Page 2 - Mutual Funds Investments

Sebi makes nominations optional for jointly-held mutual fund accounts

Capital markets regulator Sebi on Wednesday made the nomination optional for jointly-held mutual fund accounts in a bid to promote ease of doing business. Additionally, Sebi allowed fund houses to have a single fund manager to oversee commodity and foreign investments. This would reduce the cost of managing the fund. These came after a working group constituted by Sebi reviewed mutual fund regulations and recommended measures to promote the ease of doing business. Based on the recommendation of the working group, a public consultation was carried out suggesting the option to make joint mutual fund account nominations optional and permitting fund houses to have a single fund manager to oversee commodity and foreign investments. "Accordingly, it has been decided that the requirement of nomination ....for mutual funds shall be optional for jointly held mutual fund folios," the Securities and Exchange Board of India (Sebi) said in a circular. Experts believe that the relaxation of ...

Explained: KYC MF mess, how it's impacting NFOs and how to get out of it

Outdated or inaccurate KYC information could lead to problems managing your mutual fund investments, such as buying new units or selling existing ones

NPS vs mutual funds: The better choice to set up your retirement corpus

You cannot exit before age 60 but that is not necessarily a disadvantage

MFs impose curbs on smallcap funds; Franklin MF latest to restrict inflows

Nippon MF, Motilal Oswal MF tighten exit-load norms

Majority of states, union territories have single-digit MF penetration

Per capita investment is less than Rs 10,000 in eight of them

Motilal Oswal joins the small-cap bandwagon with NFO: All you should know

The investment objective of the scheme is to generate capital appreciation by investing predominantly in small-cap stocks.

FT MF elevates Rengaraju to CIO; Sebi approves IPOs of five companies

Samco Mutual Fund on Tuesday launched its dynamic asset allocation fund, a hybrid fund which will invest in both equity and debt

Mutual funds, ETFs or equity: Investment tips from experts for this Diwali

Ahead of Diwali 2023, we asked investment experts for the best strategy to make your festival brighter.

Most bought Nifty 50 stocks by MFs in Sept: Adani Ports, Eicher Motor, UPL

Private Banks (18.9%) was the top sector holding for MFs in Sep 23, followed by Technology (9.5%), Autos (8.3%), Capital Goods (7.3%), and Healthcare (6.8%)

Debt MFs continue to log outflow, see Rs 1 trillion withdrawal in Sep

Debt-oriented mutual fund schemes witnessed a net withdrawal of Rs 1.01 lakh crore in September, making it the second consecutive month of the outflow, primarily due to advance tax requirements of corporates and correction in equity markets. The segment saw an outflow of Rs 25,873 crore in August. Before this, the debt schemes attracted Rs 61,440 crore in July, data from the Association of Mutual Funds in India (Amfi) showed. The huge outflow has pulled down the assets under management (AUM) of fixed income funds or debt funds to Rs 13.05 lakh crore at the end of September from Rs 14 lakh crore in the preceding month-end. Investor sentiment towards debt investments was largely muted. Barring long duration and gilt fund segments, all the other 14 categories witnessed net outflows. These two categories have been finding favour with investors for some time in anticipation of a change in the interest rate cycle. "Advance tax payments and other quarter-ending accounting and financial ..

Investors adopt cautious stance; debt MFs log Rs 25,872 cr outflow in Aug

After witnessing staggering inflow in July, debt-oriented mutual fund schemes saw a withdrawal of Rs 25,872 crore last month as investors continue to adopt a cautious stance amid the current interest rate scenario in the US. Out of 16 debt categories, nine of them witnessed net outflows during the month under review, data with the Association of Mutual Funds in India (Amfi) showed. The major quantum of net outflows was witnessed by the categories having less than one year duration profile such as liquid, ultra short and low duration. Additionally, the banking and PSU category also witnessed significant net outflows. According to the data, debt mutual funds witnessed an outflow of Rs 25,872 crore in August as compared to a net inflow of Rs 61,440 crore in the preceding month. "Given the current interest rate scenario and uncertainty over the direction of interest rates in the country, it appears that many investors continue to adopt a cautious stance and wait for further indication

Rs 6,100 crore in 3 months: Riding the wave of floating-rate mutual funds

Influx reverses Rs 32,250 crore outflow trend of 11 months

Statsguru: Six charts explain odds are against new mutual fund players

The increased interest is no surprise, given the number of investors. Despite lower growth rates than before, the total number of investor accounts is nearing 150 million

MF tracker: Most bought and sold large, mid and small-cap stocks in July

Eicher Motors, Hindustan Zinc, Havells India, Mankind Pharma, and Varun Beverages were the most sold in the large cap space.

As a first time earner, here are your most ideal investment options

Unless you are good at building your own stock portfolio, it is advisable to invest through mutual funds or index ETFs.

Sebi allows mutual funds to expand ESG offerings: Should you invest?

With regards to disclosure requirements for ESG schemes, Sebi said mutual funds will have to clearly disclose the name of the ESG strategy in the name of the concerned ESG fund.

Adani Green, Adani Energy back in favour: What MFs bought and sold in June

Among large cap stocks, Adani Green, Adani Transmission, Adani Energy, Coal India, JSW Steel, Bajaj Auto, LIC were among the top ten purchases

Tax harvesting can help you save tax on MF investments but is it worth it?

Tax harvesting is utilising the tax-free window of Rs 1 lakh to reduce overall long term capital gains tax

Rebound in yields leads to strong flows into shorter-horizon debt funds

Schemes see strong inflows for two-consecutive months as yields surge, interest rate risks fade

MFs open international funds for investments ahead of new tax rules

Franklin Templeton, Mirae Asset, Edelweiss mutual funds resume international schemes