Mutual Funds

Women's Day: A college contest won this fund manager Rs 1 lakh cash prize and a career in mutual funds

International Women’s Day: Cheenu Gupta, Senior Vice-President Fund Management, Equities, HSBC India Mutual Fund, was offered a job at UTI Mutual Fund, on stage after winning an inter-college competition, by the firm’s then Chairman and Managing Director, UK Sinha.

Women’s day: How a simple newspaper reading habit led Shibani Kurian down the fund management path

International Women’s Day: Shibani Kurian, an equity fund manager, oversees around Rs 7,500 crore in assets at Kotak Mutual Fund. One key investment mantra that she has always followed is that cutting losses or making fewer mistakes is as important as identifying winners.

Women fund manager count unchanged from last year: Morningstar report

International Women’s Day: The Indian Mutual Fund industry has just 42 female fund managers. Male fund managers, at 431, account for more than 90% of the count. While the overall number of fund managers has risen to 473 from a year ago, that increase was entirely driven by men.

Smallcap funds bet on these largecaps to manage liquidity risk

Small-cap funds have been under the spotlight due to rising market valuations. SEBI has asked fund houses to take measures to de-risk their portfolios. One such method that fund houses use is to add large-cap stocks. Data shows that allocation to largecap stocks by smallcap funds has more than doubled over the last two years

Women’s Day: Meet Anju Chhajer, who manages Rs 83,000 crore assets at Nippon India MF

International Women’s Day: Chhajer has a ringside view of the changing world of debt markets; an attribute she has put to good use.

Women’s Day 2024: Ennette Fernandes — from research analyst to fund manager

International Women’s Day: She handles the Canara Robeco Equity Hybrid Fund and Canara Robeco Consumer Trends Fund, managing assets worth Rs 8,700 crore. She is bullish on the consumer and manufacturing sectors.

Will SEBI’s scrutiny hit hefty smallcap funds more? Quantum AMC’s Chirag Mehta answers

A fund's size does not matter, says Chirag Mehta, CIO, Quantum AMC, if a fund house operates within the frameworks it has set. But otherwise, there may be trouble

Explained: How SIP in mutual fund helps creates wealth

Systematic investment plans bring the benefits of compounding. The trick here is to give it time. Investors can fully realise the power of compounding if they start early and stick with their SIPs.

Microcap multibagger pharma stocks that MFs added lately

Active fund managers are preferably adding mid-, small- and micro- cap segment of pharmaceutical and healthcare businesses

Will SEBI advisory impact investing strategy of smallcap funds?

Fund managers believe that the regulatory advisory on smallcap funds will not have an impact on the broader markets but will improve transparency in the mutual fund space. However, they suggest that investors be cautious in this space as valuations are not cheap.

How soon can you sell your small and midcap stocks? AMFI asks MFs to submit stress test results by March 15

Acting on SEBI’s concerns about the froth building in mid-cap and small-cap segments in the stock market, AMFI tells mutual funds to conduct stress tests and publish the result on its own websites as well that of AMFI’s, once every 15 days. Fund houses are also supposed to now publish granular details about their portfolio’s volatility and valuation details.

AMCs likely to disclose risk parameters of mid-, small-cap equity MF schemes on their websites

These risk parameters have to be disclosed within 15 days after each other month, reported CNBC-TV18 quoting sources

International MF schemes: Why some funds are still taking money, and others have stopped

Most overseas funds as of now are open for investments while some are allowing only fresh SIPs. However, this can change at any point depending on the headroom available to the fund houses for overseas investments.

Cash levels of smallcap funds steady even as some limit inflows in rising markets

Funds having a high cash allocation may suggest a sense of caution towards the stock market. Generally, when funds hold a significant cash position, it implies that the market is overvalued or an anticipation of favourable investment opportunities in the future.

Promoters, foreign investors drive $42-bn sell-off. Global players, MFs strike the balance

Foreign portfolio investors and mutual funds pump $21 billion each into Indian stocks to counterbalance the sell-off across 2023

Tax saving: Five tips to get the best from your ELSS Mutual Fund

Your money in an ELSS is locked in for three years, even if you invest in excess of Rs 1.5 lakh. But mind the lock-in when you put your money through SIPs. Each SIP instalment gets locked in for three years.

Want to buy an ETF? Check out these most liquid Equity ETFs

Although exchange-traded funds are superior to index funds in structure and tracking error, they lag behind on liquidity. Not all ETFs are liquid. Liquidity or the trading volume plays an important part in ETF selection. Choose ETFs with high liquidity, lower tracking error, expense ratio, and impact cost

Kotak Mahindra MF limits lumpsum investments in its smallcap fund

Kotak Mahindra Mutual Fund isn’t the first one to put restriction on its smallcap fund. SBI MF, Nippon India MF and Tata MF had earlier put restrictions on investments into their smallcap funds

Mega Trend: Which stock is best suited to play the robust growth in MF assets?

Better to avoid AMC stocks and focus on CAMS, which looks to be the best proxy for the MF growth story

AUM Sweet AUM: MF industry’s assets to double to Rs 100 lakh crore by 2030, says Axis Capital

The company says that the Indian MF industry’s assets are expected to grow at a CAGR of 14 percent between now and 2030. Retail investors will play a key role in driving this growth

How Indian investors are gaining as Nvidia sees record rally

Nvidia has grabbed the limelight among global investors as the company recently reached a market capitalisation of $2 trillion, after more than doubling its stock price in the last one year.

SEBI proposes to relax rules for ETFs and index funds; to make them more robust

At present, index funds and Exchange-Traded Funds (ETF) cannot invest in listed shares of group companies or sponsor companies in excess of 25 percent of its net assets. This restricts the ability of passive funds that invest in thematic and sector indices. SEBI has now proposed to relax this limit.

Multi-asset allocation mutual funds have stormed the Street. But should you touch them?

These funds are a good place to start one’s investment journey. However, do note that multi-asset funds entail a higher level of risk compared to traditional high quality debt products

MF industry AUM to double to Rs 100 lakh crore by 2030, bite-size SIPs to drive growth

With 42 million unique investors, MF penetration in India is less than 5 percent of the working-age population. Monthly SIPs average at Rs 2,300, offering a significant room for growth, an Axis Capital report has said