Page 40 - Mutual Funds

Equal weight to debt: What to know about different types of index funds

Their costs and expense ratios are typically lower compared to actively managed funds

Wealth managers advise clients to reduce their exposure to smallcaps

Somnath Mukherjee of ASK Private Wealth says the risk in the smallcap space has more to do with the enhanced regulatory scrutiny and the slowdown in profit growth

Watch: How long will small and midcap stock downturn continue?

Midcap, smallcap stocks have seen a big fall in the last few weeks. Here is what experts suggest on how you can get your money back.

Sebi mutual fund stress test: A must watch for all new investors

The Association of Mutual Funds in India (Amfi) has written to fund houses, asking them to undertake stress tests of small-cap and mid-cap schemes and disclose the reports on their websites

HDFC Top 100 Fund: The top 30% ranking and steady asset growth

The fund's month-end assets under management (AUM) increased from Rs 17,715 crore in January 2021 to Rs 30,980 crore in January 2024. Rahul Baijal has been managing this fund since July 2022

Revealed: Most bought stocks by mutual funds in February 2024

The highest MoM net buying in Feb 2024 was observed in HDFC Life and Adani Enterprises

ICICI Prudential Mutual Fund first to restrict flows into midcap fund

The move comes after Sebi raised concerns about the build-up of froth in the midcap and smallcap space

Stress tests by AMCs: Risk metrics of small, midcap funds in focus

MFs to release info on investor concentration & portfolio turnover ratio

Share of women investors in mutual funds grows to 21% in Dec 2023: Report

The share of women investors in mutual funds has increased from 15 per cent in March 2017 to nearly 21 per cent in December 2023, according the latest data of Amfi (Association of Mutual Funds). The overall asset under management in mutual funds crossed the Rs 50 lakh crore-mark in February this year as a large number of passive investors are flocking to mutual funds to save and earn more. The Amfi data showed the share of women investors in mutual funds increased from 15 per cent in March 2017 to nearly 21 per cent in December 2023. This pace of growth was more prominent in the hinterland versus the urban centres during the period. The share of women folios and assets in B-30 cities has increased from 15 per cent to 18 per cent and from 17 per cent to 28 per cent, respectively, the data showed. The report, prepared by Crisil for Amfi and released by Sebi chairperson Madhabi Puri Buch, further said that almost 50 per cent of women investors fall in the 25-44 age group as against .

Equity mutual fund flows hit two-year high on NFOs and robust SIPs

Smallcap schemes see moderation in flows as Sebi takes stock of risks

Equity MFs inflow nears 2-yr high at Rs 26,866 cr in Feb on strong NFO push

Overall, the mutual fund industry witnessed an inflow of Rs 1.2 lakh crore in February, almost similar to the one seen in the preceding month

DSP Mutual Fund launches US bond fund with flexibility on duration

Scheme to actively manage duration through seven US bond ETFs

MF distributors to get trail commissions for investor asset transfers

Mutual fund distributors will now have the opportunity to receive trail commissions from Asset Management Companies (AMCs) for assets transferred by an investor from one distributor to another. This change follows numerous requests from Mutual Fund Distributors (MFDs) to review the current AMFI Registration Number (ARN) transfer norms. These norms currently prevent AMCs from paying trail commissions to the new distributor when an investor transfers their assets to a new MFD. In a communication to its members on Tuesday, Association of Mutual Funds in India (Amfi) permitted AMCs to pay trail commission to distributors in case a client transfers his assets from one distributor to another. However, AMCs can only pay trail commission after cooling off period of six months from the date of transfer of assets by investors. "In respect of change in distributor/ ARN code initiated by the investor, the AMCs may consider making payment of trail commission to the transferee distributor afte

Majority of states, union territories have single-digit MF penetration

Per capita investment is less than Rs 10,000 in eight of them

Nippon India Mutual Fund looking to increase presence in UP: CEO Sikka

Nippon India Mutual Fund is looking to increase its presence, both physical and digital, in Uttar Pradesh, which is expected to be the flag bearer for the mutual fund industry, its CEO said on Monday. Asserting that Uttar Pradesh will be the "flag bearer" of the mutual fund industry, Sundeep Sikka, the ED and CEO of Nippon India Mutual Fund said that the company remains "committed to UP". Sikka, who was in Lucknow to inaugurate the new regional office, told PTI, "UP is the fastest-growing market in India. The national average is that the mutual fund industry has grown 17 per cent, and the UP market has grown 23 per cent in the last five years. And we believe that UP will be the flag bearer for the mutual fund industry." "We are happy to serve 20 lakh investors in UP, and want to increase our digital and physical presence in the state," Sikka said. The company is already present in 31 locations in Uttar Pradesh. The company is inaugurating a new regional office of Nippon Life India

Smallcaps not in extreme bubble territory: IIFL Securities chairman & MD

Venkataraman observes that markets will also receive support from monetary easing globally

MFs told to disclose stress-test reports of mid, smallcap schemes

The reports, which will also be published on Amfi's website, will have to be disclosed every 15 days

Mirae Asset Mutual Fund seeks Sebi's approval for mid, smallcap funds

While the industry has always had large and midcap funds, there is no scheme that offers exposure only to mid- and smallcap stocks

Sebi asks mutual fund houses to protect investors in small, midcap schemes

Capital markets regulator Sebi has asked mutual fund houses to put in place a framework to safeguard investors, who invested in smallcap and midcap schemes, amid a "froth building up" in these categories. Also, the regulator has suggested steps such as restrictions on inflows in these segments, portfolio rebalancing, and laying guidelines to safeguard investors from the first-mover advantage of redeeming investors. This came in the backdrop of strong flow in the small and midcap schemes of mutual funds over the last few quarters. In a communication to Association of Mutual Funds in India (AMFI) on Tuesday, Sebi asked the industry body to inform trustees of all the mutual fund houses to frame a policy to protect the interest of investors of smallcap and midcap schemes. "In the context of the froth building up in the small and mid-cap segments of the market and the continuing flows in the small and mid-cap schemes of mutual funds, trustees, in consultation with unitholder protection

Sebi moves to restrict inflows into small- and mid-cap mutual funds

Sebi's communication shows heightened regulatory concern on the surging inflows into Indian small- and mid-cap mutual funds and any potential ripple effects on the financial system