Axis MF has maintained that it started a suo moto investigation in February 2022.
Fund houses not sponsored by banks depended on a mix of national distributors, banks and brokers
More fund houses could also be forced to shut their schemes once again as these new limits are not expected to be substantial
The fund manager of quant based scheme identifies stocks using the computer-based algorithm that utilises various macro, fundamental and technical factors including volume, volatility, liquidity, value, momentum and alpha. There are seven quant based equity MF schemes available in India which are following different in-house models to build their portfolio
Factors such as rising inflation, weakness of Rupee, rising interest rates and ongoing Russia-Ukraine conflict have impacted different sectors and different segments of the stock markets.
One of Benjamin Graham’s most useful illustrations is the personification of the stock market as “Mr. Market”. Mr. Market, an imaginary friend or business associate to every investor, offers daily prices for shares in a business.
Although direct investments are available thanks to the internet revolution and mutual funds offering direct plans, these are not meant for everyone. It’s better to have the support of an investment advisor, despite the fee.
Nifty Next50 consists of stocks ranked between the 50th and 100th most liquid stocks on the NSE. Last month, active fund managers added stocks like Bandhan Bank, SBI Cards and Havvels’s from this list.
SEBI had banned mutual fund from launching new schemes till the new systems pertaining to pool accounts were put in place. The deadline for the new system implementation is July 1. And fund houses are getting ready to launch new schemes
Mutual funds that have sold stocks of overseas-listed companies to meet investor redemptions will be able to reinvest in overseas-listed stocks. Edelweiss MF, Nippon India MF, ICICI MF announce re-opening of funds, Mirae MF reopens with restrictions. PPFAS MF says it can’t reinvest in overseas-listed stocks as it had not sold any stocks since February 1, Motilal Oswal MF will continue with suspension of fresh investor flows.
Due to low yields, long-duration funds, including government securities’ funds and long duration funds lost 3.5 percent and 10 percent, respectively, over the last six months
Both globally and in India, interest rates are expected to rise more after US Fed announced its largest rate hike in four decades last week. Rising bond yields don’t bode well for prices of long-dated bonds as these are most sensitive to movement of yields. However, Marzban Irani, CIO-Debt, LIC Mutual Fund, is of the view that bond yields may not rise as much in the future and this is a good opportunity to build positions in long-duration funds
Large-cap stocks are among the least volatile in the equity market. Many of them are chased by passive funds on account of their presence in benchmark indices, but even active funds invest in them as largecaps are typically market leaders
They had a phenomenal rise in 2021-22, but Bitcoin, Ethereum and other cryptocurrency prices have since crashed. Savvy investors can adjust to this volatility, but new ones, who took a fancy to cryptocurrencies because of their past returns, have their work cut out.
After topping the charts in 2021 on the back of rising equity markets, small-cap funds have come crashing down so far this year. But they are still a good tool for long-term wealth creation if you are patient enough.
Kotak Mutual Fund's managing director Nilesh Shah advises investors to avoid leveraging in present market conditions. Instead, they should use corrections to increase equity exposure gradually, including international equities that have corrected sharply
AMCs can now directly create units for transactions that are worth more than Rs 25 crore. Several transactions will, therefore, be pushed onto the exchanges, raising both demand and supply and, thereby, creating a potent structural play for increased investor participation and higher liquidity in exchanges.