MF News

Marzban Irani, CIO - Debt, LIC MF said that investors should not chase returns in debt funds; instead, they should look at risk adjusted returns to cushion their investment portfolio.

Prof. Raj Raghunathan of McCombs School of Business believes there is a lot more to happiness than just becoming rich, powerful and famous.

An investor group called Chennai Financial Markets and Accountability (CFMA) has accused FT MF of allegedly defrauding the 300,000 unitholders stuck in its six debt schemes that are under the winding up process.

Samir Rach, Fund Manager, Nippon India Mutual Fund talks about the current state of economy, Nippon India Small Cap Fund and more...

If investors are sure about the asset class and the investment horizon, they are unlikely to end up with negative returns from debt funds, say experts.

The Foundation of Independent Financial Advisors (FIFA) has requested SEBI to allow MFDs time till March 31, 2021 to comply with the requirement to modify their registered names. The association has also requested SEBI to introduce ‘Flexi-Cap’ category.

Ravi Gopalakrishnan, Head – Equity, Principal Mutual Fund talks about Principal Large Cap Fund that offers a portfolio of large Indian and US companies. The fund has the potential to deliver diverse benefits to Indian investors – consistent returns, lower volatility and a potential hedge against currency depreciation.

‘While investors need to buy and hold equity funds, they need not hold the ‘same fund’ for life. If underperformance is persistent, don’t hesitate to switch.’

Amandeep Chopra, Group President and Head-Fixed Income, UTI MF explains what lies ahead for debt funds.

Some experts believe that despite compliance challenges and cap on fees structure, RIA model remains lucrative.

SEBI’s new guidelines on RIAs has done away with the proposal in which RIAs were asked to surrender ARN of their family members.

In fact, Chennai based MFD Association, Independent Financial Professionals and Association has written to AMFI to issue clarity on names that can be used to comply with the new regulations.

You can complete KYC of clients through Tata AMC website.

Earlier in August, SEBI had permitted trustees to appoint a dedicated officer by October 1 to assist them in their work. SEBI said in a recent circular that the deadline has been extended till January 1, 2021, after receiving a representation from AMFI.

AMFI will extend validity of ARNs expiring between March 15 and December 30 till December 31.