BUSINESS
Why do gold mutual fund schemes underperform gold ETFs?
A gold mutual fund’s NAV is derived from the market price of the underlying asset -- the Gold ETF
BUSINESS
Coming soon: A direct plan in all PMS schemes just like MFs
The proposed SEBI (Portfolio Managers) Regulations, 2019, will mandate offering a direct plan for all PMS schemes.
BUSINESS
New entrant Finx acquires seasoned CIEL
CIEL was founded in 2007 by Uma Shashikant, a well-known trainer in the financial services space and a mutual funds industry expert
MARKETS
Is investment in high-yielding state-backed bonds worth the risks?
Instead of relying blindly on the security structure, it pays to closely scrutinise the borrower
BUSINESS
Are secured bonds any less riskier?
Even secured NCDs offered by some NBFCs have left investors high and dry
BUSINESS
As Indian markets mature, investors will shift to passive funds and focus on cost: Nippon India
When family offices and registered investment advisors grow, ETFs will become more popular
BUSINESS
5 lessons to shield yourselves from future debt fund mishaps
Investors, financial advisors and fund houses have much to learn from the debt fund fiasco of the past year
BUSINESS
One year later: How debt funds turned out after the IL&FS crisis
One after another, skeletons came tumbling out of the debt fund closet
BUSINESS
Swachh MFs: SEBI steps in to bring more transparency in debt funds
The regulator’s new mutual fund guidelines dampen standstill agreements of mutual funds with borrowers
BUSINESS
Real estate funds land investors in a gigantic mess
Illiquid projects, a slump in the real estate market and poor due-diligence have all contributed to the poor returns of these funds
BUSINESS
Mergers and stake sales: How MF distributors are trying to gain scale and reach
Distributors are realising the need to collaborate to attack areas that they are individually weak in
BUSINESS
SEBI asks MF trustees to stand up for investors’ interests
Market regulator does not want them to be ‘passive participants’
BUSINESS
Fundsgate | HDFC AMC’s bailout conundrum: MF investors gain, shareholders bear the brunt
If unitholders enjoy the gains, shouldn’t they bear the losses as well?
MUTUAL-FUNDS
Funds Gate | Fund houses avoid side-pocketing to protect their pockets ahead of unitholders’
Mutual funds had an opportunity to demonstrate that they put their unitholders interests ahead of theirs. Sadly, barring an exception they did not walk the talk
MUTUAL-FUNDS
Time to move your large-cap portfolio to passive funds
Of 29 large-cap schemes, only three outperformed their respective benchmark indices
BUSINESS
Policy | In whose best interests did mutual funds act - investor or borrower?
Withholding payment pending recovery of money in a closed-end, fixed tenured product such as FMP violates the spirit of the product itself.
BUSINESS
The best gifts for your mum on Mother’s Day
Moneycontrol personal finance suggests three gifts that could make your mother’s day special.
BUSINESS
PM Modi vs Rahul Gandhi: Who wins on financial planning?
Taking stock of the portfolios of Prime Minister Narendra Modi and Rahul Gandhi -- and what investors can learn from their strategies.
BUSINESS
Did you know? Cumulative interest earned on NCDs is interest income, not capital gains
Industry insiders point out that cumulative NCDs are marketed more and often mis-sold as capital gains instruments.
BUSINESS
How not to get fooled by fake investment advisors
Remember this: If it’s too good to be true, it is in fact too good to be true
BUSINESS
Opinion | The risk in Fixed Maturity Plans is now out in the open
Fund houses are caught in a trap of their own making
BUSINESS
Essel woes: Kotak AMC may not fully repay investors in redeemed FMP
Kotak AMC did not specify how it will pay off its unitholders the money it would realise around its maturity (8 April; as per Value Research) and how it would segregate- and at what net asset value- the troubled debt securities.
BUSINESS
L&T Finance, SCUF, Muthoot Homefin, Magma Fincorp NCDs on offer: Which is the best pick?
An NCD’s payment capacity greatly hinges upon how efficiently its own borrowers repay their dues. Keep an eye on the firm’s non-performing assets figures.
BUSINESS
Explained | How Sebi’s new rule makes NAVs of debt schemes grounded in reality
Although Sebi has reduced the mark-to-market requirement from 60 days to 30 days, it won’t impact many liquid funds.
