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Debt mutual fund managers and mutual fund advisors have been asking conservative investors to stick to short duration debt funds to ride the volatile phase in the money market. According to the Sebi mandate, short duration funds can invest in debt instruments with maturity between one and three years. That means these schemes are meant for short-term investments of up to three years. They are somewhat in the middle when it comes to interest rate risk. They are riskier than liquid, ultra short te ..

Mutual fund advisors believe that gilt funds are likely to offer superior returns in 2023. This is based on the assumption that the RBI may soon start cutting interest rates. They say gilt funds have the potential to offer double-digit returns in a falling interest rate scenario.

This is to notify that LIC Mutual Fund has announced some changes in the fund manager for its below mentioned funds, with effect from September 26, 2023:

If you are confused about all the talk about interest rate pauses or cuts, you should consider investing in dynamic bond funds. These schemes have the freedom to invest across securities and maturities depending on the outlook of the fund manager. So, when the rates go up, the fund manager might bet on short term securities as a rate hike will marginally impact them. When rates start falling, he will invest in long-term

The Association of Mutual Funds of India (AMFI) on Friday welcomed the decision of global financial major JP Morgan to include government bonds in its benchmark Emerging Market Index from next year, saying it will result in more demand for government securities. It will help bring over USD 30 billion into government bonds or government securities (G-Sec), AMFI Chief Executive NS Venkatesh said.

Speciality chemical companies in niche segments may offer sustained growth with high returns on capital invested, says Satish Ramanathan of JM Financial MF.

The monthly folio addition by equity mutual funds was at a record 2.2 million in August 2023, the data from Association of Mutual Fund in India (AMFI) showed. The monthly addition in August was twice that of the long-term average. Read more at: https://economictimes.indiatimes.com/mf/analysis/mf-folio-addition-hit-a-record-high-in-august-on-small-cap-boom/articleshow/103803858.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst

If you are looking for relatively safe debt funds to invest, you should check out banking & PSU debt funds. These schemes have the mandate to invest at least 80% of their corpus in debt investments of banks, public sector undertakings, and public financial institutions.

Equity mutual fund investors are busy counting the money they made from their investments in the last few years. No wonder, considering the key stock market benchmarks – S&P BSE Sensex -TRI and NSE Nifty 50 TRI - offered 11.04% and 10.89% respectively in this year so far. That's what prompted ETMutualFunds to do some number crunching to find out the outstanding returns offered by equity mutual funds in the last three years. We found out that eight equity schemes have offered more than 30% in .. Read more at: https://economictimes.indiatimes.com/mf/analysis/these-8-equity-mutual-funds-offered-over-30-in-three-years/articleshow/103826900.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst

People are hereby informed that PGIM India Mutual Fund has declared dividend in its PGIM India Large Cap-IDCW and PGIM India Large Cap Direct-IDCW, with quantum of dividend of Rs 0.4176 per unit and Rs 0.5801 per unit respectively, fixing record date as September 25, 2023.

Franklin Templeton Mutual Fund has announced dividend under its Templeton India Eqt Income-IDCW and Templeton India Eqt Income Direct-IDCW, with quantum of dividend of Rs 0.900 per unit and Rs 0.950 per unit respectively, fixing record date as September 25, 2023.

Are you planning to invest in relatively-safe debt schemes to take care of your short-term goals? To be precise, are you looking for ‘relatively safe’ debt funds to invest for three years or more? If the answer is yes, you can consider investing in corporate bond funds.

Most investors look to double their investments over a long period. Thanks to the surge in the stock market, many mutual fund investors doubled the value of their investments in three years. ETMutualFunds analysed performance of 202 equity mutual fund schemes that have been in the market for three years and found out that around 81 equity mutual funds doubled investors’ wealth in the last three years. We considered the current value a lumpsum investment made three years ago.

After witnessing staggering inflow in July, debt-oriented mutual fund schemes saw a withdrawal of Rs 25,872 crore last month as investors continue to adopt a cautious stance amid the current interest rate scenario in the US. Out of 16 debt categories, nine of them witnessed net outflows during the month under review, data with the Association of Mutual Funds in India (Amfi) showed.

ETMutualFunds recently started a series on mutual funds for the benefit of new investors. We started off with the misconceptions new investors have about mutual funds. Read the story: Why do some new investors hesitate to invest in mutual funds?