MULTI ASSET ALLOCATION FUNDS
Managers of your Money
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.
Quant Mutual Fund had over Rs 9,000 crore cash pile to face redemption pressure after Sebi's investigation
Quant Mutual Fund, in the midst of a front-running investigation, holds substantial cash reserves. Financial Radiance recommends against hasty liquidation, highlighting potential market opportunities for investors.
2 multi cap mutual funds turn Rs 30,000 monthly SIP into Rs 1 crore in 10 years
Investing Rs 30,000 monthly in two multicap funds, managed by ETMutualFunds, turned into Rs 1 crore in 10 years. Quant Active Fund and Nippon India Multi Cap Fund achieved this milestone, with XIRRs of 22.90% and 18.16% respectively.
What are dynamic asset allocation funds? 5 key points to know
What are dynamic asset allocation funds? 5 key points to know
How to deploy Rs 2 crore inheritance to meet child education expenses & retirement goals
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 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.
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Mutual funds were sitting with Rs 1.42 lakh crore cash just before election results
Mutual funds held Rs 1.42 lakh crore cash before election results, up from Rs 1.36 lakh crore in April. Cash as a percentage of total AUM was 4.67% in May. Total equity AUM increased by Rs 32,936 crore from April to May, with SBI Mutual Fund holding the most cash.
MF Talk: Why smart investors are turning to multi-asset portfolios
Investors aiming to maximize 'alpha' are going for multi-asset portfolios with strategic asset allocation. Chirag Muni of Anand Rathi Wealth discusses the importance of asset allocation for portfolio performance and capital protection.
Multi asset allocation funds saw highest folio addition in May
The hybrid mutual funds have added around 1.67 lakh folios on a month on month basis from 1.36 crore in April to 1.38 crore in May. Here is the break up of folio addition in the hybrid mutual fund categories, according to data released by Prime Database.
5 hybrid mutual fund categories received inflows in May. Here is the breakup
The hybrid mutual funds received a total inflow of Rs 17,990 crore in May against Rs 19,862 crore in April. Here is the break up of the inflows in hybrid mutual fund categories, according to the data released by AMFI.
Nippon India Mutual Fund changes fundamental attributes of multi-asset fund. What should you do?
Currently, it is an open-ended scheme that invests in equity, debt, exchange-traded commodity derivatives, and Gold ETFs. After the changes, it will expand to include Silver ETFs as well, becoming an open-ended scheme that invests in equity, debt, exchange-traded commodity derivatives, Gold ETFs, and Silver ETFs.
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).
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.
Bonds vs stocks: What is the best asset allocation for mutual fund investors post poll results?
Mutual fund investors are advised on asset allocation in the third term of the Modi-led government. Recommendations cover exposure to different assets for conservative, moderate, and aggressive investors, considering factors like risk appetite and investment horizon.
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.
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.
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.
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.
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.
Mutual fund SIP inflows jumped over 2 times in Narendra Modi's second term as PM
According to the Association of Mutual Funds in India, the number of SIP accounts has more than tripled from 2.73 crore in June 2019 to 8.70 crore in April 2024, while the number of mutual fund folios has surged by 118% from 8.32 crore in May 2019 to 18.14 crore in April 2024.
Know Your Fund Manager | Harish Krishnan, Co-CIO and Head Equity, Aditya Birla Sun Life AMC
Once I joined Kotak, I realised that the role of a buy-side analyst is not very different from that of consulting – in terms of looking at a range of companies across sectors, trying to analyse various aspects that improve competitiveness of the company – but with a key difference.
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.
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.
ETMarkets Fund Manager Talk: LIC MF’s Sumit Bhatnagar shares 3 investing themes for next decade
Sumit Bhatnagar says: "Power, defense and capex are structural themes that are expected to play out over the next decade. While the space has seen significant re-rating and a significant portion of returns are priced in, I believe these themes still appear attractive from a medium to long term perspective."
Which hybrid mutual fund categories received inflows in April? Take a look
The net inflows in hybrid mutual funds surged by 256% on a monthly basis and stood at Rs 19,862.94 crore in April from Rs 5,583.62 crore in March, according to the monthly data released by AMFI. Out of 6 hybrid MF categories, five categories received inflows whereas one saw outflows. Here is the break-up.
3 mutual fund NFOs to open for subscription this week
Three mutual fund NFOs will open for subscription this week, according to the data by ACE MF. Two NFOs will be from Bajaj Finserv Mutual Fund and one will be from Samco Mutual Fund.
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.
NFO Watch: How are new kids on the block performing a month after the launch?
Eighty-four new mutual fund schemes have hit the market in 2024 so far. Around 61 schemes have completed one month of existence. ETMutualFunds looks at the one-month performance of the schemes that were launched in 2024 and have an AUM of more than Rs 1,000 crore as of March 31, 2024. Take a look:
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