Page 17 - Mutual Funds

Several companies turn to mutual funds to help finance acquisitions

Trend is expected to grow as firms explore alternative debt sources

Chennai Petro, HEG, Nuvama among top MF buys in Dec quarter; tech view here

Technical charts suggest that HEG stock is likely to witness another 25 per cent fall from present levels; while Nuvama Wealth could witness a relief rally towards Rs 6,125.

SBI Mutual Fund launches SBI Nifty IT Index fund: NFO Opens on February 4

This NFO will open for subscription on February 4, and will close on February 17

Sebi mulls combo product of term life insurance, mutual funds for investors

Capital markets regulator Sebi is planning to come out with a new combo product under which mutual funds can pair investments with life insurance, its chief Madhabi Puri Buch said on Friday. She, in an event organised by ICAI, revealed that the regulator will soon come out with a consultation paper on the proposal. Currently, many financial products already bundle insurance and investment options together. Sebi is working on a new product under which investors will have an option to pair mutual fund investments with life insurance. The product is central to the regulator's mission of expanding financial access, especially in underserved areas. Buch, whose three-year term ends on February 28, explained that the initiative seeks to address the needs of investors, particularly in rural areas, where there is a significant potential to grow systematic investment plans (SIPs), but the current value of investments remains low. Through this product, she hopes to provide a more attractive,

Value mutual funds see Rs 22,757 cr inflow in 2024 on impressive returns

Value mutual funds have witnessed robust investor interest, garnering Rs 22,757 crore in inflows in 2024, nearly double the amount seen in 2023, fueled by impressive returns generated by the segment. This surge reflects a shift in investor focus towards fundamentally strong yet undervalued stocks. On average, value mutual funds delivered returns of over 21 per cent in 2024, with a nearly 20 per cent return over the past three years, the industry data showed. Looking ahead to 2025, it is expected that value mutual funds will continue to capture attention, particularly amid global uncertainties, Trivesh D, COO of stock trading platform Tradejini, told PTI. He highlighted that factors such as likely RBI rate cut and geopolitical shifts, including US policies, could shape investor sentiment. In terms of inflows, the total amount into value mutual funds reached Rs 22,757 crore in 2024, a significant increase from Rs 11,927 crore in 2023, according to the Association of Mutual Funds in

Domestic funds' stake in this stock up over 2900% in FY25; check full list

DIIs have doubled their shareholding, in terms of absolute number of shares held, in 46 out of the Nifty 500 companies in the last nine months, shows ACE equity data.

Assessing fund performance: Run the numbers, then do qualitative checks

Rely on multiple metrics to derive a holistic picture of performance. Also, compare a fund's performance with its category peers or the appropriate benchmark

Understanding switching costs in MF plans to avoid unnecessary expenses

As your financial goals evolve, your investment strategy may need some tweaks. Switching funds strategically can help you capitalise on market trends

Smallcap funds see rise in liquidity stress amid market volatility

10 big funds need 37 days to sell 50% of portfolio, up from 29 days in Feb '24

Sebi proposes Rs 250 SIPs with subsidised charges, incentives for inclusion

In a consultation paper released on Wednesday, Sebi outlined measures to address the cost concerns associated with smaller SIPs

ICICI Prudential Life's Q3 results: Net profit rises 43% to Rs 325.65 crore

In Q3 FY25, the solvency ratio of ICICI Prudential Life stood at 211.8 per cent, compared to 196.5 per cent in the same period last year

Jio Financial Services, BlackRock infuse Rs 117 cr in mutual fund company

Jio Financial Services Ltd (JFSL) on Tuesday said the company and its joint venture partner US-based BlackRock have infused Rs 117 crore in the mutual fund company. JFSL and BlackRock each have further subscribed to and have been allotted 5.85 crore equity shares of Rs 10 each of Jio BlackRock Asset Management Private Limited (a 50:50 Joint Venture between the company and BlackRock) aggregating Rs 117 crore, the company said in a regulatory filing. Jio BlackRock Asset Management Private Ltd submitted an application to SEBI, seeking approval. JFSL and BlackRock have made an initial investment of Rs 82.5 crore each in this entity. Another subsidiary Jio BlackRock Investment Advisers Private Ltd, a Joint Venture company of the company has informed that it has incorporated a wholly owned subsidiary named Jio BlackRock Broking Private Limited' on January 20, 2025 to carry on the business of broking subject to regulatory approvals. During the third quarter, Jio Financial Services Ltd's

Short-duration funds: Ideal for low-risk investors with goals 1-3 yrs away

Short-duration debt funds have gained popularity among investors for their ability to provide accrual income and their moderate sensitivity to interest rate changes

Reached Rs 6-trn AUM without ads: Nithin Kamath on 16 mn Zerodha clients

Nithin Kamath: In a post on 'X', Kamath said "Over 1.6 crore Indians trade and invest with us. Almost 30 per cent of these investors came to us through referrals by other Zerodha customers"

Baroda BNP Paribas NFO to allocate 80% assets to India's energy sector

New fund offer closes on February 4 and requires a minimum investment requirement of Rs 1,000

UTI Large & Mid Cap Fund: Scaling new heights, leaving rivals behind

The fund aims to generate long-term capital growth by primarily investing in large and midcap stocks

Time's ripe for investors to raise equity exposure: Trideep Bhattacharya

However, we expect the focus to shift back to 'corporate earnings recovery' in the second half

Motilal Oswal AMC denies allegations of unethical practices as baseless

Kalyan Jewellers has been one of the top holdings of most MO Mutual Fund schemes

Market regulator Sebi asks MFs to disclose information ratio of schemes

To bring more transparency in disclosures made by AMCs and aid better decision-making by investors, Sebi on Friday directed mutual funds to disclose the information ratio (IR) of a scheme along with performance disclosure. Further, disclosure of IR, a financial metric to measure the Risk-adjusted Return (RAR) of a scheme portfolio, will be applicable only for equity-oriented schemes. "Considering the significance of volatility of performance in determining the suitability of MF schemes, the information ratio is an established financial ratio to measure the RAR of any scheme portfolio. "It is often used as a measure of a portfolio manager's level of skill and ability to generate excess returns, relative to a benchmark and also attempts to identify the consistency of the performance by incorporating standard deviation/risk factor into the calculation," Sebi said. In a circular, Sebi has asked mutual funds to disclose the information ratio of a scheme portfolio on their website, along

Arbitrage funds delivered best gains in 9 years in 2024, shows data

Returns supported by equity rally, surge in open interest in stock futures