Equity Fund News
I have achieved 95 per cent of his retirement corpus with 17 years of disciplined investing, says Kartik Sharma
Kartik Sharma, guided by financial advisor Suresh Sadagopan, emphasizes disciplined investing and goal-oriented strategies to achieve financial stability. His portfolio reflects a balanced mix of equities and debt, showcasing the significance of early planning and trust in financial advisors.
5 min read21 Nov 202448% of equity MFs outperformed respective benchmarks in September 2024, PL Wealth study finds
PL Wealth Management reported a 3.10% increase in equity mutual fund AUM, reaching ₹26,43,291 crore in September 2024. 48% of analysed funds outperformed benchmarks, with Small Cap Funds leading at 75%. SIP contributions hit a record high despite a 10% decline in equity scheme inflows.
2 min read23 Oct 2024America’s new millionaire class: Plumbers and HVAC entrepreneurs
Private equity is pouring money into skilled-trade small businesses; ‘Next thing you know, you’re running an empire.’
7 min read13 Oct 202467% of equity MFs outperformed respective benchmarks in August 2024, PL Wealth study finds
Prabhudas Lilladher’s report reveals a 2.04% increase in equity mutual fund AUM, reaching ₹25,64,069 crore in August 2024. Up to 67% of 283 funds outperformed benchmarks, with Large & Mid Cap Funds leading. However, Large Cap Funds lagged, with only 55% outperforming.
2 min read18 Sep 2024Large, mid-cap funds’ AUM soars 5x in 5 years, likely to see increased activity amid market volatility: ICRA Analytics
Large and mid-cap funds are drawing significant investor interest due to their diversification and potential returns, with AUM surging over five-fold in five years, according to ICRA Analytics.
3 min read22 Aug 202439% of equity MFs outperform respective benchmarks in July 2024, finds PL Wealth Management
In July 2024, 39% of equity mutual funds outperformed their benchmarks, with Value Contra Div. Yield Funds leading at 78%. The AUM grew by 5.37% to ₹25.12 lakh crore. Small Cap Funds underperformed, and inflows into open-ended equity funds dropped by 8.61%.
4 min read20 Aug 2024Is relying solely on Sukanya Samriddhi enough, or should you invest in equity funds too?
Sukanya Samriddhi Yojana is a strong debt instrument but may not be sufficient alone for future education and marriage costs due to inflation and withdrawal limits. Complementing it with equity funds through SIPs can provide higher returns and better meet future financial goals.
4 min read28 Jul 2024Retail folios in index funds grow 12-fold since March 2020: Zerodha Fund House
The total number of retail folios in index funds has skyrocketed nearly 12x, growing from 4.95 lakh in March 2020 to an impressive 59.37 lakh by Dec 2023, highlighted a Zerodha Fund House report. This meteoric rise reflects trend of increased investor preference for passive investment strategies.
2 min read26 Jul 202457% of equity MFs outperformed respective benchmarks in June; Multi Cap Funds lead: PL Wealth Management
PL Wealth Management found that 57% of equity funds outperformed benchmarks in June, with Multi Cap Funds leading. Inflows into equity mutual funds surged by 17% to ₹40,608 crore, driven by NFOs.
5 min read16 Jul 2024Mid-cap mutual funds’ AUM exceed largecaps’ for the first time
Mid-cap mutual funds’ assets exceed large-cap funds for the first time, with small caps to large caps at their highest proportion. Market experts caution against investing in momentum, small-cap, and mid-cap stocks due to overheated valuations.
4 min read11 Jun 2024Popular Topics
Budget
The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared