株式投資信託の運用担当者は、市場環境や投資家のニーズに対応するため、しばしば現金を積み増すことがある。
ファンドマネージャーが株式ファンドで現金を保有する理由には、市場の割高感、質の高い銘柄を見つけることの難しさ、そして日々の解約請求への対応などがある。現金は、市場が不安定な時期において下落リスクに対する緩衝材としての役割を果たす。
ファンドマネージャーは柔軟性を確保するため株式ファンドで現金を保持
AIによるレポート
関連記事
Twelve equity mutual funds in India have achieved net asset values exceeding Rs 1,000, delivering up to 24% compound annual growth rates since their inception. Eleven of these funds have operated for more than 25 years, providing consistent double-digit returns amid market ups and downs. This performance underscores the value of long-term investment strategies for patient investors.
AIによるレポート
Retail investors put ₹38,440 crore into equity mutual funds last month, a modest decline from March levels. The dip occurred amid uncertainty over oil prices and lower SIP collections.
Foreign institutional investors (FIIs) poured Rs 22,615 crore into Indian stocks during February, showing strong buying interest. However, escalating geopolitical tensions between Iran and Israel have raised concerns about the sustainability of this trend. Experts suggest that FIIs might pause new investments to monitor the situation.
AIによるレポート
A recent study highlights that a majority of Indian women investors, particularly those with lower incomes, favor systematic investment plans (SIPs) in mutual funds over lump-sum investments. Conducted by The Wealth Company, the research indicates growing participation by women in formal investing, though they still represent about 26% of unique mutual fund investors. The findings underscore the need for enhanced support within the financial ecosystem to encourage women's involvement.
2026/05/16 21:33
Ten equity mutual funds surpass Rs 60,000 crore AUM
2026/05/13 19:28Sebi proposes expanded intraday borrowing for mutual funds
2026/05/13 07:41Mutual funds boost pharma and nbfc holdings in april
2026/05/01 14:3515 AMCs including PPFAS offer voluntary lock-in for folios
2026/04/11 12:45Equity mutual fund inflows rise 56% to Rs 40,450 crore in March
2026/04/10 23:18Equity mutual fund inflows hit 8-month high in March
2026/03/22 16:47Arbitrage funds lose favour as costs rise
2026/03/21 04:01Six passive mutual funds open for subscription
2026/03/11 23:17India's private credit market remains stable amid global challenges
2026/02/25 17:28Endowments eye crypto allocations amid weaker traditional returns