Page 11 - Mutual Funds

BSE Star MF rides digital investment growth amid equity market rally

Platform executed 663 million transactions in FY25, from 57 million in FY20

Margins may shrink for asset management cos: Anand Rathi's Feroze Azeez

Maintaining an asset allocation of 80 per cent equity and 20 per cent debt is recommended for long-term wealth creation, Azeez said

Arbitrage funds: Low-risk, tax-efficient option, enter with 6-month horizon

Arbitrage funds have become increasingly popular due to their low-risk nature and tax efficiency. With a 6-month investment horizon, these funds offer strong post-tax returns

NFO Alert! Bandhan MF launches Multi-Factor Fund; check key details here

Bandhan Multi-Factor Fund portfolio is constructed from the top 250 large and mid-cap companies, using a data-driven approach based on four key factors

Jio BlackRock MF NFOs raise ₹17,800 crore, enters top 35 fund houses

Jio BlackRock AMC collected ₹17,800 crore in three days via its debut NFOs in overnight, liquid and money market funds, entering the top 35 fund houses by total AUM

Indian Hotels, nine midcaps move to largecap basket in Amfi reshuffle

Amfi's July 2025 stock reclassification sees 10 midcaps, including Indian Hotels and Solar Industries, move to the largecap list based on six-month market cap average

Expense ratios: a quiet wealth killer which eats up your mutual fund gains

Experts caution that this fees can have a significant impact on long-term returns, especially when compounded over decades

Markets set the hoofbeat: MFs run with the bulls to ₹72 trillion

Investor herd came charging back - AUM climbed 7% in Q1

Street Signs: Markets teeter on edge, Nuvama's unintended fall, and more

Shares of Nuvama Wealth Management, majority-owned by private equity (PE) firm PAG, fell over 10 per cent on Friday

NFO alert! JM Financial MF launches Large & Midcap Fund; check details here

JM Large & Midcap Fund aims to generate long-term capital growth through investments in high-quality growth stocks

Invesco launches Income Plus Arbitrage Active Fund of Fund; check details

Invesco India Income Plus Arbitrage Active Fund of Fund is an open-ended fund of fund scheme investing in units of actively managed debt-oriented schemes and equity arbitrage schemes

Embassy REIT raises ₹1,550 crore through NCDs and term loan facilities

Embassy REIT secures ₹1,550 crore through a mix of NCDs and a term loan, achieving an annual interest saving of 113 basis points through refinancing of existing debt

List of companies with high MF ownership swells, midcaps lead the large

Funds owned over 20% in 18 midcap firms in March, doubling in three years

Fund Pick: Aditya Birla Sun Life outrunning rate hounds tactically

Nimble duration calls gave fund agility to sidestep rate shocks and seize yield pockets

NFO alert! Mahindra Manulife launches BFSI focused fund; check details here

Mahindra Manulife Mutual Fund has launched Mahindra Manulife Banking and Financial Services Fund. The NFO, which opened today, will remain available till July 11, 2025

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