equity mutual funds

Monthly SIPs: Are we miscalculating our SIP goals, potential inflation impact, economic stability on long-term investments?

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Monthly SIPs: Are we miscalculating our SIP goals, potential inflation impact, economic stability on long-term investments?

Many individuals in their 20s have begun investing in SIP (Systematic Investment Plan) without a deep understanding of financial concepts, often influenced by social media content or advice from friends. Through conversations with friends and acquaintances, I have observed a trend of individuals across various income brackets, from those earning Rs 20,000/month to Rs 1 … Read more

ET In The Classroom: Selecting your first mutual fund investment

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ET In The Classroom: Selecting your first mutual fund investment

The mutual fund industry has added over 10 million new investors in the last 12 months. As the financialisation of savings picks up, more new investors are expected to tap mutual funds to create wealth. WHAT CHOICES DO MUTUAL FUNDS OFFER INVESTORS? Investors have several schemes to choose from different asset classes, be it equity, … Read more

Explained: What is one-time mandate (OTM) in mutual funds

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Explained: What is one-time mandate (OTM) in mutual funds

Mutual funds have become a popular investment vehicle for individuals seeking to diversify their portfolios and achieve financial goals. Among the various investment options and strategies available within mutual funds, the One-Time Mandate (OTM) stands out as a versatile tool for investors. A One-Time Mandate (OTM) is a directive given by an investor to a … Read more

Crorepati goal through SIPs: Rs 2,600 a month in this fund for 24 years gave more than Rs 1 crore; check details

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Crorepati goal through SIPs: Rs 2,600 a month in this fund for 24 years gave more than Rs 1 crore; check details

Becoming a crorepati by investing in mutual funds is an achievable dream with the stock market performing well. Investors in mutual funds have several options to maximise their returns. Achieving millionaire status through mutual fund Systematic Investment Plans (SIPs) requires careful consideration of factors such as the investment amount, duration, and expected rate of return. … Read more

Budget 2025: LTCG for Mutual Funds got revised in Budget 2024; how investors got impacted

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Budget 2025: LTCG for Mutual Funds got revised in Budget 2024; how investors got impacted

Union Budget: The full Budget 2024, which was presented in July, brought about significant alterations to the taxation regulations governing mutual fund investments. Mutual funds are a popular choice of investment. During 2024, the cash reserves of mutual funds rose by Rs 70,081 crore, reaching Rs 1.80 lakh from Rs 1.10 lakh at the beginning … Read more

2024 star performers: Equity funds that gave 4 times returns on lumpsum investments; check details

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2024 star performers: Equity funds that gave 4 times returns on lumpsum investments; check details

Mutual fund investors typically seek schemes that have exceeded their respective benchmarks over a period of time. Despite deploying a significant amount of funds over the past five weeks, equity mutual fund (MF) schemes continue to hold a substantial amount of cash amidst a 10% downturn in the National Stock Exchange Nifty benchmark. According to … Read more

These 4 equity mutual fund categories offer positive returns in November – Positive performers

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These 4 equity mutual fund categories offer positive returns in November – Positive performers

In November, technology, international, large & mid-cap, and mid-cap funds delivered positive returns. Technology funds led with a 4.41% average return. Auto and energy & power funds were the worst performers, losing 2.32% and 2.31%, respectively. Source link

86% equity mutual funds outperform their benchmarks in November

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86% equity mutual funds outperform their benchmarks in November

Around 86% equity mutual funds have outperformed their respective benchmarks in November, an analysis of performance of equity mutual funds and their respective benchmarks showed. There were around 277 equity mutual funds in the said period and 237 funds have managed to beat their benchmarks in the mentioned period. In other words, around 40 equity … Read more

Investment query: I suffered a huge loss. How should I utilise Rs 10 lakh without investing in high-risk options like stocks, mutual funds

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Investment query: I suffered a huge loss. How should I utilise Rs 10 lakh without investing in high-risk options like stocks, mutual funds

Investment advice: I am a 28-year-old male who recently experienced a loss and will soon have approximately Rs 10 lakh in cash coming into my account. Even though I am employed and married, this is a substantial amount of money for me, and I am unsure how to best utilise it.  I am inclined towards … Read more