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
Reliance MF, JP Morgan MF and Motilal Oswal MF have filed draft offer documents with SEBI to launch international funds. These offers will once again test the appetite for international funds as the response so far has not been encouraging.
Mumbai: Three mutual fund houses plan to raise money from domestic investors to invest in securities overseas. Reliance Mutual Fund has filed a draft offer document with the Securities and Exchange Board of India (SEBI) seeking to invest in Indonesia to gain from the sustained economic recovery in the East Asian country.
JP Morgan has filed a draft for offering an open-ended fund called ASEAN Equity Off-shore Fund for investments in ASEAN (Association of South East Asian Nations). ASEAN countries include Singapore, Indonesia, Malaysia, Thailand, Vietnam, Philippines, Cambodia, Brunei, Laos and Myanmar. This fund will be benchmarked against MSCI South East Asia Index.
Motilal Oswal Mutual Fund has decided to explore investment opportunities in US. It proposes to launch an open-ended exchange traded fund called MOSt Shares NASDAQ-100 ETF. This fund will have an exposure to shares forming part of NASDAQ 100 index and will be benchmarked against NASDAQ-100 Index.
Motilal Oswal’s international fund will give Indian investors a chance to take exposure to American blue chips like Microsoft, Google, Amazon, CA Inc, Yahoo, eBay. NASDAQ 100 index does not contain securities of financial companies.
Reliance MF is planning to launch the fund just when Moody’s has placed Indonesia’s sovereign credit rating on review for a possible upgrade. Reliance’s Indonesian fund will be benchmarked against Morgan Stanley Capital International’s (MSCI) Indonesia index.
Response of Indian investors to international funds has not been encouraging so far. Schemes investing overseas have a total of Rs 3,012 crore of assets under management (AUM) at the end of October 2010.