LUMPSUM INVESTMENT
Hold your horses, Morningstar tells Quant MF investors rushing for the exit door
Quant Mutual Fund's net asset values experienced a slight dip on Monday, with the Quant PSU Fund seeing the largest decrease of up to 1.09%. Small-cap and mid-cap funds also saw minor decreases of 0.66% and 0.94%, respectively.
Best balanced advantage funds or dynamic asset allocation funds to invest in June 2024
There are no changes in the list this month. Follow our monthly updates to know how your schemes performed in the previous month.
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 Talk: Showing signs of maturity! Retail & HNI investors bought during June 4 selloff: Viraj Gandhi
The expectation of Modi-led government to form with a majority was the major factor and also new fund offers (NFOs) during the month which mobilised fresh Rs 10,140 crores which helped in record flows for the month of May 2024.
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.
ETMarkets MF Talk: Plan to invest Rs 10 lakh in Modi 3.0? Keep 40% in mid & smallcap fund & 20% in largecaps
We believe that elections are just another passing event in the long investing journey for an investor. There have been many coalition governments in the past as well, however, we have also seen that an investor who stays invested by remaining focused, disciplined and not getting swayed by his own emotions has benefitted immensely over the long run.
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Thematic MFs offer up to 14% return in May. Have you invested in any?
Sectoral and thematic mutual funds in May showcased diverse performances with funds like HDFC Defence Fund and Mirae Asset Hang Seng TECH ETF FoF offering up to 14.34% and 7.35% returns respectively.
Confused about which stocks to buy after election results? Why not buy the entire Nifty
Analysts recommend investing in Nifty 50 ETFs in SIP mode for long-term benefits, citing a low expense ratio and outperformance of traditional mutual funds. Despite the short-term volatility, the long-term outlook for Nifty 50 ETFs remains positive.
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.
Dilemma before mutual funds investors: Buy now or wait till election results?
Mutual fund investors face a dilemma amidst volatile stock market conditions during Lok Sabha elections. Fear of correction at peak market levels and FOMO driving sectoral/thematic funds. Analysts recommend balanced advantage funds, asset allocation funds, and hybrid funds for moderate risk appetite investors.
Two mutual fund schemes turned Rs 10 lakh to Rs 1 crore in 10 years of Modi govt
ETMutualFunds analysis reveals two schemes turning Rs 10 lakh into Rs 1 crore under Modi-led government. Nippon India Small Cap Fund and SBI Small Cap Fund deliver impressive CAGRs. Investors should consider risk appetite and goals before making investment decisions.
Best balanced advantage funds or dynamic asset allocation funds to invest in May 2024
There are no changes in the list this month. Follow our monthly updates to know how your schemes performed in the previous month.
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.
Smallcap index hit record high but why did 93% smallcap MFs underperformed?
The small cap schemes are benchmarked against Nifty Smallcap 250 - TRI and S&P BSE 250 Small Cap - TRI. In April, they offered 7.20% and 6.58% returns respectively. The small cap stocks have also offered returns up to 86% with the smallcap index ending higher by 10% in the month.
Baroda BNP Paribas Mutual Fund launches retirement fund
The primary investment objective of the scheme is to generate income and capital appreciation by investing in a diversified portfolio of equity and equity-related instruments and fixed-income instruments with a view to provide a retirement solution to investors
How to plan your income tax savings for FY25 using ELSS mutual funds?
Plan tax savings for FY25 with ELSS funds. Invest Rs 1.5 lakh early using lumpsum, SIP, or STP. Consider various investment options for Section 80C benefits. ELSS offers higher returns than traditional options.
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF and two other NFOs open for subscription this week
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF is open for subscription while the other two will open for subscription later this week.
ET Mutual Funds Explains: How STPs can maximise your portfolio return?
STP facility staggers the investment over a period of time and also helps maintain a balance of risk and return. The first scheme that is considered for lumpsum investment is called source scheme and the scheme to which the amount is transferred is called destination scheme.
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.
Best balanced advantage funds or dynamic asset allocation funds to invest in April 2024
Balanced advantage funds invest in a mix of stocks, debt, and arbitrage opportunities. These funds decide their equity exposure depending on key market ratios or in-house parameters. They invest less in stocks when the market is very high or valuations are stretched. They invest more in equity when stocks are available at attractive valuations. In short, BAFs do the job of juggling equity exposure for investors.
These 6 equity mutual funds multiplied investors' wealth by over 2.30X
Around 40 equity mutual funds (MFs) doubled lumpsum investments in the last three years, an analysis by ETMutualFunds showed. There were around 209 equity MFs in the market that completed three years of existence. Here is a list of schemes that multiplied investors' wealth more than 2.30 times.
40 equity mutual funds double lumpsum investments in three years. Take a look
We considered all equity mutual fund categories such as large cap, mid cap, large & mid cap, small cap, flexi cap, focused fund, multi cap, ELSS, value and contra fund categories. We considered regular and growth options. We looked at lumpsum investments made on April 9, 2021 to April 8, 2024.
MF Query: How to invest Rs 10 lakh lumpsum in mutual funds for next 20 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.
HDFC MF announces discontinuation of lumpsum subscription, restrictions on Systematic Transactions in NIFTY Realty Index Fund
HDFC MF announced that fresh lumpsum investments (including additional purchases and switch-ins) will be discontinued. The fresh systematic transactions registrations such as SIPs (including SIP Top up), STPs (into the scheme) etc. shall be registered only under monthly frequency for an amount of up to Rs 1 lakh per investor.
ICICI Pru MF halts fresh subscriptions via lumpsum mode in mid & smallcap schemes
ICICI Prudential Mutual Fund suspends fresh subscriptions in lumpsum mode and switches into Smallcap and Midcap Fund from March 14. Trustees have temporarily discontinued subscriptions to the schemes. The ongoing SIP/ STP/Special Product registered prior to the effective date will continue in the midcap and smallcap schemes.
Crorepati dream: 12 mutual funds deliver over 100x returns in 2-3 decades
We considered all equity categories such as large cap, mid cap, large & mid cap, small cap, multi cap, ELSS, flexi cap, focused fund, value fund,and contra fund for analysis. The CAGR returns were calculated since the inception of the scheme.
3 equity mutual funds multiplied lumpsum investments over 10 times in 10 years
We considered equity categories such as large cap, mid cap, small cap, multi cap, large & mid cap, contra fund, value fund, flexi cap, focused fund, and ELSS funds. We only considered regular and growth options. We considered CAGR on lumpsum investment.
20 equity mutual funds offer over 40% on lumpsum investments in 2023
We looked at equity scheme categories, including large cap, large & mid cap, mid cap, small cap, multi cap, flexi cap, focused funds, value fund, contra fund, and ELSS fund categories. We considered regular plans and the growth option for the study
Can you invest in a mutual fund in a child’s name?
The child shall be the first and sole holder in such a folio. No joint holder will be allowed in this folio. The guardian in the folio can be either parent (i.e., father or mother) or a court-appointed guardian.
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