Mutual Funds

  • July 20, 2023 07:25 PM IST

    Under the current regulatory requirements, mutual funds are permitted to launch only one scheme with ESG investing under the thematic category for equity schemes.

  • July 20, 2023 12:38 PM IST

    When it comes to developed markets, the Ukraine-Russia crisis, geopolitical issues and currency risks can bite into returns, apart from debt taxation

  • July 21, 2023 10:08 AM IST

    Momentum strategy follows a ‘buy high and sell higher’ approach of investing and exhibits high volatility in the short term. Investors with a high risk profile and long-term view can allocate 10-15 percent of their portfolio to momentum strategy. About 12 mutual fund schemes offer this play

  • July 18, 2023 11:58 AM IST

    Some banking and finance sector funds are actively managed. Among passive schemes, some track Nifty Bank Index, Nifty PSU Bank Index and Nifty Private Bank Index.

  • July 19, 2023 10:15 AM IST

    Systematic withdrawal plan allows unitholders to withdraw money at regular intervals. A Moneycontrol analysis of MC30 debt and equity funds show that 6-8% can be ideally withdrawn every month without depleting the corpus, if you stay invested for 10 years

  • July 17, 2023 09:19 AM IST

    Despite huge inflows, smallcap fund managers say that valuations haven’t yet peaked. But many funds have chosen to shut their doors to hot money

  • July 14, 2023 11:44 AM IST

    There are 18 pharma-healthcare sector funds, including seven passively managed schemes, which manage assets worth Rs 15,240 crore as on June 30, 2023. Some of these schemes invest in healthcare stocks listed overseas. Are they offering good value?

  • July 14, 2023 07:01 AM IST

    These midcap stocks scored relatively high momentum score as they have outperformed the peers in Nifty 200 basket over the last one year. To reduce the risk levels that come with momentum strategy, some fund houses have launched momentum index funds

  • July 12, 2023 03:12 PM IST

    Canara Robeco MF has seen many fund manager changes over the past 10-15 years. The performance was expected to take a hit because of this churn, but it didn’t. Bhandwaldar says the fund’s success comes from using an objective investment strategy that is not dependent upon a single individual or fund manager.

  • July 12, 2023 05:00 PM IST

    Mutual fund schemes have to disclose their daily NAVs by 11 pm. Fund houses are supposed to value all the securities held in their portfolios and compute the NAV for that day. But this has led to a practical difficulty for schemes investing overseas

  • July 17, 2023 07:12 AM IST

    Due to a wide range of small-cap stocks in the market, fund houses go bottom-fishing to pick multibaggers of tomorrow. In this pursuit, many schemes end up having unique or exclusive stocks

  • July 17, 2023 04:13 PM IST

    Kotak Quant Fund, the first quantitative modelled equity scheme by Kotak Mahindra Mutual Fund, will be launched on July 12. The fund will pick stocks through a computerised algorithm after its fund managers shortlist the stocks using their intervention. It’s a new territory for a fund house that has built a good track record in equity.

  • July 11, 2023 03:55 PM IST

    The quantum of funds collected by the fund house through the scheme is significant as it had average assets under management of Rs 815 crore for the June quarter. The AMC is the 37th biggest fund house in the 43-member Indian mutual fund industry

  • July 16, 2023 01:23 PM IST

    Investors latch on to government securities schemes of mutual fund houses. As per AMFI the mutual fund industry’s trade body, gilt funds saw net inflows of Rs 396 crore in June, as against an outflow of Rs 127 crore a month back

  • July 11, 2023 06:49 AM IST

    Smallcap funds continue to be in demand, net inflows surge to 66 percent month-on-month to Rs 5,471.75 crore in June.

  • July 10, 2023 08:57 AM IST

    Smallcase will help Zerodha build simple, low-cost, passive mutual fund products, while Zerodha will help with the distribution as that is one of the biggest challenges for an AMC.

  • July 10, 2023 07:06 AM IST

    These midcap stocks are either totally ignored or least favoured by active mutual fund managers

  • July 07, 2023 09:21 PM IST

    To facilitate fresh flow of capital into the industry, fostering innovation, encouraging competition and easing exit for existing sponsors, SEBI has allowed PE funds to sponsor mutual fund schemes and also permitted the set-up of self-sponsored asset management companies.

  • July 07, 2023 07:09 PM IST

    The trustees would also need to ensure that operations of asset management companies are not unduly influenced by the AMCs’ Sponsor, its associates and other stakeholders. Also, the trustees should ensure that undue or unfair advantage is not given by AMCs to any of their associates/group entities.

  • July 17, 2023 04:17 PM IST

    Motilal Oswal Nifty Microcap 250 Index Fund, which mimics Nifty Microcap 250 Index, is designed to measure the performance of the top 250 companies, excluding those already present in the Nifty 500 constituents.

  • July 07, 2023 12:27 AM IST

    Nippon India Life Asset Management has announced that it will not accept lump sum investments into Nippon India Small Cap Fund (NISC) from July 7. The restriction will also apply to switch in transactions. NISC is the largest small cap fund in the mutual fund industry with assets under management of Rs 31,945 crore.

  • July 07, 2023 12:43 PM IST

    Have you heard of the PRC Matrix that market regulator, SEBI, has put in place for debt funds? You may have seen it printed on fund fact sheets or fund brochures released by mutual funds at the end of every month. If you are a debt fund investor and have never heard of the PRC matrix or seen what it looks like, then this video will tell you why you must and how it can help. Watch!

  • July 06, 2023 10:55 AM IST

    SBIUS is an open-ended fund of funds scheme investing in mutual fund scheme or ETFs that invest in US markets. It manages assets worth Rs 788 crore and has given 15.98 percent returns in one year, as of July 4.

  • July 06, 2023 02:17 PM IST

    Mutual funds schemes rejig their portfolios based on this classification aligning with the regulator’s mandate. Especially, midcap schemes are likely to add exposure in these stocks to maintain the stipulated limit

  • July 06, 2023 01:34 PM IST

    From being a dealer and a sell-side broker to becoming the Chief Executive Officer of India’s third-largest fund house, HDFC AMC, Navneet Munot has come a long way. But at the HDFC group, which is going through a historic transformation, Munot has just got started.