Page 21 - Mutual Funds

SEBI may issue norms for minimum holding in liquid assets for MFs

Tyagi also noted that the mutual fund industry, however, also went through several patches of challenges, especially on the debt mutual fund side

No compulsion to invest in mid/small caps; be 'true to label': SEBI chief

On September 11, SEBI said that multi-cap funds will now invest minimum 75 per cent of total assets in equities with 25 per cent each in large cap, mid cap and small cap companies

Trustees, asset managers in a bind over Sebi diktat on appointing officer

The August 10 circular mandates trustees to appoint a dedicated officer to assist them in their work

Sebi asks MFs to put in place policy on trade execution, allocation

Sebi asked mutual fund houses to put in place a policy specifying role of several teams engaged in fund management and back office with regard to execution of order and allocation of trade

Sebi working on new norms to label risks for various MF categories

Depending on the risk profile, mutual fund (MF) schemes are currently divided into five buckets, ranging between 'low risk' and 'high risk'

Sebi queers the pitch for fund managers with latest multi-cap circular

The recent circular follows the 'true-to-label' concept, but large funds in the multi-cap category may be forced to merge in the absence of sufficient small-cap options

Amfi signs 4 more cricket players to create awareness about MFs among youth

Industry body Amfi on Monday said it has roped in four more cricket stars -- Rohit Sharma, Shikhar Dhawan, Jasprit Bumrah and Shreyas Iyer-- for their ''Mutual Funds Sahi Hai'' campaign

Multi-cap funds and the latest Sebi directive

Earlier, the minimum investment in equity and equity-related instruments was 65 per cent of total assets.

Will Sebi's fatwa for multi-cap funds work? Only the market will determine

Sebi's new diktat says multi-cap equity funds must invest a minimum of 75% in equities, up from 65%, with at least 25% each in large-caps, mid-caps, and small-caps

Mutual funds huddle to play Sebi's googly on multi-cap schemes

Markets regulator to examine proposals by industry on ensuring compliance with true-to-label and appropriate benchmarking

Regulatory management

Sebi's new circular may lead to an avoidable churn in the market

Sebi issues clarification on asset allocation framework for multi-cap MFs

In its latest press release, Sebi noted that some sections of media have reported various views on the circular and various conclusions are being drawn

Reliance's dream run in the market has equity mutual funds worried

Money managers can't buy more of India's most valuable company as actively-run plans aren't allowed to own more than 10% of a single stock

Multi-cap funds must invest 25% each in small, mid, large-cap stocks: Sebi

As a result, a lot of multi-cap schemes' investment were skewed towards the large-caps

Investors can look at dynamic asset allocation funds: DSP Mutual Fund Prez

'Markets have generally been more expensive than the historical averages for some time now', said Parekh

Indian MFs turn to global funds for better yields, reduction of home bias

Financial planners recommend setting aside 5 to 10 per cent of one's portfolio in international funds

Sebi modifies mutual funds portfolio segregation norms amid Covid-19

Markets regulator Sebi on Wednesday modified norms pertaining to segregation of portfolio in mutual funds by asset management companies amid the coronavirus pandemic. Generally, segregation is done to separate distressed assets from other more liquid assets in a portfolio. In the wake of the pandemic, the watchdog said the trigger date for segregation of portfolio would be the date on which proposal for debt restructuring was received by the asset management company (AMC). Segregated portfolio can be created in a mutual fund scheme by an asset management company in case of a credit event, which includes downgrade to below investment grade and subsequent downgrades in credit rating by a Sebi-registered credit rating agency, as per the regulator's circular issued in December 2018. The latest modifications, that is effective immediately, would be in place till December 31, 2020. On August 6, the Reserve Bank of India (RBI) permitted lending institutions to extend the resolution facil

65% SIP assets below 3 years amid chase for high returns, shows data

Only 17 per cent of SIP assets are over the five-year mark, which is considered ideal for equity investments to even out the impact of market volatility

Female fund managers beat men at stock picks: Goldman Sachs Group

"Even after adjusting for risk, female-managed funds have outperformed their counterparts amid the pandemic-related market swings," Goldman strategists led by David Kostin wrote in a note to clients

MF industry: Market rally, lockdown easing spur four-fold rise in IFAs

Number of new entrants still lower than previous fiscal's monthly average