Page 43 - Mutual Funds

Are mutual funds now less inclined to be activists?

Voting patterns for the last financial year show an interesting trend

The rising attrition in mutual funds

Many AMCs still judge their fund managers on their quarterly performance

Tipping Point: Beware of concentration risk in funds

Funds that are more concentrated can give you higher returns but will also be more volatile

Mutual funds load large-caps, reduce small-caps in first quarter

Meanwhile, ownership levels in mid-caps inched up 90 bps, while that in small-caps reduced 10 bps

MFs with exposure to RInfra stare at losses on downgrade of debt paper

As of June 30, at least 3 had total exposure of Rs 4.6 billion to the latter's debt paper

Financial planning: Readers' Corner

SIP in equities is not quite the same as doing SIP in a mutual fund

Equity mutual funds inflow rise 15% to Rs 330 billion in Q1 of FY19

SIP is an investment vehicle that allows investors to invest in small amounts periodically instead of lump sum

Gaining heft

Few red marks in pvt mutual funds' 25-year scorecard

MFs dangle ESOPs carrot to retain top talent ahead of stock market listings

Companies typically give out 60-100 per cent of cash compensation as ESOPs at CXO levels

Mutual funds' asset base surges 20% to Rs 23.4 trillion in Apr-Jun quarter

The total asset base of all the fund houses put together was Rs 19.52 trillion in April-June 2017

25 years of MF: Despite shocks due to bad decisions, industry has done well

The MF industry bounced back within a couple of years mainly due to improving market conditions and rising investor interest in direct plans

25 years of private sector MF: Rearranging the pillars

The emergence of robo advisors has transformed the landscape of MF distribution over the past few years

25 years of private sector MF: Many foreign players bite the dust in India

Some fund houses were neither able to gather critical mass of assets, nor build a distribution network

Choose funds offering high risk-adjusted returns: All you need to know

Your investment journey will have more ups and downs if you opt for a fund that offers high returns, but is also more volatile

IPOs have valuation, information risks: Wait for some time after listing

You might actually get the stock cheaper once the euphoria is over

25 years of private sector MF: Products, access and literacy have been key

The effort in creating customer awareness through targeted campaigns such as 'Mutual fund sahi hai' has also significantly aided the adoption of mutual funds among retail investors

Mutual fund industry seeks Sebi intervention in distributor commissions

While the Sebi has repeatedly asked AMCs to stick to the guidelines issued by industry body Amfi, industry participants said there are several cases where guidelines are being blatantly violated

Mutual funds bat for location-neutral incentives to bring new investors

Sector experts say the momentum from smaller cities and towns remains strong

Investors pump Rs 24,479 crore in equity mutual funds in April-May

The strong inflow pushed the asset base of equity mutual funds (MFs) by more than 6 per cent to Rs 8tn by May-end from Rs 7.5tn at end-March.

MF equity flows below one-year average for third straight month

Industry players say given the volatility, inflows are holding up well