Page 45 - Mutual Funds

Reasonable equity valuations offer a favourable entry point to investors

Instead of halting SIPs, existing investors must raise contributions to equities

Risk/reward of long duration has mutual fund managers on the fence

50% of dynamic bond funds' average maturity at less than 5.5 years, the rest higher

Sebi plans to allow mutual funds with performance-based fees: Report

If introduced, India would be one of a handful of major markets to introduce performance-linked fees for mutual funds

Emkay Global gets in-principal approval for MF foray, stock jumps 20%

Joins Zerodha and three other firms who are waiting in the wings for final approval

Mutual fund investors show bias towards riskier small-cap-oriented schemes

Inflows into small-caps highest among market cap-oriented fund categories in March

Mutual funds deploy dry powder to buy the dip in March, shows data

Cash holdings at top 20 asset management companies decline to 5% for month from 6.2% in Feb

Equity savings funds: Safe but not a perfect substitute for debt funds

While they could offer higher returns over three-five years, they would also be more volatile

MFs book profits in PSU banks, sell stocks worth Rs 1,800 cr in Q4

Potential in state-owned lenders could be limited in the near-term as most positives are priced in

There's action in passive funds, build your core equity portfolio with them

Some active fund managers will beat the index each year; don't exit passive holdings out of envy

Mutual fund inflows, equity market performance witness decoupling

Data shows that SIPs now account for 34 per cent of the total equity AUM compared to 25 per cent at the end of FY19

Heirs must know what you own to claim wealth: HNIs should opt for trusts

Appoint nominees and write a Will to make the transfer hassle-free

Women account for a fifth of total mutual fund investors, shows data

In the last three years, there has been a jump of 1.3 million women investors, each, from B30 and T30 cities

Share of NRIs, overseas investors in mutual fund assets declining

Accounted for a larger share in the years leading up to Covid-19

MFs raise equity bets as valuations improve; fund houses invest Rs 55k cr

Cash levels decline, equity allocation rises in balanced advantage funds in March

Zerodha, Smallcase join hands for MF business, final nod from Sebi awaited

Zerodha CEO says Smallcase's six years of experience in building investment products will come in handy for his firm while building "low-cost passive mutual fund products for India"

Over 85% active large-cap schemes underperform in 2022, shows data

During the three-year period (CY 2020, '21, '22), the percentage of schemes underperforming the index was even higher at 97 per cent

Sebi to AIFs: Offer direct plans; introduces trail model for commissions

New norms to curb mis-selling, bring parity on upfront commissions that are already barred in MFs, PMS

Mutual funds invest Rs 1.82 trn in FY23 on push from retail investors

Mutual funds remained bullish on the Indian equities in 2022-23 and invested Rs 1.82 lakh crore largely due to a strong interest from retail investors and the correction in the market that led to reasonable valuation. This comes following a similar amount of Rs 1.81 lakh crore invested by mutual funds in the stock market in preceding financial year 2021-22 (FY22). Before that, they had pulled out Rs 1.2 lakh crore from equities in 2020-21, according to the data with the Securities and Exchange Board of India (Sebi). Going ahead, equity outlook for the current financial year (FY24) will start improving in a couple of quarters once inflation starts coming down in the US and its central bank -- US Federal Reserve -- will change its policy stance from hawkish to dovish, Rajiv Bajaj, Chairman and Managing Director of Bajaj Capital, said. In the longer-term, India's growth prospect is higher amidst concern of slowing growth in major developed economies. "The government's favourable polic

Fine-tuning needed

Guidelines for investment advisers should be clear

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