INDEX FUNDS

How Indian investors’ portfolios are changing: From property and gold to SIPs and ETFs

Indian households are re-evaluating their asset allocations as gold holdings rise and equity investments remain stable. Recent data reveals a significant increase in household wealth, particularly in gold and real estate. Households are moving from traditional savings to market investments, notably through systematic investment plans. Meanwhile, financial behaviors are changing, with more monthly contributions being made to equities.

Starting your MF journey this Diwali? Experts suggest adding flexicap, midcap funds & avoiding overlapping schemes

With Diwali just around the corner, many individuals are contemplating the best time to embark on their investment journey through mutual funds. Experts advise initiating a well-rounded strategy that features a mix of flexi-cap, mid-cap, and large-cap funds. New investors should embrace systematic investment plans to cultivate disciplined investing habits while steering clear of trying to time the market.

Buffett on gold: It does not lose because the pessimists are wrong. It loses for a reason almost nobody mentions

The number of shares Berkshire Hathaway held in American Express did not change for eight years. Yet, its ownership of the company rose from 12.6% to 17.9%, purely because American Express kept buying back its own shares. Fewer shares existed, so the same number of shares owned more of the company. Buffett draws the general rule from it in one short line: When earnings increase and shares outstanding decrease, owners over time usually do well.

If you invested $1,000 in Google stock in 2006, here’s how much your Alphabet shares would be worth today

A $1,000 investment in Alphabet at the end of September 2006 would have grown to about $32,804 by October 22, 2026, with dividends reinvested. Here’s how Google stock outperformed the S&P 500 over two decades and what the company’s latest earnings reveal about its growth and AI spending.

With S&P 500 stocks near record valuations, is Buffett’s index fund advice still worth following? what $500 a month could be worth in 20 years at 5%, 10% or 15% returns

Skip stock picking, Warren Buffett tells ordinary savers, and buy an S&P 500 index fund instead. But valuations are near record highs, so does that advice still hold? Invest $500 every month for 20 years and you’d have about $205,500 at 5% returns, $380,000 at 10%, or $749,000 at 15%. Your own deposits would be $120,000. Returns are not guaranteed.

Tech reporter’s remarks on Indian VCs set off debate on India’s deeptech startup scene

The discourse surrounding Ashlee Vance's comments on Indian VC risk aversion has generated a flurry of insights online. Vance suggested that Indian venture capitalists often overlook startups with immense potential, such as Ather, valued at nearly $7 billion. Anu Hariharan’s analysis pointed to operational issues deterring investors from engaging in India's startup scene.

Warren Buffett’s 6 golden rules for investors after retirement

Warren Buffett’s retirement advice focuses on low-cost index investing, paying off high-interest debt, maintaining cash reserves, staying within one’s circle of competence and living frugally. His long-standing principles offer lessons on building wealth, managing risk and making sound financial decisions.

Mutual fund NFOs: 5 new funds will open for subscription this week. Check dates and key details

How to win the investing game? Charles Ellis says make fewer mistakes, focus on long-term goals

Ellis compares investing with tennis to explain why many investors struggle to outperform the market. In amateur tennis, the winner is often the player who makes fewer unforced errors rather than the one who produces spectacular shots.

Warren Buffett on bearish markets: One habit decides whether you come out richer or poorer

He put the four worst collapses in his own share price into a table, with the dates and the drops. Nearly 60% once, around half three more times, all of it inside the best long-run record anybody has produced in public markets. He did not print it to confess. He printed it to make one argument, and it is the argument most investors hear only after the damage is done. Then he turns the same idea upside down.

NFO Insight: Choice Large & Mid Cap Fund is open for subscription. Is this the right time to invest?

Choice Mutual Fund has launched the Choice Large & Mid Cap Fund, now open for subscriptions until November 3. This innovative fund is designed to invest at least 35% in both large and mid-cap companies. Using the GVOTE framework, selections are made based on five critical parameters such as growth prospects and management excellence.

NFO Alert: Choice Mutual Fund launches large & midcap fund, its first actively managed equity fund

Choice Mutual Fund has launched its inaugural actively managed equity scheme, the Choice Large & Mid Cap Fund. This fund is designed to allocate at least 35% of investments in both large and mid-cap stocks, with up to 30% in small-cap equities. Investors can join the fund with a minimum investment of Rs 1,000 and SIPs starting at Rs 250.

Bola Sokunbi started investing during a recession in 2007; about 10 years later, her portfolio had crossed $1 million

Bola Sokunbi saved $100,000 within three years of graduating and kept investing when markets fell in 2007. About a decade later, her portfolio had grown beyond $1 million.

Mid and small-cap stocks at 20-year high premium to large caps: Why investors may need to shift fresh money to large caps

In recent times, small and mid-cap stocks have proven to outperform their large-cap counterparts. Despite witnessing market volatility, these smaller equities have continued to attract investor attention and capital inflow. As a result, their valuation levels have surged. Analysts warn, however, that for this trend to sustain, earnings expectations must be fulfilled. Therefore, investors should consider careful portfolio adjustments in response to shifting market conditions.

1 Finance gets in-principle approval for India’s first MF Lite AMC licence

1 Finance has received SEBI’s in-principle approval to establish India’s first MF Lite asset management company, targeting a Q4 FY27 launch. The proposed AMC will offer passive investment products, including index funds and ETFs, subject to final regulatory registration.

SIP or STP for PMS investments? Key differences, costs and risks investors should know before choosing

The rising inclination toward systematic investment plans (SIPs) for Portfolio Management Services (PMS) is becoming increasingly visible among Indian investors. A notable percentage of PMS strategies are starting to incorporate SIPs for regular investments. Particularly, younger investors looking to build wealth are favouring this approach to mitigate market risks. With recent regulatory shifts regarding PRIM, advancements in technology and education for investors are essential for broader adoption of PMS SIPs.

New York City pension fund asks Anthropic to delay IPO

The supervisor of New York City's pension funds, one of the largest in the United States, asked Anthropic to postpone its stock market debut until risks posed by its artificial intelligence technology are better controlled. A small fraction of those assets, around $7 million, are currently exposed to Anthropic, the Comptroller's office told AFP. However, that exposure will grow if Anthropic goes public because its shares would become included in several stock indices, including the Russell 3000, which New York City tracks for its own investments.

Warren Buffett on 5 habits that feel like good investing but make you poorer

Buffett offered a bet in public and then waited. Thousands of managers who have grown rich telling people they can beat the market did not take it up. Only one man accepted. Nine years later, the scoreboard was not close, and the more revealing number is not the gap between them.

Insurance stocks are down 20%, but Anil Ghelani sees a contrarian opportunity. Here’s why

The proposed changes to commissions and distribution by the Insurance Regulatory and DevelopmentAuthority of India (IRDAI) have added to investor uncertainty, raising concernsover the economics of insurers, agents and digital platforms. But Anil Ghelani, executive director and head of passives and product at DSP Mutual Fund, sees no structural deterioration in the business model. With insurance density still low and valuations under pressure, he believes the sector could be emerging as a contrarian opportunity for long-term investors.

Sebi notifies PMS rules; broadens investment avenue for portfolio managers, introduces PRIM route

Sebi has announced a new Portfolio Management Services framework effective from April 1, 2027. This framework permits portfolio managers to invest in IPOs, primary market debt, and various overseas securities. Portfolio managers can also offer advisory services related to unlisted securities for large investors. Furthermore, a Portfolio Managers Route for Investing in Mutual Fund units will facilitate investment in direct plans.

Warren Buffett says most people shouldn't pick stocks. Here's how he wants his family to invest his wealth

Warren Buffett continues to recommend low-cost S&P 500 index funds for building wealth over time. He emphasizes that average investors should avoid complicated strategies and high fees that diminish returns. Buffett's guidance extends to his family's financial future, advocating a similar investment approach for his wife's wealth. He believes in the long-term growth potential of the American economy despite past crises.

Equity mutual fund inflows jump 31% MoM to Rs 38,306 crore in September; smallcap funds log record collection

In September, equity mutual fund inflows surged by 31% month-on-month, totaling Rs 38,306 crore. Smallcap mutual funds notably drew in record inflows of Rs 9,038 crore for the third month straight. Conversely, debt funds experienced a considerable outflow of Rs 1.83 lakh crore. Mid cap and flexi cap funds also enjoyed significant inflows, while ELSS funds continued their streak of net outflows for the 14th consecutive month.

New fund offers: 8 mutual funds and 2 SIFs to open for subscription this week. Check dates and key details