GOLD MFS
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.
MFs cut weight on technology stocks by 170 bps in just 3 months. What are cues for investors?
In May, several MFs reduced tech stock weights by 0.1%-0.9%, with HSBC making the highest cut at 0.9%. HDFC MF, Mirae, and Franklin Templeton increased weights by up to 0.2%.
Union Mutual Fund files a draft document with Sebi for a multi-asset allocation fund
Union Multi Asset Allocation Fund, an open-ended scheme, aims for long-term capital appreciation through diversified investments in equity, debt, gold, silver, REITs & InvITs. Managed by Hardick Bora, Sanjay Bembalkar, and Anindya Sarkar, it follows a blend of top-down and bottom-up investment approaches.
Did you miss these wealth creators? Top 40 index funds give 50-100% returns in 1 year
Index funds gain popularity, with AUM rising 30% to Rs 9.6 lakh crore in a year. Over 40 funds yield 50-100% returns. Index funds offer low-cost and straightforward equity market exposure.
Silver ETFs beat smallcap, largecap MFs with 26% return in 2024 so far
Silver ETFs outperformed smallcap and largecap mutual funds in 2024, with a 26% return so far. Silver funds, dedicated to investing in silver, delivered an average return of 26.08% in 2024, with top performers including HDFC Silver ETF and UTI Silver ETF FoF.
Samco Special Opportunities Fund, and two Bajaj Finserv Mutual Fund NFOs open for subscription this week
Bajaj Finserv Multi Asset Allocation Fund and Samco Special Opportunities Fund NFOs open this week, focusing on diverse investments like equity, debt, Gold ETFs, and special situations for potential capital growth.
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Bajaj Finserv Mutual Fund launches Multi Asset Allocation Fund
The scheme will be benchmarked against 65% Nifty 50 TRI + 25% NIFTY Short Duration Debt Index + 10% Domestic Prices of Gold. Nimesh Chandan and Sorbh Gupta (equity investments), Nimesh Chandan and Siddharth Chaudhary (debt investments) and Vinay Bafna (commodities investments) will manage this fund.
MFs record net inflows for 38th month in a row, SIPs at new high
With corporates buying debt funds again at the start of the financial year, debt funds saw inflows of ₹1.90 lakh crore. Total average assets under management of the industry moved to a new high of ₹57.01 lakh crore, compared with ₹55 lakh crore in the previous month.
Equity MF inflows fall 16% in April; smallcap and debt schemes back in demand
In April, equity mutual funds witnessed a 16% decrease in inflows totaling Rs 18,917.09 crore. Sectoral/thematic funds had the highest inflow at Rs 5,166.05 crore, while large & mid cap funds also received substantial inflows.
ET MFQuery: Saving for marriage, yet want to invest Rs 8-10 lakh lumpsum in MFs? Here’s your guide
If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts.
Tata Mutual Fund changes fund manager for eight schemes
The fund house informed its unitholders that the fund manager of its index funds and ETFs will be changed.
Breadth of the market rally is narrowing. Where to invest?
Between April 2023 to January 2024, around 47% of the Nifty500 universe generated more than 50% returns & nearly 20% of the universe more than doubled their stock prices. Most of this action was witnessed in mid and smallcap categories.
MF Query: ‘I have Rs 7-8 lakh surplus funds but don’t want to invest in stock markets’
If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts.
Rahul Gandhi investment portfolio: Stocks, MFs and Sovereign Gold Bonds
Congress leader and Member of Parliament Rahul Gandhi on March 3 filed nomination for his re-election in the Lok Sabha elections from the Wayanad district. In his election affidavit, the former Congress president mentioned his asseets and investments. According to the affidavit, Rahul Gandhi has a net worth of Rs 20.4 crore. Of this, his movable assets have a value of Rs 9.24 crore, while the value of the immovable assets amount to Rs 11.15 crore.
How gold mutual funds have performed vis-a-vis gold?
Moreover, its one-year returns stand at an impressive 17.63%. But have gold mutual funds that track yellow metal prices performed with equal zeal? Here is what ETMarkets analysis found out.
Top 5 equity mutual funds that have outperformed benchmarks. Check details
New investors can invest with an amount of Rs 5000 and any amount thereafter while for existing investors, Rs 1,000 and any amount thereafter is allowed. For Systematic Investment Plan (SIP), the minimum amount is Rs 1,000 and in multiples of Re 1 thereafter.
Retail investors' faith in equities takes MFs' AUM past Rs 50 lakh crore
Retail investors continued to allocate to their equity mutual fund portfolios using systematic investment plans (SIPs) whose collections touched a new high of ₹17,610 crore, higher by ₹537 crore than the previous month's ₹17,073 crore.
How pure play equity and debt MFs reward investors more than hybrid funds? Shweta Rajani explains
Shweta Rajani says: “Today you have arbitrage options which are like debt for you to a certain extent and are taxed at 10%. So that can be managed very well but just getting your asset mix right and your market cap mix right which is relevant for your portfolio and your strategy cannot be done in a multi-asset or a hybrid fund. This is where I would suggest a pure play equity and debt rather than a multi-asset.”
Inside the record year for India’s $585 billion mutual funds industry
Money managed by Indian funds makes up about 16% of the size of the South Asian economy, with the proportion having doubled in the last 10 years, Amarjeet Singh, a whole-time member of the Securities and Exchange Board of India — the markets regulator — said at a conference in Mumbai last month.
Where to invest: Here are top 10 investment options to choose from
Top investment options: The investment options mentioned are a mix of fixed-income and financial market-linked products. Have a judicious mix of investments keeping risk, taxation and time horizon in mind.
Loans against MFs catch fancy with easy process & low rates
Though public and private sector banks offer this product, non-banking finance companies (NBFCs) have been more aggressive. The selling pitch for loans against mutual funds is that you do not have to liquidate your performing schemes for want of short-term funds.
3 factors that support EV growth in India; watch out for stocks in auto and OEM space: Anurag Jhanwar
Overall macroeconomic factors provide comfort as we are seeing a fall in inflation, a pause in interest rate cycles, an increase in foreign investment in the equity markets led by issues being faced globally.
Best way to invest in gold: Sovereign gold bond, gold fund or gold ETF
Besides jewellery and bullion gold investment now people have the opportunity to invest in paper gold with options like sovereign gold bond, gold fund and gold ETF. However, these options vary significantly when it comes to return, lock-in period, liquidity, taxation and ease of investments. So which is one is best suited for you. Read on.
Flows into equity mutual funds fall to a 6-month low in May
Investors in India withdrew INR3,240 crore ($475m) from equity mutual funds in May, half the prior month's total as they looked to cash in on the equities rally. Despite the slump in equity mutual funds, inflows to systematic investment plans hit an all-time high of INR14,749 crore, versus INR13,728 crore in April. Assets under management also rose to INR42.94 lakh crore. While small and midcap funds attracted flows, large-cap, flexi-cap and focused funds lost funds, along with ELSS schemes. Large-cap funds are struggling to beat the benchmark, leading investors to pursue passive funds.
Why multi asset mutual funds can be an attractive proposition for uncertain times
Investors facing challenging times due to global geopolitical developments and market uncertainty should consider investing in multi-asset strategies. Such strategies offer diversification and the potential to benefit from a combination of assets, including debt, gold, real estate and global funds, rather than a single asset class. This approach ensures a portfolio is not adversely affected in case of negative developments in any one asset class and can generate superior risk-adjusted returns. Passively managed multi-asset funds offer a cost-effective solution for investors, and actively managed offerings such as ICICI Prudential's Passive Multi-Asset Fund of Funds can take advantage of a changing market environment.
Tax sops removal may prompt MFs to make fund-of-funds, international funds cost competitive
According to the new rules that come into effect from April 1, mutual funds with less than 35% investment in equities will be taxed short-term capital gains (STCG) based on income tax slab levels, similar to how bank fixed deposits are taxed.
The optimal number of mutual funds that you should hold in your portfolio
While diversification across asset classes is critical, it is also important to diversify within an asset class. As an example, if an investor invests directly in stocks, it is prudent for them to diversify across multiple stocks of different sectors and sizes so as to avoid concentration risk to their entire investment corpus in case certain stocks fail to deliver
New Debt MF Norms: AMCs open subscription for international schemes
The existing Systematic Investment Plan (SIP) and Systematic Transfer Plan (STP) will reopen from March 29 onwards. However, fresh SIP and STP will not be allowed.
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