Page 68 - Mutual Funds

Rising markets boost infra scheme returns to 85% on average past one year

Industry players see this theme doing well going forward due to green shoots in some segments on the economy and govt's infra thrust

Market rally a pick-me-up for Nifty 50 Equal Weight Fund, say experts

Make a small allocation, enhance exposure as more live data becomes available

After mutual funds voice concerns, Sebi may ease compensation norms

People in the know said the regulator could water down the circular following challenges highlighted by the industry with regards to its implementation

Adani Total, Apollo Hospitals, Chola could move to MF large-cap universe

The changes are likely during the half-yearly review undertaken by MF industry body Amfi during July first week

Investors should keep a check on cost in passive, debt funds: Experts

In active funds, you may miss out on potential winners if focus is only on expense ratio

Market gives steady compounding return in mid-to-long term: Manish Gunwani

The market offers a steady compounding return in the medium-to-long term, says Gunwani

Gilt funds back on investors' radar on RBI's 'accommodative stance'

Scheme category sees net inflows this April, for the first time since last December

Edelweiss MF's IPO-focused scheme to go open-ended amid robust pipeline

The scheme was launched as a closed-end fund in February 2018, with a tenure of over three years ending June 2021

ICICI Prudential Savings Fund: Conservative portfolio, consistent performer

The fund has consistently outperformed its peers (funds ranked under the low duration category in CMFR in March 2021) over the trailing periods under analysis

Mutual fund small-cap schemes increase exposure towards cyclicals sectors

The top five buys of small-cap equity funds in April were Hindustan Copper, Hathway Cable & Datacom, Lux Industries, Bharat Rasayan and Dilip Buildcon

Index business grows as investors flock to passive funds for returns

Index-based products rise to top as active fund managers fail to impress clients.

From Sageone to Anvil Wealth, most PMS schemes beat Nifty in April

Returns were calculated on a time-weighted rate of return basis for the schemes under consideration

Street signs: Gold ETFs to gain traction, PLI may hurt battery firms & more

Gold has bounced back about 8 per cent from March 2021 lows of close to Rs 44,000 per 10 gram and is trading at Rs 47,600, owing to correcting dollar and treasury yields

17 of 24 small-cap funds deliver more than 100% returns in one year

These funds account for Rs 56,000 crore of category assets worth Rs 71,700 crore

Returns from healthcare ETFs can be highly cyclical, say analysts

Avoid over 5% exposure and have 5-7 years of investment horizon

Fintech firm Groww enters Rs 32-trillion MF space with Indiabulls purchase

Groww said Sebi's recent change in sponsorship criteria for fintech companies has enabled it to enter into the asset management space

Amfi asks MFs to include cash component in overall yield of debt schemes

Sebi had earlier expressed displeasure at fund houses depicting portfolio yield of debt schemes by leaving out yields on cash and cash equivalents

Value of FPI, LIC and retail holdings hits record highs in Q4, shows data

This came amid buoyancy in the secondary market

Debt MFs see Rs 84,202-cr outflow in Q4 on redemption from liquid funds

Debt mutual funds witnessed an outflow of Rs 84,202 crore in three months ended March 2021, with liquid schemes contributing 56 per cent of the withdrawal, according to a Morningstar report. This was the only quarter in 2020-21 that saw outflow in the fixed-income or debt category. The outflow comes following an inflow of Rs 1.69 lakh crore in December quarter, Rs 35,522 crore in September quarter and Rs 1.09 lakh crore in June quarter. According to the report, fixed-income category had faced a challenging atmosphere since the downgrade to IL&FS back in 2018. A spate of downgrades to other entities following the IL&FS crisis left some of the fixed-income funds in a serious liquidity crunch as redemptions in certain categories explode, it added. "Given the uncertainty in the economy caused by COVID-19, investors are again moving toward risk-averse assets in the fixed-income segment during volatile times, as they tend to provide better protection to their capital relative to ...

LIC's holding in listed companies at all-time low on profit booking in Q4

Insurance behemoth LIC opted for profit-booking by selling its equity stakes in companies during the March quarter, a report said on Monday