MF INVESTING
Quant Mutual Fund probe: Should you stay invested or exit your investment?
All things considered, and drawing parallels with the past cases, there is little logic in investors rushing to exit Quant funds based on what we know so far. While it’s possible that the circumstances may be worse than they currently appear to be, a wait and watch approach might be the most prudent policy at this stage.
Women better at handling market volatility: Survey
Women show a higher persistency in mutual fund investments compared to men, claims a recent report by Axis Mutual Fund.
Banks may relatively underperform compared to rest of the market: Ajay Srivastava
The deal turnaround cycles are three months to six months. So, fundamentally the banks have a problem that the best customers of them can raise equity any point of time. Most of the India is getting deleveraged.
Quant Mutual Fund investors withdraw Rs 1,400 crore in 3 days. Should you stop fresh investments, SIPs?
The client withdrawals are among the first indicators of the probe’s impact. The Securities and Exchange Board of India is reviewing alleged front-running trades by Quant Mutual Fund employees, Bloomberg News reported earlier this week, citing people familiar with the matter.
MF Query: Want to create a portfolio of Rs 15 cr in next 15 years? Read this
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.
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.
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AIF & PMS Conclave 2.0: No permanent winners; past performance not a guarantee for future returns: Aashish Somaiyaa of WhiteOak MF
According to his analysis, the WhiteOak CEO advised against investing in the top-performing funds of the past three years. He highlighted that the best-performing fund from 2009-2011 fell to rank 162 in 2012-2014, while the second-best dropped to 40, and the third-best to 38, illustrating the volatility and unpredictability of fund performance over time.
MF Talk: Why retail investors are favouring multi-asset and hybrid funds, Pankaj Shrestha explains
Investors should consider staggering their equity investments over six months through Systematic Investment Plans (SIPs) or Systematic Transfer Plans (STPs).
MF Talk: Himanshu Srivastava of Morningstar has some advice for investors investing in small & midcap funds
Intermittent corrections provided investors some buying opportunity in a market, which has largely witnessed a prolonged uptrend for a long time now.
Suzlon Energy, PB Fintech, NHPC among 19 midcap additions by mutual funds in May
Top mutual funds like SBI Mutual Fund, Axis MF, Nippon India MF bought 19 midcap stocks, including Suzlon Energy, NHPC, and PB Fintech, the parent of online insurance aggregator Policybazaar.
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.
Plan to invest Rs 10 lakh post election outcome; Kaustubh Belapurkar gives asset allocation strategy
Most investors are best served by investing into diversified equity funds, where fund managers will express their conviction on sector/themes stocks, with graded underweight/overweight calls.
Election 2024 results and stock market volatility: Why now is the best time to increase your mutual fund SIPs
The BJP did not achieve a decisive victory in the Lok Sabha during the 2024 General Elections, in contrast to what all exit polls had predicted, resulting in an unexpected disappointment. As a result, the return of coalition politics after a decade has unsettled the equity markets, leading to a 5-8% correction in frontline indices. The Sensex experienced a steep decline of 6,000 points, marking the most significant drop in four years. Only an unforeseen pandemic could have caused such a substantial decrease in the market within a single trading session.
For MF investors, multi-asset approach is way to go
According to mutual funds research firm Value Research, at present flexi-cap schemes on average have an allocation of 50.9% to blue-chips, 19.9% to large-caps, 22.9% to mid-caps and 6.8% to small-caps.
Know Your Fund Manager | Sanjay Chawla, CIO – Equity, Baroda BNP Paribas Mutual Fund
"I am directly managing some of the flagship and strategic products. All the funds are sector-agnostic and across market cap. These include Balanced Advantage Fund, Flexi cap Fund, Large & Midcap Fund and Focused Fund. This accounts for close to 1/3rd of the fund’s AUM"
Contra bet! With 68% AUM jump in April, what’s fueling rally in this equity MF category?
In April, contra/value equity mutual funds witnessed a 68% AUM jump to Rs 1,57,946 crore, attracting investors with a higher risk appetite. These funds invest in out-of-favour or undervalued stocks, offering potential returns amid market volatility.
Should you invest in multi asset funds pre-election for post-election gains?
Invest in multi-asset funds for a balanced investment portfolio with proper asset allocation. Consider the risks and limits of equity markets pre-election for post-election gains.
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.
ET Mutual Funds explains: 5 key differences between index funds and index ETFs in India
Index funds and Index ETFs vary in investment requirements and cost structures, with ETFs requiring a demat account and having lower expense ratios compared to index funds.
Domestic equity-oriented MFs vs global themes: Should you diversify to mitigate risks?
Domestic equity-oriented mutual funds have outperformed foreign-themed schemes in the last year, with average 1-year returns at 44% for local equities compared to 21% for overseas funds. Experts recommend diversifying with foreign-themed mutual funds for global diversification and risk mitigation.
SBI Automotive Opportunities Fund: Is it time to capitalise on opportunities in the world's 3rd largest auto market?
SBI Automotive Fund, managed by Tanmaya Desai and Pradeep Kesavan, offers high exposure to automotive stocks. Experts from WealthMills Securities recommend considering the fund for high-risk appetite investors.
Factor ETFs: Why you should invest for long-term returns
Historical data suggests portfolios constructed on quality, value, growth, alpha, momentum, volatility were able to reward investors with better returns than that offered by market-cap based indices. Mutual fund houses are keen to launch ETFs that track the performance of the factor indices.
LIC Mutual Fund changes exit load for four equity schemes
LIC Mutual Fund alters exit load structure for four equity schemes, notified via notice-cum-addendum. Effective from May 27, the duration shifts from 12 to three months
MF Query: Planning for retirement? A 10% increase in SIP can double your portfolio value in 20 years
Devadas Shenoy seeks SIP guidance for retirement planning. Girirajan Murugan advises diversifying across styles, increasing SIPs annually for accelerated growth, and warns on sector funds' risk. Strategic planning can optimize returns and mitigate risks over 28 years.
Warburg Pincus exits Apollo Tyres by offloading Rs 1,072 crore worth stake
The leading global PE firm offloaded about 3.5% stake or 2.24 crore shares. Goldman Sachs, Morgan Stabley, Mirae Asset MF, Societe Generale, Citigroup, ICICI Pru MF bought stakes. Mutual funds have a significant 16.77% stake and foreign investors hold about 17.61% stake as of March 2024.
Need to be slightly circumspect of the rally in commodities: Ashish Gupta
Inflation has consistently been lower than historic trends. We have much more stable currency. We have a current account which is either in a minor deficit or a minor surplus.
Best corporate bond 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.
Kotak Mutual Fund launches Nifty 100 Low Volatility 30 Index Fund
The NFO of the scheme will open for subscription on May 22 and close on May 31. The scheme will reopen for continuous sale and repurchase on or before June 12. It will be benchmarked against NIFTY 100 Low Volatility 30 Index and managed by Devender Singhal and Satish Dondapati (equity investments), and Abhishek Bisen (debt investments).
Sebi mulls facilitating MFs to invest in overseas funds with exposure to Indian securities
The Sebi caveat is such overseas funds should not be more than 20% of their net assets. The move would help keep Indian fund of funds (FoFs) true to their label, coupled with cost effectiveness, for investors.
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