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!
Close
Axis Mutual Fund has filed an offer document with SEBI for launch of Axis Fundamental Factors Equity Fund an open - ended equity scheme.
The scheme’s investment objective is to generate long term capital appreciation by investing in a portfolio of equity and equity related instruments of companies where the weights of the stocks in the portfolio are determined by fundamental factors such as sales, cash flow, dividend and book value.
Under normal circumstances the scheme will allocate a minimum of 90% of its total assets to equity instruments constituting the FTSE RAFI India Index. The fund will allocate a maximum of 10% to debt & money market instruments. However investment in securitized debt would be up to a maximum of 10% of the net assets.
The scheme’s performance would be benchmarked against FTSE RAFI India 50 Index & S&P CNX Nifty.
The scheme will offer a growth option and dividend option. The dividend option will have choices of payout and reinvestment.
The fund will be managed by Mr. Sudhanshu Asthana.