Page 13 - Mutual Funds

Stars of the first half of the decade: Top MF schemes across categories

This period of growth came after the 2017 reclassification of active equity schemes - a reform that made it easier for investors to identify the top performers across scheme categories

Mutual funds in 2025: Innovation and quality investing take centre stage

Quality investing focuses on stocks with strong fundamentals, like high return on equity and low leverage

Factor-based investing gains ground in 2024 among fund houses, investors

Investment strategy based on specific characteristics has become popular among fund houses and investors

Mutual funds increase exposure to banking, IT stocks amid outperformance

Compared to a 6.5 per cent fall in the Nifty 50 during the October-November period, the Nifty IT index rose 2.9 per cent, and the Nifty Bank index declined 1.7 per cent

Mkt regulator Sebi proposes platform to track unclaimed MF folios

A folio is considered inactive when no investor has initiated any transaction in the last 10 years but the unit balance is available

FPIs account for 46.6% of shares sold in anchor category; highest since '21

FPIs have shown renewed interest in primary issuances in 2024, even as they have withdrawn significant sums from the secondary market

Market regulator Sebi's new product: MF's efficiency, PMS' control

New product poses a threat to the PMS industry by combining the advantages of both PMS and MF. Most PMS providers will apply for MF licences to offer new product

Mutual funds go big on fresh issuances in November, shows data

Most of the MF investments in the three companies (Swiggy, Zomato and NTPC) are likely to have happened in the primary market, with mutual funds being major investors during the IPO anchor allotments

Mirae Asset launches 2 funds targeting India's emerging consumer landscape

The schemes aim to provide investors with an opportunity to potentially participate in the evolving consumption landscape of India, driven by changing demographics and rising discretionary spending

New SIP rule: SEBI mandates MF companies to process cancellations in 2 days

This revised timelines for cancellation of SIPs has come into effect from December 1, 2024

Jio BlackRock appoints George Heber Joseph as 1st chief investment officer

Joseph's appointment is among the first in the key positions of the AMC. The company is yet to announce a chief executive officer (CEO)

SIP account additions slip to 6-month low in November, shows Amfi data

Experts attribute the decline to festive holidays, wedding season

Need active participation of pension, mutual funds in corp bond market: SBI

State Bank of India chairman C S Setty on Wednesday called for active participation by mutual funds and pension funds in the corporate bond market. "I am sure that a lot of corporates would like to issue bonds. I believe that if household/corporate savings are finding ways into these three investment categories, it is important that insurance and mutual funds also actively participate in the corporate bond market. I don't see that kind of participation actively coming in," Setty said. He said the pension/ mutual funds are making investments in AAA-rated bonds and this is not going to help deepen the corporate bond market. Setty said the corporate bond market has to come into financing of infrastructure as well as balance sheet funding of corporates. He said the investments are happening not only in equity but also in mutual funds, pension funds and insurance funds. "We have been debating on depth of the corporate bond market for many years. We could not achieve that depth," Setty

Equity mutual fund inflows decline 14% to Rs 35,943 crore in November

Slowed by declines in lump sum investments and new fund offering performance

Equity mutual funds inflow drops 14% to Rs 35,943 crore in Nov: Amfi data

Equity mutual funds witnessed an inflow of Rs 35,943 crore in November, marking a drop of 14 per cent on a month-on-month basis, amid heightened volatility driven by various macroeconomic factors, geopolitical events and US election results. Despite this, it marked the 45th consecutive month of net inflows into equity-oriented funds, reflecting the growing popularity of mutual funds among investors, according to data from the Association of Mutual Funds in India (AMFI) released on Tuesday. "There was heightened volatility due to various macroeconomic factors, geopolitical events & US election results. This resulted in investors opting for wait & watch approach while allocating larger amounts and thus decline in lumpsum flows including flattish SIP numbers for November 2024," Akhil Chaturvedi, CBO, Motilal Oswal AMC, said. Overall, the mutual fund industry witnessed an inflow of Rs 60,295 crore in the month under review as compared to Rs 2.4 lakh crore in October. Despite the .

ICICI Prudential MF launches Nifty 500 Index fund: Key details

ICICI Prudential Nifty 500 Index Fund is an open-ended index scheme replicating Nifty 500 Index

MFs funding to NBFCs rise almost 47% to Rs 2.33 trillion in Oct 2024

Mutual fund (MF) debt exposure to NBFCs, which includes commercial papers (CPs) and corporate debt, has now remained above Rs 2 trillion for more than half a year

SBI MF appoints Nand Kishore as MD and CEO; replaces Shamsher Singh

He began his career at SBI as a probationary officer in 1990 and moved up the ranks to become the deputy managing director

Sebi introduces mark-to-market basis valuation for repo transactions by MFs

Markets regulator Sebi on Tuesday decided to introduce new valuation metrics for repurchase or repo transactions by mutual funds, whereby securities used in such transactions will be valued on a mark-to-market basis. The new valuation metrics are aimed at having uniformity in valuation methodology of all money market and debt instruments as well as at addressing the concerns of unintended regulatory arbitrage that may arise due to different valuation methodology adopted. The new framework will come into effect from January 1, 2025, the Securities and Exchange Board of India (Sebi) said in its circular. In its circular, Sebi said it has decided that the "valuation of repurchase (repo) transactions including TREPS with tenor of up to 30 days shall also be valued at mark to market basis". At present, repo transactions including tri-party repo (TREPS) with tenor of up to 30 days are valued on cost-plus accrual basis. Further, the valuation of all repo transactions, except for overnigh

Kotak MF launches Transportation & Logistics Fund; HDFC MF unveils new fund

HDFC Mutual Fund has launched the HDFC Nifty India Digital Index Fund, an open-ended scheme tracking the Nifty India Digital Index