Since 2000, over 7000 new funds have launched in Australia and New Zealand with varying levels of success. With this many new products touting their wares, investors need a way to evaluate them without falling victim to slick marketing. Morningstar’s manager research teams across Asia collaborated on a series of country-specific reports to help investors
Individual investors’ share in India’s mutual fund industry has expanded nearly eight times in the past decade, outpacing the industry’s overall sixfold growth, according to Franklin Templeton India Mutual Fund. Individual investors now account for more than 61% of total mutual fund assets under management (AUM). Retail investors contribute 27.01% while high-net-worth individuals (HNIs) make
India’s mutual fund industry witnessed robust momentum in June, with net equity inflows rebounding sharply after a dip in May, data from the Association of Mutual Funds in India (AMFI) showed on Wednesday. Net inflows into equity mutual funds jumped to Rs 23,568 crore in June, marking a 24% rise from Rs 18,994.56 crore in
Investing in popular sectors or themes with the hope of beating the market can sound like a smart strategy. But in reality, consistently outperforming a diversified portfolio through active sector or thematic bets is as difficult as timing the market—often with results no better than a coin toss. The challenges of picking winners Sectors can
Large cap mutual funds continue to be a preferred choice among investors—even during market corrections—owing to their perceived stability and exposure to fundamentally strong, blue-chip companies. The latest data from AMFI shows a 3.2% decrease in net inflows into equity mutual funds in April, totaling Rs 24,269.26 crore. Investor sentiment within the equity mutual fund