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ET Wealth

Most mutual fund pundits were predicting a strong performance by largecap schemes since the last few years.

Mutual fund advisors complain that new Equity Linked Saving Schemes (ELSS) investors are getting into these tax planning mutual find schemes without doing any homework. According to them, many new investors are flocking to ELSSs these days.

An analysis of giant multi cap schemes reveals that six out of 10 largest multi cap schemes, under-performed their category average returns

The best tax-saving option available under Section 80C is an Equity Linked Savings Scheme (ELSS) or tax-saving mutual fund schemes.

Banking and infrastructure schemes are likely to do well. Should you invest?

Some mutual fund advisors are betting big on banking and infrastructure schemes.

“We have not yet entered the rate tightening zone,” said Lakshmi Iyer of Kotak Mutual Fund.

Investors tend to put lumpsum money in ELSS in the last 3 months of the financial year.

Balanced funds on an average keep about 70 per cent of their portfolio in equities.

An ETIG analysis of data from Sebi shows that the balanced category attracted the highest inflows beating even equity growth schemes.

Benefits of mutual funds that invest abroad and what's on offer

Global diversification is critical, even with domestic markets scaling new heights, and global funds are the best route to international exposure.

Long-term investors may gain from the likely rise in infrastructure companies’ earnings on account of government spending.

After putting IT schemes on the watch list for more than a year, most of these advisors are asking their clients to get out of these schemes.

MF Advisors say that the new entrants to mutual funds and the younger investors are obsessed with the eye-popping returns offered by microcap schemes.

India's largest lender by m-cap, HDFC Bank, has caught the fancy of fund managers.

Banking sector funds may continue to perform. But you should be cautious

The banking sector category returned 38.63 per cent in the last one year, 21.45 per cent in three years and 15.30 per cent in the last five years.

Mutual fund advisors generally ask new investors to start with ultra-short term funds because these funds offer a good experience in terms of returns, risk and liquidity.

IT funds have given -4.95 per cent over a month and –10.64 per cent in a year. Why are these funds doing badly?

Most government-backed tax-saving options offer modest returns. However, ELSSs have the potential to offer superior returns over a long period.

Investors are quite perturbed to note the huge gap between the performance of these schemes and their peers.

Are you investing in the right hybrid fund?

Everyone agrees that hybrid funds are the best way to invest in the current market conditions. But the big question is: Do you know which hybrid funds are you investing?

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