Mutual funds, stock markets, equities, Money Today
Business Today
Mutual Funds
When Change Strikes

With SEBI mandating mutual fund schemes to recategorise and follow well-defined investment paths, it is time to review your portfolio.

 
 

Managing your money can be tricky. Send your queries, and top-notch industry leaders will help you resolve any issue.

Debt funds have been poor performers as rising yields hit bond prices

Managing your money can be tricky. Send your queries, and top-notch industry leaders will help you resolve any issue.

Balanced funds have received massive inflows this year. Their annualized returns over long term (five years) are close to that of large-cap funds.
In equities, funds of smaller AMCs seem to be doing much better, while in debt funds, dynamic bond funds are holding their own
Small and mid-cap funds have been the best performers over most time periods. In debt funds, the honour goes to dynamic bond funds
 
 

Managing your money can be tricky. Send your queries, and top-notch industry leaders will help you resolve any issue.

Indexation benefits make three-year FMPs a good bet.

Fund Snapshot: The Winners
The most competitive loan and deposit rates in the market
In equities, tax-saving funds are matching returns given by large-cap funds, while in debt funds, dynamic bond funds have been clear winners

Debt mutual funds offer more tax benefits and returns than other fixed income instruments.

Small and mid-cap funds have been the best performers over the last one year. In debt funds, the honour goes to intermediate bond funds
Advertisement