"By easing the compliance burden, Sebi aims to foster the growth of passive investments in the Indian mutual fund industry," Sebi whole-time member Ananta Barua said while speaking at the mutual fund summit organised by industry body Assocham in the national capital.

​Parag Parikh Flexi Cap Fund completes 10 years of existence next week. The scheme was launched in May 2013. The scheme has offered 18.26% returns since inception.

Market experts have been asking investors to tone down their expectations from equity investments. However, if you look at the performance chart, you will be pleasantly surprised that your equity funds offered double-digit returns in one year.

The performance of the scheme will be benchmarked against the NIFTY 200 Momentum 30 Index (Total Return Index). The scheme will be managed by Devender Singhal, Satish Dondapati, and Abhishek Bisen.

​But my own belief is as interest rates start coming down the next year and supported by good growth coming in, probably we should see some kind of premium valuation starts coming in, which probably should see it coming in next year.

Kotak Nifty PSU Bank ETF and Nippon India ETF Nifty PSU Bank BeES offered 67.09% and 67.08% returns respectively in a year. NIFTY PSU BANK - TRI, the benchmark for these two schemes, offered 68.19% in the one-year horizon.

A Dynamic Bond Fund or any other debt fund which invests in long-term debt instruments is highly sensitive to interest rate movements. Thus, in a short period of time, returns could be highly volatile and can even be negative. However, over a longer time frame of over 2-3 years period, returns tend to normalise along with the interest rate cycles.

From an investment point of view, due to its lower correlation with equities and gold-like behaviour when it comes to robustness during times of economic turmoil, silver becomes a very compelling asset to be included in an investor portfolio.

I think a lot of it has to do to my mind with two or three things. One is your external account situation obviously has gone through a sea change because energy prices are down, service exports have done well. The dollar itself has weakened.

“The size of Parag Parikh Flexi Cap Fund has surely grown over the last decade. This has prompted some to wonder whether we should close for fresh investments. We are not considering this for now,” Thakkar said.

Three index funds, two thematic funds, a fixed maturity plan, value fund, and an ELSS fund are open for subscription in the market. Should you invest in these new fund offers to maximize the returns from your mutual fund portfolio?

In addition to ETF, in the index funds too, HNIs have witnessed an AUM CAGR of 145 per cent over the past four years. Apart from HNIs, retail AUM in ETFs has posted a CAGR of 56 per cent over FY19-23 to Rs 9,700 crore in FY23.

While past returns are an important parameter to consider performance, they must not be looked at in isolation. The data that a large cap fund returned 20% in the last one year does not indicate much. It must be compared with its benchmark and other schemes in the large cap space.

I am sure looking at all angles from this thing, from the investor point of view, from the industry point of view, from the intermediary point of view and more than anything else keeping in view the growth of the industry, I think the final whatever will come will be for the benefit of everybody.

The performance of the scheme will be benchmarked against S&P BSE Housing TRI. The scheme will be managed by Sharwan Kumar Goyal and Ayush Jain.

The performance of the scheme will be benchmarked against NIFTY50 Equal Weight TRI. The scheme will be managed by Sharwan Kumar Goyal and Ayush Jain.

Sebi wanted to cap the Total Expense Ratio charged by mutual funds as the total costs incurred by investors were way above the prescribed fee. The Sebi also proposed a performance-linked fee. Will it make a big difference to mutual fund investors?

The RBI announced withdrawal of Rs 2,000 notes this week and have given time to deposit the notes with banks up to 30 September 2023. Also, a withdrawal of Rs 20,000 per person per day of notes in exchange is allowed.

10-year bond yields are expected to start rallying due to inflation and weakening macroeconomic data. Rate cuts are expected to be built in over the next six months, and from RBI's perspective, around 50 bps of rate cuts are anticipated in the next year. Interest rates are expected to move lower, causing the addition of duration to all portfolios. Long bonds will perform well initially and short-term funds when rate cuts occur. Corporate bond spreads are attractive for the three- to five-year segment.

HDFC Defence Fund will follow a multi cap strategy and build a portfolio with a focus on growth and quality at reasonable valuations by investing across large-, mid- and small-cap stocks.

Around 11 mid cap schemes failed to beat their respective benchmarks in one, three, and five-year horizons. Tata Mid Cap Growth Fund, one of the oldest mid cap funds, underperformed its benchmark in all three horizons.

"Given the attractive spreads and higher interest in equities, arbitrage funds can deliver a 7% return. These returns are similar to liquid funds with better tax efficiency," said Viral Bhatt, founder of Money Mantra.

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

" Some signs of improvements are now showing. Earnings should start improving from 6-7% to 12-15% in around 6-12 months."

The underlying business and economic processes feed growth back into the input, enhancing growth further. That’s the actual meaning of the term compounding when applied to investments and growth.

Considering the underperformance of most mutual fund schemes, the proposal to introduce performance-linked expense ratios along the lines of Portfolio Management Services (PMS) is a step in the right direction, Gopal Kavalireddi, Head of Research at FYERS, said.

Out of 68 international schemes that are in the market, 30 schemes offered double-digit returns in this year till date. 24 schemes offered single-digit returns and 14 schemes gave negative returns.

​So I think the impact on the listed players would be minimized to the extent that they will benefit from larger flows, I would say, because their costs would be much lower compared to a smaller AMC.

​And not necessarily that every recommendation that is coming in would pass through or would get accepted or would get rejected. Therefore, one has to just see within this which are the one would actually be dropped.

The recommendations are aimed at bringing down mis-selling and reducing costs of investing in mutual funds.

Both indices had risen in early trades but gains fizzled out in the later part of the session. The Sensex ended at 61,431.74, down 128.90 points, or 0.21%, from Wednesday's close. The Nifty declined 51.80 points, or 0.28%, from the previous close to settle at 18,129.95.

The performance of the scheme will be benchmarked against S&P BSE Sensex TRI. The scheme will be managed by Raviprakash Sharma.

Multi asset funds are mandated to invest in three asset classes - typically equities, debt, gold. As per Sebi norms, they should invest atleast 10% in three asset classes. Mutual fund advisors say the portfolio composition makes them relatively safe.

As many individuals move to the new income tax regime, investment believe tax saving mutual funds might find fewer takers in the coming days. ELSS help investors to save taxes of up to Rs 1.5 lakh under Section 80C of the Income Tax Act.

There are cycles in the market between so-called value and growth and quality. I think as you really see inflation coming off, the interest rate cycle coming to a pause, if not on the cutting side, I think that leads to a significant amount of momentum on the growth side of the macro economy and at the same time growth side of the market.

The Sensex ended at 61,560.64, down 371.83 points or 0.6% from the previous close. The Nifty declined 104.75 points or 0.57% to end at 18,181.75. Short covering in the later part of the day helped both the indices recoup some of their losses after falling nearly 1% earlier in the session.

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

The scheme will be managed by Shiv Chanani. The scheme will be benchmarked against the Nifty 500 Index.

Equity mutual funds invest in stocks and the stock market can be extremely volatile and risky, especially in the short term. That’s why many investors never invest in equity mutual funds to build wealth or pocket better after-tax returns.

"In a multipolar world, defence expenditure globally is set to increase as countries enhance their defence capabilities. Self-reliance in defence led by strong R&D (Research and Development) focus and enhancement of manufacturing capabilities creates opportunity for Indian companies to serve domestic market as well as tap large export potential. This could offer a multi-decadal investment opportunity," said Abhishek Poddar - Fund Manager - Equity and Senior Equity Analyst, Dealing and Investments at HDFC AMC.

Investors can use mutual fund products to invest across a range of asset classes, be it equity, fixed income, precious metals, international funds and even real estate.

"Over the past few months, we have witnessed gold prices rising. While gold prices rose, some investors would have chosen to book profits or take on risk on approach with a view that central banks would pause further rate hikes," Himanshu Srivastava, Associate Director - Manager Research at Morningstar India, said.

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

After dazzling investors with impressive returns in the one year, these schemes that track the precious metal are down 4% in one month. Should investors be bothered about the recent weakness in the precious metal fund?

An ELSS fund and a thematic fund are currently open for subscription in the market. Should you invest in these NFOs to maximize the returns from your mutual fund portfolio?

We have generated more than 20% cumulative alpha over the last 2 years. Since the last 8 months, I have taken over the flexi fund which has started to see early signs of turnaround by being in the top quartile within 3 months.

Market-linked debentures (MLDs) that were earlier taxed at 10% after a holding period of more than a year are now taxed at marginal tax rates. Even investments in debt mutual funds are now taxed at marginal tax rates without any indexation benefits, irrespective of the duration of the investments.

"While March's outflow was a natural and expected year-end phenomenon. It is difficult to ascertain the reason behind this sudden turn in liquid fund inflows," Mayank Bhatnagar, Chief Operating Officer, FinEdge, said.

I think we are in the middle that is the challenge that you do not have a situation where I do not think we are in greed, if you have greed you will have huge local mutual fund inflow.

ETMutualFunds considered the daily rolling returns of 143 equity schemes that have completed 10 years of existence. These seven schemes were from large & mid cap, mid cap, and small cap categories.