Motilal Oswal Private Wealth (MOPW) has issued a recommendation for investors to pursue lump sum investments in Hybrid and large-cap funds. This guidance comes in response to the recent market corrections which have seen large-cap valuations fall below their 10-year average. The advisory reflected the firm’s strategic outlook amidst ongoing consolidation in the Indian equity … Read more
Over the past five years, since the Covid pandemic, I have actively engaged in Systematic Investment Plans (SIPs) and have been content with the returns, particularly in the post-Covid period. However, in recent months, there has been a noticeable decrease in profits. Despite my apprehensions, my financial advisor has assured me that the current situation … Read more
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
I want to invest monthly Rs 50,000 in the mutual fund for my retirement. I want a corpus of Rs 8 crore. I can invest another 19 years. Suggest me how I can prepare my portfolio and advice accordingly on which I can invest. Shivansh Dandona: Head – Investment Management, FinEdge says a rough calculation … Read more
Investment in equity mutual funds surged over five-fold to Rs 94,151 crore in the June 2024 quarter against Rs 18,358 crore a year ago. This has also pushed the industry’s assets under management (AUM) by 59 percent to Rs 27.68 lakh crore in June from Rs 17.43 lakh crore a year ago, data from the … Read more
SEBI, the regulatory authority in India, is stepping up its oversight of small-cap funds. They’re now seeking information from individual asset management companies (AMCs) regarding the sale of these funds to super senior citizens. This move aims to ensure greater protection for elderly investors. The news was initially covered by Mint. Investment advisors suggest that … Read more
Equity mutual fund inflows in October decreased 33.4% with net inflows worth Rs 9,390.35 crore as compared to the September month’s inflow of Rs 14,099.73 crore. All equity mutual fund categories saw net inflows in October, except dividend yield funds. The thematic and sectoral funds topped the charts with Rs 2,686.33 crore. About one-third of … Read more
In the last five years, over 89% large-cap mutual funds in India have underperformed the benchmarks, revealed a report released by S&P Dow Jones Indices. The beginning of the year was particularly tough for Indian equity large-cap managers, with 87.5% funds in the category underperforming in H1 2022 following S&P Indices Versus Active Funds (SPIVA) … Read more