Page 9 - Value Research News Today

Fund of funds investing in overseas ETFs wont accept fresh investments from 1 April.

In recent years, the means or channels to reach investors have increased. Investors who are overpowered by greed fall prey to shenanigans that offer them the lure of assured returns.

Assets under management (AUM) of arbitrage funds doubled to ₹1.74 lakh crore since March 2023. As per Value Research data, this category has returned 7.1% over the last one year, compared with overnight funds that returned 6.60% and liquid funds 7.02%.

SEBI has asked at least one fund house why super senior citizens were sold high-risk schemes like small-cap schemes. Industry says more mutual funds have got SEBI’s email.

We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.

Financial Literacy News: Many investors tend to keep money idle in savings bank accounts to meet near-term goals like paying school /college fees, vacation, or buying electron

SEBI and AMFIs alert focuses on valuations, a rare move by regulators. Gates will be put to manage expectations. Investors, fund CEOs, and fund managers will act in tandem to protect smallcap funds and mitigate market risk. Promoters, EPF money, and FII money play a crucial role in the market.

In 2023, mid cap funds saw inflows worth Rs 22,913 crore and small cap schemes saw inflows of Rs 41,035 crore. On the other hand, large cap schemes saw outflows of Rs 2,968 crore.

ET Wealth collaborates with Value Research to identify the top-performing funds across categories. (Annualised returns in % as on 21 Feb 2024.) Here is a look at the best mid-cap MFs.

Tata Equity PE Fund is a value mutual fund which has given an annualised return of 17.37 per cent in the past 10 years, thus letting an accumulated investment of ₹14.41 lakh to swell to ₹35.89 lakh in just a decade