Tue, Jan 23, 2024
Exit load or fees differ from one mutual fund to another. It is charged to encourage investors not to exit the MF in a certain period.
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Thu, Jan 18, 2024
Zbiz Exclusive | Stress test of Small and MidCap schemes of MF. Amidst the increasing fund flow in these schemes, the market regulator discussed the stress test with the mutual fund industry. What was its result and what are the options if necessary? Brajesh Kumar is telling.
Tue, Jan 16, 2024
MFs promoting MFs scheme by giving gift and holiday packages got warning letter from SEBI, AMFI also had to issue advisory to MF houses.
Tue, Jan 26, 2021
SBI Mutual Fund has launched SBI Mutual Fund Retirement Benefit Scheme — a new fund offer (NFO), which can be bought till 3rd February 2021.
Fri, Jan 22, 2021
Kotak Institutional Equities say that HDFC AMC had a muted quarter with 7% decline in core PBT on the back of 4% decline in equity AUM (even as overall AUM was up 10%) yoy, leading to suppressed core yields and profitability (PBT down 4 bps to 38 bps). While industry outflows put pressure on AUMs, recent equity-rally will help near-term earnings.
Thu, Jan 21, 2021
Fixed Deposits have been the favourite investment instrument of most Indians. Investors may think that as they have Fixed Deposits in their portfolio, they may not need to invest in Debt Funds as well. However, there are some points that every investor needs to consider since Debt Funds can be a better option than regular Fixed Deposit investments.
Wed, Jan 20, 2021
Know in this segment of Mutual Fund Helpline - How to check expense ratio?
Sharekhan expects Bajaj Finance NII for Q3 FY21 is expected to be flat at Rs 3612 cr vs 3616 (YoY) and up 6% QoQ. Bajaj Finance Net profit is expected to be down 11% at Rs 1321 cr vs Rs 1488 cr (YoY) and up nearly 37% QoQ. Bajaj Finance is one of the top picks by many Mutual Funds and HNIs in NBFC Space. Some fund managers believe Bajaj Finance should be part of every individual portfolio.
Mutual Fund Calculator: Here is how you can solve your money making problems! Get Rs 1 lakh as monthly pension by doing this. In the wake of growing medical expenses and other regular expenses, ensuring lots of money in bank account is not easy.
Many investors tend to get attracted by the past return of equity without assessing their own risk appetite. But once reality dawns on them that equity returns are volatile and can deliver negative returns too, they get petrified and tend to exit at a loss. So, for such investors, it is always imperative to know their risk profile first and allocate their funds accordingly. Ventura Securities says including debt in a portfolio will not only provide stability but will also protect them from taking impulsive decisions like selling equity or equity funds at a loss.
Tue, Jan 19, 2021
Spark Private Wealth highlights that in the last month, net outflows from equity mutual funds funds decreased by Rs 2770 Cr to Rs 10147 Cr from Rs 12917 Cr in Nov. The largest redemptions were witnessed in large cap and multi cap funds followed by value funds. 2. SIPs increased by 15% to Rs 8418 Cr. On an average, the top 15 fund houses witnessed an increase in equity AUM of 5.2% while the NIFTY 50 benchmark rose by 6.6%. 3. AUM across all equity funds increased by 5.7% to Rs 906767 Cr because of a rise across all broad equity indices.
Know in this segment of Mutual Fund Helpline - How do NRI's redeem Mutual Fund?
Sun, Jan 17, 2021
How to save income tax: Did you know that you can save up to INR 46,800* just by investing in tax-saving mutual funds?
Mutual Fund Calculator: According to the tax and investment experts, one should not bother about the dipping mutual fund returns and continue investing through their monthly SIP.
Fri, Jan 15, 2021
PGIM India Mutual Fund announced the launch of ‘PGIM India Balanced Advantage Fund’ today. The NFO will open for subscription on January 15, 2021 and will close on January 29, 2021.
Mutual funds outlook: India's AMCs should deliver healthy (15%) AUM / profit growth in the long term, given a large untapped base of savers and high operating leverage, a view reinforced by Citi’s analysis of the performance seen in other countries at a similar point in the industry cycle. Citi scanned into 113 ETF schemes and concluded that the industry could take a fairly aggressive uptake of ETFs with a <2% impact on fee CAGR. 30 Year valuation trends of global AMCs make us cautious on players with elevated valuations, especially in light of our scheme category level market share analysis. Citi initiates on UTI AMC and has it as their top sector pick.
Thu, Jan 14, 2021
Mutual Funds in December: AUM of the mutual fund industry increased by 3.4% MoM (Rs 1.01 Lakh Cr) to Rs31 Lakh Cr in December 2020. On a QoQ basis, the total AUM of Mutual Funds increased by 15.5%. Average AUM (AAUM) of the Mutual Fund industry increased by 3.8% MoM. On a QoQ basis, the Total AAUM increased by 11.6%. In Dec 2020 net inflow from the industry was at Rs 2968 Cr as against net inflow of Rs 27194 Cr in Nov 2020.
Wed, Jan 13, 2021
In this segment of Mutual Fund Helpline, watch is it profitable to invest in NFO amid corona pandemic. See experts' take over it.
Equity Mutual Funds AUM: Nifty scored a hat-trick ending 7.8% higher MoM in Dec '20. The Nifty ended CY20 with 15% YoY gains a solid performance in a year ravaged by the COVID-19 pandemic. The index witnessed a spectacular rally in Q2 CY20 (up 24% QoQ) on the back of strong FII inflows and good corporate earnings. While FIIs inflows were at record highs, outflows by DIIs saw fresh highs too.
TRUST Mutual Fund has announced the launch of its maiden new fund offer (NFO) - TRUST MF Banking & PSU Debt Fund. It is an open-ended debt scheme predominantly investing in debt instruments of banks, public sector undertakings, public financial institutions and municipal bonds. The NFO will open for subscription from 15th of Jan and close on 27th of Jan 2021. The fund will be managed by Anand Nevatia along with Sandeep Bagla.
Tue, Jan 12, 2021
In December the Mutual Funds continued to remain net sellers in all the sectors with Banking & Finance, Cement & Engineering, FMCG and Metals being the top ones. Interestingly in the last two months- MFs are selling Banking & Finance and FMCG stocks while FPIs are buyers in those sectors. In December MFs sold equities almost worth Rs 370 bn while FPIs bought Rs 500 bn worth equities in the secondary market.
Fri, Jan 08, 2021
Equity and equity-linked mutual fund schemes saw a net outflow of Rs 10,147.12 crore in December, showed data from the Association of Mutual Funds in India (AMFI) on Friday
Mutual Funds vs PPF: In the last six to nine months, equity-linked mutual fund investments have been topsy-turvy. In this scenario, people have realised the importance of diversified portfolio and government-backed small saving schemes, especially PPF or Public Provident Fund.
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