Recently I was talking to my uncle who is in his late forties. And as always happens with me (being in the financial advisory space), the topic of investments came up. He said that his investments had done phenomenally well over the last few years. On enquiring further, I came to know that his mutual … Read more
“While the year-end profit booking, Sebi advisories to mutual funds to curb froth in smids (small- and mid-cap counters) and overvaluation in some counters caused the broader market indices to correct sharply till the middle of last month, selective picking by funds and other investors at lower levels erased the losses in the second-half, which … Read more
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) … Read more
If you want to crunch some numbers, the total assets under management of the Indian mutual fund industry stood at ₹54,54,214 crore. Over 8.2 crore SIP accounts are being held by retail investors through which they invest regularly in various Indian mutual fund schemes offered by Asset Management Companies (29th February 2024). Also Read: Your … Read more
The Reserve Bank of India (RBI) is expected to cut the interest rates later this year, thus kicking off the rate cut cycle in the market. However, RBI in its Feb 2024 monetary policy meeting (MPC) kept the interest rates unchanged for the sixth time in a row. But this is expected to change as the banking … Read more
However, the large ticket size meant that the asset class was always exclusive to HNIs or institutional investors. Over the last half a decade, with the advent of tech platforms and listing of Real Estate Investment Trusts (REITs), this asset class has become more accessible to the general public due to smaller ticket sizes in … Read more
Mumbai: Industry body Association of Mutual Funds in India (Amfi) has asked mutual funds to put in place safeguards to protect the interests of all investors in mid- and small-cap funds. Amfi sent this letter after markets regulator Securities and Exchange Board of India (Sebi) raised concerns of “froth building up in small and midcap … Read more
The digital era we are now living in has given us convenience, access, reach, and information. It continues to evolve quickly and holds many promises and possibilities for us in the future. Amid all this, it is interesting to see how the investors have also evolved. From physical forms to digital platforms, we have come … Read more