Solving the KYC mess: 5 steps that SEBI has taken to make things easy
NRI investors can now invest across fund houses even if they do not have an Aadhaar. As per SEBI’s latest directive, NRIs’ KYC status which was earlier ‘Registered’ on account of lack of Aadhaar will now be given an equal status to that of ‘KYC Validated’.
Should you buy into India’s first pure-play active auto fund after 60% rally? A Moneycontrol review
Consider investing in a sectoral fund such as SBI Automotive Opportunities Fund only if you hold a positive outlook on that specific sector or have reliable access to quality advice. For such funds, achieving profitability requires precise timing for both entry and exit.
Mutual Fund Stress Test: How the top 10 small-cap funds performed
As per the latest data of the stress test results, SBI Mutual Fund, the third biggest in the category with assets under management of Rs 27,769 crore showed biggest improvement in its liquidity positions.
How to choose a good mutual fund distributor: A comprehensive guide for investors
A mutual fund distributor should also have awareness and knowledge on investment and personal finance domain. In addition to being qualified, a good distributor should provide you with a comprehensive investment platform.
Mutual fund stress test: SBI MF shows big improvement in liquidity positions
The third batch of mutual fund stress-test results showed a small fall in the overall liquidity positions of small-cap funds, as it would take an average of 14.46 days as of April end against 14.23 days in the previous month, to liquidate half of the portfolios of such schemes.
Where to invest Rs 10 lakh in this market? | Simply Save
Atul Mehra, Fund Manager at Motilal Oswal Mutual Fund talks about why Indian equity markets have turned volatile and also suggests how investors should tread the markets given the uncertainties and where one can deploy Rs 10 lakh in this market.
SEBI offers relief on KYC compliance norms for mutual fund investors
The capital markets regulator has done away with the need of linking PAN and Aadhaar to get ‘KYC-registered’ status for mutual fund transactions
Worried about markets post elections? A multi-asset allocation fund can help
Wide fluctuations in returns, every year, across various asset classes like equity, gold and debt make a strong case of multi-asset funds. This may not be the only scheme in your portfolio, but there is a case for some allocation here.
Debt Funds Sahi Hain: Inside AMFI’s next big ad campaign
AMFI's 'Mutual Fund Mein Fixed-Income Wali Baat' campaign aims to replicate the success of the 'Mutual Fund Sahi Hai' initiative by telling investors that MFs don’t invest only in equities
Kotak Mahindra Bank sees MFs pick up shares worth Rs 8,100 crore in April
The mutual fund purchases in Kotak Mahindra Bank followed a significant sell-off triggered by the Reserve Bank of India's ban on new customer onboarding by the bank via online and mobile banking, along with the suspension of new credit card issuance.
Nifty Realty index delivered 110% last year; check out the hot stocks among fund managers
Rising affordability and stable interest rates have resulted in higher sales of residential properties. Policy support from the government by way of up to 100 percent FDI for townships and settlements, and rising commitment from the PM Awas Yojana have also aided realty companies
Akshaya Tritiya | Can buying gold this festival yield good returns?
The year 2023 proved to be a fruitful journey for precious metals, notably gold, which saw gains of more than 15 percent in the domestic markets. In continuation to this trend, the MCX gold has surged 12.50% so far this year.
Akshaya Tritiya is not the only reason to buy gold now. And Gold MFs are a good bet
For small investors, SIP in gold funds can help ride out the volatility in gold prices without taking on the risk of bad timing. Further, buying and selling gold funds is as simple as regular mutual funds schemes at the prevailing net asset value on any working day
No impact of new KYC norms on mutual fund inflows; only 3% accounts have ‘KYC On-Hold’ status: AMFI
More than 93 percent of mutual fund accounts have achieved ‘KYC Validated’ or ‘KYC Registered’ status. Further, the number of accounts having ‘KYC On-Hold’ status has fallen to 3 percent from 12 percent earlier, says AMFI.
Equity fund inflows fall 16% to Rs 18,917 crore in April, SIP book tops Rs 20,000 crore for first time
Thanks to the fresh inflows into debt funds and equity funds, the total assets under management (AUM) of the Indian mutual fund industry reached Rs 57.26 lakh crore at the end of April 2024.
US-focused IT mutual funds lead Indian sectoral peers, but investors have few options
Consider investing in a sectoral fund only if you have reliable access to quality advice. Given the prolonged weakness in IT companies, timing the entry could be tough.
10 mid-cap stocks that large-cap MFs love to hold for higher returns
The outperformance of large-cap mutual fund schemes lies in, among other things, how efficiently fund managers manage the remaining 20 percent portion that they have to invest in small- and mid-cap stocks. These 10 mid-caps stocks tend to spice up the return of large-cap funds thus, in turn, likely to outperform the benchmarks.
Mutual fund holdings hit another high: These are the top stocks in AMC portfolios
HDFC Bank, ICICI Bank and Reliance Industries were among the biggest stock holdings of the top mutual funds. Overall, mutual funds had exposure to the tune of Rs 2.20 lakh crore in HDFC Bank, followed by ICICI Bank at Rs 1.84 lakh crore and Reliance Industries at Rs 1.47 lakh crore.
Mid-cap and Small-cap Funds: How can retail investors get the best out of them?
Midcap and smallcap funds have been wealth creators over the long run. However, it is crucial for small investors to be cautious when investing in mid and smallcap funds depending on their risk tolerance. Here we elucidate how small investors can approach mid-cap and smallcap funds
Will a new scheme that bets on non-cyclical consumer sectors pay off? A Moneycontrol review
Groww Nifty Non-Cyclical Consumer Index Fund review: Investors aiming to tap into consumer funds would find it more sensible to opt for an established scheme with a proven track record. Further, whether excluding cyclical consumption themes would enhance performance and minimise volatility remains uncertain.
Why loans against mutual funds are gaining in popularity
With attractive interest rates, flexible repayments, and quick approvals, LAMFs are a compelling option for borrowers. However, before taking any financial decision, it’s essential to consult financial advisors, as financial well-being lies in aligning decisions with future goals.
Groww Mutual Fund launches Nifty Non-Cyclical Consumer Index Fund
The New Fund Offer (NFO) or the scheme will be available for subscription till May 16
SEBI releases framework for supervision of research analysts, investment advisers
SEBI on April 26 notified that a recognised stock exchange may undertake the activities of administration and supervision over specified intermediaries. Accordingly, stock exchanges can now be recognised as administrative and supervisory bodies of RAs and IAs.
Personal Finance: Can arbitrage funds continue their bull run?
One risk that investors run is in having a very short timeframe for their arbitrage fund invesments. As long as they have a six-month horizon or more, they will be decently protected, say wealth advisors
