ET Intelligence Group: Dalal Street has now acquired a distinct desi flavour, illustrating the power – and allure – of equity for the ordinary Indian saver. It’s no wonder, therefore, the share of domestic mutual funds in the overall institutional equity assets under management (AUM) reached a record high. Data from NSDL showed Indian domestic … Read more
ET Intelligence Group: Dalal Street has now acquired a distinct desi flavour, illustrating the power – and allure – of equity for the ordinary Indian saver. It’s no wonder, therefore, the share of domestic mutual funds in the overall institutional equity assets under management (AUM) reached a record high. Data from NSDL showed Indian domestic … 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
Tata Equity P/E Fund, managed by Tata Mutual Fund, completed 20 years on June 29. The scheme has given 19.47% returns since its inception. The scheme manages assets worth Rs 7,904 crore as of May 2024. Launched in June 2004, the scheme has offered 17.04% returns in 10 years, 21.14% returns in five years, 25.78% … 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
Mumbai: The Securities and Exchange Board of India (Sebi) on Friday proposed that mutual funds should disclose risk adjusted return of their schemes to help investors take informed investment decision. “… it is felt that the risk adjusted return (RAR) of a scheme portfolio represents a more holistic measure of the scheme’s performance because it … Read more
New Delhi: Capital markets regulator Sebi on Friday proposed mandatory disclosure of ‘risk-adjusted return’ along with the return of a mutual fund scheme to help investors make informed investment decisions. Risk-adjusted return (RAR) of a scheme portfolio represents a more holistic measure of the scheme’s performance because it quantifies the amount of return generated by … 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
ETFs now constitute close to 13% of the total Mutual Fund Industry AUM indicating the remarkable adoption of ETFs by retail investors in India, according to a study by Zerodha Fund House. ETMarkets.com The study reveals that the substantial share of Rs 6.95 lakh crore out of the total Rs 53.40 lakh crore signifies a … Read more
