Page 6 - Mutual Funds Investors

Time-starved investors must stick to index funds

While Amit had stayed invested for a long time, avoided leverage, and shunned investment-cum-insurance policies, unplanned investments and mindless diversification had produced a disappointing outcome

Edelweiss MF dismiss report of business sale, term reports as 'baseless'

We remain excited about the prospects of this business and remain committed to investing in its growth, said Edelweiss MF CEO

Sebi issues guidelines for 'Large Value Fund' for accredited investors

Sebi said that the placement memorandum, contribution agreement or other fund documents of LVF need to lay down terms and conditions for extension of the tenure beyond two years

Principal MF ceases to exist as mutual fund from June 2, says Sebi

Capital markets regulator Sebi on Thursday said Principal Mutual Fund (PMF) now ceases to exist as a mutual fund. This comes after Asset Management Private Limited (Principal AMC) had informed Sebi that it wanted to surrender the registration granted to PMF by the regulator. Following this, Sebi accepted the request for surrender of certificate of registration of PMF. "Consequently, PMF ceases to exist as a mutual fund with effect from June 2, 2022," the Securities and Exchange Board of India (Sebi) said in a statement. It further said PMF will continue to be liable for all liabilities, including monetary penalties, violations, if any, of the provisions of Sebi Act and mutual fund rules that have taken place before its surrender of certificate of registration. In January 2021, Sundaram Asset Management Company announced acquiring smaller rival Principal Asset Management for an undisclosed sum. Principal had over Rs 7,447 crore in assets under management as on December 2020, with

Two new players apply for licence to join the Rs 37-trillion MF market

The industry has seen a flurry of applicants in the past few months, including Samir Arora-led Helios Capital and Rakesh Jhunjhunwala's Alchemy Capital among others

US policy normalisation to impact risk assets: Nippon India MF's Tripathi

Fed policy action will have a bearing on risk assets and global liquidity, says Amit Tripathi

Invesco Mutual Fund unveils Invesco India Medium Duration Fund

The fund is an open-ended medium-term debt scheme

Returned Rs 17,777 cr to investors of shuttered schemes: Franklin Templeton

This amounts to 71 per cent of assets under management (AUM) as on April 23, 2020

Mutual Fund SIP asset base touches all-time high at Rs 4.67 trillion in May

SIP AUMs have seen a close to four-fold jump to Rs 4,67,366 crore as of May this year from Rs 1,25,394 crore as of August 2016.

FT MF says over Rs 14,500 cr returned to investors of 6 shuttered schemes

This amounts to 58 per cent of the assets under management of the six schemes on April 23, 2020, when the fund house decided to wind them up

Sebi's new compensation rule to create arbitrage in favour of index funds

Index funds, ETFs, overnight funds and close-ended funds have been exempted from the new rule.

No plan to exit India, Franklin Templeton Chief tells investors

Statement follows reports that FT global head wrote to Indian ambassador that the asset manager would be forced to cut jobs and pull back India operations in case Sebi levies a large fine

Investors should combine asset classes with low or negative correlation

Building a diversified portfolio will protect against big drawdowns in value

What is a passive fund and is it a safe investment option? Things to know

In this podcast, Business Standard's Sanjay Kumar Singh explains the difference between active and passive funds, why should an investor get into passive funds and more

Equity MFs witness outflows after 4 years amid Covid-19 uncertainty

Outflows stood at over Rs 3,500 crore in July as investors took advantage of market rebound amid Covid uncertainty

Value-oriented schemes lead return scorecard in Q1 of new financial year

Advisor reckon longer horizon as category can see heightened volatility

Franklin MF in talks with bond issuers to list unlisted debt on bourses

Fund house exploring ways to expedite secondary market sales to boost liquidity

Equity schemes see cuts in H1CY20 as investors book losses, exit portfolios

MF experts say that market volatility is likely to continue as economic outlook remains uncertain and Covid-19 is still a major concern

Mutual funds rebalancing in May shows preference for low-beta stocks

Market observers say selling these two stocks were more of a tactical call following a sharp run-up in them during April

Max Financial says Nippon MF sold its own investments, not pledged shares

Share sale by fund house had led to speculation on promoters' pledged shares being invoked