Page 18 - Mutual Fund

Fund managers shying away from their own credit-risk schemes, show data

11 of the 20 credit risk schemes had nil investments from their respective fund managers

Mid, small-cap funds ride on Modi wave, post up to 5.4% gains in a week

According to data from Amfi, small- and mid-cap funds posted gains of 5.4 per cent and 4.6 per cent, respectively, over the past week

Reliance Mutual Fund's offer for sale fails to garner full subscription

The offering saw bids for 1.5 million shares, which was only 28 per cent of 5.3 million shares put on offer

IL&FS default case: Why debt fund investors need assurance right now

Amfi, mutual funds' industry body, needs to communicate with investors aggressively

Only mutual fund to file cases, erstwhile UTI sees some recoveries

The biggest defaulter is Maharashtra-based Malvika Steel

With debt exposure at Rs 56,000 cr, MFs' infra bets come under IL&FS cloud

MFs have taken exposure to Essel group entities, including a road-related SPV, where promoters' shares are placed as collateral

Investors should split large-cap allocation between active, passive funds

Fixed-income investors should be in funds that limit both credit and duration risk

Fee cuts may erode Rs 3,000 crore of MF revenues, says Sanjay Sapre

Investors do need to moderate their expectations, but there are enough opportunities to generate alpha, says Sapre

Looking for regular income from mutual funds? Here are the best options

Systematic withdrawal plans are more tax-efficient. However, in the case of arbitrage funds, use the dividend option

After WealthTrust buyout, digital platform space may see more consolidation

Industry observers said the entry of new players with deep pockets and zero-fee structure is going to make it difficult for others to levy a charge

Equity flows slow to a 22-month low; December SIPs surpass Rs 8,000 crore

Number of folios cross 80 million for first time

Orowealth acquires Wealth Trust; deal hints at further consolidation

PayTM's zero-fee offering pushes back monetisation plans of digital mutual fund platforms

HDFC MF pips ICICI Prudential to become India's top asset manager

HDFC MF clocked a net profit of Rs 722 crore in 2017-18, 31 per cent higher than the Rs 550 crore clocked in the last fiscal year

MF debt assets shrink due to risk-aversion triggered by IL&FS crisis

About 24 fund houses have seen a decline in their debt AUMs in the past one year

Here's all that you should consider when investing in a vintage fund

Make sure that the vintage fund you are thinking of investing in retains its consistency of style and performance

What credentials should one consider when looking for a financial adviser?

Several insurers have come up with low-cost unit-linked insurance plans

Tipping Point: Are you aware of the concentration risk in your fund?

A fund that is more concentrated will have a higher percentage of its portfolio concentrated in the top three (or five or 10) sectors in its portfolio compared to its peers

Mutual funds' narrow midcap universe: Only 150 firms to invest in

Assets already accounted for nearly a fifth of free float

Economies of scale will drive down costs for MF industry: Morningstar CEO

He draws parallels with the global fund management industry to show the promise and potential of India's Rs 22-trillion mutual fund industry

Non-bank fund houses forge ties with distributors to gain market share

Such tie-ups to help fund houses compete with MFs that have their own bank channels