Retail investors predominantly invest in equity mutual fundsand, as per data put out by the Association of Mutual Funds in India in December, over 95% of the assets under management (AUM) in debt mutual funds (MFs) comes from corporate entities, while over 90% of equity AUM comes from retail and HNI (high net worth individuals) …
They say that the rising tide lifts all boats. Amid the ongoing bull run, equity mutual funds jumped in their valuations, so much so that the industry’s overall asset size went higher by nearly 23 percent this calendar year until Nov 30. On Dec 31 last year, total assets under management (AUM) of the mutual fund …
The net inflow to equity mutual funds fell to ₹15,536 crore in the month of November from ₹19,957 crore in October, revealed the AMFI (Association of Mutual Funds in India) data for the month of November. The number of systematic investment plans (SIPs) exceeded ₹17,000 crore for the first time. The SIP book for the …
Q. I am a software engineer working with an MNC in Pune, my wife is also a software engineer working with an Indian IT company. Recently, I learned from a cousin working in the U.S.A., that the U.S. stock market regularly outperforms the Indian stock market. I wish to invest in the US stock market. …
Investors aiming for diversification of their portfolio are recommended to invest in equities as well as debt securities. Although those who aim for wealth creation opt for equity, the ones with a low-risk appetite are inclined towards debt mutual funds. There are over a dozen mutual funds that fall in the category of debt funds, …
I have some short-term goals that are due in three years. What are the low-risk investment options that can protect my capital and also get me better post-tax returns? —Name withheld on request For your short-term goals, it is prudent to consider investments in debt instruments exclusively. Here, we will list a few options other …