Page 6 - Mutual Funds

Debt MF schemes doing well in stress tests: RBI financial stability report

The central bank says stress tests show risks faced by debt schemes is within limits

BOI MF settles 'inter-scheme transfer' case with Sebi, pays Rs 3.93 cr

The fund house along with five individuals pay Rs 3.93 crore for the settlement

Invest in long-term debt? Dynamic bond fund managers on the fence

In November, nearly half the dynamic bond fund (DBF) schemes raised the allocation to medium-to-longer-duration papers

Sebi mulls fresh CDS play for MFs as it seeks to boost corporate bond mkts

Regulator sets up working group to spot lacunae in failed framework introduced over a decade ago

Investors must have moderate return expectations in 2023: Nippon India exec

Earnings could be challenging as global economic growth is weakening, says Sailesh Raj Bhan

Debt fund YTMs stabilise, but peak still a few basis points away

YTMs of all debt fund categories, except credit risk and overnight, in a narrow range of 6.3-7.3%

Hold on to equity funds in 2023 despite turbulence, say experts

If you exit the market now, you could be left on the sidelines when a sustained recovery begins

Mutual funds see muted growth in 2022, expect better days in new year

After a spectacular 2021, the mutual fund industry failed to continue the momentum this year with the growth in asset base, investors count and flows subsiding in 2022 on volatile market conditions, but the New Year is expected to be relatively better. The industry grew at a slower pace in 2022, mainly due to global headwinds, including the Russia-Ukraine war, supply chain bottlenecks and a decadal high global inflation coupled with rising interest rates. The 2021 growth was mainly braced by a rally in the stock markets. The assets under management (AUM) of the mutual fund industry rose by 7 per cent or Rs 2.65 lakh crore in 2022. 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 seen in 2021, data from the Association of Mutual Fund Industry (Amfi) showed. Swapnil Bhaskar, Head of Strategy, Niyo, said the mutual fund industry growth in 2023 is expected to be in line with the current trend with estimated assets under .

Sebi initiates detailed study of fees, expenses charged by mutual funds

Capital markets regulator Sebi on Friday said it has initiated a detailed study of fees and expenses charged by mutual funds. The study would endeavour to provide data as input for policy formulations, the Securities and Exchange Board of India (Sebi) said in a statement. The policies would seek to balance the need for facilitating financial inclusion, encouraging new participants, leveraging economies of scale, encouraging adoption of technology, discouraging cross subsidisation across schemes, closing arbitrage opportunities if any, and curbing malpractices if any. The regulator has commenced "detailed study of existing provisions applicable for fees and expenses in mutual fund schemes vis-a-vis market practices". Based on the study, if required, appropriate policy measures would be undertaken after following the established process of stakeholder as well as public consultation. The move is part of an ongoing exercise to continuously align regulatory provisions to reflect the ma

The reason you must hold on to equity funds despite turbulence in 2023

If investors exit the market now, they could be left on the sidelines when a sustained recovery begins

Baroda BNP Paribas AMC collects over Rs 1,234 cr for new multi asset fund

Baroda BNP Paribas Mutual Fund has garnered more than Rs 1,200 crore during the new fund offer period for its latest multi asset fund. The new fund, which was opened from November 28 to December 12, has mobilised Rs 1,234 crore during the NFO (New Fund Offer) period, the fund house said in a statement on Thursday. This is the second new fund offering by the fund house in the past nine months since the formation of the merged entity in March 2022. Suresh Soni, CEO, Baroda BNP Paribas Asset Management, said the new fund has received wide participation from investors and distribution partners across cities and towns. "This comes on the back of the overwhelming response we received for our flexi cap fund a few months ago." The multi-asset fund is a growing category, even though the existing category's asset under management is relatively modest at Rs 22,361 crore as of November 2022. The new fund invests in a mix of equity, fixed income and gold ETF (Exchange Traded Fund). Equity aims

Asset management companies fear 'transaction fee burden' on margins

Online mutual fund platforms are set to get a go-ahead to charge transaction fee

MF industry has growth potential but talent a concern: CEOs at BFSI Summit

Top MF executives believe that debt funds lik equity schemes can reach households if pitched well

Industry can aspire to reach $5 a person monthly SIP in five years: Bhatia

With this, monthly SIP inflows can reach Rs 50,000 cr, says Sebi whole-time member

BS BFSI Insight Summit 2022: Meet the top CEOs of mutual fund industry

Here is the list of top CEOs of mutual fund industry on panel for the BS BFSI Insight Summit 2022

BS BFSI Insight Summit 2022: Meet the top CIOs of mutual fund industry

Here is the list of top CIOs of mutual fund industry on panel for the BS BFSI Insight Summit 2022

Listen to the expert: Why a professional investment advisor matters

A Sebi-registered investment advisor is qualified to help you manage your finances

2022 corrected markets midway, valuations still high: UTI AMC's Ajay Tyagi

In a Q&A, Tyagi says 2023 could be a year of consolidation because the market is trading at a 15-20% premium to long-term averages

Three-fold growth in index fund AUM in 2022, ETF assets cross Rs 5 trn

Index fund growth led by debt schemes, with fund houses launching target maturity funds this year

Short duration optimised for YTM is the best strategy right now”