Page 11 - Mutual Funds

Sebi extends investor-protection rule to passive mutual fund breaches

Timelines for portfolio rebalancing in schemes will now be applicable to all types of passive breaches across actively managed schemes

Funds flexing 60/40 playbook becoming investor favourites in India

The growing demand for hybrid funds may indicate the huge popularity of equity investments is starting to wane in the world's most populous economy

Mutual fund schemes renamed to align with the Sebi category norms

With Sebi's June deadline nearing, fund houses rename equity schemes to reflect category names and avoid investor confusion; more changes may follow

MF industry shows exuberance, but financials lag macroeconomic tailwinds

Over the past one, three, and five years, many Indian equity mutual funds have underperformed their benchmark indices

Run SIP with long horizon, avoid lump sum bets amid high valuations

Despite stretched valuations and market volatility, smallcap funds saw strong inflows in May as investors bank on long-term potential and return to SIPs for stability

Balanced Advantage Funds: Ensure fund's strategy matches your risk appetite

Conservative investors should prefer a valuation-based approach, while those with a higher risk appetite should go for a fund focused on momentum

Nippon India MF, BlackRock, others buy 10% stake in Sai Life for ₹1,505 cr

Nippon India Mutual Fund, BlackRock, Societe Generale, Morgan Stanley and others on Friday collectively bought a 10 per cent stake in Sai Life Sciences from US-based asset manager TPG for Rs 1,505 crore through open market transactions. Besides, Axis Mutual Fund (MF), Aditya Birla Sun Life MF, Invesco MF, Norway's Government Pension Fund Global, German multinational Allianz's arm Pimco, Axis Max Life Insurance, HDFC MF, Ghisallo Master Fund LP, UTI MF, DSP MF were among the buyers of Sai Life Sciences shares. These entities picked up more than 2.08 crore equity shares or 10 per cent stake in Hyderabad-based Sai Life Sciences, as per the block deal data on the BSE. The transaction, valued at around Rs 1,504.75 crore, was executed at an average price of Rs 722 apiece. Meanwhile, Nippon India MF picked up 49.86 lakh shares or 2.39 per cent holding in Sai Life Sciences. After the stake buy, Nippon India MF's stake in the company rose to 4.88 per cent from 2.48 per cent. Meanwhile, glo

Sebi allows IAs, RAs to use MFs, overnight funds to meet deposit norms

Markets regulator Sebi has allowed Investment Advisers (IAs) and Research Analysts (RAs) to use liquid mutual funds and overnight funds as an additional option to the bank fixed deposit to meet their deposit requirements. This would provide IAs and RAs an additional option, along with bank fixed deposits, to comply with regulatory requirements and help in promoting ease of doing business. Under the current rule, IAs and RAs are required to maintain a deposit with a scheduled bank. Such a deposit is required to be lien-marked to the Administration and Supervisory Body (ASB) for IAs and RAs. IAs and RAs, through their associations, have represented that they are facing certain operational difficulties in opening the FD accounts, such as non-uniform interpretation of third-party FD procedures across different bank branches and lien marking of the same in favour of ASB. They suggested that as an alternative to FD, units of a liquid mutual fund lien marked in favour of ASB may also be ..

MFs' mcap baskets set for reshuffle; Largecap, midcap cut offs to decline

The changes, especially in the largecap space, is expected to be the highest in recent years, given the volatility in 2025 so far

Jio BlackRock Mutual Fund launches investment management platform 'Aladdin'

Jio BlackRock Mutual Fund, which last month got asset management licence from market regulator SEBI, on Monday introduced Aladdin, BlackRock's unique investment analytics and risk management platform. Jio BlackRock Asset Management Pvt Ltd is a 50:50 joint venture between Jio Financial Services Ltd (JFSL) and US-based BlackRock. "Investing should be simple. And it should work for you. That's the belief that brought Jio Financial Services and BlackRock together. We've blended Jio's digital first approach with BlackRock's global investment expertise? to build solutions around what Indian investors truly need," the mutual fund company said in a post on X. And for the first time ever Aladdin, BlackRock's unique investment analytics and risk management platform, is now available in India, it said. "This is just the beginning. We are here to redefine investing by making it accessible and affordable for you. We are Jio BlackRock Mutual Fund," it said. The Securities and Exchange Board of

Pharma and health care funds hold promise but demand long-term view

Watch out for policy risks - tariff-related in US market and price control related in domestic market

Fund houses plan retail-focused schemes at Gift City for overseas play

Mirae and Tata among fund houses set to offer retail schemes from Gift-IFSC as clarity on regulation and tax drives investor interest in overseas diversification

Debt mutual funds see ₹15,908 crore outflow in May amid redemptions

The outflows in May were primarily driven by significant redemptions in liquid and overnight fund categories

Indian bonds unlikely to attract incremental flows: SBI MF's Radhakrishnan

While the RBI's overall policy intent is clearly growth supportive, the shift to neutral stance has been a communication challenge, Radhakrishnan said

Consumption funds: Rate cuts to boost growth, but enter with long horizon

Tax relief in Budget, multi-year low inflation, and rural recovery are other tailwinds

Silver ETFs beat gold in inflows for 3rd month, gain investor favour

With silver outperforming gold and industrial demand rising, silver ETFs have drawn higher inflows than gold ETFs for three consecutive months, Amfi data shows

Groww MF launches Nifty India Internet ETF: Here's all you need to know

Groww Nifty India Internet ETF offers diversified exposure to companies driving India's internet-led transformation

Inflow into equity MFs hits 13-month low at Rs 19,000 cr in May

Inflow in equity mutual funds slumped to its lowest level in 13 months to Rs 19,013 crore in May, with large-cap, mid-cap and small-cap funds experiencing lowered inflows, primarily triggered by profit booking by investors. This also marks the fifth consecutive month of decline in inflow in equity funds and nearly 22 per cent drop in net inflow on a month-on-month basis from Rs 24,269 crore registered in April, according to data released by the Association of Mutual Funds in India (Amfi) on Tuesday. Despite the deceleration, May marked the 51st consecutive month of positive flows into equity-oriented schemes, reflecting sustained investor confidence. Also, systematic investment plan (SIP) contributions remained robust, registering a record Rs 26,688 crore in inflows in May, higher than Rs 26,632 crore in the preceding month. Overall, the mutual fund industry experienced an infusion of over Rs 29,000 crore in May compared to Rs 2.77 lakh crore in the preceding month. The inflow has

FoF expense structure not consistent across schemes, says DSP MF

DSP Mutual Fund warns that expense ratios of some fund of funds schemes may not reflect the total cost due to hidden charges in underlying funds, urging transparent disclosure

Investments into equity MFs seen gathering pace in May, shows data

In May, MFs' net equity buying nearly trebled compared to April. MFs together bought ₹49,108 crore worth of shares in May, the highest in four months