Page 9 - Mutual Funds

Multi-factor funds: Opt for quant model-run fund to eliminate manager risk

Be mindful that these funds do not have a track record, and changing market conditions can render a model obsolete

Planning to redeem MFs? AY 2025-26 tax rules may hit your returns

Debt, equity, gold or international funds: Know the new tax rules for AY 2025-26 and how timing your redemptions can save you money, says experts

Mutual fund industry showcases resilience, growth: ICRA Analytics

The mutual fund industry has showcased resilience and growth potential with strong momentum in systematic investment plans (SIP) and inflows across diverse categories, a report, issued by research firm ICRA Analytics, said on Wednesday. The research report, citing the data of the Association of Mutual Funds of India (AMFI), said total assets under management (AUM) at the end of June touched Rs 74.41 lakh crore, supported by bullish equity markets and sustained retail interest. June marked a strong month for the industry with high inflows and robust investor participation across equity, hybrid and SIP categories, it said. Equity-oriented schemes continued to attract significant investor interest, with total net inflows touching Rs 23,587 crore in June. Debt funds saw moderate outflows in June, compared to May. Net outflow of debt schemes during June stood at Rs 1,711 crore, the report said. Hybrid funds witnessed high inflows at Rs 23,223 crore as investors favoured a balance ...

Motilal Oswal MF launches Special Opportunities Fund; check key details

Motilal Oswal Special Oppotunities Fund aims to generate long-term capital by investing in opportunities presented by special situations

NSDL's listing deadline extended; Wealth Company MF to unveil 4 schemes

Manufacturer of gold jewellery Shanti Gold International on Tuesday fixed a price band of ₹189-199 per equity share for its upcoming ₹ 360 crore initial public offering (IPO)

Equity MF schemes may soon be allowed to dabble in gold and silver

Some believe this will provide fund managers greater flexibility to navigate market volatility during periods of uncertainty, while others say the move could introduce complexities

Motilal Oswal alternates closes ₹2,000 crore sixth real estate fund

Motilal Oswal Alternates closes its sixth real estate fund, raising Rs 2,000 crore to focus on mid-income residential development, meeting rising demand from urban homebuyers

Aditya Birla Sun Life MF launches two new index funds: Who should invest?

The BSE 500 Momentum Index Fund is an open-ended scheme replicating the BSE 500 Momentum 50 Total Return Index

Sebi considers review of categorisation of MF schemes to address overlap

Markets regulator Sebi on Friday proposed to review the categorisation of mutual fund schemes in a bid to improve clarity and address the issue of overlap in portfolios of schemes. The proposal came after Sebi noted a significant overlap of portfolios in some schemes and felt the necessity to introduce clear limits to the industry to avoid schemes with similar portfolios. In its consultation paper, Sebi suggested that mutual funds should be permitted to offer both Value and Contra funds, subject to the condition that no more than 50 per cent of the schemes' portfolios would overlap at any point in time. The overlap condition should be monitored at the time of New Fund Offer (NFO) deployment and subsequently on a semi-annual basis using month-end portfolios. In case of a higher-than-permitted overlap, the Asset Management Company (AMC) should rebalance the portfolios within 30 business days. An extension of up to an additional 30 business days may be obtained from the Investment ...

Debt funds: Keep bulk of portfolio in short to medium-duration funds

India's 10-year benchmark bond yield, which fell to 6.13 per cent on June 6, closed at 6.31 per cent on July 15

NFO Alert! Nippon India launches Nifty 1D Rate Liquid ETF; check details

Nippon India Nifty 1D Rate Liquid ETF is an open-ended exchange-traded fund that aims to replicate the performance of the Nifty 1D Rate Index

MFs trim blue-chip stocks, cash reserves to capitalise on block deals

Fund managers acquired shares worth ₹10,500 crore in Asian Paints, with SBI MF and ICICI Prudential MF leading the purchase of a nearly 5 per cent stake sold by Reliance Industries

Flexicap funds: Freedom to shift across market caps helps mitigate risks

Flexicap funds suit investors who prefer to delegate market-cap allocation decisions to a professional

NRIs hold back on market bets amid tax knots and regulatory hurdles

Non-residents have tax deducted at source in India, along with potential taxation in their home countries

Deepak Shenoy's Capitalmind to launch Flexi Cap Fund: Who should invest?

Capitalmind Flexi Cap Fund will track the Nifty 500 TRI, which is also tracked by most of the other flexi-cap funds

NFO Alert! Groww MF launches BSE Power ETF; here's all you need to know

Groww BSE Power ETF: The investment objective of the scheme is to generate long-term capital growth by investing in securities of the BSE Power Index in the same proportion

Sideshow to spotlight: FoFs weren't in the script, now they own the stage

₹15.6K cr floods in as tax reset, fund blitz, and asset bounce rewrite the playbook in Q1

How tax systems unfairly penalise even honest, hardworking taxpayers

The digital tax era promised ease - pre-filled returns, real-time data, and seamless reporting

How tax changes have transformed debt MF landscape, altered investor choice

Fund houses have launched debt-arbitrage FoFs to attract investors in higher tax brackets

MNC Funds: High quality, but hold for a minimum of 5 years to offset risks

This theme can underperform during strong rallies in domestic markets