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.
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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.
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The NFO opens on 6th July, 2012 for subscription and closes on 20th July 2012.
Tata Mutual Fund has announced the launch of its new fund called Tata Capital Protection Oriented Fund - Series II, a close ended capital protection oriented fund. The tenure of the scheme is three years.
The fund will invest in in AAA or equivalent rated high quality debt securities & money market instruments. The fund also explores the opportunities for capital appreciation by investing part of its corpus in equities.
The scheme will allocate 82% to 100% of its assets in debt and money market instruments with low to medium risk profile. The remaining up to 18% of its net assets will be invested in equity & equity related instruments with high risk profile. Exposure to derivatives (including debt and equity) will be limited to 50% of the net asset. Within the overall limit of 50%, equity derivative position shall be maximum 18% of the net assets of the scheme.
The NFO opens on 6th July, 2012 for subscription and closes on 20th July 2012. The scheme comes with growth and dividend options.
The minimum application amount is Rs. 10,000 and in multiples of Rs. 10 thereafter. The scheme's performance will be benchmarked against CRISIL MIP Blended Index.