Page 21 - Mutual Funds

With an eye on SIF foray, PMS, AIFs queue up for mutual fund licence

Nuvama Wealth, Marcellus Investment Managers among new MF applicants

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.

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

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

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

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

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

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 -- ...

'Regular' accounts drove bulk of SIP closures in February, shows data

Closures were higher in direct plans in January

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

Women investors deploy bigger sums in mutual funds than men: Report

Account for 24% of investors but 33% of AUM

Large-cap, low-volatility funds to dominate new offerings by mutual funds

Quality-focused funds also gain traction amid shift in market trends

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

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

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

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

Credit risk funds: Evaluate if incremental return justifies the risk

Returns have largely stemmed from accrual income and credit spreads

Investors can soon store, access their demat, MF holdings via DigiLocker

After the user's death, DigiLocker automatically notifies the nominated individuals (DigiLocker Nominees) via SMS and email, helping them manage the deceased's assets

PhonePe Wealth launches CRISP, online tool to select mutual funds

CRISP simplifies investing decisions by converting performance, risk and portfolio data of mutual funds into actionable insights, says company

Multi asset allocation funds: Investment option in a volatile market

Such funds allocate investments across various asset classes, including equities, debt, and sometimes commodities like gold