Page 4 - Equity Schemes
Equity flows see sharpest dip in 3.5 years, slip 78% in November
Flows were 78% low compared to Oct; lump sum investments hit
 "Equity flows see sharpest dip in 3.5 years, slip 78% in November")
NPS equity schemes deliver scanty returns, debt makes up for the losses
Five of the seven NPS schemes have underperformed the flagship multi-cap mutual fund (MF) schemes managed by their sister firms
 "NPS equity schemes deliver scanty returns, debt makes up for the losses")
Equity flows inch higher as investors pump money to make most of correction
Total flows into MFs up 13% to Rs 9,152 crore; Small-cap funds see 56% surge
 "Equity flows inch higher as investors pump money to make most of correction")
Equity schemes in the red following poor show, regulatory changes
Negative returns reflect sombre mood, especially slump in mid-cap and small-cap stocks
 "Equity schemes in the red following poor show, regulatory changes")
Balanced schemes are facing redemption pressure amid low dividend payouts
Within balanced schemes, the dividend option was a big draw for investors
 "Balanced schemes are facing redemption pressure amid low dividend payouts")
About 75% diversified equity schemes trail benchmark index: Study
Experts believe some funds may have had to reallocate their portfolios because of categorisation, and were unable to focus on their investment objectives
 "About 75% diversified equity schemes trail benchmark index: Study")
Direct investing in equity schemes could get cheaper after Sebi's circular
AMCs' start re-adjusting their expenses back into individual schemes as directed by regulator
 "Direct investing in equity schemes could get cheaper after Sebi's circular")
More than two of every five diversified equity schemes in red in H1FY19
Around 45% of the 408 schemes, including direct plans, have given negative returns ; 75 % of the schemes have underperformed the benchmarks
 "More than two of every five diversified equity schemes in red in H1FY19")
Eight of 10 diversified equity schemes lag benchmark in past year
Categorisation of schemes and the introduction of TRI have also pulled down returns for some schemes
 "Eight of 10 diversified equity schemes lag benchmark in past year")
Top 10 equity schemes give 27.5% returns this calendar yr, HDFC Equity tops
A substantial chunk of inflows is coming in the form of systematic investment plans.
 "Top 10 equity schemes give 27.5% returns this calendar yr, HDFC Equity tops")
India's equity schemes among most expensive in world: Morningstar study
Despite the cap on upfront commission, domestic equity schemes fall in the most expensive of global brackets. India's is among the top 25 countries in terms of fees and expenses for equity and allocation funds, shows a study by fund tracker Morningstar.It grades India as 'below average' on the 'fees and expenses' parameter. The calculations look at asset-weighted median fees in the major asset classes of equity, fixed income and asset allocation. "The situation is not unusual ,given the developing nature of the Indian fund market and the impact this has on scale and distribution," the study says. Indian investors do not pay front loads when acquiring funds, and the expense ratios for fixed income funds are globally competitive. India also prohibits funds from charging of performance fees, which removes issues around their structuring and disclosure. And, the Association of Mutual Funds in India (Amfi) had capped upfront commissions at 100 basis points in 2015. Markets regulator ...
Top 10 equity schemes beat key indices in 2017
India's top 10 largest equity schemes, on an average, offered a return of 20.5%
 "Top 10 equity schemes beat key indices in 2017")
AUMs of most large equity schemes of 2007 slip
Analysis of 15 schemes in Dec 2007 shows that all except two schemes have seen decline in assets
Growing size of equity schemes may result in moderate returns, say fund managers
For the time being, the high return phase of the past three years appears to be over
 "Growing size of equity schemes may result in moderate returns, say fund managers")
