mutual funds

February 17, 2023 11:53 AM IST

Experts said seasoned investors with expert knowledge over exit and entry timing can look at investing in new fund offerings.

Long term investors looking to lock-in high yield on the long term bonds in a tax efficient manner is keen on long duration funds. Here is how they look at these schemes as RBI is yet to pause on interest rates hikes.

Patience and courage to navigate through periods of volatility and underperformance in equity investments are the price you have to pay to get handsome returns over the long term.

As many as 171 schemes performed better than the Nifty while 43 of these schemes generated positive returns.

These sub-sectors have turned attractive for the active fund managers and taken fresh positions or increased exposure in the stocks within those sectors

The debt fund returns in a fund’s fact sheet or on its website tell you how the fund has done in the past. But to draw a more accurate comparison with a bank FD, you need to look at a debt fund’s Yield to Maturity.

Around 10-12 mutual fund houses have been sent letters of inquiry, seeking details of ‘dubious transactions’. The liability is estimated to be around Rs 500 crore

Assets under management in flexi cap equity category hit its peak with total assets amounting to Rs 2.46 trillion during the quarter ended December 2022.

Given the uncertainty around the future movement of interest rates, the yields provided by these debt investment products look attractive

The fund house has been hit by the fall in US technology stocks, but that hasn’t dented this CIO’s faith in the space. He’s also bullish on banks and state-run companies where the chances of the government’s exit are high.

The invitation of EOIs comes amid SEBI proposing to increase the role and accountability of the trustees in a bid to safeguard unitholders’ interest.

While Kotak Mahindra MF has suspended lump sum investments and fresh as well existing SIPs in one of its overseas schemes, Edelweiss MF has stopped only lump sum investments in its seven schemes.

Mutual funds focused on banking and financial services have gained the most since Budget 2023. Experts opine that Budget’s added thrust on infrastructure sector has cheered the banking stocks.

Axis MF’s advisory comes after SEBI had in December asked AMCs to be vigilant and monitor social media platforms to identify Telegram groups that pass themselves off as registered mutual funds or misuse the names of mutual funds.

Despite fears around a recession in the US, Indian markets continued to witness flows likely based on expectations around growth in the Indian markets.

The possible reason the RBI’s Monetary Policy Committee has kept the door open for future rate hikes is that while inflation has eased, it is still higher than the RBI’s target. Meanwhile, post the latest hike, the portfolio yields of debt mutual funds will move up marginally.

RBI has raised repo rate by 25 basis points on February 8. This pushed up the short term rates. Here is how investors should realign their debt fund investments.

RBI’s first monetary policy of 2023 may well see its final, or one of its last, interest rate hikes for now. And target maturity funds are an ideal investment for your debt allocation.

Retirement plans offered by mutual funds usually buy and hold stocks for long term since they seldom face redemption pressure. Despite their conservative nature, many of these schemes prefer these smallcap stocks

Government bond yields rises significantly over the past 12 months and may peak out soon. But India’s real yields outperform most emerging markets. This creates a short-term opportunity and prospect of making healthy medium-term returns

With an increased focus on capital creation, housing recovery, green initiatives, consumption boost and fiscal prudence, Budget 2023 puts the nation on a sustainable path of economic growth and development.

A fund’s past performance is an inadequate measure. You need to look at other factors to filter and shortlist the funds that you want to add to your portfolio.

Overall, a budget coming ahead of a General Election year had been expected to deliver and to a large extent it has.

From spending more on infrastructure, including a significant hike in spending on railways, Finance Minister Nirmala Sitharaman also had something big for the agriculture sector, including a fund to encourage agri-startups by young entrepreneurs