equity mfs

Investors from Tier-2 & -3 cities embrace stocks and mutual funds, but gaps in advisory may leave many vulnerable

In March, SIP inflows saw a record high of around INR32,000 crore even though the markets were down 10%. But fund managers say if retail investors don’t see returns for another 18 months, most of them will start pulling back.

It’s the start of a new financial year, and if you are wondering where to put your money - this article has you covered. We asked five experts what they think is the right portfolio strategy for investors at the current juncture.

Equity mutual funds continued to gain traction in the current fiscal as the category saw an inflow of over Rs 20,000 crore in the first two months of 2015-16, mainly because of positive returns from stock markets.

With the markets scaling new peaks on a regular basis, investors in equity mutual fund (MF) schemes have hit the exit button.

The markets are down by over 9% so far this year but investors in equity mutual funds (MFs) haven't pushed the exit button in a hurry. Redemptions or exits made by investors in equity mfs have come to Rs 26,997 crore in January-June 2011, 22.6% lower than the same period last year.

Sustained inflows into equity mutual funds through systematic investment plans (SIPs) and independent retail investors kept the total assets under management (AUM) for equity mfs ringing.

With the stock markets taking a hit, net inflows into equity mutual funds (MFs) slowed down in January. Net inflows in equity mfs, including equity-linked savings schemes, stood at Rs 2,914 crore ($433 million) for January, the lowest in 20 months, data with the Association of Mutual Funds in India (AMFI) showed.

Even as the markets remain volatile, equity mutual funds (MFs) are finding it increasingly difficult to beat their respective benchmark indices.

With lacklustre sales and uncertain equity markets hitting investors hard, equity mutual funds (MFs) are doling out dividends to sustain interest. There has been a flurry of dividend announcements with as many as six schemes declaring payouts in the past 10 days.

Despite a recovery in the last two trading days of August that helped in reducing losses, equity mutual funds (MFs) ended with their worst monthly show since January this year. Returns from diversified equity mfs dipped 8.1% on an average during the month.

With the markets on a sticky wicket, investors in equity mutual funds (MF) (including ELSS or equity-linked savings schemes) have taken the exit route pulling out $3.8 billion ( Rs 27,330 crore) from equity mfs (including ELSS) in July and August.

Even as the markets remain on a weak wicket hovering close to the lowest level in two years, equity mutual funds (MFs) have stepped up their investments by buying more in a lackluster environment.

Investors in mutual fund (MF) schemes that have exposure to only overseas stock markets, better watch out.

Even as the markets remain on a weak wicket hovering close to the lowest level in two years, equity mutual funds (MFs) have stepped up their investments by buying more in a lackluster environment.

When filing income tax returns for AY 2025-26, understanding capital gains taxation from mutual funds is crucial. Both old and new tax regimes tax these gains. Long-term gains from equity funds are taxed at 12.50% (exceeding Rs 1.25 lakh), while short-term gains are taxed at 20%.

New Delhi, Apr 8 () Equity mutual funds witnessed an outflow of Rs 1,370 crore in March, making it the first pull out in two years amid profit booking. Fund mangers invested Rs 74,024 in the equity mutual funds (MFs) in the entire past fiscal ended March 31.