Page 15 - Mutual Funds

Performance, taxes: Why you should review mutual fund portfolio regularly

Investors should avoid impulsive decisions and follow a long-term strategy, according to experts

How to transfer your mutual fund from one demat to another?

Investors choose to transfer their mutual fund units from one demat account to another for various reasons, primarily to enhance their financial management

MF investors bet over Rs 17K crore on key equity schemes amid selloff

Equity schemes continue to witness net inflows, driven by SIPs

Edelweiss Asset's former manager settles MF rule violation case with Sebi

A former fund manager of Edelweiss Asset Management has settled a case pertaining to alleged violations of mutual fund rules with markets regulator Sebi following a payment of Rs 19.5 lakh towards settlement charges. Abhishek Gupta allegedly failed to ensure that the funds of the schemes were invested to achieve the objectives of the scheme and by doing so he allegedly violated mutual fund rules. The order came after Gupta filed an application with Sebi proposing to settle the alleged violations "without admitting or denying of the findings of fact and conclusions of law" through a settlement order. "In view of the receipt of settlement amount by Sebi, the instant adjudication proceedings initiated against the noticee viz, Abhishek Gupta vide ShowCause Notice... dated January 4, 2024, are hereby disposed of," the regulator said in its settlement order. The Securities and Exchange Board of India (Sebi) received Rs 19.5 lakh from Gupta on October 17, towards the settlement amount.

Mid- and small-cap MFs attract Rs 30,350 cr in H1 FY25 on strong returns

Mid-cap and small-cap mutual fund schemes have continued to attract strong investor interest, garnering nearly Rs 30,350 crore in inflows during the April-September period of the current financial year, driven by impressive returns delivered by these segments. In comparison, the cumulative inflow into mid-cap and small-cap funds stood at Rs 32,924 crore during the same period last year, according to data from the Association of Mutual Funds in India (Amfi). The inflow trend persists despite concerns raised by market regulator Sebi over heightened inflows into small-cap and mid-cap funds, as experts believe investors will continue to favour these categories for their potential to deliver high returns. "Small caps will continue to grow at a faster rate for years to come. I expect the inflows to continue as Indians want to invest in the high-growth sectors. Small cap funds should be seen as an integral part of one's portfolio allocation and not a tactical play," Trust Mutual Fund CEO .

Bandhan MF NFOs bet on high-risk undervalued stocks, top performers

These open-ended schemes will track the Nifty 500 Value 50 Index and Nifty 500 Momentum 50 Index, respectively

Baroda BNP Paribas launches fund tracking Nifty Midcap 150: What to know

An exit load of 0.2 per cent will apply if shares are redeemed on or before seven days from the date of allotment; the exit load will be nil if redeemed after seven days

Motilal Oswal NFO: This thematic fund is for tech-savvy high-risk investors

The Motilal Oswal Digital India Fund is an open-ended equity scheme targeting sectors such as technology, telecom, media, entertainment, and related industries

Equity mutual funds log Rs 34,419 crore net inflows in September

Inflows into equity schemes positive for 43rd; MF industry AUM tops Rs 68 trn

Equity mutual fund inflow marks 10% decline to Rs 34,419 cr in Sep

Equity mutual funds attracted Rs 34,419 crore in September, marking a decline of 10 per cent from the preceding month, on a sharp slump in inflow in thematic funds and large-cap. The latest flow also marks the 43rd consecutive month of net inflows in equity funds, data with the Association of Mutual Funds in India (AMFI) showed on Thursday. Overall, the mutual fund industry witnessed an outflow of Rs 71,114 crore in the month under review after experiencing an outflow of Rs 1.08 lakh crore in August. The huge inflow was due to withdrawal to the tune of Rs 1.14 lakh crore into debt schemes. Despite the outflow, the industry's net assets under management rose to Rs 67 lakh crore last month from Rs 66.7 lakh crore in August-end. As per the data, equity-oriented schemes witnessed an inflow of Rs 34,419 crore in September -- the lowest level since April, when equity schemes saw investments of Rs 18,917 crore. The inflow was way lower than Rs 38,239 crore in August and Rs 37,113 crore

Equity rally fuels fastest quarterly growth in MF assets in five years

Average AUM rises 12.3 per cent sequentially to Rs 66.2 trillion

Sebi grants approval to Jio Financial, BlackRock for setting up MF business

The companies signed a second joint venture in April to set up a wealth management and broking business in the country

Decoded: Gold to MFs, impact of Middle East conflict on your investments

Experts say that despite these tensions, Indian markets have displayed resilience

MFs explore new offerings as quality pack steals march on value stocks

WhiteOak Capital and ICICI Prudential have sought regulatory approval for a first-of-its-kind active quality fund

AMC scrips rally on new asset class; Nippon Life India up 5.2% on BSE

Aditya Birla Sun Life ends trading day 4.4% higher

Sebi likely to maintain status quo on largecap stock pool expansion

Plan to add more stocks shelved citing 20% midcap, smallcap investment legroom with largecap funds, say sources

ICICI Prudential Mutual Fund unveils two passive funds: Check details

Both offerings fall under the smart beta category, focusing on a factor-based strategy to provide investors with a low-cost, value-driven investment approach

Sebi mulls standardise format for disclosure of change in MF risk-o-meters

To further enhance the pictorial representation of risk, Sebi on Thursday proposed that the risk-o-meter of a mutual fund scheme be depicted using a colour scheme, a move aimed at further aiding in informed decision making by investors. To standardise the format of disclosure and for ease of understanding of the change in level of risk for unitholders, the mutual funds should disclose the existing risk-o-meter, along with the revised risk-o-meter, Sebi suggested in its consultation paper. Any change in risk-o-meter of the scheme or its benchmark should be communicated by way of notice and by way of an e-mail or SMS to unitholders of that particular scheme. In addition to the existing labels relating to levels of risk -- low, low to moderate, moderate, moderately high, high and very high, the risk-o-meter should also be depicted using a colour scheme. Risk-o-meter needs to have six levels of risk for mutual funds -- green for low risk Irish; chartreuse for low to moderate risk; neon

Mutual funds dive into FoF waters to fish for debt fund alternatives

HDFC, ABSL plan arbitrage plus debt FoFs to offer low-risk, tax-efficient products

Mutual fund investor base to break 50 million barrier in September

The next big stop: 100 million investors as equity euphoria persists