Page 30 - Mutual Funds

Tipping point: Despite good performance, don't bet on long-duration funds

Government borrowings could rise, causing a spike in yields of long-term bonds

Pausing SIP set to become simpler; more fund houses to offer option

Many fund houses don't yet offer the pause facility but are scrambling to put one in place for investors

Mutual funds investment in REITs, InvITs climbs 58% to Rs 980 cr in January

In comparison, an investment of mere Rs 7 crore was seen in REITs in January 2019 and Rs 611 crore in InvITs

Covid-19, FII sell-off hit liquid funds hard; RBI's LTRO may calm investors

The total outflow from mutual funds went up to Rs 2.35 trillion till March 29; bond yield spike led to redemption pressure

Covid-19 lockdown: MF equity flows could see a 10-15% dip in March

Participants say flows have shown resilience despite shutting of offline channels

Lack of liquidity in the debt markets hurts MF investors in debt categories

Experts say there has been heavy selling of shorter-tenure bonds in the markets, and given the lockdown, their buying capacity has shrunk significantly

Coronavirus outbreak: Sebi eases compliance requirements for brokers, MFs

Sebi release also hints that authorities intend to keep the markets open despite demands to keep it close to prevent it from falling

Coronavirus: MFs ask Sebi for more time in meeting debt scheme norms

Among other challenges, the industry is anticipating delays in publishing daily net asset values (NAVs) or dispatching physical cheques for redemption and dividend payments

90% of schemes in midcap category fare better than their benchmarks

In the past three months, the Sensex is down 30 per cent, the BSE Midcap and BSE Smallcap have fallen 24 per cent apiece

MF industry adds 300,000 investor accounts in Feb; total tally at 88.8 mn

Folios are numbers designated to individual investor accounts. An investor can have multiple folios

Change in debt valuation norms from April 1 to impact liquid schemes

Market participants said that some volatility has already been factored in the schemes

MFs investing in fixed-income securities see Rs 28,000 crore outflow in Feb

A total of Rs 43,825 crore was taken out from liquid funds, which invest in cash assets such as treasury bills, certificates of deposit and commercial paper for shorter horizon.

YES Bank crisis: Indiabulls Housing moves court seeking relief on AT1 bonds

According to court documents, the matter was mentioned on Monday. The plea will be clubbed with the petition filed by Axis Trustee, which represents the majority of the bondholders.

Domestic mutual funds continue to buy equities amid market volatility

According to the data sourced from Sebi, MFs bought Rs 18,871 crore worth of shares in the current calendar year

Mutual fund investors see some relief as markets stage a strong recovery

In one-month period, large-cap schemes down 20 per cent

Inflows to equity MFs touch 11-month high of Rs 10,730 cr in February

Overall, the mutual fund industry witnessed a net outflow of Rs 1,985 crore across all segments, mainly owing to withdrawal from liquid or money market category

YES Bank crisis: Sebi may impose curbs on MFs' exposure to perpetual bonds

According to the data sourced from primemfdatabase.com, MFs' exposure to the AT-1 bonds - also called perpetual bonds - stood at Rs 37,687 crore as of January 31, 2020

MF equity flows climb to 11-month high, garner over Rs 10,000 crore

Advisors say client queries have spiked after Monday's 2,000-point crash; small investors hike SIP allocations amid the volatility

Sebi allows non-bank custodians to manage gold, related instruments

The move is aimed at reducing concentration of custodial services for gold or related instruments, Sebi said

Pension market set for deep reforms; foreign funds to get more leeway

This could entail a thorough rewrite of the pension products that insurance companies and some mutual funds offer today