Page 4 - Latest Updates on Mutual Fund
In a first, HDFC Mutual Fund hybrid fund's AUM tops Rs 1 trillion
HDFC BAF becomes the first hybrid MF to cross ₹1 trillion in AUM, driven by a model-based strategy, steady performance and leadership in balanced advantage category
 "In a first, HDFC Mutual Fund hybrid fund's AUM tops Rs 1 trillion")
Mutual fund cash exposure declines for the first time in six months
Equity MF inflows fell for the fifth consecutive month to ₹19,013 crore-the lowest in 13 months
 "Mutual fund cash exposure declines for the first time in six months")
Motilal Oswal MF launches BSE 1000 Index Fund: Here's all you need to know
Motilal Oswal BSE 1000 Index Fund aims to provide returns that, before expenses, correspond to the total returns of the securities as represented by BSE 1000 Index
 "Motilal Oswal MF launches BSE 1000 Index Fund: Here's all you need to know")
SIP AUM surges to a record high even as account count shrinks, shows data
Streamline their portfolio, cut flab, build muscle - ₹13.9 trillion strong
 "SIP AUM surges to a record high even as account count shrinks, shows data")
Many investors are sitting on notional losses, says Nikhil Rungta of LIC MF
The recent moderation in SIP flows is largely a function of short-term sentiment, particularly in response to sharp corrections in small- and mid-cap segments, Rungta said
 "Many investors are sitting on notional losses, says Nikhil Rungta of LIC MF")
Mutual fund assets surge 23% to hit record Rs 65.74 trillion in FY25
The sharp surge in asset base was also reflected in the growing numbers of investors, mutual funds, with the number of folios reaching an all-time high of 234.5 million
 "Mutual fund assets surge 23% to hit record Rs 65.74 trillion in FY25")
Benefits of investing in Daily SIPs: You can start with as little as Rs 100
Daily SIP is a plan where you invest a fixed and small amount in mutual funds every trading day
 "Benefits of investing in Daily SIPs: You can start with as little as Rs 100")
PPFAS punches above its weight to have first active fund at Rs 1 trillion
Built on value and guided by restraint, this fund let performance do the talking
 "PPFAS punches above its weight to have first active fund at Rs 1 trillion")
Angel One AMC launches two new passive funds: Here's all you need to know
The investment objective of the Angel One Nifty 50 Index Fund is to replicate the Nifty 50 Index to provide returns before expenses that track the total return of the Nifty 50 Index
 "Angel One AMC launches two new passive funds: Here's all you need to know")
Expense ratio: Shun active funds with high costs, inconsistent performance
A higher expense means a larger portion of the return goes to the asset management company
 "Expense ratio: Shun active funds with high costs, inconsistent performance")
UTI Mutual Fund launches Multi Cap Fund: Here's all you need to know
The scheme aims to generate long-term capital appreciation by investing predominantly in equity and equity-related securities of companies across the market capitalization spectrum
 "UTI Mutual Fund launches Multi Cap Fund: Here's all you need to know")
Aditya Birla Sun Life AMC Q4 results: Profit grows 9% to Rs 228 cr
The company's board of directors in its meeting recommended a dividend of Rs 24 per equity share for FY25
 "Aditya Birla Sun Life AMC Q4 results: Profit grows 9% to Rs 228 cr")
No 'investible ideas'? DSP Mutual Fund raises cash amid pricey valuations
The dicey environment has pushed Abhishek Singh, who oversees over $2 billion of assets at DSP Mutual Fund, to increase cash holdings in a large cap fund to nearly 13 per cent as of March-end
 "No 'investible ideas'? DSP Mutual Fund raises cash amid pricey valuations")
Motilal Oswal Mutual Fund buys additional shares of Coforge worth Rs 231 cr
According to the bulk deal data available on the NSE, Motilal Oswal MF purchased 3.5 lakh shares or 0.52 per cent stake in Greater Noida-based Coforge
 "Motilal Oswal Mutual Fund buys additional shares of Coforge worth Rs 231 cr")
Sebi plans overhaul of mutual fund classification, ease restrictive clauses
Amid concerns over the proliferation of thematic MF schemes, Sebi aims to address the lack of differentiation within the 36 prescribed categories
 "Sebi plans overhaul of mutual fund classification, ease restrictive clauses")
Equity or debt-oriented? Let risk profile and time horizon decide for MAAFs
Amid market turbulence, investors seeking stability with reasonable returns may multi-asset allocation funds
 "Equity or debt-oriented? Let risk profile and time horizon decide for MAAFs")
Union AMC plans SIF, AIF, and GIFT City foray, says CEO Madhu Nair
The AMC, which manages around ₹20,000 crore in its MF schemes, has set a ₹1 trillion assets under management (AUM) target for the next 5 years
 "Union AMC plans SIF, AIF, and GIFT City foray, says CEO Madhu Nair")
Groww launches momentum investing plan tracking Nifty 500 Momentum 50
Scheme will allocate its assets primarily to constituents of the Nifty 500 Momentum 50 Index
 "Groww launches momentum investing plan tracking Nifty 500 Momentum 50")
HDFC mutual fund starts tap-based WhatsApp service for SIP, lump sum
Customer should message +91-82706 82706 to avail of the facility. Tap2Invest supports multiple payment options, including UPI Autopay, net banking
 "HDFC mutual fund starts tap-based WhatsApp service for SIP, lump sum")
Debt MFs see Rs 6,525 cr outflow in Feb amid short-term fund redemptions
Notably, 10 of 16 debt mutual fund categories reported net outflow during the month, data with Association of Mutual Funds in India (Amfi) showed
 "Debt MFs see Rs 6,525 cr outflow in Feb amid short-term fund redemptions")