Equity mutual funds are sitting on a record ₹2.15 lakh crore in cash as of April 2025. This marks the highest-ever cash pile held by mutual funds. This reflects cautious sentiment amid market uncertainty and expectations of a surge in supply. Cash levels in equity mutual funds have risen consistently over the past six months.
In today’s volatile markets, both in India and abroad, global investing has become more than just an option—it’s an important strategy for long-term wealth creation. According to Niranjan Avasthi, Senior Vice President at Edelweiss Mutual Fund, “If you want winning markets in your portfolio, you need to invest beyond India.” He points out that while
Technology mutual funds are ideal for investors seeking long-term growth and impressive returns. Improving industry fundamentals and emerging technologies, such as artificial intelligence, machine learning, robotics and data science, are key catalysts for the sector’s growth. In addition, most funds investing in securities from the technology sector take a growth-oriented approach that focuses on companies
Mutual fund advisors are recommending gilt funds to ‘aggressive’ or ‘sophisticated’ debt investors as they believe that gilt funds are likely to offer superior returns when the RBI may start cutting interest rates. They say gilt funds have the potential to offer double-digit returns in a falling interest rate scenario. If you want to benefit
In the realm of gold investments, many investors are initially attracted to the apparent simplicity and cost-efficiency of gold mutual funds, largely because they showcase a relatively low expense ratio. However, beneath the surface, a hidden cost often goes unrecognized—the dual expense ratio. Rajani Tandale, Senior Vice President of Mutual Funds at 1 Finance, said,
Are you looking for relatively safe debt funds to invest for a few years? You can consider investing in Banking & PSU debt funds as these schemes have the mandate to invest at least 80% of their corpus in debt investments of banks, public sector undertakings, and public financial institutions. Mutual fund advisors say banking
Up until the last few weeks, some investors probably didn’t think much about diversifying. Many were content to let their investment dollars ride on the backs of the “Magnificent Seven” giant technology stocks, which seemingly could only rise in value. But the recent stock-market stumble, spearheaded by Tesla and other tech giants, serves as a
Many mutual fund advisors believe that 2025 is going to be the year of hybrid funds. Because of the uncertainties regarding the global economy and ever rising Indian stock market, advisors have been advising investors to move cautiously. In such a scenario they believe that investing in hybrid mutual funds – schemes that invest in
Value theme has been dominating the Indian stock market for the last one year or so. The mutual funds that have been following the value investing strategy have offered handsome returns in the last year. However, fund houses that had been following the growth strategy have suffered. If you swear by value investing principles, you