Page 57 - Mutual Funds

Don't invest directly in markets if you can't analyse stocks, say experts

Even those who know fundamentals-based investing must subject themselves to periodic reality checks

MFs incrementally adding more cash; total equity schemes cash at Rs 60k cr

Individual fund houses are sitting on more cash than others. There were at least five fund houses that held more than 5% cash as of May-end

On the radar: IPOs suck mutual fund liquidity in May, shows data

Overall, MFs invested Rs 29,400 crore last month even as overseas investors sold shares worth Rs 42,900 crore

Debt mutual funds see Rs 32,722-cr outflow in May on rising interest rates

Mutual funds focused on investing in fixed-income securities witnessed a net outflow of Rs 32,722 crore in May in the wake of Reserve Bank of India (RBI) stance on monetary policy turning hawkish

RBI rate hike: Arvind Chari explains impact on fixed-income investors

Arvind Chari, chief investment officer, Quantum Advisors explains the ramification of the RBI’s policy announcements for fixed-income investors in an interview with Sanjay Kumar Singh >

EPFO mulls increasing equity investment limit to 25% to bridge shortfall

Earlier on Saturday, the government approved 8.1% rate of interest on EPF deposits for 2021-22, which is an over four-decade low, for about 50 million subscribers of EPFO

Why LRS route for investing in capital markets abroad is mainly for HNIs

Those with small amounts should skip it owing to high costs and elaborate tax-related compliances

Bata India's promoter divests 2.56% stake, sells shares worth Rs 613 cr

The shares were picked by a clutch of domestic mutual funds, foreign investors and an insurance company

BSE StAR MF registers 20.4 mn transactions worth Rs 38,370 cr in May

It surpassed its all-time highest monthly record of 1.96 crore transactions achieved in March, while number of such transactions was 1.94 crore in April, the exchange said in a statement.

Equity funds: Retail investors stay put despite market volatility

Over 56% retail investors holding on to equity funds for at least 2 yrs as of March'22

Flexi-cap funds see Rs 35k-cr inflow in FY22; best among equity categories

While large-cap funds experienced a net inflow of Rs 13,569 crore for the entire 2021-22, inflow for mid-cap funds stood at Rs 16,308 crore and the same for small-cap funds was at Rs 10,145 crore

Is the golden period of retail inflows ending? Watch out for these factors

Jefferies highlights four factors that historically have influenced retail investor sentiment

Global MF investors could sell $350-bn worth equities this year: Barclays

MF investors have been net sellers of equities this month, for the first time since August 2020, though equity outflows are tiny compared to the record $1.3-trn inflows since 2020, Barclays said

How US tech turmoil has separated established players from younger ones

In this interview with Business Standard’s Sanjay Kumar Singh, Rajeev Thakkar, chief investment officer, PPFAS Mutual Fund explains how the ongoing turmoil in the US tech sector has separated establi

Sebi allows MFs to float passively managed equity-linked savings schemes

The move will allow new fund houses that are especially focusing on passive schemes to float a passively-managed ELSS fund

Axis AMC sacks chief dealer Viresh Joshi over front-running allegations

The reason for termination was not given. Earlier, Axis AMC had also suspended Joshi and Deepak Agarwal

Use hybrid funds to tide over market volatility, say fund managers

The data from Value Research shows that conservative hybrid funds are down nearly 1.5 per cent; equity savings funds are down 1.9 per cent

Assets of AIF industry grow 42% in the past year, shows Sebi data

The industry has grown more than 7x in the past five years, from assets of Rs 80,000 crore

MF buying cushions foreign portfolio investors selling blow, shows data

An analysis by Edelweiss Alternative Research shows fund managers invested large sums in blue-chip stocks, such as Reliance Industries, Infosys, ICICI Bank, and SBI Cards, in April

Equity MFs inflows dip 44% month-on-month in April as volatility bites

Geopolitical tension due to Russia- Ukraine war, concerns over surging crude prices and uptick in domestic inflation have weighed on market performance in recent months