Page 15 - Mutual Funds
DIPAM to urge mutual funds to include PSU stocks in their portfolios
To promote inclusivity and enhance the Indian equity market for retail investors, the government also plans to advocate for greater accountability in private sector regarding dividend distributions
 "DIPAM to urge mutual funds to include PSU stocks in their portfolios")
Market correction halts MF asset gains; average AUM dips 1.7% in Q4
Average quarterly AUM fell 1.7 per cent in Q4
 "Market correction halts MF asset gains; average AUM dips 1.7% in Q4")
Kotak's Nifty Top 10 Equal Weight Index Fund: Here's all you need to know
Kotak Nifty Top 10 Equal Weight Index Fund opened for subscription on April 7, 2025, and will close on April 21, 2025
 "Kotak's Nifty Top 10 Equal Weight Index Fund: Here's all you need to know")
With an eye on SIF foray, PMS, AIFs queue up for mutual fund licence
Nuvama Wealth, Marcellus Investment Managers among new MF applicants
 "With an eye on SIF foray, PMS, AIFs queue up for mutual fund licence")
Kotak Mahindra AMC launches Kotak Energy Opportunities Fund; check details
The investment objective of Kotak Energy Opportunities Fund is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity-related securities.
 "Kotak Mahindra AMC launches Kotak Energy Opportunities Fund; check details")
HDFC Mutual Fund leverages WhatsApp to ease online investment process
At present, the facility is only available to HDFC MF's existing know your customer (KYC)-verified investors
 "HDFC Mutual Fund leverages WhatsApp to ease online investment process")
Debt-plus-arbitrage FoFs offer tax edge for moderate-risk investors
The government took away the indexation benefit of debt funds from April 1, 2023
 "Debt-plus-arbitrage FoFs offer tax edge for moderate-risk investors")
Equity MF inflows likely slowed down further in March after February dip
As of March 26, MFs had deployed a net Rs 8,485 crore in the equity market during the month compared to a net buying of Rs 48,000 crore in February and Rs 57,650 crore in January
 "Equity MF inflows likely slowed down further in March after February dip")
10 equity funds that check every box on returns, risk and expenses
Here are ten equity schemes across five categories - Small Cap, Mid Cap, Large Cap, Large and Mid Cap and Flexi-Cap category that have shown their mettle in the recent past and as well in the long-ter
 "10 equity funds that check every box on returns, risk and expenses")
Pledging mutual funds? Keep extra units handy to handle margin calls
Previously, availing these loans was a cumbersome physical process that took five-seven working days
 "Pledging mutual funds? Keep extra units handy to handle margin calls")
Sebi extends deadline for MFs, portfolio managers to submit inspection data
To facilitate ease of doing business, Sebi on Friday extended the timelines for portfolio managers and mutual funds for submission of offsite inspection data to the markets regulator. Under this, mutual funds will have to submit the daily data in a monthly file as per the specified formats on a quarterly basis within 15 calendar days from end of the quarter against the current requirement of 10 calendar days, Sebi said in a circular. RTAs will be required to submit such said data on an ongoing basis. As a part of off-site inspection and surveillance of Mutual Funds and to monitor the compliance of the mutual fund norms, Sebi has framed the data structure and all the mutual funds along with RTAs associated with them are required to furnish the data to it. Similarly, portfolio managers will be required to submit data in a specified format for all its clients on a quarterly basis within 15 calendar days from end of the quarter. Day-wise data will be furnished for table headings -- ...
 "Sebi extends deadline for MFs, portfolio managers to submit inspection data")
'Regular' accounts drove bulk of SIP closures in February, shows data
Closures were higher in direct plans in January
 "'Regular' accounts drove bulk of SIP closures in February, shows data")
Mutual funds vs portfolio management services: What's right for you?
PMS has higher costs due to 2-3% management fees plus performance fees, reducing returns; mutual funds have only management fees
 "Mutual funds vs portfolio management services: What's right for you?")
Women investors deploy bigger sums in mutual funds than men: Report
Account for 24% of investors but 33% of AUM
 "Women investors deploy bigger sums in mutual funds than men: Report")
Large-cap, low-volatility funds to dominate new offerings by mutual funds
Quality-focused funds also gain traction amid shift in market trends
 "Large-cap, low-volatility funds to dominate new offerings by mutual funds")
China-focused MFs: Take limited exposure, watch out for policy shifts
The stressed real estate sector, a key driver of the economy, has not yet stabilised
 "China-focused MFs: Take limited exposure, watch out for policy shifts")
Sectoral fund inflows down 75% from peak, 19% of schemes at losses: Report
Domestic flows slowed down in February 2025 to ₹29,000 crore from ₹40,000 crore in January 2025
 "Sectoral fund inflows down 75% from peak, 19% of schemes at losses: Report")
Why investors should opt for MFCentral for direct MF transactions
MFCentral makes direct plan MF transactions more robust by eliminating the middleman and also significantly reduces the risk of mis-selling
 "Why investors should opt for MFCentral for direct MF transactions")
The best investment opportunity remains in India: Venugopal Manghat
Manghat tells that they have increased cash positions across most of their schemes over the past few months
 "The best investment opportunity remains in India: Venugopal Manghat")
Credit risk funds: Evaluate if incremental return justifies the risk
Returns have largely stemmed from accrual income and credit spreads
 "Credit risk funds: Evaluate if incremental return justifies the risk")