Never miss a great news story!
Get instant notifications from Economic Times
AllowNot now

You can switch off notifications anytime using browser settings.

Some advisors and investors have started focusing on the P/E ratio of mutual funds to assess their attractiveness. However, the concept of P/E ratio works differently in mutual funds and stocks.

Several schemes from these fund houses are toppers in their categories.

Many mutual fund investors have turned extremely risk averse lately. A series of bad news – downgrades and defaults on the debt mutual fund space – were the wake up call for many conservative investors. A bleak economic scenario and a narrow market rally have lately turned even many equity investors extremely cautious.

Mutual fund participants believe that the recent decisions by Sebi are aimed at strengthening the capital markets by reducing highly-leveraged trading and thereby attracting more retail participation.

Focused funds are topping performance chart. Is it time to invest?

Three schemes from the category that is mandated to invest in a concentrated portfolio of 30 stocks have found place among the top five performers in the multi cap category in the last one year.

The funds work well as a core portfolio for investors who do not maintain the discipline of asset allocation, which plays a key role in determining portfolio returns.

Some mutual fund advisors are asking their clients to choose arbitrage funds over liquid, ultra short or short duration funds for their short-term needs.

Though every fund manager tries to put in his or her best effort to offer superior returns, some fund managers always outshine the others.

A combination of scheme categorisation, economic downturn, and market downturn, coupled with negative news on the NBFC sector and couple of frauds, has created mayhem, in the market which led to underperformance of many mutual fund schemes.

What to do when your mutual fund manager leaves the fund house

Mutual fund investors are discussing the exit of Soumendra Nath Lahiri, CIO, from L&T Mutual Fund. Some prominent fund managers like Krishna Sanghavi of Canara Robeco MF and Gautam Sinha Roy of Motilal Oswal MF among others, have left their respective fund houses in 2019.

Yes, you read it right. You shouldn’t do anything based on the news that your fund manager has put in his papers. You should wait for more details before taking any decision. Do not panic and avoid knee-jerk reactions, say mutual fund advisors.

Roshi Jain, who was speaking at the ET Wealth Investment Workshop held in Chennai on November 15, shared some rules for the novice investors to ride through the volatility easily.

Many debt mutual funds have exposure to the Vodafone-Idea papers. I believe it is all right unless your scheme has a high exposure, says SR Srinivasan

Mutual funds and other institutional investors, who are the consumers of the rating agencies, have been strangely silent, despite having been let down in several egregious cases.

SN Lahiri exit: Keep L&T Mutual Fund schemes under close watch, say advisors

SN Lahiri was managing most big equity and hybrid schemes of the AMC, holding a total AUM worth Rs 30,845 crore.

If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts.

Financial planners feel a stable fund management team is a prerequisite before recommending an actively managed equity mutual fund scheme.

In the case of DHFL, bankers want mutual funds on board to ensure that no entity takes a unilateral decision.

Recently, actively managed large-cap mutual funds have been criticised due to their under-performance vis-a-vis passive funds. However, currently six of the top 10 large-cap MFs over one year are active funds. Should you invest in them?

Vodafone-Idea problem: Investors in these debt mutual funds may be hit badly

Failure of the telecom entity to continue as a going concern will potentially hit several debt schemes holding roughly Rs 2,023 crore worth of Vodafone Idea debt. According to data, schemes of four asset management companies hold the paper.

Other useful Links

Copyright © 2019 Bennett, Coleman & Co. Ltd. All rights reserved. For reprint rights: Times Syndication Service