RISK PROFILE
These 5 mutual fund houses had no exposure in Adani stocks in October
Five mutual fund houses held no Adani Group stocks in October, while 38 others had a combined exposure of Rs 43,000 crore. This comes amidst a US bribery scandal that wiped out Rs 2.62 lakh crore from Adani's market value in just two days. The scandal involves allegations of defrauding US investors and bribing officials to secure contracts and loans.
Billionaire Scott Bessent, who once worked for George Soros, is Trump's pick for Treasury secretary. Who is he?
Donald Trump picked Scott Bessent to serve as Treasury secretary Friday. Scott Bessent is the founder of the investment firm Key Square Capital Management and has emerged one of the most prominent fundraisers to Donald Trump. As an adviser to Trump, Bessent became a vocal critic of the economic agenda being pitched by Democrats.
Looking to park your money for short-term? Arbitrage mutual funds look attractive
Arbitrage mutual funds emerged as an attractive short-term investment option for investors in October, attracting significant inflows due to their equity-like taxation, debt-like returns, and stability. Experts suggest that these funds are suitable for individuals seeking tax efficiency and relatively stable returns over a period of six months to a year.
Are focused & ELSS mutual funds making a comeback? Here¡¯s how to invest
ELSS and focused mutual funds, which experienced outflows for the first half of the fiscal year, are regaining investor interest. Renewed confidence in the equity market and tax benefits are driving this comeback, making these categories attractive options for investors, particularly those under the old tax regime.
Equity mutual funds deliver up to 55% return in one year. Do you own any?
ETMutualFunds analyzed 261 equity mutual funds and found that some have delivered impressive returns, with up to 55% growth in the past year. The top performers include Motilal Oswal Midcap Fund, which gained 54.94%, Invesco India Focused Fund with 49.56%, and Bandhan Small Cap Fund with 49.26%. These funds stand out for their strong one-year returns.
MF Query: How to deploy Rs 15 lakh lump sum investment in current market conditions
Given the current volatility and instability in equity markets, SIP is the ideal strategy for mutual fund investments. For a Rs 15 lakh lump sum, it's advisable to park the funds in a liquid or ultra-short-term fund and set up a Systematic Transfer Plan (STP) to a small-cap fund. This approach will help benefit from rupee cost averaging while navigating market fluctuations.
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All equity mutual fund categories log negative returns in last 1 month. Should you allocate more or exit?
All equity mutual fund categories experienced negative returns in the past month, with losses ranging from 0.82% to 12.42%. Factors like global economic uncertainties and foreign outflows contributed to the downturn. Despite the negative returns, experts suggest that long-term investors could view this as a buying opportunity, emphasizing a balanced approach and diversification.
7 ELSS mutual funds turn Rs 10,000 monthly SIP to over Rs 1 crore in 25 years
Seven ELSS mutual funds, including SBI Long Term Equity Fund and HDFC ELSS Tax saver, have transformed a monthly SIP of Rs 10,000 into over Rs 1 crore in 25 years, demonstrating their potential for long-term wealth creation through tax-saving investments.
Debt MFs log Rs 1.57 lakh cr inflow in Oct on investment in liquid schemes
The positive inflow boosted the asset base of debt mutual funds by 11 per cent to Rs 16.64 lakh crore in October-end from Rs 14.97 lakh crore at the end of September, according to data with Association of Mutual Funds on India (Amfi).
Mutual funds vs PMS: How to choose right wealth management solution for your needs
Portfolio Management Services (PMS) offer a tailored investment approach with higher risk and potential returns, suitable for high-net-worth individuals. Mutual funds, on the other hand, provide a diversified and regulated investment option suitable for a broader investor base. The choice between the two depends on individual financial profile, risk tolerance, and investment objectives.
Consider equity mutual funds with good risk-to-reward profiles; these 12 MFs have beaten benchmarks
Low risk-to-reward ratio could prove useful as geopolitical issues are making the markets nervous.
How to clean junk from your mutual fund portfolio this Diwali
Investors often chase hot themes, leading to risky, imbalanced mutual fund portfolios. Rebalancing annually can ensure alignment with long-term goals. Exit long-term underperformers and assess NFOs' roles in diversification. This Diwali, declutter your portfolio, avoid concentration risks, and stick to a pre-defined asset allocation to ensure balanced growth.
Investment planning: Switch out of equity funds for short-term goal, review investments at least once in a year
The Portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals.
Easy phase of bull run over for India: Sandeep Tandon
And in difficult phase of bull run, obviously, given the risk profiling, I think largecap will play an important role, that does not mean we turn negative on small and mid.
Axis Bluechip mutual fund's risk-return profile has deteriorated significantly; what should investors do?
We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
Explained: How to interpret Treynor Ratio in mutual funds
The Treynor ratio evaluates mutual fund performance by measuring risk-adjusted returns against market risk, or beta. It's valuable for assessing funds in diversified portfolios and comparing risk management, but doesn¡¯t account for unsystematic risk and assumes a well-diversified portfolio.
Are you asking your mutual fund distributor the right questions?
Mutual Fund Distributors (MFDs) assist investors in choosing suitable mutual funds. They are certified professionals, regulated by SEBI. MFDs earn commissions from fund houses and offer regular portfolio reviews. Investors should verify MFD credentials, understand commission structures, and stay vigilant about conflicts of interest to ensure their investments align with financial goals.
55 equity mutual funds have a portfolio turnover ratio of over 100%. How should you interpret this?
Over 50 equity mutual funds have had a portfolio turnover ratio exceeding 100% for three consecutive months, indicating active management. High turnover can increase costs and impact returns. Experts suggest evaluating fund performance across market cycles rather than focusing solely on turnover ratios. Some funds with high turnover posted negative returns in August.
Explainer: Sharpe Ratio - A key metric for risk-adjusted returns
The Sharpe Ratio, developed by Nobel laureate William F. Sharpe, is a key tool for evaluating mutual fund performance. It measures risk-adjusted returns, helping investors assess if the returns justify the risk taken. A higher Sharpe Ratio indicates better performance, while a lower ratio suggests poor risk-adjusted returns.
Retirement planning: How and where to invest if you want to retire at 50
The Portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals.
Explained: What is the difference between a fixed deposit and a fixed maturity plan mutual fund?
Whether you choose Fixed Deposits (FDs) or Fixed Maturity Plans (FMPs) hinges on your risk tolerance, tax situation, and investment timeframe. FDs are ideal if you prioritize safety and assured returns. If you're comfortable with some risk for potentially higher returns after taxes, particularly over the long haul, FMPs could be a more suitable choice.
Investment Advisers, Research Analysts should disclose AI tool usage to clients: Sebi
Sebi suggested that investment advisers and research analysts using AI tools provide clear disclosure to clients about their usage. Strong security measures were emphasized to prevent unintended data leaks. The responsibility for data security lies with advisers, ensuring clients are well-informed about how AI impacts their investment decisions.
What is the core and satellite strategy for equity mutual fund investments?
Young investors preferred mutual funds to achieve long-term goals and leveraged a core and satellite strategy for diversification. The core portfolio focused on stability with large-cap investments, while the satellite portion involved higher-risk funds aiming for higher returns.
Rating firms monitoring MTNL as telco misses escrow transfer for bond payments
India Ratings & Research (Ind-Ra) is closely monitoring the financial situation of state-owned Mahanagar Telecom Nigam Limited (MTNL) after it failed to transfer sufficient funds to an escrow account for bond interest payments. This breach is deemed a default event, triggering a possible government guarantee invocation. MTNL issued bonds in July 2023, raising Rs 2,480 crore at 7.59% interest. Due to insufficient funds, MTNL couldn't fund the escrow account as required. Ind-Ra and CRISIL Ratings have downgraded MTNL¡¯s unsupported ratings due to its deteriorating financial performance and delayed debt servicing.
Fund on tourism theme ¡®narrow¡¯, may not suit all investor profiles
Unleash your high-risk appetite with the new Tata Nifty India Tourism Index Fund! This fund offers a unique opportunity for bold investors to dive into the world of tourism stocks. But beware, experts warn that this fund may not be for the faint-hearted. Are you ready to take the plunge?
Franklin Templeton Mutual Fund and Nippon India Mutual Fund file drafts for new funds
Franklin Templeton Mutual Fund and Nippon India Mutual Fund have filed draft documents with Sebi for three debt funds and two index funds.
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.
Best mutual fund SIP portfolios to invest in May 2024
ETMutualFunds's best mutual fund SIP portfolios are meant for three different individual risk profiles: conservative, moderate and aggressive. We have also considered three SIP baskets ¨C between Rs 2,000-5,000, between Rs 5,000-10,000 and above Rs 10,000 ¨C while creating these portfolios. Take a look at our recommended portfolios.
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