Page 5 - Mutual Funds

Setting benchmarks: Here are 10 high-performance diversified equity schemes

They are an assortment of above-average short- and long-term returns, low expense ratios, and lower investment risk. Krishna Kant cherry-picks the best in class

Enam AMC looking to raise $1 billion from its maiden vision portfolio

Portfolio manager Enam Asset Management Company (AMC) on Monday launched its maiden vision portfolio with a target to garner USD 1 billion at close. The maiden offering -- Enam India vision portfolio -- is targeted at the mass affluent segment of investors with a minimum investment of Rs 50 lakh. Enam AMC has been in the market for the past two decades and manages assets worth USD 3.48 billion as of December 2022. It has a team of 15 investment professionals across fund management, research and ESG, its Co-Founder and Chief Investment Officer Jiten Doshi said. The company is part of the Enam Group established in 1984 and was co-founded by Vallabh Bhanshali, Nemish Shah and Jiten Doshi.

Mutual funds, FPIs show appetite for a slice of Adani FPO anchor pie

Bankers see excess demand in Rs 6,000-cr anchor book

Kenneth Andrade's PMS gets in-principle approval for mutual fund foray

Alternative asset management platform Alpha Alternatives latest to apply for MF licence

Mutual funds use correction to buy blue-chip stocks, shows data

HCL Technologies, Dr Reddy's Lab and Tech Mahindra were among the top-sells in December

MFs eye GIFT City route to cross foreign investment limit barrier

Plan products to leverage individual LRS limit for global exposure

MFs' SIP collection grows 31% to Rs 1.5 trn on higher retail participation

The SIP book has grown consistently from Rs 11,305 crore in December 2021 to an all-time high of Rs 13,573 crore in December 2022

India's premium valuations remain a challenge: Invesco MF's Taher Badshah

Equity valuations are unlikely to expand further unless there are surprises on the earnings front or developed economies do much better than expected, says Taher Badshah of Invesco MF

Surging ahead: Mutual fund investor count rose 20% in 2022, shows data

The net folio addition also declined 19 per cent, compared with the previous year, reveals data from the Association of Mutual Funds in India

Market regulator Sebi considers allowing sponsor-less mutual funds

Issues discussion paper proposing radical changes on ownership structures

Sebi mulls allowing PE funds to become sponsor of mutual fund house

The Securities and Exchange Board of India (Sebi) has sought comments from the public till January 29 on the proposals

Mutual fund industry AUM rises 5.7% to Rs 2.2 trillion in 2022: Amfi

The mutual fund industry added Rs 2.2 lakh crore to its asset base in 2022, driven by consistent monthly increase in SIP (Systematic Investment Plan) flows. The Assets Under Management (AUM) of the mutual fund industry rose by 5.7 per cent or Rs 2.2 lakh crore to a total Rs 39.88 lakh crore in 2022, data from the Association of Mutual Fund Industry (Amfi) showed on Tuesday. This was way lower than a surge of nearly 22 per cent or an increase of close to Rs 7 lakh crore in the asset base to Rs 37.72 lakh crore in 2021. "The industry grew at a slower pace in 2022 due to uncertainty in stock markets, and changing interest rate scenarios affecting the business environment at large. Understandably, investors have been in step with these changes by reallocating their investments between equity, debt and hybrid schemes," Gopal Kavalireddi, Head of Research at FYERS, said. While, the growth of 42-player mutual fund space in 2021 was mainly braced by a rally in the stock markets. The incre

Removing barriers to entry

Policies should focus on improving the ease of entering business, not just the ease of doing business

You can't pick next yr's winner asset class, so build diversified portfolio

Give higher weight in your core portfolio to asset classes that offer greater stability

Active mid-cap, small-cap schemes fly high with 'benchmark-beating' returns

The study also shows that over 50 per cent of the active flexi-cap schemes have not been able to beat the benchmark Nifty 500 TRI in 1-year, 3-year and 5-year time frames

Regulating global index providers may put MFs in a spot, fear experts

Under the proposed norms, overseas index providers investing in global assets will also be required to comply if they have users in India

MF growth slows down in 2022 after sprinting three years on the trot

Among the top-20, PPFAS and Canara Robeco grew the fastest last year

Varun Beverages, ABB India rise to MFs' largecap bucket after strong run-up

Muthoot Finance, Paytm move to the midcap list after MF industry rejigs stock classification

70-80% active large-cap MF schemes underperform benchmarks in 2022

2022 INERTIA Weak returns from minority allocation in small- and mid-caps, limited Adani exposure

Small savings are an attractive option for investors in lower tax brackets

Though debt mutual funds are currently offer yields to maturity that are marginally higher than small savings