| 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. |
|
| As markets gain, investors continue to cash out of equity funds |
| 09:14 May 20,2013 |
| With the markets moving up, equity and ELSS lose 2.64 lakh folios 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. |
|
| Motilal Oswal AMC launches MOSt Focused 25 Fund |
| 03:39 Apr 17,2013 |
| The fund will follow a ‘buy and hold’ strategy. |
|
| 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. |
|
| Top fund houses see Rs 6407 crore increase in equity assets in FY 2012-13 |
| 10:21 Apr 13,2013 |
| HDFC, UTI and IDFC record highest gain in equity assets last fiscal; gains largely due to mark-to-market gains. |
|
| Equity mutual funds receive net inflows of Rs 514 crore in March |
| 11:36 Apr 10,2013 |
| Net outflows from equity funds reach Rs 12931 crore in FY 2012-13 compared to net inflows of Rs 264 crore the previous year. |
|
| 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. |
|
| 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. |
|
| 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. |
|
| Are you reaching goals or chasing returns? |
| 11:54 Feb 14,2013 |
| Brijesh Damodaran, Founder and Managing Partner Zeus WealthWays advises that goal attainment and not chasing returns holds the key to wealth creation. |
|
| 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. |
|
| Equity mutual fund folio closures accelerate in December |
| 09:19 Feb 03,2013 |
| The industry saw more than 36 lakh folios dip in equity mutual funds while debt funds added 7.31 lakh folios from April 2012 to December 2012. |
|
| 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. |
|
| HDFC AMC crosses Rs 1 lakh crore asset mark again |
| 09:32 Jan 02,2013 |
| ICICI Pru registers the highest asset growth; Reliance, Birla Sun Life and J P Morgan too add sizeable assets in October – December quarter, shows the latest AMFI data. |
|
| The Global Picture |
| 06:51 Jan 01,2013 |
| - |
|
| AMCs gear up to launch Rajiv Gandhi Equity Savings Scheme |
| 07:52 Dec 31,2012 |
| Many AMCs are modifying their existing products to make them RGESS compliant while some are filing for new schemes. |
|
| MF industry loses more than 30 lakh equity folios between April-November 2012 |
| 12:09 Dec 21,2012 |
| Of this, the industry lost more than 24 lakh folios from equity and balanced funds in the last eight months, shows the latest SEBI data. |
|
| 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 |
|
| Industry folio count falls as investors book profits in equity funds |
| 06:26 Nov 19,2012 |
| More than 25 lakh equity folios have dropped in the last six months when the Sensex gained more than 2000 points. |
|
| ‘Passive’ managers line up active funds |
| 05:21 Nov 14,2012 |
| While Goldman Sachs and IDBI have launched their actively managed products, Motilal Oswal too has filed its first offer document for an actively managed equity fund. |
|
| 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 |
|
| 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 |
|
| Mutual funds hike expense ratios to 2.70 percent in equity funds |
| 02:01 Oct 11,2012 |
| AMCs have begun charging service tax on investment management fee from 1st October 2012. |
|
| ICICI Pru and Axis hike exit loads in equity funds to 3 percent to dissuade redemptions |
| 06:34 Oct 09,2012 |
| Axis and ICICI Prudential have hiked exit loads from 1 % to 3 %from 1st October. |
|
| SEBI extends deadline to 1st November for assigning unique identity number |
| 11:44 Oct 05,2012 |
| A large number of employees and relationship managers of banks advising MFs to clients will now get a unique identity number. |
|
| 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 |
|
| AMFI forms a sub-committee to look at direct plans |
| 01:22 Oct 01,2012 |
| The body will form a sub- committee for reviewing the process. |
|
| MF industry sees 15 lakh equity folios dip since March 2012 |
| 09:29 Sep 21,2012 |
| Folio consolidation and redemptions from equity funds have led to the closure of 49.82 lakh equity folios since March 2010 |
|
| AMCs will have to go that extra mile to benefit from additional TER |
| 12:38 Sep 17,2012 |
| AMCs will have to put in more concentrated efforts to earn the additional TER |
|
| Equity funds see Rs 2096 crore net outflow in August |
| 10:52 Sep 12,2012 |
| Equity funds see consecutive net outflow for the third time since June |
|
| Retail investors share in the MF pie grows |
| 03:31 Sep 10,2012 |
| SEBI data shows that net assets of retail investors went up to 48% in FY12 compared to 23% in the previous year. |
|
| 53 percent of equity funds underperformed their benchmark over the last five years: CRISIL |
| 10:16 Sep 07,2012 |
| The report notes that survivorship rate for equity funds remains the lowest among all categories. |
|
| MFs see an opportunity in tapping Sahara refund money but challenges abound |
| 09:14 Sep 05,2012 |
| Ravi Samalad speaks to fund house officials and distributors and finds that they are working on a strategy. |
|
| Active and passive funds can co-exist: Gopinath Natarajan, CEO, IIFL AMC |
| 06:52 Aug 23,2012 |
| Gopinath Natarajan says that while fund expenses influence investor choice, he believes that both active and passive funds should be a part of an investor portfolio. |
|
| More MF measures from SEBI and government in the next two weeks: FM |
| 07:16 Aug 17,2012 |
| Decision on allowing Rajiv Gandhi Equity Savings Scheme via MFs soon, says the Finance Minister |
|
| 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. |
|
| SEBI announces a package for the MF industry |
| 05:08 Aug 16,2012 |
| - |
|
| 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. |
|
| 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. |
|
| Gilt funds best performers across categories: CRISIL |
| 11:37 Aug 04,2012 |
| Despite better performance, uncertainty over the pace of rate cuts has led to a drop in assets in gilt funds. |
|
| 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. |
|
| Financial advisors have mixed opinion on multiple asset funds |
| 10:41 Jul 25,2012 |
| Multiple asset funds is the new flavour among AMCs |
|
| 7 lakh equity folios close, mainly due to scheme mergers and de-duplication |
| 06:46 Jul 18,2012 |
| Scheme mergers, de-duplication of folios to identify unique investors have led to an overall drop of close to five lakh folios in the last three months. |
|
| Arbitrage funds outperform debt and equity funds: CRISIL |
| 06:25 Jul 16,2012 |
| Arbitrage funds clocked a post-tax return of 9% compared to 8.4% by debt funds and negative 4.1% by equity funds. |
|
| 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. |
|
| Valuation of markets very attractive for long term investors looking to enter equities: Rajiv Anand, MD & CEO, Axis Mutual Fund |
| 12:26 Jun 19,2012 |
| Cafemutual spoke to Rajiv Anand, MD & CEO, Axis MF on the launch of the Axis Focused 25 Fund, an open ended scheme which aims to generate long term capital appreciation by investing in the best 25 companies. |
|
| Equity funds lose close to five lakh folios |
| 01:29 Jun 18,2012 |
| Overall, the industry registered a dip of more than three lakh folios. |
|
| 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. |
|
| Equity funds record inflows of Rs 506 crore in May after four months of net redemptions |
| 05:52 Jun 08,2012 |
| Gold ETFs, which have been seeing continuous inflows since December 2011, witnessed Rs 41 crore of net outflows last month. |
|
| Finance Ministry shuts MFs out of RGESS, says The Financial Express |
| 01:04 May 31,2012 |
| In a front page news report carried in today’s edition of The Financial Express, the Ministry is said to have declined a SEBI proposal to include equity funds under the recently announced Rajiv Gandhi Equity Savings Scheme (RGESS). |
|
| 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. |
|
| Fear grips the market again; what should you tell your investors? |
| 05:39 May 17,2012 |
| Concerns over a possible Greek exit from the euro-zone and a lacklustre Indian economy have given Indian markets a double whammy... |
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| NO results are found. |
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| Debt funds gain even as 15.76 lakh retail equity folios close in FY 2012 |
| 05:28 Apr 26,2012 |
| Folios of retail investors in debt funds have gone up by 5.71 lakh in the previous fiscal. The industry saw Rs 8,770 crore dip in retail AUM from equity funds. |
|
| 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. |
|
| CNBC-CRISIL Awards - HDFC is Best Equity, Best Fund House, Birla Best Debt Fund house |
| 09:22 Apr 01,2012 |
| 12th CNBC-TV18-CRISIL Mutual Fund of the Year Awards 2012 announced on Friday (March 30) in Mumbai. |
|
| 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. |
|
| 53 percent of large cap equity funds underperform S&P CNX Nifty over the last 5 years: CRISIL |
| 06:04 Feb 29,2012 |
| However, 65% large cap funds outperformed in 2011. |
|
| AMFI’s committee mulling ways to enhance customer engagement |
| 07:18 Feb 16,2012 |
| The committee is looking at various ways to enhance mutual fund investor’s engagement with the industry by strengthening investor communication. |
|
| International feeder funds stand out in 2011: Morningstar Study |
| 11:24 Feb 03,2012 |
| Weaker rupee and greater resiliency in international markets help international feeder funds outshine domestic equity funds in 2011. |
|
| Domestic markets look forward to RBI’s Policy Review |
| 12:06 Jan 23,2012 |
| Swapnil Suvarna expects the RBI policy review, quarterly corporate results and institutional investors to influence the market this week. |
|
| Axis Mutual Fund plans to launch Axis Life Plan |
| 01:40 Jan 17,2012 |
| Mumbai: Axis Mutual Fund has filed an offer document with SEBI to launch its open ended fund of fund scheme- Axis Life Plan. |
|
| Setting its own course – DSP BlackRock |
| 10:29 Jan 15,2012 |
| A steady performer with a clean image, the DSP BlackRock AMC has become a fund house to be reckoned with |
|
| Markets are headed down! |
| 01:57 Jan 14,2012 |
| Swapnil Suvarna expects the market mood to remain pessimistic next week. He feels that the lower-than-expected Q3 results escalating euro-zone crisis and tensions with Iran could dampen the Indian market outlook. |
|
| Q3 2011 earnings will set the tone for domestic markets |
| 12:43 Jan 09,2012 |
| Swapnil Suvarna expects the market mood to remain sluggish in the weeks ahead. He feels that the domestic and US Q3 2011 corporate earnings due to be announced this week alongwith positive developments in the euro-zone will set the tone for the domestic markets. |
|
| 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. |
|
| Stay cautious as negativity looms |
| 01:47 Dec 26,2011 |
| Swapnil Suvarna expects the markets to continue the current uptrend but advises caution as the overall outlook continues to remain gloomy. |
|
| Weakness in domestic market persists |
| 11:43 Dec 17,2011 |
| Deteriorating Indian rupee and persistent signs of slowdown in the domestic economy saw Indian markets decline 4 percent last week. While Swapnil Suvarna expects the domestic markets to stay weak, he recommends that your long term investors should continue investing through SIP in equity funds, irrespective of the short term events. |
|
| Indian markets heading down |
| 03:29 Dec 10,2011 |
| Signs of deteriorating domestic economic health in terms of growth, trade & public finances and concerns of worsening European debt crisis saw the markets slip 4 percent |
|
| 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 |
|
| 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 |
|
| Market mood continues to stay downbeat! |
| 10:30 Nov 28,2011 |
| Last week the domestic markets slid 4% following worries of escalating Euro debt crisis. Swapnil Suvarna suggests you to remain watchful this week as developments in Europe remain uncertain |
|
| Bargain buying will lead to short spells of rally this week |
| 10:21 Nov 21,2011 |
| Last week, Indian markets declined 5 percent due to weak global economic indicators. This week, Swapnil Suvarna expects the domestic markets to remain weak but bargain buying by institutional investors will lead to short spells of rally |
|
| 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 |
|
| Indian markets stay in no man’s land! |
| 03:31 Nov 13,2011 |
| Indian markets remained weak with the Sensex and Nifty declining 370 and 115 points respectively. This week, Swapnil Suvarna expects the domestic markets to continue its sluggish trend and suggest your investors to stay cautious |
|
| 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 |
|
| AMFI to publish new MF investor count soon |
| 02:10 Nov 07,2011 |
| Approximately 4 million new investors have come into 20 AMCs since 2009 |
|
| Uncertainly prevails in the markets – caution advised |
| 11:12 Nov 05,2011 |
| As expected, Indian markets remained weak last week due to global uncertainties and weak economic indicators. Swapnil Suvarna continues suggesting your investors to remain watchful this week as uncertainty prevails in the euro-zone |
|
| Stay vigilant this week! |
| 09:22 Oct 31,2011 |
| Indian markets ended 6 percent higher last week. However, we suggest you to stay vigilant during the week ahead as any sign of pessimism in global cues will lead to a sharp downfall |
|
| 4 AMCs account for 53% of equity AUM |
| 09:12 Oct 31,2011 |
| The remaining 38 fund houses manage 47% of industry’s Rs 1.62 lakh crore equity assets |
|
| Indian markets to stay weak ahead of RBI monetary policy |
| 01:50 Oct 22,2011 |
| Indian markets slipped 2% last week on negative global cues and rising food inflation. Swapnil Suvarna expects the markets to continue to remain weak ahead of RBI’s half-yearly review of the monetary policy on Tuesday, 25 October 2011. |
|
| Rising expenses & declining equity inflow hit MF Industry profits |
| 09:36 Oct 17,2011 |
| MF industry saw its net profits plunge by 50 percent in the financial year 2010-11 as industry expenditure surged 20 percent and equity inflow declined 41 percent. |
|
| This week, expect staggered uptrend |
| 09:29 Oct 17,2011 |
| Swapnil Suvarna believes the domestic markets will witness staggered uptrend as stock-specific activity may dominate the trade. He suggests your investors to consider investing in short-term debt funds as RBI rate hikes looks certain following the persistent increase in inflation. |
|
| 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 |
|
| Q2 earnings to set the tone for Indian markets |
| 10:45 Oct 09,2011 |
| Swapnil Suvarna feels the domestic markets will stay fragile as investors will be closely watching Q2 earnings starting on 12 October 2011. Positive developments in global economy will boost the market sentiments. |
|
| Gold ETF & debt funds pip equity funds in September quarter |
| 10:29 Oct 06,2011 |
| Gold ETFs have posted their best September quarter performance; shorter tenure bond funds have fared better while large cap fund category have posted their worst quarterly performance since the quarter ended December 2008, according to a Morningstar study. |
|
| 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 |
|
| Stay cautious ahead of Q2 September 2011 results |
| 10:07 Oct 03,2011 |
| Swapnil Suvarna feels the Indian markets will continue staying weak ahead of the Q2 September 2011 results. Positive developments in global economy and buying by institutional investors will buoy short spells of rally. |
|
| Market Commentary – 26 September 2011 – Markets to slip further with short bursts upwards! |
| 09:00 Sep 25,2011 |
| Sensex and Nifty register sharp decline during the week. Swapnil Suvarna expects the markets to continue downfall until the global economy outlook shows signs of positive developments. |
|
| 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 |
|
| 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 |
|
| Equity funds underperform their respective benchmarks while debt funds outperform |
| 12:16 Sep 07,2011 |
| Majority of large cap and diversified equity funds underperformed their benchmark indices; in contrast, majority of long-term debt funds outperformed their benchmark across all three periods of analysis |
|
| Domestic MFs make biggest monthly net investment in equities |
| 10:02 Sep 06,2011 |
| Even as Indian markets slipped by 8%, domestic mutual funds turned net buyers in August 2011, making their highest net investments in over three years |
|
| 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. |
|
| 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 |
|
| 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 |
|
| Short-term bond funds outperform equity funds in the first half of 2011: Morningstar |
| 02:02 Jul 09,2011 |
| Short term bonds deliver average of 4.1 per cent while large-cap and small-/mid-cap funds category lose 7.9 per cent |
|
| Should you be advising banking funds to your clients now? |
| 12:53 Jul 01,2011 |
| As banking stocks turn attractive, some financial planners advice an increased allocation towards banking sector funds; others maintain a neutral stand until clarity on policy rates by RBI |
|
| SIPs are the ‘flavour of the season’ |
| 02:35 Jun 24,2011 |
| SIPs continue their rapid growth rate in 2011, with fund houses signing new SIPs every month, even as the equity markets are sliding |
|
| 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 |
|
| SEBI to regulate distributors; to begin with large distributors |
| 06:00 Jun 23,2011 |
| The regulator may ask for information related to sales practices followed by these distributors |
|
| Fidelity MF awarded ‘Best Fund House - Equity’ |
| 02:17 Jun 06,2011 |
| Fidelity Mutual Fund has won the ‘Best Fund House over the past three years” award in the equities category in the Lipper Fund Awards 2011 |
|
| Contra funds drift away from their investment objectives: Morningstar |
| 06:49 Jun 01,2011 |
| These funds have more or less the same exposure to sectors which equity diversified schemes have. Moreover they are underperforming, says a Morningstar study |
|
| ETFs and Gold ETFs in demand |
| 04:50 May 11,2011 |
| Equity Funds net inflows goes down |
|
| 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 |
|
| The budget is mildly positive |
| 01:30 Mar 01,2011 |
| Anoop Bhaskar, Head- Equity, UTI MF, says the 2011-12 budget is mildly positive but crude oil at $100 per barrel could cap the equity market rally |
|
| 'Short term nature of foreign investors a concern' says Sundaram’s T P Raman |
| 05:52 Feb 28,2011 |
| Proposal to allow foreign investors to invest in Indian mutual funds will increase AUM volatility, says Sundaram’s Raman |
|
| 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. |
|
| Budget augurs well for insurance industry |
| 09:59 Feb 28,2011 |
| Tata AIG Life’s CIO however says absence of one-off revenue kicker such as the 3G auctions will make meeting fiscal deficit target difficult |
|
| Cheemalpati joins Religare AMC |
| 10:22 Jan 31,2011 |
| Krishna Cheemalpati has joined Religare MF as Fund Manager – Fixed Income |
|
| UTI plans to wind up UTI Sunder Index Fund |
| 11:12 Dec 27,2010 |
| UTI Mutual Fund is considering closing down its index fund launched in July 2003 |
|
| IFAs welcome regulation |
| 12:20 Dec 23,2010 |
| An overwhelming majority of IFAs want regulation to be framed for them so that their business environment gets better. Also, IFAs feel industry was not supportive enough, reveals Cafemutual survey. Read on for more interesting findings |
|
| Role of intermediaries essential |
| 03:06 Nov 26,2010 |
| Quantum Mutual Fund, sponsored by the Ajit Dayal founded Quantum Advisors, is a rebel. In an industry that’s dependent on distributors, this fund house has gone direct. It has bypassed the traditional distributors channel and is selling its mutual fund schemes to investors directly, says Ravi Samalad. |
|
| MFs against removal of exit load |
| 10:09 Nov 19,2010 |
| Bharti AXA and SBI have scrapped exit loads on some of their equity schemes. But it is unlikely to become a trend |
|
| Pramerica launches its first equity schemes |
| 04:32 Nov 11,2010 |
| The fund house has collaborated with six collection bankers present in more than 100 locations |
|
| 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 |
|
| The business of FMPs |
| 05:37 Jan 01,1900 |
| Why some fund houses don’t launch FMPs? |
|
| 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. |
|
| NFO mobilisations reduced to a trickle since 2010 |
| 09:29 Mar 15,2013 |
| Since 2010, 48 equity fund NFOs collect Rs 3596 crore |
|
| 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. |
|
| 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. |
|
| Monetary and fiscal policy will be the catalysts for markets: Ashu Suyash |
| 05:35 Jan 29,2013 |
| In this concluding part of the interview, Ashu Suyash, CEO of L&T Mutual Fund shares her views on markets, products and more… |
|
| 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. |
|
| 9 Indian funds among world’s 100 best performing funds in 2012: Lipper |
| 12:11 Jan 21,2013 |
| 5 of these are banking sector funds. |
|
| ‘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. |
|
| The retail investor’s dependency on advisors is very high: A. Balasubramanian |
| 10:30 Jan 10,2013 |
| In a two-part series with Cafemutual, A. Balasubramanian, CEO of Birla Sun Life Mutual Fund shares the progress of his fund house in 2012 and its plans to reach beyond the top 15 cities. |
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| ‘We plan to add 100 branches beyond top 15 towns’, says Himanshu Vyapak |
| 06:07 Jan 08,2013 |
| In the concluding part of the interview with Cafemutual, Himanshu Vyapak, Deputy CEO, Reliance Mutual Fund shares his company’s plans to reach beyond the top 15 towns and more. |
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| Mid Cap Funds stood out in 2012: Morningstar |
| 01:43 Jan 08,2013 |
| 60% of diversified equity funds underperformed BSE 100 index over a one year period but over three and five year timeframe these funds did much better. |
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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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| 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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| FMPs: Thin margins, high volumes |
| 01:15 Jan 22,2012 |
| Despite thin margins, FMPs have ruled the roost in 2011 with the top 10 AMCs managing around Rs. 90,000 crore. |
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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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| ‘We want to broad base our distribution’ says Rajan Krishnan |
| 02:42 Jul 28,2011 |
| Rajan Krishnan, Managing Director, Baroda Pioneer MF and one of the most experienced mutual fund professionals talks to Cafemutual about his plans for the fund house and the current state of the fund industry |
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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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| Is perpetual SIP the new trend? |
| 01:56 Apr 09,2011 |
| Perpetual SIPs find favor among distributors |
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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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| MF industry more stable after entry load ban |
| 05:43 Feb 24,2011 |
| The mutual fund industry has gained more stability since the ban on entry load, according to a study by Morgan Stanley; Gross inflow in existing equity schemes in 2010 was the highest in the last three years |
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| Most active funds fail to beat benchmarks |
| 03:04 Feb 23,2011 |
| A study by S&P and CRISIL says majority of actively managed mutual fund schemes in India have underperformed their respective benchmarks; Tarun Bhatia of CRISIL says the under performance highlights the difficulty in picking consistently successful stocks |
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| Equity schemes see inflows in Dec |
| 05:07 Jan 11,2011 |
| December saw reversal of trend in investments in equity schemes with net inflow of Rs 967 crore. This resulted in an increase in the AUM of equity schemes for the first time since June 2010 |
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| Int’l funds fail to take off |
| 06:27 Nov 16,2010 |
| International funds have not been able to excite the Indian investors. Why? |
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| BCG- CAMS Report on Indian Equity Mutual Funds |
| 06:44 Jun 30,2010 |
| Equity mutual funds have seen a spectacular growth in their AUM over the last few years. BCG and CAMS have produced a report based on an analysis of the equity mutual funds data with CAMS from 2003 to 2010. |
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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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| What to tell your prospective clients before onboarding them? |
| 06:39 Oct 30,2012 |
| A quick guide to help you make the right connection and build the right chemistry with your prospective clients. |
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| Is the retail model still attractive for mutual fund advisors? |
| 06:58 Oct 18,2012 |
| While some IFAs are beginning to restructure their business models towards High Net worth Individuals (HNIs), those IFAs wishing to build a retail client base are reworking their strategies. |
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| IFAs caution investors to stick to asset allocation |
| 12:03 Oct 14,2011 |
| Investors are getting jittery in the current market conditions but IFAs are asking them to stay invested |
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| A well-diversified portfolio is the key to safer, rewarding investing |
| 04:21 Jun 13,2011 |
| Arnav Pandya explains how your clients’ investments can be successfully diversified to gain the maximum out of it, without making the portfolio risk-prone |
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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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| Aligning your business with clients’ portfolio |
| 01:14 Nov 26,2010 |
| Amit Trivedi underlines the need to align their book of business with their clients’ portfolio |
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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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| 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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