,606 crore and ₹6,158 crore in the past two months. Mutual fund …

Mutual Funds add Rs 1.24 lakh cr to asset base in 2018 on SIP flows, strong retail participation
6 years, 2 months ago

Mutual Funds add Rs 1.24 lakh cr to asset base in 2018 on SIP flows, strong retail participation

Firstpost  

The asset under management of the industry grew by 5.54 percent or Rs 1.24 lakh crore to Rs 23.61 lakh crore at the end of December 2018, up from Rs 22.37 lakh crore at the end of December 2017, latest data available with the Association of Mutual Funds in India showed. New Delhi: Mutual funds have added a staggering Rs …

Mutual funds add Rs 3 lakh-cr to assets base in 2018, eyes more traction in new year
6 years, 2 months ago

Mutual funds add Rs 3 lakh-cr to assets base in 2018, eyes more traction in new year

Firstpost  

New Delhi: Mutual funds have added a whopping Rs 3 lakh crore to their asset base in 2018 and the uptrend may continue in the new year, helped by a consistent rise in the SIP flows and strong participation of retail investors despite volatile markets. “Keep in mind the quarter-end trends and the advance tax pay-out, we expect the industry …

Mutual Funds SIP flow climbs 42% to Rs7,985 crore in October
6 years, 4 months ago

Mutual Funds SIP flow climbs 42% to Rs7,985 crore in October

Live Mint  

New Delhi: Retail investors have continued to remain buoyant with SIP flows in mutual funds reaching to Rs7,985 crore in October, a surge of 42% from the year-ago level, despite stock market volatility on the back of rupee depreciation and rising crude oil prices. With this, total funds garnered through SIPs have reached to Rs52,472 crore in the current fiscal …

Small- and mid-cap mutual funds open doors again, but should you invest?
6 years, 6 months ago

Small- and mid-cap mutual funds open doors again, but should you invest?

Live Mint  

The doors are opening up and you may walk if you wish. On Monday, L&T Emerging Businesses Fund, a small-cap mutual fund, started to allow investors to invest lump sum as well as through systematic investment plans with no limits. Taking advantage of a continued correction in small- and mid-cap stocks, mutual fund houses are increasingly looking to invest in …

Long-term mutual fund investors must review portfolio every year
6 years, 8 months ago

Long-term mutual fund investors must review portfolio every year

Live Mint  

I am 30 years old and I invest ₹ 2,500 each in SIPs of Canara Robeco Emerging Equities fund, L&T Emerging Businesses Fund Growth, Reliance Small Cap Fund Growth Plan and IDFC Focused Equity Fund Regular Plan Growth for my retirement. Aditya Birla Sunlife Frontline Equity fund, Franklin India Equity fund, HDFC Mid-cap Opportunities Fund, and ICICI Prudential Short Term …

Sebi’s mutual fund reclassification: What are the changes?
6 years, 9 months ago

Sebi’s mutual fund reclassification: What are the changes?

Live Mint  

Mumbai: Are you wondering why you are getting name change and category change emails from your fund house? “Funds that have seen changes can be classified into three levels — funds that simply changed the name; funds that have changed the category; and funds that have wound up and merged with another fund,” said Srikanth Meenakshi, founder and chief executive …

Regulation 3.0—Indian Mutual Funds
7 years, 5 months ago

Regulation 3.0—Indian Mutual Funds

Live Mint  

The Securities and Exchange Board of India’s circular on mutual fund schemes’ categorization and rationalization was released on 6 October 2017. Two, over the years, clutter has built up in the mutual fund industry with too many similar schemes even within a fund house. When investors would compare returns across the balanced fund category, the funds with equity higher than …

Investors pump in Rs 1+ lakh crore in mutual fund schemes in April, highest in 3 yrs
10 years, 10 months ago

Investors pump in Rs 1+ lakh crore in mutual fund schemes in April, highest in 3 yrs

India TV News  

New Delhi: Investors pumped in more than Rs 1.12 lakh crore in various mutual fund schemes in April, making it the highest amount in three years. The funds mobilisation in April came after a net outflow of Rs 1.09 lakh crore in the preceding month.According to industry experts, it is expected to increase further in the coming months.Capital markets regulator …

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