| How to make an ultra short term fund work for you? |
| 08:47 May 21,2013 |
| Here are five ways to position an ultra short term fund in your portfolio. Not only do you earn a return, but your capital is at very low risk. |
|
| MF industry AUM up 18 percent in April |
| 12:53 May 12,2013 |
| Robust inflows in income and liquid funds push industry’s AUM 18 percent from Rs 7.01 lakh crore in March to Rs 8.25 lakh crore in April |
|
| UTI Mutual Fund tops tally of Rank 1 Funds |
| 09:58 May 08,2013 |
| SBI Mutual Fund occupied the second position with 6 of its funds featuring in the top cluster. |
|
| Retail investors flee equity funds, lap up debt funds |
| 09:01 May 05,2013 |
| More than 6.50 lakh new retail folios were added in debt funds in FY 2012-13. |
|
| RBI cuts repo and reverse repo rate by 25 basis points. What should you tell your clients? |
| 07:01 May 03,2013 |
| Fund managers recommend investing in short term and dynamic bond funds for investment horizon of less than a year and long duration gilt funds for up to three years exposure. |
|
| Peerless Ultra Short Term Fund declares dividend under its Monthly Dividend Options |
| 12:20 May 02,2013 |
| - |
|
| Make volatility your friend: S Naganath, DSP BlackRock Investment Managers |
| 11:28 Apr 30,2013 |
| Key takeaways from S Naganath's speech at the Winvestor event in Mumbai on April 26, 2013. |
|
| Fund houses want the ‘new cadre of distributors’ to sell more product categories |
| 09:48 Apr 26,2013 |
| Fund houses want liquid, MIPs and money market funds to be allowed to be sold through the new cadre of distributors. |
|
| AMCs plan to appoint foot soldiers to reach beyond the top 15 cities |
| 09:21 Apr 25,2013 |
| Fund houses are looking at alternate models like business development associates and are leveraging their existing network distribution network to penetrate in rural towns. |
|
| BNP Paribas Mutual Fund launches Government Securities Fund |
| 12:51 Apr 18,2013 |
| - |
|
| Gold prices have plummeted 20 percent. What should advisors tell their clients? |
| 05:48 Apr 16,2013 |
| Fund managers say that there is nothing wrong with gold fundamentallyand the fall in gold prices is due to technical reasons. They advise investors to take this opportunity to invest in gold in a staggered manner. |
|
| Debt funds the only saving grace for MF industry in FY 2012-13 |
| 09:33 Apr 15,2013 |
| MF industry gains Rs 1.14 lakh crore assets in FY 12-13, mainly in debt funds. |
|
| RBI cuts repo rate. What should you tell your investors? |
| 04:37 Mar 19,2013 |
| Fund managers recommend actively managed duration funds to investors with a time horizon of 12-18 months. |
|
| Equity redemptions slow down as markets slide |
| 05:05 Mar 13,2013 |
| Equity mutual fund redemptions decelerate in February as S&P BSE Sensex dips more than 1000 points. |
|
| Axis Mutual Fund files offer document for its Axis Money Market Fund |
| 12:34 Mar 02,2013 |
| - |
|
| Investors could earn 80 basis points less due to hike in DDT in debt funds |
| 09:48 Mar 01,2013 |
| Debt funds to pay dividend distribution tax of 25% up from 12.5% from June 1. |
|
| Peerless Liquid Fund declares dividend under its Monthly Dividend Options |
| 07:19 Feb 25,2013 |
| - |
|
| HSBC AMC scraps exit load in all schemes |
| 11:57 Feb 24,2013 |
| In a bold move, HSBC Mutual Fund decided to scrap exit load in all its schemes from March 01. |
|
| HDFC files offer document to launch its Ultra Short Term Opportunities Fund |
| 11:30 Feb 21,2013 |
| - |
|
| Peerless Flexible Income Fund declares dividend |
| 02:57 Feb 13,2013 |
| - |
|
| SBI AMC launches SBI Sensex ETF |
| 06:14 Feb 12,2013 |
| SBI Sensex ETF is a RGESS which opened for subscription on February 9. |
|
| UTI launches UTI Rajiv Gandhi Equity Saving Scheme |
| 12:42 Feb 12,2013 |
| - |
|
| MF industry AUM crosses Rs 8 lakh crore, up 9 percent in January |
| 12:27 Feb 10,2013 |
| Industry’s assets went up to Rs 8.26 lakh crore in January, up 9% from Rs 7.59 lakh crore in December helped by robust inflows in liquid and income schemes. |
|
| AMFI revises code of conduct for MF distributors |
| 02:11 Jan 30,2013 |
| AMFI has expanded the scope of code of conduct for mutual fund distributors in line with the recent regulatory changes made by SEBI |
|
| RBI cuts repo rate, what should you tell your investors? |
| 05:29 Jan 29,2013 |
| Advisors can recommend long tenured bond funds and dynamic bond funds to capitalize on the rate cut. |
|
| Peerless Liquid Fund declares dividend |
| 02:33 Jan 28,2013 |
| - |
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| Peerless Ultra Short Term Fund declares dividend |
| 02:35 Jan 28,2013 |
| - |
|
| Fund managers bullish on India |
| 07:00 Jan 15,2013 |
| Speaking at the India Investment Conference organized by NISM in Mumbai last week, Prashant Jain, Sunil Singhania, Raamdeo Agrawal and Ridham Desai share their views on the current valuations, future outlook and key risks for the Indian markets. |
|
| Investors cash out of equity funds as markets zoom up |
| 11:23 Jan 10,2013 |
| Investors pull out Rs 10816 crore from equity funds from April to December, shows the latest AMFI data. |
|
| Peerless Liquid Fund declares dividend |
| 08:07 Dec 31,2012 |
| - |
|
| Peerless Ultra Short Term Fund declares dividend |
| 08:14 Dec 31,2012 |
| - |
|
| Smart tax planning options |
| 05:47 Dec 30,2012 |
| Dilshad Billimoria of Dilzer Consultants lists out tax saving instruments available for your clients. |
|
| Equity schemes redemptions slows down in November |
| 09:45 Dec 12,2012 |
| Gross redemptions from equity schemes came down marginally in November to Rs 4148 crore from Rs 4658 crore in October, shows the latest AMFI data |
|
| Religare launches Banking Debt Fund |
| 09:29 Dec 10,2012 |
| The scheme will invest in instruments issued primarily by banks. |
|
| Peerless ultra-short term fund declares dividend |
| 02:42 Dec 07,2012 |
| - |
|
| IDBI launches IDBI Gilt Fund |
| 11:07 Dec 04,2012 |
| The new fund offer opens for subscription on December 5th and closes on December 17th |
|
| MF industry continues to see equity redemptions in October |
| 10:32 Nov 09,2012 |
| From April to October, the industry has seen redemptions to the tune of Rs 8065 crore |
|
| Morningstar Investment Conference 2012 – Day 1 |
| 05:51 Nov 02,2012 |
| Morningstar India held its annual annual Investment Conference in Mumbai which saw a gathering of financial advisors, wealth managers, bankers and investment experts. |
|
| RBI credit policy & its implications – DSP BlackRock perspective |
| 07:09 Oct 30,2012 |
| DSP BlackRock’s views on the implications of CRR cut by RBI on the fixed income market |
|
| Peerless Ultra Short Term Fund declares dividend |
| 06:22 Oct 29,2012 |
| - |
|
| Peerless Liquid Fund declares dividend |
| 06:23 Oct 29,2012 |
| - |
|
| Government Bonds - Time to Invest is Now |
| 12:11 Oct 29,2012 |
| Dhawal Dalal, EVP, Head - Fixed Income, DSP BlackRock makes a strong case for investing in government bonds for a time horizon of three to six months. |
|
| Advisors find liquid funds an ideal entry point for first time MF investors |
| 12:15 Oct 25,2012 |
| Retail and HNI folios in liquid funds witness an increase, shows AMFI data |
|
| AMCs gearing up to make effective use of two basis points to attract investors |
| 11:29 Oct 19,2012 |
| At the current AUM, the industry is likely to spend Rs 149 crore annually in educating investors about mutual funds. |
|
| Market rally spurs investors’ exit, Rs 3306 crore net outflow recorded in equity funds |
| 08:06 Oct 05,2012 |
| Barring gilt, gold ETFs and other ETFs, all other categories recorded redemptions, shows AMFI data for September |
|
| 34 AMCs record positive asset growth during July-Sep |
| 10:10 Oct 04,2012 |
| UTI, Birla Sunlife, Kotak, Reliance and HDFC add highest assets during July-Sept quarter, shows the latest AMFI data. |
|
| Government bonds offer excellent value - Dhawal Dalal, DSP BlackRock |
| 06:34 Sep 26,2012 |
| Dhawal Dalal EVP, Head - Fixed Income, DSP BlackRock makes a strong case for investing in government bonds for a time horizon of three to six months. |
|
| Mutual funds and ETFs part of RGESS |
| 07:50 Sep 21,2012 |
| This move will help AMCs to expand retail penetration |
|
| Declaration of dividend under HSBC MF Flexi Debt Fund-Regular Plan |
| 06:09 Sep 10,2012 |
| - |
|
| SBI MF introduces SBI DEBT FUND SERIES - 366 DAYS - 14 |
| 05:43 Sep 04,2012 |
| - |
|
| Peerless Ultra Short Term Fund declares dividend under its monthly dividend options |
| 05:36 Sep 03,2012 |
| - |
|
| Peerless Liquid Fund declares dividend under Peerless Liquid Fund |
| 05:38 Sep 03,2012 |
| - |
|
| Declaration of dividend under ICICI Prudential MF Interval Fund - Annual Interval Plan I |
| 11:41 Aug 27,2012 |
| - |
|
| Now get previous day NAV for liquid funds on BSE StAR MF |
| 06:02 Aug 24,2012 |
| Investors can now get previous day’s NAV in liquid schemes if they deposit money in the brokers pool account by 1 pm. |
|
| SBI MF introduces SBI DEBT FUND SERIES - 366 DAYS - 13 |
| 12:33 Aug 23,2012 |
| - |
|
| AMCs may not encourage direct investments; say it’s a costly affair |
| 10:06 Aug 22,2012 |
| While distributors are worried over the consequences of a direct plan, AMCs say they do not foresee investors rushing towards direct plans. |
|
| Peerless MF introduces PEERLESS FLEXIBLE INCOME FUND |
| 10:13 Aug 18,2012 |
| - |
|
| BI MF introduces SBI DEBT FUND SERIES - 366 DAYS - 12 |
| 10:38 Aug 18,2012 |
| - |
|
| MF industry records 86 percent jump in debt folios since 2008 |
| 01:43 Aug 16,2012 |
| Retail investors share in debt assets has been rising steadily over the last three years. |
|
| Declaration of dividend under ICICI Prudential MF Interval Fund II - Quarterly Interval Plan B |
| 06:15 Aug 13,2012 |
| - |
|
| Profit booking continues, equity mutual funds record Rs 804 crore net outflow in July |
| 07:23 Aug 10,2012 |
| The industry’s assets under management rose 6 % from Rs 6.88 lakh crore in June to Rs 7.30 lakh crore in July helped by inflows in income and liquid schemes. |
|
| SBI MF introduces SBI Debt Fund Series - 90 Days - 68 |
| 10:34 Aug 09,2012 |
| - |
|
| Risk management is taken more seriously now: Pankaj Sharma |
| 12:48 Aug 08,2012 |
| In this second and concluding part of the interview, Pankaj Sharma, EVP – Head of Business Development and Risk Management at DSP BlackRock Investment Managers shares his thoughts on risks involved in various fund categories. |
|
| Declaration of dividend under SBI MF under Debt Fund Series - 367 Days -5 |
| 05:44 Aug 07,2012 |
| - |
|
| SBI MF introduces SBI DEBT FUND SERIES - 366 DAYS - 11 |
| 04:50 Aug 07,2012 |
| - |
|
| SEBI MF Advisory Committee wants lower expense for direct investors |
| 10:03 Aug 02,2012 |
| The SEBI Mutual Fund Advisory committee is also believed to have suggested to SEBI that AMCs should charge a uniform expense for retail and institutional clients. |
|
| Declaration of dividend under ICICI Prudential MF Interval Fund II - Quarterly Interval Plan A |
| 12:27 Aug 01,2012 |
| - |
|
| Peerless Liquid Fund declares dividend |
| 05:37 Jul 31,2012 |
| - |
|
| Peerless Ultra Short Term Fund declares dividend |
| 05:21 Jul 31,2012 |
| - |
|
| RBI keeps policy rate unchanged, what should you tell your clients? |
| 06:45 Jul 31,2012 |
| Experts say that bond yields could head higher and recommend investors to look at short-term funds with higher credit quality. |
|
| HDFC MF introduces HDFC FMP 91D July 2012 (2) |
| 05:46 Jul 26,2012 |
| - |
|
| Declaration of dividend under ICICI Prudential MF Interval Fund - Quarterly Interval Plan III |
| 03:31 Jul 24,2012 |
| - |
|
| Declaration of dividend under ICICI Prudential MF Interval Fund - Quarterly Interval Plan III |
| 12:43 Jul 23,2012 |
| - |
|
| HDFC MF introduces HDFC FMP 90D July 2012 (1) |
| 04:14 Jul 19,2012 |
| - |
|
| Rush of Infrastructure Debt Funds by MFs |
| 06:21 Jul 16,2012 |
| After SBI, Reliance MF files offer document to launch its Reliance Infrastructure Debt Fund. |
|
| Indiabulls MF revises exit load structure of Indiabulls Ultra Short Term Fund |
| 11:28 Jul 13,2012 |
| - |
|
| Declaration of dividend under SBI MF Debt Fund Series-367 Days-3 |
| 05:50 Jul 12,2012 |
| - |
|
| HDFC MF introduces HDFC FMP 91D July 2012 (1) |
| 11:56 Jul 12,2012 |
| - |
|
| SBI MF introduces SBI DEBT FUND SERIES - 366 DAYS - 8 |
| 02:28 Jul 09,2012 |
| - |
|
| Declaration of dividend under ICICI Prudential MF Interval Fund II -Quarterly Interval Plan F |
| 02:29 Jul 09,2012 |
| - |
|
| MF industry AUM drops by a marginal 1%; outflows from Gold ETFs continue |
| 08:23 Jul 08,2012 |
| Latest AMFI monthly AUM data shows Gold ETFs have seen second consecutive outflow in June to the tune of Rs 227 crore |
|
| Commissions to distributors remain same for most top AMCs in FY 2012 |
| 12:06 Jul 07,2012 |
| HDFC Mutual Fund paid the largest commission at Rs. 304 crore followed by Reliance which paid Rs. 270 crore. |
|
| Franklin Templeton MF files offer document for FT India Allocation Fund |
| 06:18 Jul 04,2012 |
| - |
|
| Goldman Sachs MF to revise benchmark index under two schemes |
| 01:42 Jul 04,2012 |
| - |
|
| Industry AUM up 4% in last quarter, most AMCs register growth |
| 02:10 Jul 04,2012 |
| 29 AMCs registered a growth in their assets, industry AUM goes up to Rs 6.92 lakh crore in June. |
|
| Declaration of dividend under Peerless Liquid Fund |
| 12:24 Jul 03,2012 |
| - |
|
| DSP BlackRock MF introduces DSP BlackRock FMP - Series 60 - 3M |
| 03:46 Jun 29,2012 |
| - |
|
| Declaration of dividend under BNP Paribas MF Flexi Debt Fund -Regular Plan A - Quarterly |
| 04:58 Jun 28,2012 |
| - |
|
| Declaration of dividend under ICICI Prudential MF Regular Savings Fund |
| 04:56 Jun 28,2012 |
| - |
|
| Declaration of dividend under BNP Paribas MF Flexi Debt Fund - Regular Quarterly |
| 04:57 Jun 28,2012 |
| - |
|
| Declaration of dividend under ICICI Prudential MF Liquid Plan |
| 07:57 Jun 26,2012 |
| - |
|
| Will AMCs be able to attract investors through infrastructure debt funds? |
| 04:19 Jun 26,2012 |
| Fund houses have filed offer documents with SEBI for launching infrastructure debt funds, but experts feel their success will depend on liquidity. |
|
| Quantum MF introduces Quantum Multi Asset Fund |
| 11:38 Jun 23,2012 |
| - |
|
| SBI MF introduces SBI Debt Fund Series - 90 Days - 67 |
| 11:39 Jun 23,2012 |
| - |
|
| Baroda Pioneer MF introduces Baroda Pioneer Dynamic Bond Fund |
| 11:35 Jun 23,2012 |
| - |
|
| DSP BlackRock MF introduces DSP BlackRock FMP - Series 58 - 3M |
| 11:36 Jun 23,2012 |
| - |
|
| Declaration of dividend under AIG Global Investment Group MF India Liquid Fund-Retail Plan |
| 02:22 Jun 21,2012 |
| - |
|
| Declaration of dividend under SBI MF Debt Fund Series-90 Days - 60 |
| 02:05 Jun 21,2012 |
| - |
|
| Declaration of dividend under SBI MF Debt Fund Series-367 Days-2 |
| 06:15 Jun 20,2012 |
| - |
|
| IDFC MF introduces IDFC Fixed Maturity Plan - 90 Days Series 79 |
| 11:05 Jun 19,2012 |
| - |
|
| SBI MF introduces SBI Debt Fund Series - 366 Days – 7 |
| 11:06 Jun 19,2012 |
| - |
|
| Declaration of dividend under Taurus MF Dynamic Income Fund |
| 06:56 Jun 19,2012 |
| - |
|
| Birla Sun Life MF files offer document with SEBI for Short Term FMP |
| 10:07 Jun 18,2012 |
| - |
|
| SBI MF introduces SBI DEBT FUND SERIES - 90 DAYS – 66 |
| 10:01 Jun 18,2012 |
| - |
|
| Declaration of dividend under Reliance MF Liquid Fund |
| 10:05 Jun 18,2012 |
| - |
|
| Birla Sun Life MF files offer document for Birla Sun Life Short Term FMP - Series 39 to Series 48 |
| 07:27 Jun 15,2012 |
| - |
|
| Declaration of dividend under Reliance MF Money Manager Fund |
| 07:17 Jun 15,2012 |
| - |
|
| DSP BlackRock MF introduces DSP BlackRock FMP - Series 56 - 3M |
| 07:20 Jun 15,2012 |
| - |
|
| Declaration of dividend under SBI MF Debt Fund Series - 90 Days - 59 |
| 07:08 Jun 14,2012 |
| - |
|
| Motilal Oswal MF introduces Motilal Oswal MOSt Fixed Maturity Plan-Series 1-Quarterly Plan 1(MOSt FMP Series 1-Q1) |
| 07:06 Jun 14,2012 |
| - |
|
| What do advisors feel about the current market scenario? |
| 07:11 Jun 13,2012 |
| GDP is down, the EU is tottering, India faces a ratings downgrade and a rate cut may be on the cards. Cafemutual spoke to a few advisors to find out the course of action they are advocating. |
|
| Religare Mutual Fund files offer document for Religare FMP - Series XVI - Plan A to F |
| 11:33 Jun 12,2012 |
| - |
|
| Declaration of dividend under Birla Sun Life MF Gilt plus |
| 04:26 Jun 12,2012 |
| - |
|
| DSP BlackRock MF introduces FMP - Series 56 - 3M |
| 04:16 Jun 12,2012 |
| - |
|
| SBI MF introduces Debt Fund Series - 90 Days - 66 |
| 04:17 Jun 12,2012 |
| - |
|
| SBI MF introduces SBI Debt Fund Series - 90 Days – 65 |
| 12:35 Jun 08,2012 |
| - |
|
| HDFC MF introduces HDFC FMP 90D June 2012 (2) |
| 12:37 Jun 08,2012 |
| - |
|
| Declaration of dividend under ICICI Prudential MF Interval Fund II - Quarterly Interval Plan D |
| 05:37 Jun 07,2012 |
| - |
|
| L&T MF introduces FMP - VI (June91D A) |
| 05:35 Jun 07,2012 |
| - |
|
| Declaration of dividend under ICICI Prudential MF Interval Fund II - Quarterly Interval Plan D |
| 05:23 Jun 06,2012 |
| - |
|
| Declaration of dividend under SBI MF Debt Fund Series - 90 Days - 58 |
| 03:04 Jun 06,2012 |
| - |
|
| Declaration of dividend under SBI MF Debt Fund Series - 367 Days - 1 |
| 03:04 Jun 06,2012 |
| - |
|
| Birla Sun Life MF introduces Short Term FMP - Series 38 |
| 01:20 Jun 06,2012 |
| - |
|
| Birla Sun Life MF introduces Birla Sun Life Short Term FMP - Series 34 |
| 01:18 Jun 06,2012 |
| - |
|
| Birla Sun Life MF introduces Short Term FMP - Series 36 |
| 01:19 Jun 06,2012 |
| - |
|
| IDFC Mutual Fund introduces IDFC Fixed Maturity Plan - 90 Days Series 77 |
| 01:17 Jun 06,2012 |
| - |
|
| HDFC Mutual fund introduces HDFC FMP 90 Days June 2012 (1) |
| 01:15 Jun 06,2012 |
| - |
|
| NO results are found. |
|
|
|
| Axis Mutual Fund launches Axis Banking Debt Fund |
| 07:30 May 30,2012 |
| The fund will invest primarily in top bank CDs. |
|
| Declaration of dividend under SBI Debt Fund Series - 18 Months - 4 |
| 04:10 May 30,2012 |
| - |
|
| IDFC Mutual Fund files offer document for IDFC Fixed Term Plan Series - 1, 2, 3, 4, 5 & 6 |
| 06:27 May 29,2012 |
| - |
|
| Declaration of dividend under Peerless Liquid Fund |
| 05:24 May 29,2012 |
| - |
|
| HDFC MF introduces FMP 91D June 2012 (1) - Series 22 |
| 09:47 May 29,2012 |
| - |
|
| HDFC MF introduces FMP 90D June 2012 (2) - Series 22 |
| 09:45 May 29,2012 |
| - |
|
| HDFC MF introduces FMP 90D June 2012 (1) - Series 22 |
| 09:44 May 29,2012 |
| - |
|
| AMCs to switch out money only after realisation of funds |
| 06:03 May 28,2012 |
| AMFI has asked AMCs to process switches the same way they process redemptions from June 1, 2012. |
|
| SBI MF introduces Debt Fund Series 5 |
| 03:07 May 25,2012 |
| SBI Mutual Fund has announced the NFO SBI Debt Fund Series - 366 Days - 5, a close ended debt scheme. |
|
| Declaration of dividend under ICICI Prudential MF Interval Fund II |
| 03:06 May 25,2012 |
| ICICI Prudential Mutual Fund has declared dividend on the face value of Rs 10 per unit under the retail and institutional dividend option of ICICI Prudential Interval Fund II-Quarterly Interval Plan C, a debt oriented interval scheme. |
|
| SBI MF introduces Debt Fund Series - 90 Days - 64 |
| 03:36 May 23,2012 |
| SBI Mutual Fund has launched the NFO SBI Debt Fund Series - 90 Days - 64, a close ended debt scheme. |
|
| Taurus Mutual Fund introduces Taurus Fixed Maturity Plan Series T |
| 04:08 May 21,2012 |
| Taurus Mutual Fund has launched the NFO for Taurus Fixed Maturity Plan Series T, a close ended debt scheme. |
|
| DSP BlackRock MF introduces DSP BlackRock FMP - Series 50 - 3M |
| 05:17 May 18,2012 |
| - |
|
| Motilal Oswal Mutual Fund files offer document for Motilal Oswal MOSt Fixed Maturity Plan – Series 1 |
| 06:01 May 16,2012 |
| - |
|
| Current economic uncertainty is an excellent buying opportunity: Navneet Munot, CIO, SBI MF |
| 11:37 May 16,2012 |
| Striking a positive note Navneet Munot says India’s growth story is intact and investors should ignore doomsday predictions. |
|
| JPMorgan Mutual Fund files offer document for JP Morgan US Growth Equity Offshore Fund. |
| 06:25 May 15,2012 |
| - |
|
| HDFC Mutual Fund announces changes in HDFC Liquid Fund |
| 12:21 May 15,2012 |
| - |
|
| HSBC Mutual Fund files offer document for HSBC Fixed Term Series 87 and 88 |
| 05:40 May 14,2012 |
| A close ended income scheme with two plans |
|
| MF industry AUM up 16% in April due to robust liquid fund inflows |
| 11:16 May 12,2012 |
| Gold ETF asset base crosses Rs 10,000 crore; equity asset base drops marginally |
|
| DSP BlackRock MF introduces FMP - Series 49 - 3M |
| 12:01 May 09,2012 |
| - |
|
| Client education is the key to success, says Sajal Roy |
| 11:36 May 08,2012 |
| Sajal Roy from Anjali Investment ensures that his clients are in touch with the latest developments in the financial world. |
|
| L&T MF introduces L&T FMP - VI (April 90D A) |
| 02:23 Apr 30,2012 |
| - |
|
| SBI MF introduces Debt Fund Series - 366 Days - 3 |
| 05:05 Apr 27,2012 |
| - |
|
| Axis Mutual Fund files offer document for Axis Fixed Term Plan–Series 26-28 |
| 04:58 Apr 26,2012 |
| A close ended debt scheme investing in debt & money market instruments |
|
| Axis Mutual Fund files offer document for Axis Fixed Term Plan–Series 29-31 |
| 04:57 Apr 26,2012 |
| A close ended debt scheme investing in debt & money market instruments |
|
| SBI MF introduces Debt Fund Series - 90 Days - 62 |
| 12:01 Apr 26,2012 |
| - |
|
| Union KBC MF introduces Ultra Short Term Debt Fund |
| 04:46 Apr 24,2012 |
| KBC Ultra Short Term Debt Fund, an open ended debt scheme. |
|
| IDBI Mutual Fund files offer document for IDBI Gilt Fund |
| 02:47 Apr 24,2012 |
| This offering is an open-ended dedicated gilt scheme, which seeks to invest in a diversified basket of government securities. |
|
| LIC Nomura MF introduces LIC Nomura MF Fixed Maturity Plan - Series 51 |
| 04:37 Apr 24,2012 |
| LIC Nomura MF Fixed Maturity Plan - Series 51, a close ended income scheme |
|
| Indiabulls Mutual Fund files offer document for Indiabulls MIP Gold Plus |
| 02:45 Apr 24,2012 |
| This open-ended income scheme will invest in fixed income securities, gold ETFs, equity and equity related securities. |
|
| IDBI Mutual Fund files offer document for IDBI Gilt Fund |
| 02:43 Apr 17,2012 |
| This offering is an open-ended dedicated gilt scheme, which seeks to invest in a diversified basket of government securities. |
|
| These seven AMCs scored big in FY12 |
| 02:24 Apr 15,2012 |
| Surprisingly, five out of the seven AMCs which recorded the largest positive AUM growth were mid-sized fund houses. |
|
| Redemptions from equity funds continue in March; industry AUM goes below 6 lakh crore |
| 07:21 Apr 10,2012 |
| Industry’s AUM falls 13% in March to Rs. 5.87 lakh crore from Rs. 6.75 lakh crore in February due to heavy redemptions in liquid funds. |
|
| Bharti AXA MF appoints Alok Singh as CIO - Fixed Income |
| 09:57 Apr 03,2012 |
| Alok has won numerous awards for outstanding fund performance over the last 3 years. |
|
| Banning upfront is an excellent idea provided it’s implemented consistently by all AMCs: Puneet Chaddha |
| 11:29 Mar 30,2012 |
| Freedom to price is good but freedom to price arbitrarily leads to monopoly, says Puneet Chaddha, CEO, HSBC Mutual Fund. He tells Ravi Samalad that the current framework of free pricing is hurting the industry more than it is helping it. |
|
| Union KBC files offer document for Union KBC Gold Fund |
| 12:53 Mar 24,2012 |
| - |
|
| Impact of budget on equity, gold and debt market: Quantum MF |
| 10:53 Mar 21,2012 |
| - |
|
| The budget is anti-inflationary and seems more realistic: Sandesh Kirkire |
| 05:47 Mar 20,2012 |
| Sandesh Kirkire, CEO, Kotak Mutual Fund says that the future direction for both the equity and the debt market would be driven by a combination of domestic factors like corporate performance and government finances, and global factors affecting the liquidity. |
|
| RBI keeps policy rates unchanged; experts favor short term funds |
| 06:49 Mar 15,2012 |
| Fund managers say that short term funds like liquid, ultra short term and short term income category are likely to find traction. |
|
| Budget expectations from MF officials |
| 03:28 Mar 14,2012 |
| Arindam Ghosh, CEO, Mirae Asset Global Investments says that the budget should grant equity status to international funds with over 65% exposure outside India. This according to him will be a definitive step to persuade Indian investors to take exposure to other financial markets through the mutual fund route. |
|
| Reliance Mutual fund files an offer document for Reliance US Dollar Fund |
| 04:39 Mar 13,2012 |
| The scheme offers a choice of three plans: debt, equity and money market. |
|
| As markets rise, investors book profits, causing net outflows in equity funds |
| 03:47 Mar 13,2012 |
| The AUM of equity schemes increased by 3% to Rs. 1.61 lakh crore in February from Rs. 1.56 lakh crore in January helped by a 3% spurt in BSE Sensex in February. |
|
| ICICI Prudential files offer document for goal based Lakshya Fund |
| 06:51 Feb 23,2012 |
| The scheme will serve different goals by following an asset allocation which suits the time horizon of the goal. |
|
| HDFC MF to start Swing STP from February 21 |
| 07:34 Feb 14,2012 |
| Swing STP works on the concept of value cost averaging. |
|
| Equity AUM shoots up as market gains 11 percent in Jan 2012 |
| 11:24 Feb 10,2012 |
| The industry’s AUM gained 8% from Rs. 6.11 lakh crore to Rs. 6.59 lakh crore due to inflows of Rs. 26,950 crore in liquid and gilt funds. |
|
| ICRA Awards: HDFC is best equity house, UTI best debt house |
| 02:59 Feb 09,2012 |
| The awards season kicked off with 9th Annual ICRA Mutual Fund Awards 2012 in Mumbai last evening. |
|
| Birla Sun Life MF changes exit load in Birla Sun Life Dynamic Bond Fund |
| 03:26 Jan 31,2012 |
| The revised load structure will be applicable to all investments made on or after February 1, 2012. |
|
| RBI’s CRR cut pepped up the market last week |
| 02:20 Jan 28,2012 |
| With Fitch downgrading the sovereign credit ratings of Belgium, Cyprus, Italy, Slovenia and Spain, Swapnil Suvarna advices caution as any negativity from the euro-zone will weigh on market sentiment. |
|
| Dhawal Dalal: Time to invest? |
| 02:18 Jan 27,2012 |
| Govt Bond prices rallied sharply after the Reserve Bank of India cut the Cash Reserve Ratio from 6% to 5.50%, effective January 28, 2012, thereby releasing around Rs. 32,000 crore in systemic liquidity. |
|
| Reliance Any Time Money Card collects Rs. 1,500 crore |
| 11:39 Jan 26,2012 |
| The fund house has issued over 3 lakh ATM cards to investors so far. |
|
| RBI surprises with a CRR cut |
| 12:56 Jan 25,2012 |
| RBI’s surprise move will infuse Rs. 320 billion into the banking system to ease the liquidity pressure faced by banks. The central bank has revised the GDP growth for 2011-12 downwards to 7 percent and cautioned that slippage in the fiscal deficit is a threat to the economy. |
|
| What successful IFAs are doing with their money – Part III |
| 11:37 Jan 25,2012 |
| The third in the series of articles, where Cafemutual speaks to successful IFAs to find out how they are managing their personal finances in these volatile times. |
|
| Union KBC Mutual Fund launches Union KBC Dynamic Bond Fund |
| 05:49 Jan 23,2012 |
| Union KBC Mutual Fund has launched an open ended debt scheme called Union KBC Dynamic Bond Fund. |
|
| NFO: Indiabulls Bluechip Fund opens today |
| 02:35 Jan 20,2012 |
| New fund offer (NFO) will close on 3 February 2012. |
|
| Equity funds record Rs. 360 crore net inflows in Dec 2011 even as the Sensex fell by 6% |
| 04:36 Jan 12,2012 |
| MF Industry AUM drops 10% largely due to redemptions in liquid funds. |
|
| Income Funds win performance test in 2011! |
| 07:53 Dec 29,2011 |
| As the year 2011 comes to an end, income funds have emerged as major gainers due to declining bond yields while weak equity markets led to a plunge in the returns of equity funds. |
|
| RBI hits ‘pause’ on rate hike and hints at reversal in policy action |
| 05:41 Dec 16,2011 |
| Accepting that the domestic economy growth is clearly decelerating, the central bank has said from this point on, monetary policy actions are likely to reverse the cycle, responding to the risks to growth |
|
| AMCs seek clarity from SEBI for participating in repos of corporate debt securities |
| 06:27 Dec 12,2011 |
| Fund houses are seeking clarity on the accounting treatment from SEBI |
|
| MF industry records 91% drop in net inflows in November 2011 |
| 03:04 Dec 10,2011 |
| The industry witnessed Rs. 37,514 crore dip in net inflows in November |
|
| AMCs to focus on longer tenure FMPs once rate cuts begin |
| 09:36 Dec 08,2011 |
| Fund houses are looking for cues from RBI on interest rate cuts |
|
| SIPs gallop, MF industry now has 80 lakh live SIPs |
| 11:16 Dec 07,2011 |
| The total number of SIPs has gone up 21% from 34 lakh in October 2010 to 41 lakh in 2011 at CAMS while Karvy has registered 66% growth in SIP inflows this year |
|
| Markets to remain sluggish this week |
| 01:33 Dec 05,2011 |
| Sensex and Nifty gained 7 percent last week due to positive global development and comprehensive institutional buying. Swapnil Suvarna expects the markets to remain sluggish as concerns remain on developments in both Europe and India |
|
| CBDT asks AMCs to cough up tax on PTCs |
| 09:38 Dec 02,2011 |
| The AMC may have to cough up income tax for investments made in pass through certificate (PTC) in 2008-09 |
|
| Top 12 AMCs paid Rs. 1,546 crore commissions to 549 distributors in FY10-11 |
| 04:18 Nov 15,2011 |
| Reliance has paid the highest commission of Rs. 330 crore to 433 distributors across India followed by HDFC which paid Rs. 288 crore in FY2010-11 |
|
| SEBI gives green signal to MFs to participate in corporate debt repos |
| 03:40 Nov 13,2011 |
| The move would give more liquidity and safety to portfolios during liquidity crunch but it does not necessarily translate into higher returns for investors |
|
| Commissions on small savings undergo major changes |
| 06:07 Nov 12,2011 |
| Payment of commission on PPF and Senior Citizens Savings Scheme to be discontinued; annual ceiling on investment under PPF increased from Rs 70,000 to Rs 1 lakh and liquidity on post office time deposits improved in a major restructuring of National Small Savings |
|
| MF industry AUM up 8% in October at Rs. 6.95 lakh crore |
| 11:29 Nov 12,2011 |
| The inflows in equity funds dropped in October to Rs. 181 crore |
|
| MFs make little headway beyond the top 14 cities |
| 09:33 Nov 11,2011 |
| Top 5 cities account for a whopping 75% of industry AUM and if we add the next 9 cities, the percentage goes up to 87%, shows an analysis of AMFI data |
|
| RBI hikes rate by 25 bps and deregulates savings bank deposit rate |
| 02:51 Oct 25,2011 |
| RBI in its 2nd quarter monetary policy review raised the key interest rates by 25 basis points (bps). It has also decided to deregulate, the savings bank deposit interest rate with immediate effect |
|
| UTI introduces exit load in Money Market Fund |
| 01:21 Oct 24,2011 |
| 0.50% exit load to apply on redemptions within 3 days |
|
| Indiabulls launches Liquid Fund |
| 01:15 Oct 24,2011 |
| The new fund offer opens & closes on October 24, 2011 |
|
| IDBI MF launches gold ETF |
| 02:59 Oct 20,2011 |
| IDBI MF launches gold ETF |
|
| MF stars land at IFA Galaxy summit -II |
| 04:54 Oct 18,2011 |
| The IFA Galaxy 2011 Magazine was released by H N Sinor, CEO, AMFI |
|
| MF industry AUM dips 8% in September 2011 |
| 09:20 Oct 12,2011 |
| Equity funds record inflows of Rs. 1401 crore; gold ETFs continue to glitter |
|
| AIG Mutual Fund to be PineBridge Mutual Fund |
| 12:26 Oct 11,2011 |
| AIG Mutual Fund has entered into an agreement to sell off its asset management business to PineBridge |
|
| Reliance Mutual Fund introduces Reliance Salary Advantage Facility |
| 04:35 Oct 10,2011 |
| This facility available for 11 Reliance Mutual Fund schemes |
|
| Reliance launches a dual benefit card |
| 09:00 Oct 04,2011 |
| The card provides liquidity to investors any time during urgency. |
|
| Four Consistent Tiny Outperformers |
| 11:57 Oct 03,2011 |
| Swapnil Suvarna identifies four tiny equity funds which have outperformed their respective benchmarks over various market cycles |
|
| Union KBC MF increases face value |
| 05:25 Sep 29,2011 |
| Union KBC Mutual Fund increases the face value of Liquid Fund |
|
| IDFC announces change in maximum subscription amount |
| 04:30 Sep 28,2011 |
| IDFC Mutual Fund changes maximum subscription amount under Ultra Short Term Fund |
|
| India Infoline AMC launches lowest cost Nifty ETF |
| 05:59 Sep 27,2011 |
| The fund opens for subscription on 28 September and closes on October 12 |
|
| No exit load in Liquid Fund |
| 10:49 Sep 24,2011 |
| IDFC Mutual Fund has waived exit load under IDFC Liquid Fund |
|
| Fund houses agree with SEBI on minimum target amount for NFOs |
| 05:19 Sep 20,2011 |
| Raising a minimum threshold in NFOs will ensure that AMCs will exercise adequate caution before launching schemes |
|
| ING introduces exit load in Short Term Income Fund |
| 02:06 Sep 19,2011 |
| 0.75% exit load to apply on redemptions within 9 months |
|
| Rating agency to construct new benchmarks for debt funds |
| 09:58 Sep 14,2011 |
| AMFI is in talks with rating agencies to construct new benchmarks to enable fund houses to comply with the new guideline on performance disclosure in advertisements. |
|
| Equity funds see Rs 1942 crore net inflow in August |
| 09:40 Sep 09,2011 |
| Investors have taken benefit of the market dip in August by investing in equity mutual funds |
|
| Yellow metal ETFs glitter in August even as other asset classes tumble |
| 10:34 Sep 07,2011 |
| August 2011 sees gold ETFs in India record their highest ever monthly average return. Gold will continue to be a ‘safe haven’ in this global economic chaos |
|
| In these volatile markets, what advice are IFAs giving their investors? |
| 10:23 Aug 30,2011 |
| Most advisors remain optimistic on equities and pessimistic on gold, finds Jayshree Pyasi after speaking to a few leading IFAs in Mumbai. |
|
| Gold ETFs expected to gain further momentum |
| 10:33 Aug 30,2011 |
| Gold ETFs have gained momentum only over the past two years. With investors getting comfortable owning gold in paper format, the Gold ETF category will grow bigger |
|
| Market Commentary – 27 August 2011 – Pessimism prevails! |
| 09:44 Aug 28,2011 |
| Sensex and Nifty hit a 15-month low ending the week at 15,849 and 4,748 respectively. Swapnil Suvarna feels the domestic markets will remain weak providing an excellent opportunity for investors to make fresh investments at these attractive levels. |
|
| AMCs simplify scheme names to connect with investors |
| 09:47 Aug 21,2011 |
| 18 schemes are set to be renamed by 12 different fund houses so that the scheme’s name truly reflects the fund’s investment mandate. |
|
| SBI launches Gold Fund |
| 05:16 Aug 19,2011 |
| SBI Mutual Fund has launched an open ended fund of fund schemes called SBI Gold Fund |
|
| IDBI MF revises STP facility in liquid, debt and income schemes |
| 02:31 Aug 19,2011 |
| IDBI MF changes minimum investment amount under systematic transfer plan facility |
|
| Canara Robeco increases face value |
| 03:25 Aug 16,2011 |
| Canara Robeco MF increases face value of Liquid Fund and Treasury Advantage Fund |
|
| SBI increases exit load in Dynamic Bond Fund |
| 11:22 Aug 11,2011 |
| Exit load in Dynamic Bond Fund raised to 1% from 0.25%; to apply to redemptions within 365 days |
|
| MF industry grows 8 percent in July: AMFI |
| 05:48 Aug 10,2011 |
| The total AUM of the industry saw a spike largely due to inflows in income and liquid funds |
|
| Finance Minister and RBI try to comfort Indian markets |
| 12:11 Aug 09,2011 |
| The downgrade of the long-term US sovereign rating from AAA to AA+ by rating agency Standard & Poor’s raised fears of turmoil in global financial markets |
|
| Tata Mutual Fund changes exit load |
| 04:11 Aug 05,2011 |
| Tata Mutual Fund changes exit load for various schemes |
|
| Union KBC MF files for Ultra Short Term debt fund |
| 03:47 Aug 02,2011 |
| Union KBC MF has filed an offer document to launch Union KBC Short Term Debt fund |
|
| 5 Funds for Your Passive Investors |
| 05:05 Aug 02,2011 |
| Swapnil Suvarna recommends five funds that are best suited for investors who would rather be spared the hassle of keeping a close watch on their investments |
|
| HSBC mergers HSBC Cash Fund |
| 03:03 Jul 26,2011 |
| HSBC Mutual Fund merges HSBC Floating Rate Fund – Short Term into HSBC Cash Fund |
|
| JM introduces exit load in JM Short Term Plan |
| 03:08 Jul 26,2011 |
| JM Mutual Fund starts charging exit load of 0.25 percent in Short Term Plan |
|
| ICICI MF changes benchmark index |
| 09:42 Jul 20,2011 |
| ICICI Prudential Mutual Fund changes benchmark Indices for various schemes |
|
| Reliance MF plans to launch an online platform, Invest Easy for IFAs |
| 03:23 Jul 19,2011 |
| In a bid to retain its leadership, Reliance is ready with a slew of initiatives, find Ravi Samalad and Jayshree Pyasi after speaking to Himanshu Vyapak, Executive Vice President, Reliance Mutual Fund |
|
| Tata MF appoints Marzban Irani |
| 02:22 Jul 18,2011 |
| Marzban Irani has joined Tata Mutual Fund as Senior Fund Manager – Fixed Income. |
|
| No exit load in IDFC scheme |
| 06:09 Jul 12,2011 |
| IDFC Mutual Fund has waived exit load under IDFC Government Securities Fund – Investment Plan |
|
| RBI extends the period for banks to reduce their investments in debt funds |
| 12:52 Jul 06,2011 |
| Earlier RBI had given banks deadline till October to cap their investment in liquid schemes to 10 per cent |
|
| MF industry grows 6% in April - June 2011 |
| 04:00 Jul 04,2011 |
| Industry AUM goes up despite a fall in markets in the first quarter of 2011-12 |
|
| Indiabulls MF files for Blue Fund and Liquid Fund |
| 01:39 Jul 01,2011 |
| Indiabulls MF has filed an offer document with SEBI for launching Blue Fund & Liquid Fund |
|
| Fidelity Ultra Short Term Debt Fund exit load increased |
| 02:15 Jun 23,2011 |
| Fidelity Mutual Fund increases exit load in Fidelity Ultra Short Term Debt Fund to 0.50% from 0.10% |
|
| SBI MF files for Emerging Market Fund |
| 02:22 Jun 23,2011 |
| SBI MF has filed an offer document with SEBI for Emerging Market Fund |
|
| J P Morgan launches an NFO for ‘evolved investors’ |
| 06:35 Jun 14,2011 |
| The AMC considers ASEAN as a good market to park investors’ money |
|
| Union KBC launches Liquid Fund |
| 03:48 Jun 13,2011 |
| The new fund offer closes on June 14, 2011 |
|
| Pramerica introduces exit load in Treasury Advantage Fund |
| 10:55 Jun 07,2011 |
| Pramerica Mutual Fund begins charging exit load in Treasury Advantage Fund |
|
| MF industry might witness exit of a few players |
| 02:03 Jun 03,2011 |
| A few small AMCs are planning to quit the MF business following low returns and growth constraints |
|
| ING MF revises fundamental attributes of scheme |
| 02:38 Jun 02,2011 |
| Change in Fundamental Attributes of ING Liquid Fund |
|
| IDBI MF to launch daily SIP facility under Ultra Short Bond Fund |
| 04:27 Jun 02,2011 |
| In addition to monthly & quarterly SIP, IDBI Ultra Short Bond Fund to introduce daily SIP facility |
|
| Pramerica launches Treasury Advantage Fund |
| 04:02 Jun 01,2011 |
| The open ended scheme opens for subscription on June 1 |
|
| IDFC introduces exit load in Liquid Fund |
| 10:37 May 27,2011 |
| IDFC Mutual Fund starts charging exit load in IDFC Liquid Fund |
|
| Increase in DDT will lead to reduction in corporate investment in mfs, says ICRA |
| 11:38 May 27,2011 |
| A recent ICRA report projects a fall of 17% in debt AUM and 11% decline in overall AUM |
|
| Morgan Stanley files four offer documents |
| 06:27 May 26,2011 |
| Morgan Stanley has filed offer documents with SEBI for Liquid Fund, Mid Cap Fund, Saving Plus and Ultra Short Fund |
|
| Union KBC plans to launch six funds this year |
| 09:49 May 24,2011 |
| The fund house plans to collect Rs. 600 crore in equity assets by the end of this fiscal |
|
| JP Morgan launches JF ASEAN Equity Off-shore Fund |
| 12:30 May 23,2011 |
| The NFO will be open from June 10, 2011 to June 24, 2011 |
|
| Deutsche MF extends exit load under DWS Treasury Fund – Investment Plan |
| 02:53 May 10,2011 |
| 1% exit load to apply on redemptions within 4 months against the earlier 1 month |
|
| RBI rule on liquid funds to hit MFs revenue |
| 09:07 May 09,2011 |
| The asset size of fund houses having sizeable corpus in liquid schemes will slump and could dent the industry revenues |
|
| Deutsche Mutual Fund revises attributes of DWS Treasury Fund – Cash Plan |
| 02:46 May 09,2011 |
| Investors have the option to exit till June 8 without paying any exit load. |
|
| Equity funds record Rs 1,365 crore redemptions in April |
| 04:11 May 06,2011 |
| The assets under management increased 33 percent to Rs 7.85 lakh crore from Rs 5.92 lakh crore in March 2011 largely due to liquid and income funds inflows |
|
| Tata MF announces change in fund management team |
| 02:49 May 05,2011 |
| Tata Mutual Fund has changed fund managers for its schemes |
|
| Religare MF renames two plans |
| 02:30 May 03,2011 |
| Religare MF has renamed two plans under Religare Active Income fund |
|
| Kotak MF increases exit load in Equity Arbitrage Fund |
| 11:12 May 02,2011 |
| Kotak Mutual Fund increases exit load under Kotak Equity Arbitrage Fund |
|
| HDFC files for Gold Fund |
| 04:46 Apr 27,2011 |
| HDFC MF has filed an offer document for HDFC Gold Fund |
|
| Quantum launches Gold Saving Fund |
| 04:23 Apr 26,2011 |
| Quantum Mutual Fund has launched an open ended fund of fund schemes called Quantum Gold Saving Fund |
|
| IDFC renames Saving Advantage Fund |
| 02:08 Apr 21,2011 |
| IDFC Saving Advantage Fund to be renamed as IDFC Liquid Fund |
|
| Union KBC files for two schemes |
| 01:56 Apr 19,2011 |
| Union KBC MF has filed an offer documents with SEBI for Liquid Fund and Equity Fund |
|
| Religare MF names new fund manager for Liquid Fund |
| 10:54 Apr 19,2011 |
| Krishna Cheemalpati is the fund manager for Religare Liquid Fund |
|
| ING MF launches ING Optimix Financial Planning Fund |
| 04:06 Apr 19,2011 |
| The fund offers asset allocation in four different asset classes like gold, equity, debt and liquid simultaneously |
|
| Fear is the Fee |
| 09:45 Apr 18,2011 |
| Mr. Rajan Mehta, Executive Director, Benchmark AMC shows how IFAs need to overcome their fear and make their services more tangible to their clients in order to be able to charge a fee to their clients |
|
| Deutsche MF reduces minimum investment amount |
| 12:50 Apr 15,2011 |
| Deutsche Mutual Fund reduces minimum investment amount in Insta Cash Plus Fund |
|
| Soumendra Nath Lahiri joins Canara Robeco AMC |
| 03:38 Apr 12,2011 |
| Soumendra Nath Lahiri has joined Canara Robeco MF as Head – Equities |
|
| Banks & companies pull out money from income and liquid funds |
| 12:30 Apr 09,2011 |
| Equity schemes too record net outflows of Rs 124 crore in the month of March 2011 |
|
| ICICI, Birla Sun Life and Kotak grow bigger in Jan-Mar 2011 |
| 09:29 Apr 02,2011 |
| HDFC MF, Reliance MF and Franklin Templeton record a fall in their assets under management during January-March 2011 |
|
| Axis launches Dynamic Bond Fund |
| 02:32 Mar 30,2011 |
| Axis Mutual Fund has launched an open ended debt scheme called Axis Dynamic Bond Fund |
|
| UnionKBC and Indiabulls get ready to launch their products |
| 10:02 Mar 25,2011 |
| After receiving SEBI approval this week, both UnionKBC and Indiabulls plan to launch with a mix of equity and fixed income products |
|
| ICICI Prudential Ultra Short Term Plan exit load reduced |
| 12:00 Mar 24,2011 |
| ICICI Prudential Mutual Fund reduces exit load in Ultra Short Term Plan |
|
| JP Morgan merges Treasury fund |
| 12:38 Mar 17,2011 |
| JP Morgan Mutual Fund merges JP Morgan India Alpha Fund into JP Morgan India Treasury Fund |
|
| IDBI unveils Short Term Bond Fund |
| 12:44 Mar 17,2011 |
| IDBI Mutual Fund has launched an open ended debt scheme called IDBI Short Term Bond Fund |
|
| Deutsche Money Plus Fund exit load reduced |
| 02:33 Mar 16,2011 |
| Deutsche Mutual Fund reduces exit load in Deutsche Money Plus Fund |
|
| IRDA may allow insurers to invest in ETFs |
| 06:41 Mar 14,2011 |
| The move will allow insurance firms to innovate and diversify their investments |
|
| Franklin’s Family Solutions tool to empower distributors |
| 06:54 Mar 11,2011 |
| Distributors will now have a tool to help construct a portfolio of schemes to reach the investor’s goals |
|
| SBI Life Launches Smart Wealth Assure an innovative ULIP |
| 11:15 Mar 08,2011 |
| Smart Wealth Assure provides pre-determined NAV guarantee of Rs. 20 |
|
| Fund houses find solace in fixed maturity plans |
| 12:43 Mar 07,2011 |
| As many as 93 FMPs have been launched by AMCs since January 2011 to cash in on the high yields from bank CDs as equity markets remain volatile |
|
| IDFC Saving Advantage Fund exit load revised |
| 10:49 Mar 03,2011 |
| IDFC Mutual Fund revises exit load in IDFC Saving Advantage Fund |
|
| Kotak launches Kotak Gold Fund |
| 12:10 Mar 03,2011 |
| Kotak Mutual Fund is the latest fund house to launch a gold fund of fund called Kotak Gold Fund, an open ended scheme |
|
| Axis reduces exit load period in Short Term Fund |
| 12:45 Mar 01,2011 |
| Axis Mutual Fund reduces exit load period in Axis Short Term Fund |
|
| Union Budget - Key proposals relating to financial services |
| 03:52 Feb 28,2011 |
| Finance Minister Pranab Mukherjee proposed to allow foreign investors fulfilling KYC requirements to invest in Indian mutual funds |
|
| Foreign investors a lucrative source |
| 10:02 Feb 28,2011 |
| Krishnamurthy Vijayan, MD & CEO of IDBI Mutual Fund, feels the market has viewed the budget positively, given that the budget has not upset the apple cart too much. |
|
| Debt schemes get a blow from budget |
| 10:12 Feb 28,2011 |
| The union budget has proposed a 30% tax on income distributed to corporate in money market and liquid schemes, experts feel that the move will impact the inflows |
|
| ING MF revises Fundamental Attributes of the schemes |
| 10:48 Feb 21,2011 |
| ING MF revises attributes of three schemes |
|
| U K Sinha takes charge as SEBI Chairman |
| 05:43 Feb 18,2011 |
| U K Sinha on Friday took charge as Chairman of SEBI amid expectations that he would be considerate towards the mutual fund industry |
|
| Tata MF renames floating rate fund scheme |
| 02:46 Feb 17,2011 |
| Tata Floating Rate Fund – Short Term Plan to be renamed as Tata Money Market Fund |
|
| IDBI MF increases face value |
| 02:34 Feb 11,2011 |
| IDBI Mutual Fund increases the face value of Liquid Fund |
|
| Edelweiss MF reduces minimum investment amount |
| 12:07 Feb 10,2011 |
| Edelweiss Mutual Fund reduced minimum investment amount in Ultra Short Term Bond Fund and Liquid Fund |
|
| Birla Dynamic Bond Fund exit load revised |
| 02:46 Feb 10,2011 |
| Birla Sun Life Mutual Fund revises exit load in Birla Dynamic Bond Fund |
|
| SEBI nudges trustees to get active |
| 07:18 Feb 07,2011 |
| Capital market regulator SEBI is trying to put responsibility on the trustees of mutual funds |
|
| IDFC Ultra Short Term Fund exit load revised |
| 11:39 Feb 07,2011 |
| IDFC Mutual Fund revises exit load in IDFC Ultra Short Term Fund |
|
| Baroda Pioneer increases face value |
| 05:01 Feb 04,2011 |
| Baroda Pioneer MF increases face value of two schemes |
|
| HDFC MF gets best equity fund house award |
| 10:10 Feb 03,2011 |
| HDFC Mutual Fund walks away with 16 awards while Reliance MF gets the best Debt Fund House award |
|
| SBI Magnum Equity Fund pays dividend |
| 11:52 Jan 25,2011 |
| SBI Mutual Fund to pay dividend to investors in Magnum Equity Fund |
|
| Religare Active Income Fund exit load revised |
| 10:48 Jan 21,2011 |
| Religare Mutual Fund revises exit load in Religare Active Income Fund |
|
| ICICI Prudential MF revises exit load in Ultra Short Term Fund |
| 11:20 Jan 07,2011 |
| ICICI Prudential Mutual revises exit load in Ultra Short Term Fund |
|
| IDFC Monthly Income Plan exit load reduced |
| 02:42 Jan 06,2011 |
| IDFC Mutual Fund reduces exit load in IDFC Monthly Income Plan to 1% from 1.5% |
|
| Axis revises exit load in Short Term Fund |
| 11:10 Jan 05,2011 |
| Axis Mutual Fund revise exit load in Short Term Fund |
|
| SBI Mutual Fund launches SBI Debt Fund Series-90 Day–37 |
| 01:10 Dec 24,2010 |
| SBI Mutual Fund has launched SBI Debt Fund Series- 90 Days-37 close ended scheme |
|
| Scheme mergers to gain momentum |
| 09:08 Dec 22,2010 |
| The number of mutual fund schemes is likely to fall substantially as mutual fund houses consolidate similar schemes |
|
| Principal MF names Akhil Mittal as fixed income fund manager |
| 11:56 Dec 20,2010 |
| Mittal will manage two schemes -- Principal Near-Term Fund - Conservative Plan and Principal Cash Management Fund |
|
| MFs see softening of g-sec yields |
| 12:29 Dec 20,2010 |
| Mutual Funds expect liquidity easing measures to soften yields on government bonds till the end of 2010-11. |
|
| 30% of liquid schemes redeemed |
| 03:31 Dec 17,2010 |
| MFs faced redemptions of more than Rs. 30,000 crore in liquid schemes as large investors withdrew to pay advance tax |
|
| Cash in liquid funds up to 40% |
| 06:33 Dec 10,2010 |
| MFs hold as high as 40% in cash in liquid schemes to manage volatile flows from banks |
|
| SBI Mutual Fund launches SBI Debt Fund Series - 90 days-36 |
| 11:37 Dec 10,2010 |
| SBI Mutual Fund has launched a close-ended income scheme called SBI Debt Fund Series - 90 Days - 36 |
|
| Birla, Franklin, Pramerica, DWS file documents for debt funds |
| 06:32 Dec 09,2010 |
| Four fund houses - Birla Sun Life Mutual Fund, Pramerica Mutual Fund, Franklin Templeton Mutual Fund and DWS (Deutsche) Mutual Fund have filed offer documents with SEBI for launch of new debt schemes. |
|
| November was a better month for MFs |
| 10:22 Dec 08,2010 |
| The assets under management of the mutual fund industry witnessed a marginal increase of 2.43 per cent to Rs. 6,65,286 crore |
|
| Retail flows in debt funds rising |
| 06:30 Dec 06,2010 |
| Over 8.86 lakh retail investor accounts for debt schemes were opened in a year contributing to increase in debt AUM |
|
| Shinsei Mutual Fund is now Daiwa Mutual Fund |
| 05:19 Dec 03,2010 |
| The company’s current shareholder Shinsei Investment I, Rakesh Jhunjhunwala and Freedom Financial Services Private have divested their entire stake in Shinsei Mutual Fund |
|
| LIC Mutual Fund losing its way |
| 10:13 Nov 23,2010 |
| LIC MF’s AUM fell 62% in 2010 and was the only fund house not to gain from the market upswing |
|
| ETFs have a long way to go |
| 05:16 Oct 28,2010 |
| Lower commissions, inadequate hedging options and lack of Authorised Participant interest remain areas on concern, finds team Cafemutual |
|
| SEBI wants AMCs to clarify transferability clause |
| 05:18 Sep 10,2010 |
| Mutual fund units held in dematerialised form are now freely transferable, finds team Cafemutual. Read to know more |
|
| Post new norm on debt valuation, expect higher volatility |
| 04:45 Aug 12,2010 |
| Prepare your investors in ultra-short and short term debt funds for higher volatility, Read on to find why? |
|
| SBI AMC launches SBI Sensex ETF |
| 06:13 Jan 01,1900 |
| SBI Sensex ETF is a RGESS which opened for subscription on February 9. |
|
| LIC Nomura MF introduces LIC Nomura MF Fixed Maturity Plan - Series 51 |
| 04:32 Jan 01,1900 |
| LIC Nomura MF Fixed Maturity Plan - Series 51, a close ended income scheme |
|
| Peerless liquid fund declares dividend |
| 02:46 Jan 01,1900 |
| - |
|
| LIC Nomura MF introduces LIC Nomura MF Fixed Maturity Plan - Series 51 |
| 04:34 Jan 01,1900 |
| LIC Nomura MF Fixed Maturity Plan - Series 51, a close ended income scheme |
|
| Investor’s cash out of equity funds as markets zooms up |
| 11:22 Jan 01,1900 |
| Investors pull out Rs 10816 crore from equity funds from April to December, shows the latest AMFI data. |
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| Inflation index bond market should be accessible and liquid: Killol Pandya |
| 09:23 May 19,2013 |
| Killol Pandya, Senior Fund Manager – Debt, LIC Nomura Mutual Fund says that the ticket size, accessibility and liquidity should be goodin order to attract retail investors towards inflation index bonds. |
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| Customers are attracted to big AMCs: Nilesh Sathe |
| 09:39 Mar 07,2013 |
| LIC Nomura Mutual Fund is making a comeback. After losing assets in its debt funds, the AMC is getting its act together and aims to reach Rs 10,000 crore by March end. Nilesh Sathe, Director & CEO, LIC Nomura Mutual Fund talks to Cafemutual about his roadmap for the fund house. |
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| Income funds will continue to attract investors in 2013: Raju Sharma, Indiabulls AMC |
| 09:34 Feb 13,2013 |
| Raju Sharma, Head - Fixed Income, Indiabulls Mutual Fund says that investors should invest in long term FMPs to get better post tax returns. |
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| Tax efficiency will continue to make FMPs attractive for investors: Amit Tripathi |
| 05:23 Feb 07,2013 |
| Amit Tripathi, Head – Fixed Income, Reliance Mutual Fund says that risk-averse investors should invest in dynamic bond funds in a declining interest rate scenario. |
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| Investor awareness on debt funds is lacking: Amit Tripathi |
| 06:18 Feb 05,2013 |
| Amit Tripathi, Head – Fixed Income, Reliance Mutual Fund says that advisors should recommend debt funds as asset allocation products. |
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| We hope to gain market share across equity and debt this year: Ashu Suyash |
| 10:14 Jan 28,2013 |
| Ashu Suyash, CEO of L&T Mutual Fund says that the newly integrated AMC is trying to regain its market share across all channels. |
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| ‘Mis-selling is not an area of concern right now’ says A. Balasubramanian |
| 10:50 Jan 11,2013 |
| In the concluding part of the interview, A. Balasubramanian, CEO of Birla Sun Life Mutual Fund says that given the good experience investors have had with mutual funds, the industry should focus on expanding the market. |
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| ‘Gold likely to underperform equities’, Gopal Agrawal, Mirae Asset Mutual Fund |
| 08:08 Jan 01,2013 |
| Gopal Agrawal, CIO, Mirae Asset Global Investments believes that mid-caps should continue to do well |
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| How L&T MF plans to handle ex-Fidelity schemes |
| 09:31 Dec 11,2012 |
| Soumendra Nath Lahiri recently joined L&T MF to handle the portfolios of the erstwhile Fidelity MF. Here he tells us about the integration process and his message to ex-Fidelity MF investors |
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| ‘Investors should have 30 percent exposure in passive funds’ |
| 09:34 Nov 26,2012 |
| Manish Bandi, Vice President, Fund Manager at India Infoline AMC makes a case for passive investing. |
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| Gold is an insurance cover on one’s investment portfolio: Lakshmi Iyer, Kotak Mutual Fund |
| 10:53 Nov 14,2012 |
| Lakshmi Iyer, Senior Vice President & Head (Fixed Income and Products) feels that duration funds and dynamic funds could work well for investors. |
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| I have always looked at India as a growth market: Swati Kulkarni, UTI Mutual Fund |
| 07:02 Nov 09,2012 |
| Swati Kulkarni EVP & Fund Manager – Equities, UTI Mutual Fund helms UTI Mastershare which is the oldest equity fund in India with a consistent dividend paying track record of 25 years. In a telephonic interview, she talked to Cafemutual about the fund’s progress, her views on markets and more. |
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| Adapting to change has been our hallmark: Deepak Chatterjee, SBI MF |
| 11:55 Jun 29,2012 |
| SBI MF completes 25 years of operations in the Indian mutual fund industry today. Despite private sector AMCs’ aggressive entry, SBI MF is in the coveted top 10 AMC space. |
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| Keep it simple and invest in high quality: Dhawal Dalal, DSP BlackRock |
| 12:23 Jun 22,2012 |
| Dhawal Dalal, Head–Fixed Income at DSP BlackRock Investment Managers Pvt Ltd says that advisors and investors need to focus on high quality and keep things simple for success in debt investments. |
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| 18% decline in Indian millionaires compared to last year, says a Capgemini-RBC study |
| 12:20 Jun 22,2012 |
| Number of rich individuals drops in all regions, though Middle East bucks the trend |
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| The advisor has to have the final say on asset allocation: Nitin Rakesh, Motilal Oswal AMC |
| 10:12 May 24,2012 |
| Nitin Rakesh, Managing Director & CEO of Motilal Oswal AMC, says that his firm will guide advisors on how to create portfolios using ETFs. |
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| No business can grow without compensating distributors: Waqar Naqvi, Taurus MF |
| 02:18 May 18,2012 |
| Taurus MF added Rs 1,184 crore of assets last year at a time when many AMCs lost ground... |
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| India remains underserved in terms of financial services: Sivasubramanian KN |
| 02:43 Jan 06,2012 |
| Sivasubramanian KN, Chief Investment Officer, Franklin Equity – India, Franklin Templeton Investments believes that companies in banking and financial services have good potential due to their low penetration. |
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| ‘Debt funds ought to be a part of every investor’s portfolio’ |
| 10:35 Dec 14,2011 |
| Killol Pandya, Head- Fixed Income at Daiwa AMC explains what debt products you should recommend your investors in the current interest rate scenario |
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| Gold ETFs rake in the moolah, shows AMFI data |
| 11:20 Jul 09,2011 |
| Gold ETFs, equity and income fund NFOs do well, shows AMFI data |
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| PWC report - Distribution Spectrum and the Changing Business Environment: Indian Mutual Fund Industry |
| 05:28 Jun 27,2011 |
| This PWC report unveiled at the Seventh CII Mutual Fund Summit looks at the issues and challenges facing the industry. Swapnil Suvarna brings you the key highlights |
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| Micro SIPs in vogue? |
| 03:44 Apr 09,2011 |
| Mutual funds are allowing SIPs with amounts as low as Rs. 50 in a bid to reach out to masses and shore up their assets under management |
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| Now is the time to think short term! |
| 02:45 Mar 18,2011 |
| Rate hike makes short term lucrative, says Suyash Choudhary, Head- fixed income IDFC MF |
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| ‘FMPs are a good bet for short term’ |
| 07:43 Mar 14,2011 |
| Investors with one year horizon should consider income funds and FMPs for a short term says Ganti Murthy Head fixed income, Peerless Mutual Fund |
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| Earnings of Sensex firms to rise |
| 08:50 Mar 02,2011 |
| Long term reduction in interest rate differential between India and developed nations and the expected rise in earnings for the Sensex companies are two positives for the Indian market |
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| Inflows in debt schemes lift AUM |
| 10:41 Feb 09,2011 |
| Investments in liquid schemes surged 83 per cent in January to Rs 1,62,437 crore; banks investments in MFs rise more than five times in first two weeks of January |
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| Tight liquidity hits flow into MFs |
| 11:57 Jan 21,2011 |
| Liquid schemes in December 2010 saw net outflows (of Rs 12,500 crore) for the first time in a year |
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| AMFI to become an SRO by 2014-15 |
| 12:22 Jan 17,2011 |
| Mutual funds plan to bring in greater transparency in the manner in which it incentivises distributors, says H N Sinor, Chief Executive, AMFI |
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| MF assets shrink 5.31% in Oct-Dec |
| 05:21 Jan 04,2011 |
| The average AUM of mutual funds is down 19 per cent from the peak of Rs 8, 03,559 crore in May 2010 |
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| MFs banking on banks |
| 05:45 Dec 31,2010 |
| The concentration risk notwithstanding, mutual funds still have room for increasing their exposure to banks |
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| Life cycle planning |
| 09:50 Apr 26,2013 |
| While working on a comprehensive plan for your clients, it is important to factor in all aspects of life cycle. |
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| Which type of fee based model should you adopt? |
| 08:25 Dec 09,2012 |
| Brijesh Dalmia, Founder of Dalmia Advisory Services shared some interesting concepts on various fee based models which advisors could adopt at the recent Network FP Annual Conference 2012 held in Mumbai. |
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| Sougata Mitra turned an adversity to an opportunity |
| 12:20 Aug 10,2012 |
| By educating and providing value added services to his clients, Sougata was able to turn disgruntled clients into informed and happy investors. |
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| Formulating a financial plan for businessmen and SME owners |
| 11:12 May 15,2012 |
| Maintaining wealth, providing for retirement and a comprehensive succession plan are the key elements of financial planning... |
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| Your clients overlook liquidity at their own peril |
| 06:40 Apr 09,2012 |
| Harish Rao of Simple Equation feels that liquidity is the most important attribute that is unfortunately often overlooked in investment selection. |
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| Financial planning for special need families |
| 11:01 Nov 24,2011 |
| Jayshree Pyasi talks to acclaimed financial planners for pointers on planning for special need families |
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| Tips on advising senior citizens |
| 09:31 Sep 28,2011 |
| Senior citizens have different investment needs and concerns. Jayshree Pyasi gathers tips from some seasoned advisors on addressing these needs and concerns more effectively |
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| Comprehensive checklists before you recommend a fund or construct a portfolio |
| 03:03 Sep 05,2011 |
| Before we recommend a fund, construct or review our client’s portfolio, Here’s a comprehensive checklist prepared by Shifali Satsangee of Funds Vedaa |
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| Importance of risk profiling |
| 04:07 Dec 31,2010 |
| It's not the market levels but your client’s risk appetite that matters! |
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| What’s with the mad rush towards gold and real estate? |
| 09:38 May 16,2013 |
| Are investors being really foolish, in saying, “my property has doubled in eight years”, when they can double their money in the bank or post office in the same time with virtually zero risk? |
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| How to calculate tax on mutual funds? |
| 05:51 Feb 21,2013 |
| Melvin Joseph of Finvin Financial Planners explains the applicability and calculation of taxes on different fund categories. |
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| How much will your clients get if they invest Rs 1000 every month via SIP? |
| 12:25 Feb 04,2013 |
| Melvin Joseph, a Mumbai based financial planner shares his experience of investing Rs 1000 per month through a SIP in 1995 when his first daughter was born. He invested 2.12 lakhs in these 212 months and the fund value is 22 lakhs now! |
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| Portfolio lock-ins can benefit the entire MF industry |
| 03:59 Apr 27,2012 |
| Redemption of equity funds is going on unabated. Retail investors are fleeing the market. Here’s a simple solution for this issue. |
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| Liquid Funds: A simpleton that we conveniently ignore at our cost! |
| 04:33 Mar 29,2012 |
| Rajesh Krishnamoorthy, MD, iFAST Financial India, shares an interesting perspective on how your investors can make the most of liquid funds. |
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| Distributor needs to find a niche |
| 05:09 Feb 24,2011 |
| Rajiv Anand, MD & CEO of Axis MF, says the distribution business is evolving and points to some distributors having fee charts for various services they offer |
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| Use liquid funds as a floating rate tool |
| 12:25 Feb 04,2011 |
| Funds that have high credit exposure at the short end of the curve are best avoided as the credit yield curve is likely to see a parallel shift upwards from current levels |
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| Stock picking will win |
| 09:28 Jan 03,2011 |
| January 2011 Equity Newsletter: The broad market is not likely to do too well in this current equity environment. Equity markets face both headwinds and tailwinds, and the market direction will depend on the strength of one over the other. |
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| Inflation, liquidity will dominate |
| 09:50 Jan 03,2011 |
| January 2011 Debt Newsletter: Liquid funds will yield better returns in very short term |
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| SEBI doesn’t trust MFs, says Kudva |
| 02:38 Nov 26,2010 |
| MF industry has been hit hard by the abolition of entry loads, says Vivek Kudva of Franklin Templeton |
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