Cafemutual.com | Mutual Fund News India | Mutual Fund Analysis | Mutual Fund Advisors, IFAs

May 2025

Vivriti Alt SIFs can be the UPI moment for MFDs

Abhinay Kumar

NFO News NFOs open on June 17

Passives Cafemutual passives ready reckoner for June 2025 is now active

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Passives Ready Reckoner Index June 2025

Passives Ready Reckoner ETF June 2025

MF News In less than a year, RIAs and RAs earn Rs.5 crore in fees

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MF News NRIs with KYC ‘Registered’ status can invest across fund houses without re-KYC

Nishant Patnaik

MF News AlphaGrep receives in-principle approval from SEBI to sponsor mutual fund

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MF News Your bulletin for the day

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MF News Mutual Funds’ anchor investment in IPOs triples to ₹21,583 crore

Passives ICICI Pru MF launches index fund/ETF tracking Nifty Top 15 Equal Weight Index

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Passives Groww MF launches India’s First ETF Tracking the Nifty India Internet Index

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Passives Tata AMC receives IFSCA approval to commence operations in GIFT City

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MF News MFDs should create a sense of ‘retirement as fun’ among their clients

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Insurance Which life insurer had the most loyal customer base in FY25?

Suhail Chagla

Insurance Sat Pal Bhanoo is the interim CEO of LIC

MF News Canara Robeco MF launches Nivesh bus yatra in Punjab

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MF News MF industry adds about 3.20 lakh new investors in May

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Business Development Lessons my father taught me

Suhail Chagla

Passives Passives are about selling reliability, cost effectiveness and transparency over excitement’

Kushan Shah

MF News 43% of direct plans and 67% of regular plan underperformed in 3 years: SEBI WTM

Nishant Patnaik

MF News Mukesh Ambani led Jio BlackRock enters into financial advisory business

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MF News SEBI to launch validated UPI handles and SEBI check tool to enhance security

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MF News JioBlackRock MF all set to start its mutual fund journey with active debt funds

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MF News Lakshmi Iyer to join Bajaj Finserv as Group President for Investments

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MF News FM tells IRDAI, PFRDA,SEBI and RBI to expedite uniform KYC and simplify KYC for NRIs

Nishant Patnaik & Suhail Chagla

Vivriti Alt SIFs – A road to future proofing the MFD profession

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Vivriti Alt ITI MF launches Diviniti SIF

Ask Us MFDs entitled to get trail commission on transferred SIPs without any waiting period

Nishant Patnaik

MF News The mutual fund industry’s AUM reaches all time high Rs.72 lakh crore

MF News MFDs can increase their SIP book substantially through daily SIPs

NJ Wealth Feature

Success Stories This Pune MFD writes poetry on nature, healing and self-discovery

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MF News Direct AUM under RIAs has increased by Rs. 1 lakh crore in FY25

Kushan Shah

Vivriti Alt SEBI extends the timeline for migration of VCFs to AIF regulations by one year

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MF News ‘MFDs will have to move towards passives to sustain and grow their business’

Kushan Shah

NFO News DSP MF launches two index funds focusing on on IT and healthcare sectors

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Vivriti Alt ‘Investing in private credit funds is like running a bank like book’

Abhinay Kumar & Nishant Patnaik

Passives All you need to know about ETFs: Evolution, features and myths

Abhinay Kumar

MF News Shortlisting an MF scheme for your clients; do check how active is your active fund?

Vivek Jain

Vivriti Alt Why are wealthy investors turning to private debt funds?

Vivriti AMC

MF News Submit Annual Declaration of Self-Certification (DSC) by June 30 to avoid withholding or forfeiture of commission

Nishant Patnaik

Business Development Operation Sindoor: ‘Every terrorist attack reduces India’s GDP growth by 0.75%’

Suhail Chagla

MF News RBI cuts repo rate by 50 bps

Kushan Shah

Vivriti Alt Valuation of large cap stocks is fair: Motilal Oswal Private Wealth

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Vivriti Alt Emkay launches small and midcap PMS and AIF

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Passives Your guide to a passives only portfolio

Kushan Shah

Ask Us ‘US based NRIs have to pay taxes on notional gains from Indian mutual funds’

Nishant Patnaik

MF News The MF industry receives over 18,000 complaints in FY25

Kushan Shah

Passives Net inflows in passive funds doubled in FY 2025

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MF News SEBI modifies investment charter for investment advisers

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NFO News Samco MF launches large & mid cap fund

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MF News How did India’s top 50 equity funds perform over 5 years?

Nishant Patnaik

MF News Check the MF AUM of your city

Abhinay Kumar

Passives ‘Indian investors will adopt passives faster than the USA’

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Ask Us AUM transfer by investor to new ARN: Always check if a previous transfer has taken place

Nishant Patnaik

NFO News Tata MF launches index fund focusing on midcaps

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Insurance Should you recommend term policies offering coverage till 85-100 years?

Suhail Chagla

Insurance Dinesh Pant and Ratnakar Patnaik are the new MDs of LIC India

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Vivriti Alt Why private credit funds make sense for MFDs?

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MF News Who are the consistent performers in the MF industry?

Kushan Shah

Vivriti Alt India has the fourth largest population of HNIs globally

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MF News Maharashtra, New Delhi and Gujarat are top three states with highest MF assets

Abhinay Kumar

MF News Equity appetite of investors increases across all age groups: AMFI

Kushan Shah

MF News Regulator, AMC, distributors job is not just to grow AUM, but to build ecosystem: SEBI WTM

Suhail Chagla

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