DEBT FUND
What does mutual fund industry want from Union Budget 2024-25?
The mutual fund industry presents its wishlist for Union Budget 2024-25, including proposals for tax parity, infrastructure investment, and capital gains taxation. Experts weigh in on potential impacts and benefits for investors.
Best aggressive hybrid mutual funds to invest in July 2024
Aggressive hybrid funds are one of the popular hybrid mutual fund categories. These schemes are mandated to invest in a mix of equity (or stocks) and debt. As per Sebi norms, these schemes must invest 65-80% in stocks, and 20-35% in debt. This mixed portfolio helps to deal with the market volatility better.
AMFI seeks tax parity for debt funds, fund of funds
The Association of Mutual Funds in India has proposed tax changes for debt-oriented mutual funds and fund of funds in the Union Budget. They recommend a 10% tax rate without indexation, introduction of a debt-linked savings scheme, and a revision of the definition of equity-oriented funds.
Best focused mutual funds to invest in July 2024
According to Sebi norms, focused equity mutual fund schemes must invest in a portfolio of maximum 30 stocks. These schemes have no other restrictions when it comes to investing- like flexi cap schemes they can invest in any market capitalisations and sectors. If that investment strategy appeals to you, you can get to know more about focused equity schemes.
Contribution of equity MTM gains in increase of mutual fund assets in June
The industry assets were at an all-time high of Rs 61.16 lakh crore in June mainly because of mark-to-market (MTM) gains and net inflows in equity. The folio count also has crossed a new threshold of 19 crore, according to a monthly note by AMFI.
Small cap mutual funds deliver highest return in 5 and 10 years. What should investors do?
Small cap funds have shown impressive returns over the last five and ten years, with potential for high volatility. Investment experts recommend caution and a long-term horizon for aggressive investors. Learn more about the risk and reward profile of small cap schemes.
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Record Rs 40,000 crore flows into equity MFs in June
The Indian mutual fund industry witnessed a surge in equity fund inflows in June, reaching a record ₹40,608 crore. SIP investments continued to grow steadily, while debt funds faced outflows. Total industry assets under management hit a new high of ₹61.33 lakh crore.
Equity MF inflows cross Rs 40,000 crore mark in June, debt outflows above Rs 1 lakh crore
The sectoral/thematic funds saw a surge of 16% in the inflows and stood at Rs 22,351. Debt mutual funds saw an out of Rs 1.07 lakh crore in June against an inflow of Rs 42,294 crore in May
Staggered bets in multi-asset MFs look apt amid bullish sentiment
Experts advocate cautious investment in multi-asset schemes like ICICI Pru Multi Asset and Kotak Multi Asset Allocator, especially in uncertain markets with rising gold prices and unexpected shifts, for diversified long-term gains.
How is an active fund manager different from a passive one?
A fund manager is a part of the investment team at a fund house and one of the most important persons responsible for building the portfolio, monitoring it, generating returns and ensuring it runs in line with the objectives and mandate of the fund.
Best corporate bond mutual funds to invest in June 2024
There are no changes in the recommendation list this month. If you are investing in these schemes, you can relax and continue with your investments. Follow our monthly updates regularly.
Best banking & PSU mutual funds to invest in June 2024
Mutual fund advisors say banking & PSU debt schemes are ‘relatively’ safe because these schemes invest only in bonds and papers of banks and public sector companies. Since most of these entities are government-backed, they don’t have the credit risk.
Best aggressive hybrid mutual funds to invest in June 2024
If you are bothered about the uncertainties and volatility in the market, you can consider investing in aggressive hybrid mutual funds. Mutual fund advisors typically recommend aggressive hybrid fund schemes to ‘conservative’ equity investors to create wealth to achieve their long-term financial goals.
SBI hikes FD interest rates. What should debt mutual fund investors do?
SBI have increased FD interest rates, offering guaranteed returns. Investors should consider their goals and risk tolerance before switching from debt mutual funds to FDs.
MF investors keep faith in equity, invest Rs 34k cr in May
Mutual fund investors committed record funds to equities in May, looking beyond event risk posed by the election outcome. New fund offers (NFO) of sectoral funds drew ₹34,697 crore to the category, with SIPs rising to ₹20,904 crore, and debt funds seeing inflows of ₹42,295 crore.
Equity MF inflows surge 83% to Rs 34,697 crore in May; debt flows plunge 78%
In May, equity mutual funds experienced a notable 83% increase in inflows to Rs 34,697 crore from April's Rs 18,917 crore. Sectoral/thematic funds saw a remarkable 272% surge, reaching Rs 19,213.43 crore from Rs 5,166.05 crore in April. Flexi cap funds followed with Rs 3,155.07 crore in May, up from Rs 2,172.93 crore in April.
If not equity, corp FDs offer 1-1.5% over debt MFs and banks
Corporate deposits with higher credit ratings are recommended for investors looking to reduce exposure to equities. Top finance companies like Bajaj Finance and Shriram Finance offer higher returns than bank deposits and debt mutual funds, providing a safer investment option, according to wealth advisors.
SIP, STP or lumpsum? How to invest as Dalal Street recovers from election shocker
Post-election market recovery raises concerns for mutual fund investors on choosing between lumpsum or SIP/STP investments for better returns. Bankbazaar.com CEO Adhil Shetty advises considering market conditions, risk appetite and financial goals for investment decisions in mutual funds.
Why is the process of asset allocation necessary in mutual funds?
It is difficult for any investor to predict when equity will go up or when it could correct. There could be many factors affecting it. So when equities go down, and all your money is in it, you will be hit hard. However, if some part of it is allocated to gold and debt, it will protect your portfolio.
Franklin Templeton Mutual Fund and Nippon India Mutual Fund file drafts for new funds
Franklin Templeton Mutual Fund and Nippon India Mutual Fund have filed draft documents with Sebi for three debt funds and two index funds.
Best dynamic bond funds to invest in May 2024
If you are confused about all the talk about interest rate pauses and likely cuts, you should consider investing in dynamic bond funds. Dynamic bond funds have the freedom to invest across securities and maturities depending on the outlook of the fund manager.
Best short duration mutual funds to invest in May 2024
There is no change in the list. All recommended schemes have performed well. Follow our monthly updates to keep track of the performance of your schemes.
Best medium to long duration funds to invest in May 2024
There are no changes in the list this month. All the schemes fared well. Please follow our monthly updates to keep track of your investments.
Best medium duration mutual funds to invest in May 2024
There are no changes in the recommendation list this month. If you are investing in these schemes, you can relax and continue with your investments. Follow our monthly updates regularly.
Best gilt mutual funds to invest in May 2024
Gilt funds are not recommended to regular debt investors because they are risky and volatile. Gilt funds suffer the most when the rates go up. The bond prices and yields move in opposite directions. When the rates go up, bond prices come down. This drags down the NAVs of schemes.
Debt mutual funds vs bank FDs: Where to invest for higher returns?
Debt mutual funds outperformed fixed deposits, emphasizing the importance of considering risk profile and investment goals. The strategy involves focusing on short-term funds and excluding target maturity funds.
Best banking & PSU mutual funds to invest in May 2024
Mutual fund advisors say banking & PSU debt schemes are ‘relatively’ safe because these schemes invest only in bonds and papers of banks and public sector companies. Since most of these entities are government-backed, they don’t have the credit risk.
Aggressive hybrid mutual funds deliver up to 55% return in one year. Should you invest now?
JM Aggressive Hybrid Fund, the topper in the category, delivered 55.48% return in the last one year. Bank of India Mid & Small Cap Equity & Debt Fund gave 47.28% return in the said period.
SBI hikes FD interest rates but still less than what these 313 debt mutual funds have offered
SBI raises fixed deposit rates by up to 75 basis points, effective May 15, yet falls short compared to over 300 debt mutual funds offering higher annualized returns of 6.47% to 11.60%.
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