Plans to differentiate equity offerings by focusing on long-term value of stocks
Robust inflows amid mid, smallcap correction and large block deals
Over two-thirds of active largecap schemes outperform Nifty 100 TRI
Shanker discusses how the wealth management firm is rebalancing client portfolios and scaling back small and midcap allocations to desired levels
Redemption gating, cap on employee withdrawal among measures
While investors do not have to redo the KYC, they still have to validate their mobile number/email ID per the KYC records
The equity-linked savings scheme (ELSS) were the best performers among all the categories as 70 per cent of the schemes managed to outperform the S&P BSE 200, the study shows
The expiry of derivatives contracts also added to the volatility
Companies that do not fall in either of 'growth' and 'quality' bracket have delivered median return of 65 per cent.
Lumpsum inflows into equity MF schemes spike to a two-year high in February
Smallcap and midcap scheme categories have raked in over Rs 60,000 crore of investor flows in the past one year
SIP account discontinuation moderated in February, despite the regulator highlighting valuation concerns in the mid and smallcap space
Nippon MF, Motilal Oswal MF tighten exit-load norms
Sebi and some of the MFs have made representations to the Reserve Bank of India (RBI) seeking new limits but the central bank is yet to take a call
The new framework will come into force from March 28
They expect the Reit landscape, which is now limited to office space and retail, to expand to hotels, residential properties, data centres, and logistics
Cite better balance between demand and supply as well as inflation relief
High cash holdings in MF portfolios indicate deployment challenges and fears of a price correction
Somnath Mukherjee of ASK Private Wealth says the risk in the smallcap space has more to do with the enhanced regulatory scrutiny and the slowdown in profit growth
The Aditya Birla Group, which holds a 50 per cent stake in the AMC, will offload 5 per cent, while Sun Life, which has a 36.48 per cent, will sell the remaining 6.47 per cent stake in the OFS