Cafemutual is a meeting point for all mutual fund professionals. So whether you are a self-employed independent financial advisor (IFA) or a hot-shot private banker with a big bank or a CEO of an AMC or a back office girl, we have something for you. To ensure that you have a productive and enriching experience at our site, spend a few minutes on this guide.
The Cafemutual Charter
What can you expect to see here?
Stay ahead of all the developments taking place in the Indian mutual fund industry. What’s more, all news is presented so that you find it relevant and useful. So whether it is industry news or NFO news or AMC specific news or the latest rankings and awards, expect to see it all here.
Get clarity on the broader issues and trends affecting your business
Benefit from the experience of your fellow IFAs as they share their success stories and best practices
There is a wide range of powerful applications and tools to make you more productive. Upload client portfolios, organise your meetings, compare funds, select funds, research funds…
You will find all the market commentaries and fact sheets of all the fund houses in this section. You can access these reports of all asset classes of any frequency (daily, weekly, monthly) of your choice.
This is the section where we try to address the concerns and issues of our visitors. You could post a query, remove your doubts or just seek more information by writing to us.
You can download the application forms of any fund house here.
Look up these directories when you want to locate addresses and contact details of the offices/ branches of AMCs, R & Ts, trainers, custodians, AMFI and SEBI.
Want to see something that is not there now? Have a suggestion on a topic or a subject? Encountered a technical glitch? Speak up and share. Send us your suggestions and feedback to prem@cafemutual.com. We will be delighted to hear from you!
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The awards season kicked off with 9th Annual ICRA Mutual Fund Awards 2012 in Mumbai last evening.
The event to recognize and reward excellence in investment performance saw HDFC walk away with the Fund house of the year – Equity and UTI with Fund house of the year – Debt.
The category-wise list of winners is given below.
Equity Category Winners
Category
1 year winner
3 year winner
Large Cap
UTI Opportunities
HDFC Top 200
Mid & Small Cap
IDFC Premier Equity
Dynamic
HDFC Equity Fund
UTI MNC Fund
ELSS
SBI Magnum Tax Gain 1993
ICICI Prudential Tax Plan
Sectoral
ICICI Prudential FMCG Fund
SBI Magnum Sector Fund – Umbrella - FMCG
Hybrid Category Winners
Marginal Equity
Axis Triple Advantage Fund
HDFC Multiple Yield Fund – Plan 2005
Balanced
UTI Wealth Builder Fund Series II
HDFC Prudence Fund
Debt Category Winners
Long term debt
IDFC Dynamic Fund
DWS Premier Bond Fund
Intermediate
NA
Templeton India - STIP
Liquid - Institutional Plan
JM High Liquidity – Institutional Plan
Liquid
JM High Liquidity
Gilt Fund
UTI Gilt Advantage – Long term
Ultra Short Term
J P Morgan – Short Term Income Fund
Reliance Liquidity Fund
Ultra Short Term – Institutional Plan
UTI Treasury Advantage Fund - Institutional