Mutual Funds

Invesco Mutual Fund’s case pertains to a SEBI investigation about alleged inter-scheme transfers and the breakdown of the Chinese wall between its Indian MF mutual fund and portfolio management services businesses, during the debt fund crisis of 2018-2020.

Systematic Withdrawal Plans allow investors to withdraw fixed sum every month. Akhil Chaturvedi, Chief Business Officer, Motilal Oswal Mutual Fund, talks about how to start a SWP, how much should you withdraw and the pitfalls that come with it.

Mid-cap stocks that are part of the portfolio of equity schemes have rewarded the investors. However, companies that lack business sustainability, are buried in debt, do not execute business strategies efficiently, and come with an unattractive valuation, rarely find a place in the portfolio of the actively managed mutual fund schemes.

ETFs or index funds are a good way to participate in equity markets. But when valuations at large are running high, cherry-picking of stocks is the way to go forward. And passively-managed funds don’t do that. Of the nearly 4,000 small-cap companies, there are about 150 companies with strong balances sheets. That’s why an active strategy works better.

While debt instruments do carry some credit risk, there have been relatively few reported cases of default involving such instruments. 

Gold tends to experience robust growth in periods of high inflation, and find good support at the start of a rate cut cycle. Add to these the elevated geopolitical risk, and we see gold as an important component of portfolios as it is expected to do well.

MC 30: Consistently underperforming schemes move out MC30 but that’s not the only reason. Sometimes, better and more compelling alternatives prevail.

Two equity schemes that are part of a turnaround we’re seeing at one of India’s largest mutual fund houses and a hybrid fund that comes with a strong, long-term pedigree, make it to MC30

Best mutual fund schemes to invest in: MC30- Moneycontrol’s curated list of 30 investment-worthy mutual funds is back. Three new schemes enter MC30 and three among existing ones, exit

With smaller size making PMSs funds more nimble, they have also now built a healthy track record. So much so that, the returns delivered by the top PMS schemes handily beat those delivered by the top MF returns across categories, and across time periods, according to PMS AIF WORLD.

Companies that have a high growth potential and return on equity command a higher Price-Earning ratio. That isn’t a bad thing, though. High PE might just indicate good future prospects

Arvind Chari, Chief Investment Officer of Q India (UK) Ltd, guides global institutional investors on their India asset allocation. In an interview with Moneycontrol, he talks about how global investors are viewing India, key risks for Indian markets and sectors he is betting on.

The surge in assets was complemented by an increase in the number of investors, with the number of folios reaching 1.9 crore in March 2024 from 1.09 crore a year ago, adding an investor base of 81 lakh. This shows investors’ inclination for small-cap funds.

The liquidity disclosure requirement is unlikely to impact the portfolio construction of the midcap and smallcap funds. Provided, there’s a chance that fund managers may increase their holdings in stocks with higher liquidity to be in a better position to compete within the category

While the overall liquidity stance of small-cap schemes is largely in line with the previous results, there are some notable changes at the scheme level.

As per the second-round results, mid-cap funds would need 6.5 days on an average, to liquidate 50 percent of their portfolios, almost similar the category average of 6.6 days that was disclosed a month ago

SIPs deliver the maximum bang for the buck when aligned to goals, regularly topped up, and sustained for the long term.

During March, when smallcap funds saw net outflows for the first time in 30 months, Quant Small Cap Fund had the highest net inflows at Rs 156 crore

The mutual fund stress-test results are being watched closely as small-cap funds saw outflows for the first time in 30 months in March, after the capital markets regulator highlighted its concerns over “froth” in the smaller-cap segments.

Your mutual fund Know Your Customer (KYC) status may show as ‘validated’ or ‘registered’ or ‘on hold’. Read on to find out what that means and what action you need to take

The equity market has grown by nearly 14 percent on a 10-year basis, commemorating Narendra Modi-led NDA government. That brought retail investors into mutual funds by the drove as equity funds benefitted

Our specially curated package of the most interesting articles to help you stay at the top of your game

Inflows into equity funds have remained in the positive zone for a 37th straight month, AMFI data shows

A surge in stock market rallies and heightened involvement from retail investors has facilitated increased investments in the mutual fund industry through the systematic investment route.

Concentrated portfolios and derivative exposures worked in the favour of certain funds in FY24. But there’s no guarantee that will work in FY25 as well