MF Query: 50 years & planning retirement? 1.1 lakh monthly SIP can grow to Rs 3 cr in 11 years

MF Query: 50 years & planning retirement? 1.1 lakh monthly SIP can grow to Rs 3 cr in 11 years

In the realm of investment planning, longevity is a virtue. The journey to financial security once you are near retirement often requires a careful balance of strategy, foresight, and adaptability. In a quest for clarity amidst the retirement planning maze, Gururaj, a 50-year-old investor brimming with aspirations, seeks to grow the portfolio so that he … Read more

SIP: Record additions of new SIPs give local funds added muscle

SIP: Record additions of new SIPs give local funds added muscle

Robust flows have allowed domestic institutional investors to own 16.05% of NSE market capitalisation at the end of the March quarter, reflecting market share gains of a fifth of one percentage point. Synopsis Registration of gross SIP accounts, the preferred route for small investors to invest in equities, rose to a record of 6.36 million … Read more

9 equity mutual fund categories witnessed inflows in April. Here is the break up – ​Inflows rise, outflows linger

9 equity mutual fund categories witnessed inflows in April. Here is the break up – ​Inflows rise, outflows linger

May 10, 2024, 03:54:19 PM IST 1/11 ​Inflows rise, outflows linger Equity mutual funds received a total inflows of Rs 18,917 crore in April. In all, 9 of them received inflows in April, according to the monthly data by AMFI. The data further showed that two categories saw outflows in the same period. Here is … Read more

mutual fund news: Tata Motors, Infosys among 10 companies that witnessed highest selling by mutual funds in March – MF Watch

mutual fund news: Tata Motors, Infosys among 10 companies that witnessed highest selling by mutual funds in March – MF Watch

May 09, 2024, 03:32:49 PM IST Around 10 companies witnessed the highest selling by mutual funds in March, according to a press release by Prime database. Here is the detailed list. Agencies 2/11 ​Persistent Systems Mutual funds sold around 1.82 crore shares of Persistent Systems in March taking the total number of shares to 1.61 … Read more

To build a corpus of Rs 5.3 crores in 30 years, one needs to invest Rs 17,000 per month

To build a corpus of Rs 5.3 crores in 30 years, one needs to invest Rs 17,000 per month

Retirement is that golden phase of a person’s life where he or she doesn’t have to work for money. They have lesser responsibilities, more time and freedom. This phase of a person’s life can be a beautiful new adventure provided they are financially secured and ready for this transition. Let’s look at our preparedness for … Read more

santrupt misra: Odisha’s richest Lok Sabha election candidate owns 59 mutual fund schemes

santrupt misra: Odisha’s richest Lok Sabha election candidate owns 59 mutual fund schemes

Santrupt Misra, a Biju Janata Dal (BJD) candidate and former HR head of Aditya Birla Group filed his nomination papers from the Cuttack Lok Sabha Seat for the 2024 Lok Sabha elections. His affidavit shows that Mistra has investments in 59 mutual fund schemes. The former HR head of Aditya Birla Group has investments in … Read more

These 10 companies saw highest buying by mutual funds in March. Do you own any? – MF Watch

These 10 companies saw highest buying by mutual funds in March. Do you own any? – MF Watch

May 07, 2024, 02:23:25 PM IST Around 10 companies saw the highest buying by mutual funds in the March quarter against the last quarter, according to a press release by Prime Database. Here is the detailed list iStock Mutual funds added around 24.53 crore shares of HDFC Bank in the March quarter with a total … Read more

Shashi Tharoor’s mutual fund portfolio worth Rs 1.72 crore has these 23 schemes

Shashi Tharoor’s mutual fund portfolio worth Rs 1.72 crore has these 23 schemes

Shashi Tharoor, Chairman of the Parliamentary Standing Committee on Information Technology and former Minister of State for HRD and External Affairs, filed his nomination papers for Thiruvananthapuram Lok Sabha seat in 2024 general elections. He has declared that his total investments in mutual funds was at Rs 1.72 crore. The member of Indian National Congress … Read more

These equity mutual funds failed to outperform their respective benchmarks in three years – Down capture ratio?

These equity mutual funds failed to outperform their respective benchmarks in three years – Down capture ratio?

May 01, 2024, 08:58:23 AM IST This ratio is used to measure fund managers overall performance in down markets. A down capture ratio of less than 100 indicates that a fund has lost less than its benchmark in the time period when the benchmark has been in the red zone. Getty Images These five equity … Read more

New Calamos ETF promises ‘100% downside protection.’ How it works

New Calamos ETF promises ‘100% downside protection.’ How it works

A new ETF designed to shield investors from the risk of market volatility starts trading on Wednesday.  The Calamos S&P 500 Structured Alt Protection ETF (CPSM) promises to deliver investors “100% downside protection” against the index’s losses over a one-year outcome period, according the firm’s news release. Calamos’ head of ETFs Matt Kaufman helped build … Read more