‘Right mutual funds can beat nifty by 3–4%’: Chirag Muni’s advice for smart investors

‘Right mutual funds can beat nifty by 3–4%’: Chirag Muni’s advice for smart investors

‘We expect a 10–11% growth in the Nifty over the next year. If you choose the right mutual funds, fund managers could potentially generate 3–4% alpha above that, so a 13–14% return is quite realistic,’ says Chirag Muni, Executive Director, Anand Rathi Wealth Ltd. Excerpts: Q: How are global macro trends like US tariffs and … Read more

Investing during market dip: I am heavily invested in MF, stocks. Now, I am looking for options that can offer consistent income

Investing during market dip: I am heavily invested in MF, stocks. Now, I am looking for options that can offer consistent income

I’ve been investing in mutual funds and stocks, but the market’s ups and downs make me uneasy. I’m now looking for a more stable investment option that offers regular income along with long-term growth potential. Are REITs a good alternative to equity mutual funds or direct property investment, and what factors should I consider before investing? … Read more

Explained: Will NRIs be liable for capital gains tax on mutual fund sales in India?

Explained: Will NRIs be liable for capital gains tax on mutual fund sales in India?

The short-term capital gains amounting to Rs 1.35 crore, arising from the redemption of mutual fund units, are not taxable in India for the Non-Resident Indian (NRI) investors under the India-Singapore tax treaty. This came as a relief for the NRI investors as the Mumbai bench of the Income Tax Appellate Tribunal (ITAT) eased out … Read more

March slowdown: Sectoral fund investments plunge, but historical returns tell another story

March slowdown: Sectoral fund investments plunge, but historical returns tell another story

The Association of Mutual Funds in India (AMFI) reported a dramatic decrease in net investments in Sectoral/Thematic Funds for March, displaying a 97% drop. The inflows fell sharply to Rs 170.09 crore from a substantial Rs 5,711.58 crore in February. This significant downturn follows a robust year in 2024, when sectoral and thematic funds collectively … Read more

Trump’s 25% auto tariff: Should mutual fund investors with exposure in auto funds be worried?

Trump’s 25% auto tariff: Should mutual fund investors with exposure in auto funds be worried?

President Donald Trump’s proposed 25% tariff on auto imports has ignited discussions among investors and analysts, particularly concerning its potential impact on mutual funds with significant holdings in automotive stocks. This tariff, aimed at bolstering domestic automotive manufacturing, could lead to increased costs for auto manufacturers. Consequently, the profitability and stock prices of companies within … Read more

My SIP portfolio is currently experiencing a devaluation. Do I stop putting my money further? Expert says no panic selling

My SIP portfolio is currently experiencing a devaluation. Do I stop putting my money further? Expert says no panic selling

My SIP portfolio is currently experiencing a devaluation of approximately 20-30% due to the ongoing market downturn. I have also invested in NFOs. My investment horizon extends beyond 10 years. However, the performance of the funds has dipped over the last two quarters (during the second half of 2024). Given this situation, I am seeking … Read more

Mutual fund SIP: Only 3 of 519 equity MFs saw positive returns amid market downturn; what should you now?

Mutual fund SIP: Only 3 of 519 equity MFs saw positive returns amid market downturn; what should you now?

The Indian equity market has faced a tumultuous six months, marked by a persistent sell-off from October 2024 to February 2025. The markets have experienced a correction, with the Nifty50 index declining by 14.6% from its peak in September 2024 to March 13. Similarly, the Nifty 500 index has seen a decrease of 17.6% over … Read more

Can Rs 50,000 investment a month at present secure my retirement in 15 Years?

Can Rs 50,000 investment a month at present secure my retirement in 15 Years?

Planning for Retirement: I am considering investing Rs 50,000 through SIPs over the next 15 years to build my retirement savings. Currently, my expenses are below Rs 30,000 as children are settled in their respective jobs and don’t wish to get married so soon. Taking into account inflation and post-retirement expenses, I am curious to … Read more

Axis AMC, former CEO Nigam, others pay Rs 6.27 cr to Sebi to settle MF norms violation case

Axis AMC, former CEO Nigam, others pay Rs 6.27 cr to Sebi to settle MF norms violation case

Axis Asset Management Company (AMC), its Trustee, former CEO Chandresh Kumar Nigam and three other individuals have settled with Sebi a case of alleged failures in monitoring the activities of dealers, leading to the front-running of Axis Mutual Fund trades. The settlement also includes former compliance officer Darshan Kapadia, ex-head of equity Jinesh Gopani and … Read more