HOW TO MONITOR MUTUAL FUND
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.
NFO Tracker: How new mutual funds launched in 2024 are doing
Discover the top performers like Motilal Oswal Nifty Realty ETF and HDFC Manufacturing Fund, showcasing impressive returns in the market. These funds have attracted significant assets and delivered strong performances within a specific period of time in 2024.
Explained: Expense ratio in mutual funds and how your money is spent
In other words, it is the per-unit cost of running and managing the mutual fund. The expense ratio differs from fund house to fund house. The expense ratio is calculated as a percentage of daily investment value.
How equity mutual funds fare in the first half of 2024?
ETMutualFunds decided to look at the performance of equity mutual fund categories in the first half of 2024 from the data pulled out from ACE MF.
ICICI Prudential Mutual Fund launches energy opportunities fund
This scheme focuses on achieving long-term capital growth by primarily investing in equity and equity-related instruments of companies that are involved in or benefit from the expansion of both traditional and emerging energy industries and related sectors.
Quant Mutual Fund crisis: How NAVs have been impacted since Sebi investigation
Investor concerns arise as front-running case impacts Quant Mutual Fund. Despite NAV declines in Quant Healthcare Fund and Quant Commodities Fund, stability is maintained with rising NAVs of Quant ESG Equity Fund and Quant Focused Fund.
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What is AIS, how to download it and how it helps taxpayers in ITR filing?
What is AIS, how to download AIS: Annual Information Statement (AIS) is a statement introduced by the income tax department in 2021. This statement is a comprehensive which help individuals and other taxpayers to get access of most of their financial transactions done in a financial year. It also helps in the knowing different sources of income.
How Quant Mutual Fund schemes performed versus peers, benchmarks in the last one year?
Quant Mutual Fund, which finds itself in the thick of a controversy regarding alleged front-running, is one of India's fastest growing asset managers and has seen its assets under management (AUM) grow by 251% over the last one year versus industry growth of 53%.
How many days will Quant Mutual Fund require to liquidate 50% of its small and midcap portfolio? Check stress test result
According to the stress test results from the Quant Mutual Fund, the trailing 12-month PE ratio for the midcap fund benchmark has risen above its levels from one year ago and two years ago. For the smallcap index, the trailing 12-month PE ratio is higher than it was one year ago and close to its level from two years ago.
Quant MF: Are ‘black box’ quant funds reliable? Should you invest in quant mutual funds?
Most quant funds in India have a track record of only 3-4 years, which is too short to reliably judge their execution capabilities. Within this limited time frame, significant variance can be observed. Despite a few exceptions, most funds have struggled to outperform the market. Quant models, shrouded in secrecy, make it difficult for investors to understand their working and evaluate their reliability.
What are dynamic asset allocation funds? 5 key points to know
What are dynamic asset allocation funds? 5 key points to know
How to save Rs 1 crore with a monthly salary of Rs 50,000
Accumulating a Rs 1 crore corpus might seem like a distant dream for someone earning Rs 50,000 a month. However, with discipline and a strategic approach, it is achievable. Experts recommend systematic investment plans (SIPs) in equity mutual funds for wealth creation over the long term. Starting investments early and gradually increasing SIP contributions can significantly accelerate your progress towards becoming a crorepati. ET Wealth Online explains how you can save Rs 1 crore with Rs 50,000 salary.
How to save Rs 1 crore in 10 years, 15 years, 20 years: Check how much you need to invest every month
Path to becoming a crorepati? Owning Rs 1 crore is an investor's dream. Strategic investments, like SIPs in equity funds, can help reach that goal. Regular investing and a long-term view are crucial. Even a Rs 1,000 SIP can grow substantially over time, thanks to compounding. Disciplined investing is key to turning your crorepati dream into reality. Here is how to accumulate Rs 1 core from mutual fund SIPs in 10 years, 15 years, 20 years and 25 years.
How mutual fund flows are making Dalal Street Aatmanirbhar
FIIs impact Indian capital markets, with mutual funds gaining prominence. SEBI's actions on P-Notes and rise of SIPs stabilize market. Prof Ghalke and Aditya Bharambe contribute to market insights.
MF Query: How Rs 25,000 per month SIP with 15% annual increase can make you a crorepati in 10 years
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.
ET Mutual Funds Explain: How to calculate future value of your lumpsum investments
The lumpsum calculator is a financial tool that is designed to estimate the future value of a one-time investment. The calculator is a financial tool to assess the prospective returns that a significant amount of investment can give at the end of the tenure or on the maturity.
MF Query: How to invest Rs 20 lakh at age 65? Should one go for dividend plan or SWP?
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.
NRI KYC for mutual funds: How NRIs can continue investing in mutual fund schemes
NRI Mutual fund KYC rules: The new KYC rules from Sebi have come into effect from April 1, 2024. However, the new KYC rules made it difficult for NRI to invest in mutual fund schemes. A relaxation has been given by Sebi for NRI investors so that they can continue to invest in mutual fund schemes.
How mutual fund managers decode RBI rate pause for investors?
The Monetary Policy Committee of Reserve Bank of India has decided to maintain the policy rate at 6.50% in the latest review, impacting mutual fund managers' strategies and market reactions.
Tax-saving MFs: How to select the right ELSS mutual fund
Equity-linked savings plans, or ELSS, have two benefits: they can increase wealth and give tax savings under Section 80C. In comparison to other programs such as the PPF, Sukanya Samriddhi Yojana, and NSC, these schemes also have a short lock-in term of three years. Here's how to make investments in these plans.
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.
How should investors reshuffle their portfolio? Arnav Pandya answers
There are two things. One is that there is political posturing which obviously happens because they are going to go into a negotiation. But till the date on which that swearing can happens, the ministers take oath, all this is just in the whole realm of speculation, so one should not make any investment decisions based on this. The second part here and which is the important thing is that if you look closely at what Mr Narendra Modi said in the victory speech, it is very clear that the road to Viksit Bharat, he said, will continue.
Election results: How mutual fund investors should tweak their investment strategy
ETMutualFunds consults advisors on post-election investment strategy adjustments for conservative, moderate, and aggressive mutual fund investors. Recommendations include gradual equity exposure increase for conservatives, balanced portfolios for moderates, and focus on growth sectors for aggressives, with emphasis on research and risk management.
How to redeem mutual fund units
Redeeming from a mutual fund is a straightforward process. Investors can choose to redeem a part or all of their investment depending on their financial needs and goals.
How to save Rs 1 crore with a monthly salary of Rs 25,000
Building a Rs 1 crore corpus with a Rs 25,000 salary requires discipline and time. Experts recommend consistent investment in equity mutual funds via SIPs for long-term wealth creation. Starting early and increasing SIP contributions can accelerate wealth creation significantly if you know the right tools. Further, you must consider factors like risk tolerance and investment tenure as well. ET Wealth Online explains how you can become a crorepati even with a salary of Rs 25,000 per month.
Want attractive returns from SIP mutual funds? Follow the 5-finger strategy to diversify your portfolio
The systematic investment plans (SIPs) in mutual funds have become one of the most popular investments in the last few years. Thanks to compounding, SIPs can help you grow your money exponentially. At 12% annual return, even a meagre amount of Rs 5,000 every month, will grow to Rs 50 lakh in 20 years. For an attractive return, you must select your mutual fund carefully. Though there is no guarantee, you can still the make most from mutual fund investment with these thumb rules. A critical aspect of investing in equity mutual funds is diversification. How to diversify your mutual fund portfolio? Follow this 5-finger framework. All you need to do is to spread your mutual fund investment bases on five areas:
Saving Rs 1 crore could be easy if you know this trick: How to become a crorepati with an SIP of Rs 5,400 per month
Most of you are familiar with systematic investment plans (SIPs) — disciplined investments in mutual funds. You need to use certain tips and tricks of SIP to achieve your financial target quickly. Here comes top-up SIP or step-up SIP. While traditional SIPs offer a regimented savings plan, step-up SIPs automatically increase your investment amount at set intervals. How to use step-up SIP to accumulate Rs 1 crore starting with an investment of Rs 5,400 a month.
How to invest in direct mutual funds — online and offline
Mutual fund direct plans are for investors who want to invest on their own and not through a distributor. They get the benefit of a lower expense ratio as compared to a regular plan. This lower expense ratio results in comparatively higher returns over a period of time. Text: Centre for Investment Education and Learning (CIEL)
How to review your mutual fund investments periodically
Compare each mutual fund’s performance against relevant benchmarks like market indices or peer group averages. Assess the risk and volatility of each mutual fund in your portfolio. Stay updated about any changes in the fund manager or investment team overseeing mutual fund schemes.
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