Page 2 - Mutual Funds Investors

Value-oriented schemes lead return scorecard in Q1 of new financial year

Advisor reckon longer horizon as category can see heightened volatility

Franklin MF in talks with bond issuers to list unlisted debt on bourses

Fund house exploring ways to expedite secondary market sales to boost liquidity

Equity schemes see cuts in H1CY20 as investors book losses, exit portfolios

MF experts say that market volatility is likely to continue as economic outlook remains uncertain and Covid-19 is still a major concern

Mutual funds rebalancing in May shows preference for low-beta stocks

Market observers say selling these two stocks were more of a tactical call following a sharp run-up in them during April

Max Financial says Nippon MF sold its own investments, not pledged shares

Share sale by fund house had led to speculation on promoters' pledged shares being invoked

Credit funds could see unlisted exposure rise over high redemptions

Shrinking asset size has added to challenges in bringing down levels of such investments

Mutual funds apply for new funds to take advantage of market recovery

Fund managers say stocks in the sector are available at beaten-down valuations, and large-sized banks will play critical role as credit off-take will be key to economic recovery

Gujarat HC stays Franklin Templeton MF's voting process following plea

According to experts, this move could delay the wind-up process of monetising the scheme assets and distributing the payouts to investors

Debt fund managers bet on shorter duration play to ride RBI easing

Fund managers expect yields to remain elevated at the longer-end of the yield curve in light of government's borrowing plans

Brokers see hit on distribution income as flows in equity schemes taper

In April -- which was the first full month post-lockdown -- equity flows were down 47 per cent down to Rs 6,212 crore, reflecting the impact of lockdown

Inter-scheme transfers in mutual funds elevated amid debt crisis

Sebi data reveals transactions remained high in both March and in April

Share of high-fee yielding equity slips in MF industry's asset mix

Industry likely to see revenues come under pressure in new financial year

India's MF industry gets 'average' grade on regulation and taxation

Morningstar says fund governance strong positive, bundled fee structure can be reviewed

Franklin fiasco puts the spotlight on risks in shorter-tenure debt schemes

Crisis could trigger tweaking of categorisation norms by Sebi, say experts

Sebi eases default valuation for MFs, allows valuers to make exceptions

According to market participants, the move will help in stalling mark-to-market impact on portfolios of debt schemes due to the cornavirus-related lockdown and provide relief on exposures to NBFCs

Amid growth hurdles, mutual fund advisors see 51% dip in new entrants

In FY20, registrations for new independent financial advisors reduced to 8,594

Mutual funds likely to get Sebi lifeline to tide over liquidity woes

Market regulator likely to relax 20% cap on MF borrowing

Mutual funds investing in debt funds see Rs 1.95 trn outflow in Mar

Banking and PSU funds saw an outflow to the tune of over Rs 6,300 crore, while the same for credit risk fund was over Rs 5,500 crore and corporate bond category close to Rs 3,800 crore

Covid-19: Sebi curtails cut-off timings for mutual funds from 3 pm to 1 pm

Equity scheme investors will have to invest before 1 pm to get same day's net asset value

Claiming loss will be useful if you have capital gains in FY20

Remember, it is mandatory to file I-T returns by the due date to carry forward losses to the following years