-
June 03, 2023 08:32 AM IST Equity savings funds are no substitute to debt funds, but can be appealing to investors looking for relatively stable returns with low exposure to equity and the benefit of equity taxation.
-
June 02, 2023 11:46 AM IST Many investors pore over the monthly portfolios of funds and look to buy stocks purchased by fund managers the previous month, hoping to earn quick returns. But that may not be a wise strategy. Read on to find out exactly why.
- June 02, 2023 10:55 AM IST
A change of sponsor of a fund house is considered a fundamental attribute. As per mutual fund regulations, investors must be given an exit option. HDFC MF’s exit option period ends on June 23.
- June 01, 2023 07:10 PM IST
Edelweiss MF upcoming new scheme will invest across asset classes such as equity, fixed income securities, gold, REITs and InvITs.
- June 02, 2023 02:02 PM IST
Moneycontrol's analysis of 5-year rolling returns from ULIPs reveals impressive performance by these funds. Despite the recent attention on debt-oriented ULIPs following the removal of capital gains tax for debt mutual funds, it is still ideal to separate insurance and investment. Here are the top performing ULIP debt funds
- June 01, 2023 07:33 AM IST
Arbitrage funds are expected to be a beneficiary of the decision of taxing capital gains on investments in debt funds at slab rate without indexation. Recent derivative expiry notes released by mutual fund houses are vocal about optimism around the spot-futures arbitrage strategy.
- May 31, 2023 05:25 PM IST
Madhabi Puri Buch, Chairperson of SEBI has highlighted that mutual funds is the most preferred vehicle by which the regulator would like to bring household savings into the market.
- May 31, 2023 12:57 PM IST
While praising India’s mutual fund sector and its trade body for the stellar work in taking assets under management to Rs 40 lakh crore, SEBI chairperson Madhabi Puri Buch also reminded them that it’s time for more self-regulation.
- May 31, 2023 07:32 AM IST
Discipline and being true to its label have helped the fund in the past. However, going forward, its large size and SEBI restrictions on investment in overseas stocks could be challenges.
- May 31, 2023 10:50 AM IST
With only about 1,000 registered investment advisors in India, SEBI’s pursuit of unregistered investment advisors appears to be slack. However, the SEBI chairperson indicated a solution is expected soon.
- May 30, 2023 06:31 AM IST
On May 28, 10 years ago, Parag Parikh Flexi Cap, the fund house’s flagship fund and its first scheme, opened up its doors to investors. But the fund house believes it has just got started.
- May 30, 2023 08:08 AM IST
Part of MC30, HDFC Short Term Debt Fund is well positioned to benefit in the current environment of high short-term yields. It’s also a good pick to get into before the interest rates start to fall
- May 26, 2023 06:06 PM IST
These regulations will provide greater flexibility for index funds and ETFs, enabling them to offer transparency, diversification, and lower costs to investors, he explained
- May 28, 2023 05:12 PM IST
The Reserve Bank of India started raining interest rates (repo rate) in May 2022. Since then, it has hiked the repo rate 250 basis points. Accrual funds benefitted from the rate hike cycle while, duration funds have been a mixed bag. Here, we analyse how debt funds responded to the rate hikes
- May 27, 2023 06:04 PM IST
After studying India’s Rs 40 lakh crore mutual funds sector, SEBI has unearthed data on performance, churn, and brokerage paid to justify some radical proposals to reimagine the total charges collected from investors. Moneycontrol takes a closer look at what the numbers revealed.
- May 31, 2023 02:17 PM IST
The inflows are predominantly from corporates, the Employees' Provident Fund Organisation, and high networth individuals.
- May 24, 2023 07:19 AM IST
Market sources told Moneycontrol that since the number of stocks and investment options are limited, a reasonable inflow in its NFO period will suffice for the fund.
- May 23, 2023 11:36 AM IST
Investors now go to multiple entities for meeting different financial requirements. They also have to check whether they (the distributors) are certified by the capital market and insurance regulators. The insurance regulator’s planned move will act as a one-stop solution to their needs.
- May 23, 2023 08:11 AM IST
A recent SEBI consultation paper quotes an internal study it conducted, which showed a wide range of underperformance by mutual fund schemes versus their benchmarks. That’s what led SEBI to propose performance-linked fee. A Moneycontrol analysis made a similar finding. Just 47 percent of the schemes (regular plans) have outperformed their benchmark indices over the past 10 years
- May 23, 2023 08:05 AM IST
We can expect from the Fed interest rate cuts and money supply expansion to save the economy from this self-created downcycle and into the next cycle of high inflation.
- May 22, 2023 12:15 PM IST
The proposal followed investor concerns over growing underperformance of MF schemes. Some investors have turned to passive schemes given their low cost, absence of fund manager risk and possibility of achieving near benchmark returns.
- May 20, 2023 04:49 PM IST
In a consultation paper that SEBI issued on May 20, it has proposed setting up of internal surveillance systems in mutual fund houses to catch fraudulent activities. It wants fund houses to be more pro-active
- May 21, 2023 06:32 AM IST
If you don’t make money from your mutual fund scheme, should your fund manager be making any? That’s the idea behind the performance-linked fee, which promises to be a game changer. The challenge will be in its implementation.
- May 22, 2023 08:34 AM IST
If the proposal goes through, commissions are expected to fall by 25 to 50 bps. Low commissions may see new entrants change their minds, or become a sub-broker of a large national distributor.
- May 19, 2023 03:25 PM IST
AMCs are already under pressure from changes in taxation for debt mutual funds and the new proposal by the Securities and Exchange Board of India to bring a uniform total expense ratio (TER) will impact profits by 13 percent, or Rs 1,400 crore loss, according to Jefferies report released on May 19.
