India's vibrant democracy is currently immersed in the festival of elections. By the time you would be reading this, the results for the Lok Sabha elections will probably be out. In some ways, the process of elections and investments are not so different.
Just like it is crucial to choose who you vote for by considering the value it can add to the economy, policies and the social fabric of India, it is also important to choose the right mutual fund (MF) that can add value to your investment portfolio across market cycles.
Elections give an opportunity to you to consider the past performance of a party or government and assess their potential for delivering better outcomes in the future. Of course, out of these, performance tops the list as that differentiates winners from losers. Performance is also a crucial metric, among others, to assess an MF.
The popularity of MFs has grown by leaps and bounds--the total assets under management (AUM) of the industry has gone up 37.29 per cent, from *41.53 trillion in April 2023 to 57.01 trillion in April 2024. Till a few years ago, the MF industry was dominated by institutional investors, but now individual investors command 60.5 per cent of the AUM. Interestingly, the share of equity-oriented schemes is 58.1 per cent of the AUM, and 88 per cent of it is coming from individual investors, showing their preference for the category.
هذه القصة مأخوذة من طبعة June 2024 من Outlook Money.
ابدأ النسخة التجريبية المجانية من Magzter GOLD لمدة 7 أيام للوصول إلى آلاف القصص المتميزة المنسقة وأكثر من 9,000 مجلة وصحيفة.
بالفعل مشترك ? تسجيل الدخول
هذه القصة مأخوذة من طبعة June 2024 من Outlook Money.
ابدأ النسخة التجريبية المجانية من Magzter GOLD لمدة 7 أيام للوصول إلى آلاف القصص المتميزة المنسقة وأكثر من 9,000 مجلة وصحيفة.
بالفعل مشترك? تسجيل الدخول
Gold ETFs And FoFs
While Indians love to invest in physical gold, even mutual funds offer the option, but in paper format.
PLANNING TO BUY CHILD INSURANCE? THINK TWICE
Child insurance plans combine insurance and investment but often offer low returns due to high costs, making a combination of a term insurance cover and mutual fund a better option for securing your child’s higher education needs
How Do You Define Happiness?
Money does buy happiness, but after a while, the appeal fades. We talk about our relationship with money, but, maybe, it’s time to revisit our relationship with happiness
Avoid Crypto As It Is Highly Volatile
I am 22 years old and have recently started working. I want to invest a small portion of money in cryptocurrency. How should I go about it? Does it require a huge capital investment?
Invest Right, Don't Speculate
The lure of high returns and quick gains from equity tips, cryptocurencies, and equity F&O can be enticing. But remember, return of capital is more important than return on capital
The Wedding & Budget: Is Minimalist Trend The Right Knot For You?
Indian weddings are known for their pomp and grandeur, but minimalist weddings are also in vogue now. Dia Mirza was one such celebrity who went for a minimalist wedding. If you also want to keep things minimal on your big day, here’s how to do it
Here's How To Buy An ETF?
Mutual funds are the preferred choice for retail investors. However, they come at a cost and fund management risk, apart from other risks. A smarter alternative is to invest through ETFs.
How Passive Funds Help Diversify
Passive funds provide a simple way to invest in broad markets as well as in specific themes and sectors, making them ideal for an investor's satellite portfolio
The Rise Of Passive Funds
The popularity of passive funds among retail investors has risen post Covid, and fund houses are out with many variations of ETFs and index funds. Does this category present a new opportunity for investors?
Tax Reforms: What's In Store?
The government is working on reforming the existing Income-tax Act, 1961. The impending reforms have raised many questions in the minds of taxpayers. Will the old regime and deductions be done away with? Will it really simplify your life? What's the need for these reforms? We try to answer these and other questions regarding tax reforms
