BUSINESS
The pros and cons of investing in the Nifty Total Market Index Fund
The fund is neither a return-maximisation proposition nor a risk-optimisation proposition as it is very thinly spread among 750 stocks.
BUSINESS
How to select a good financial advisor | Simply Save
Investment advisors are well-qualified to analyse the financial conditions of clients and recommend investment opportunities. Moneycontrol spoke to Suresh Sadagopan, a SEBI-registered investment advisor, to discuss the role of an investment advisor. He also talked about how to select a good advisor and the impact of recent regulations on investment advisors. Listen in.
BUSINESS
Kenneth Andrade’s Old Bridge Capital receives final SEBI nod for mutual fund business
This is kind of homecoming for Kenneth Andrade, who was head of investments at IDFC Mutual Fund for 10 years during 2005 to 2015.
BUSINESS
Franklin Templeton MF receives final Rs 1,398 crore payment from Vodafone Idea
The bonds were held in 13 segregated portfolios of five schemes, and investors holding units of these schemes’ side pockets will receive the money in their bank accounts in the next few days.
BUSINESS
Do mutual funds pay maximum commission to their associate distributors?
Out of Rs 7,832 crore paid out as commission by the top 10 bank-sponsored mutual funds, Rs 1,862 crore, or around 24 percent, went out to their parent banks. This is also because the large branch network of many parent banks helps attract inflows
BUSINESS
Meet India’s 20 biggest mutual fund distributors based on commission earned
An analysis of mutual fund distributor commissions’ disclosure made by AMFI shows that of the top 20 biggest MFDs, nine were banks, earning a total commission of Rs 3,286 crore.
BUSINESS
WhiteOak Capital Mutual Fund launches multi-cap scheme: A Moneycontrol review
The scheme may suit the needs of an investor with a high-risk profile as it offers higher allocation to small-cap stocks
BUSINESS
SEBI’s proposed fee collection portal for advisors evokes mixed response
The proposed payment portal will certainly help investors identify registered investment advisors but will make the process cumbersome for all parties. It might also increase costs for the IAs
BUSINESS
We want to ensure there is performance in every scheme going forward: LIC MF CEO
The fund house is undertaking a review of the schemes that got added to its portfolio following the IDBI MF merger.
BUSINESS
Business cycle funds are booming, but should you invest?
From one in December 2020, there are about 10 funds under the cyclical theme now. Moneycontrol takes a look at the pros and cons of the category which is gaining traction with the expansion of the economy
BUSINESS
Digital investment platform FundsIndia sells majority stake to Westbridge Capital
The platform now intends to launch pan-India branches to support its Independent Financial Advisors and their institutional partners.
BUSINESS
Why are investors selling ESG funds?
Environment, Social and Governance focused mutual fund schemes have seen net outflows worth nearly Rs 1,060 crore this year, at a time when the overall MF industry saw inflows worth Rs 1,83,000 crore, as per a Morningstar report
BUSINESS
Why are investors selling flexi-cap and buying multi-cap funds? Simply Save
In the last three months, multi-cap funds have seen net investments of Rs 3,340 crore while flexi-cap funds saw net selling of Rs 1,317 crore. Both work under the same mandate of investing across market capitalisations, albeit to different degrees. So, what’s behind the difference in their fortunes? Rushabh Desai, Founder, Rupee With Rushabh Investment Services explains what’s behind the contrasting investment trend in these two fund categories, which fund is better suited to manage market volatility and more. Listen in
BUSINESS
The pros and cons of the special situations investment strategy
For the average investor, special situation investment requires a great deal of analytical expertise, capacity to hold on to the commitment and the ability to take risks. A diversified portfolio might make more sense, say experts
BUSINESS
Samir Arora’s Helios Capital gets final SEBI nod for MF license; AMC to focus on active funds
Arora also divulged that the fund house would look to focus only on active funds. This is against the trend of recent mutual fund house launches, which had focused on passive funds.
BUSINESS
What's behind the contrasting investment trends in multi-cap and flexi-cap funds?
According to the AMFI data for July, multi-cap funds witnessed net inflows worth Rs 2,500 crore, while flexi-cap funds saw outflows to the tune of Rs 932 crore.
BUSINESS
Equity fund inflows dip 12 % in July, SIPs top Rs 15,000 crore for first time
Net inflows into open-ended mutual funds went up 63-fold, while the overall assets under management (AUM) rose 4.50 percent to Rs 46.11 trillion in July 2023.
BUSINESS
At Rs 1.85 lakh crore, mutual funds see highest quarterly inflows in 4 years in April-June
The smallcap category saw net inflows of Rs 10,937 crore in the first quarter, its highest-ever quarterly numbers, followed by the midcap category at Rs 4,735 crore
BUSINESS
Individual investors repose faith in MFs despite tough markets in FY23: SEBI report
Despite market gyrations over the past year, retail investors have largely remained bullish on stock markets and have been disciplined in their approach.
BUSINESS
342 MF schemes record negative returns in FY23, 6x increase YoY: SEBI report
The returns data in the SEBI’s Annual Report for 2022-23 suggests that the performance of Indian mutual fund schemes was reflective of the prevailing market mood.
BUSINESS
PGIM India MF withdraws three facilities. What does it mean?
The fund house says it is trying to keep things simple for investors and the withdrawn facilities have become largely redundant.
BUSINESS
Should you tweak your gold investment strategy after the US ratings downgrade?
Financial advisors are of the opinion that one should stick to one’s asset allocation and not go gung-ho on gold because of just one trigger.
BUSINESS
Arbitrage funds are back with a bang: what should you do?
Wealth advisors believe arbitrage funds to be a good choice for cautious investors who want to benefit from a volatile market without taking on too much risk. But one should have at least a three to six-month investment horizon.
BUSINESS
HDFC MF launches Transportation and Logistics Fund; should you invest?
The scheme will follow a flexi-cap approach and identify opportunities across market cap segments.
