Page 51 - Mutual Funds

Variable capital firms to boost India's fund management space, says Sahoo

Such entities have a variable capital base as they issues and redeems shares on an on-going basis. With every issue or redemption, the capital base of the VCC changes

'Do not see any reason for SIP flows to change course significantly'

Investors can continue and add SIPs or STPs (spread over next six months rather than lump sum) into midcap funds, with a five year time horizon

Mutual funds' new-age technology schemes prove to be a non-starter

Despite several innovative tech FoF applications with Sebi, only one hits the market

Average SIP ticket size shrinks 23% in over 3 years despite rising inflows

The industry attributes the gradual decline in SIP ticket size to the growing penetration of mutual funds (MFs) on the back of rising ease of investment

Finfluencers: Sebi's lost battle

The size, activity, and influence of these people have become so large that Sebi's onerous regulations for registered advisors look hopelessly ineffective, and those who follow them feel like losers

Peer-to-peer firms need entry into secured lending, says Rajat Gandhi

The Reserve Bank of India's FSR of December 2021 had also highlighted that given the level of inflation, investors are looking for a certain level of returns, and P2P platforms offer an incentive

IIFL Mutual Fund launches India's first passive tax-saver fund

The scheme, which opened for subscription on Thursday, will mimic the Nifty 50 index

Sebi asks mutual funds to take action against fake Telegram groups

MFs told to issue press release and file FIR against misleading groups

Lump sum MF investments plunge in October as investors take SIP route

Flows down 64% from peak amid uncertain market conditions, valuation concerns

MF route to buy a Merc? Senior executive's comment starts Twitter debate

Spotlight turns on why middle class Indians use SIP for securing their financial goals

Budget 2023: MFs seek LTCG exemption for longer-term equity investments

Industry says exemption for those staying invested for over three years will help channelise flows into financial assets

Investing it wisely: Mutual fund investors 'buying low & selling high'

This 'buy low and sell high' strategy has not always worked for them

AMCs to be penalised for delay in dividend, redemption payments: Sebi

Any delay in dividend payment beyond seven working days to attract interest charge at 15% a year; investors to get redemption money within three working days, from 10 earlier

Sebi amends buying, selling of mutual funds under insider trading rules

Capital markets regulator Sebi has amended norms to bring buying and selling of mutual fund units under the ambit of insider trading rules. At present, insider trading rules are applicable to dealing in securities of listed companies or those proposed to be listed, when in possession of Unpublished Price Sensitive Information (UPSI). The units of mutual funds are specifically excluded from the definition of securities under the rules. Sebi's latest decision follows the Franklin Templeton episode, in which the fund house's few executives were accused of redeeming their holdings in the schemes ahead of the six debt schemes shutting for redemption. "No insider shall trade in the units of a scheme of a mutual fund, when in possession of unpublished price sensitive information, which may have a material impact on the net asset value of a scheme or may have a material impact on the interest of the unit holders of the scheme," Sebi said in a notification issued on Thursday. Under the new

Passive fund race: Bigger players steal the show over smaller counterparts

Over 95% passive AUM is with top 10 AMCs; experts say opportunities still exist in the smart beta space

Why active mutual funds do not beat the index

Active mutual funds on average (and net of fees) underperform the index because they have less inside information than promoters of companies

Physical presence back in focus as mutual funds look beyond metros

New branches being added even as digitisation empowers every transaction

Not buying stake in Equitas SFB, says DSP AMC in response to media reports

Clarifies that approval received by RBI allows its MF schemes to hold more than 5% in Equitas SFB, which will soon merge with Equitas Holdings

We're transparent, not biased against fund managers: S&P's Benedek Voros

'The two key factors are volatility in the stock market and the performance differential within indices'

IIFL Wealth rebrands as 360 ONE, to rename its MF, PMS and AIF schemes too

The company says it manages over Rs 3.3 trillion through its various mutual fund, PMS, AIF and other products