Page 19 - Mutual Funds

Equity MFs cap strong 2024 with near-record inflows in December

SIP contributions hit Rs 26K crore for first time

Aggressive hybrid funds: Cope with mkt volatility, benefit from rate cuts

If interest rates decline, the bond component of these portfolios could generate capital gains. Conversely, rising interest rates may cause short-term losses

2024's record NFO success continues into 2025 with strong momentum

The other new launches include Mirae Asset Smallcap Fund, Bandhan Nifty Alpha Low Volatility 30 Index Fund, Kotak Nifty Smallcap 250 Index Fund and UTI Quant Fund.

ASK Investment Managers, Monarch Networth apply for mutual fund licence

While Monarch Networth Capital filed its application on December 31, 2024, ASK Investment Managers had applied in October 2024

Large-cap cut-off surpasses Rs 1 trillion as 11 new stocks join the list

These midcap stocks that have earned an upgrade include CG Power, Rail Vikas Nigam, ICICI Prudential Life Insurance, Polycab India, Indus Towers, Cummins India and Info Edge

WhiteOak Capital Mutual Fund NFO focuses on the quality factor theme

The New Fund Offer (NFO) is available from January 8 to January 22, 2025. It will primarily focus on equity investments, with limited exposure to debt and REITs/InVITs

Risk appetite: How Indians are diversifying their savings portfolios

Expectedly, urban households display a greater inclination to adapt their investment choices to dynamic economic conditions

A break-tape stumble can't halt mutual fund AUM sprint to finish

39% home stretch boost powers AUM to Rs 68.6 trillion

HDFC Bank to acquire up to 9.5% in Kotak Mahindra and AU, Capital SFBs

RBI has given approval to HDFC Bank and its group companies to collectively acquire up to 9.5 per cent of paid-up share capital or voting rights in Kotak Mahindra Bank, AU Small Finance Bank

China's central bank warns mutual funds against feeding bond frenzy

The pressure on fund managers comes as Beijing faces the daunting task of reviving consumption and the economy after a real estate crisis put a damper on growth

What are arbitrage funds: All you need to know before investing?

Arbitrage funds use a system-driven approach with algorithms to swiftly identify and execute arbitrage opportunities, ensuring efficiency and eliminating the need for manual intervention

Cosmea Financial gets Sebi nod for MF foray; UTI MF launches quant fund

ITI Asset Management Limited has appointed Jatinder Pal Singh as its chief executive officer

Axis MF's 2025 Outlook: Temper expectations as growth challenges remain

According to the fund house, rising geopolitical tensions can be a risk for the equity market as it could hinder the free flow of goods

Limited product possibilities in MF Lite as Sebi sets AUM criteria

For indices that serve as primary benchmarks for active schemes, the AUM of these active schemes will also be included

Debt-equity mix in NPS fund: Base it on risk appetite, not past returns

The equity market showed remarkable strength, with the Sensex delivering 8.7 per cent year-to-date, while the mid-cap and small-cap indices returned 26.7 per cent and 30.6 per cent, respectively

Sebi announces launch of MF Lite framework to boost passive fund schemes

Capital markets regulator Sebi on Tuesday announced the launch of the Mutual Funds Lite (MF Lite) framework to simplify the compliance process for entities launching passively managed mutual fund schemes. The framework is designed to encourage new entrants, promote innovation, and foster investment diversification in the mutual fund industry. The Securities and Exchange Board of India (Sebi) said the MF Lite framework will apply to passive schemes, including index funds, exchange-traded funds (ETFs), funds of funds (FoFs), and others specified by the regulator. It intends to streamline processes and reduce barriers for entities focused solely on passive investment products, a move expected to increase market liquidity and ease entry for new players. The framework is based on recommendations made by a Sebi-constituted working group, which were later endorsed by the Mutual Funds Advisory Committee. The markets regulator amended its Mutual Funds Regulations 1996 to incorporate the MF

Mutual fund inflows double in 2024 as retail SIPs hit record highs

Equity schemes rake in Rs 3.5 trillion, SIPs account for over half the inflows

Don't follow the herd: Which mutual funds should you bet on in 2025?

Investors should spread their money across different asset classes, sectors and regions, says Mayank Misra

Angel One Mutual Fund eyes distribution edge to ace passive race

The passive-only fund house to leverage both online, traditional channels

Mutual fund industry on a high, asset surges Rs 17 trillion in 2024

After a stellar 2023, the mutual fund industry sustained its growth momentum in 2024 with an impressive Rs 17 lakh crore surge in assets, driven by buoyant equity markets, robust economic growth, and increasing investor participation. Experts are predicting the positive trend will extend into 2025. Kaustubh Belapurkar, Director-Manager Research at Morningstar Investment Research India, said, "The mutual fund industry's assets are expected to continue growing at a healthy pace in 2025. With rising penetration among retail investors, flows into equity funds, particularly through Systematic Investment Plans (SIPs), are likely to remain robust." The year 2024 saw a substantial net inflow of Rs 9.14 lakh crore, alongside a significant 5.6 crore increase in investor count and a growing popularity of SIPs, which alone contributed Rs 2.4 lakh crore, according to data from the Association of Mutual Fund Industry (Amfi). The inflows lifted the industry's assets under management (AUM), reachin