The total retail folios in index funds increased by close to 12 times from 4.95 lakh in March 2020 to 59.37 lakh in December 2023, showing a remarkable surge in the adoption of index funds among retail investors over the past few years, according to a study by Zerodha Fund House.The assets under management (AUM) … Read more
Gold ETFs saw an inflow for the second consecutive month in June of Rs 726.16 crore, according to the monthly data released by AMFI. The category saw an inflow of Rs 827.43 crore in May and an outflow of Rs 395.69 crore in April. In the first six months of 2024, the category received a … Read more
According to data analyzed by ETMutualFunds, approximately six large-cap mutual funds have transformed a lump sum investment of Rs 5 lakh into Rs 1 crore over the last 20 years. It’s noteworthy that around 11 large-cap funds have completed 20 years of existence in the market. HDFC Top 100 Fund The HDFC Top 100 Fund … Read more
When an investor chooses a mutual fund, they often have a target return and an estimated corpus in mind. The Rule 15*15*30 offers a straightforward strategy for investors aiming to become crorepatis. By investing Rs 15,000 monthly for 30 years at an expected 15% annual return, investors can potentially achieve significant financial growth through the … Read more
Around 13 equity mutual funds gave negative returns in the first six months of 2024, data crunching by ETMutualFunds showed. There were around 583 equity schemes in the market in the said time period. A further analysis of these 13 schemes showed that they were from the same category. These 13 equity schemes were from … Read more
Jun 29, 2024, 11:46:19 AM IST 1/7 What is JP Morgan Emerging Market Bond Index (EMBI)? EMBI was formed in the early 1990s which has various high yielding local rates indices like the Government Bond Index-Emerging Markets (GBI-EM) series and the Corporate Emerging Markets Bond Index (CEMBI) series and are considered standard benchmarks by many … Read more
Infrastructure and defence based mutual funds have dominated the returns chart in the first half of 2024, an analysis of the return charts showed. There were around 208 sectoral/thematic funds in the said period. The toppers in the list were from the infrastructure sector, defence sector and PSU sector. HDFC Defence Fund, the topper in … Read more
Jun 23, 2024, 02:20:38 PM IST Around four mutual fund houses had cash allocations of more than Rs 10,000 crore in their portfolio as of May 2024. Here is the break-up, according to data from ACE MF. iStock The largest fund house had a cash allocation of Rs 27,070 crore in their portfolio as of … Read more
Jun 23, 2024, 12:42:53 PM IST 1/6 Outstanding performance Around five equity mutual funds offered more than 100% return in the last one year. These five funds were from PSU theme based mutual fund category, according to the data by ACE MF. Getty Images CPSE ETF, the largest fund in the category based on assets … Read more
Jun 18, 2024, 07:13:23 PM IST There were around 491 equity mutual fund schemes active in May. Around 117 of them gave negative returns. Here are the 10 schemes that lost the most in the period, revealed data pulled out from ACE MF. Agencies HSBC Brazil Fund lost the most of around 5.13% in May. … Read more
