Page 2 - Sip Mutual Funds

SBI Focused Equity Fund: Long-term wealth creator for investors

Investment objective of scheme is to provide investors with opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity-related securities

MFs to focus on stronger inclusion of investors from deeper geographies

India has witnessed tremendous growth in its mutual funds industry that has grown from Rs 1.13 lakh crores to Rs 31.7 lakh crores in AUM from March 2000 to February 2021.

Mutual Fund SIP asset base touches all-time high at Rs 4.67 trillion in May

SIP AUMs have seen a close to four-fold jump to Rs 4,67,366 crore as of May this year from Rs 1,25,394 crore as of August 2016.

Markets regulator penalises Franklin Templeton AMC officials, trustee

Sebi imposed a penalty totalling Rs 15 crore on senior officials of Franklin Templeton AMC and its trustee

Debt mutual funds: Sebi asks for disclosure based on interest, credit risk

In this regard, a display table has been made mandatory from December 1, 2021

New SIP registrations down 16% sequentially in April on Covid impact

Industry participants say that distributors have been facing difficulty to reach out to newer clients particularly in the rural areas

SIP collections drop to Rs 96,000 cr in FY21 amid pandemic-led disruptions

Covid-19 induced lockdowns led to income uncertainty.

Equity mutual funds see outflows for 8th straight month in Feb

Equity mutual funds witnessed an outflow of Rs 10,468 crore in February, making it the eighthconsecutive monthly withdrawal, with flexi cap category accounting for most of the outflow. However, investors put in Rs 1,735 crore from debt mutual funds last month after pulling out Rs 33,409 crore in January, data from the Association of Mutual Funds in India showed on Tuesday . Overall, the mutual fund industry witnessed a net outflow of Rs 1,843 crore across all segments during the period under review, compared to Rs 35,586 crore in January. Despite the outflow,asset under management (AUM) of the mutual fund industry rose to Rs 31.64lakh crore in February-end from Rs 30.5 lakh crore in January-end. As per the data, outflow from equity and equity-linked open ended schemes was at Rs 10,468 crore in February compared to Rs 9,253 crore in January. Barring multi cap, large & mid-cap and focussed fund categories, all the equity schemes have seen outflow last month. The newly created flexi

Franklin Templeton's shut funds receive Rs 13,120 crore so far

Franklin Templeton's six shut schemes have received Rs 13,120 crore from maturities, pre-payments, and coupons since their closure in April

Direct exposure to equities is fraught with risks for unseasoned investors

Begin investing directly in a very small portion of your portfolio and see if you have the flair for it

Trust Asset Management targets Rs 10,000 crore AUM in first 2 yrs

Trust Asset Management Company is the latest to enter the already cluttered mutual fund industry

Small towns account for 16% of MF asset base; Maharashtra contributes most

Assets from B30 locations increased to Rs 4.61 trillion as of October-end from Rs 4.47 trillion at September-end, a 3 per cent growth.

Equity MFs see fourth straight month of outflows over profit booking

Multi-cap funds saw the highest outflows among equity funds to the tune of Rs 1,903 crore

Sebi tweaks product labelling norms for MF industry, introduces new label

The regulator also released a detailed framework for assigning labels to various mutual fund schemes

Pratik Oswal on why overseas investing is imperative for Indian investors

Have a minimum of 15 to 20% (one or two) global funds in your portfolio for diversification, says Oswal

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

Advisor reckon longer horizon as category can see heightened volatility

MF investment in equity markets increased by four times in H1 2020

Further, consistent SIP (systematic investment plan) inflows into equity funds gave fund managers a healthy stream of capital to keep buying quality companies, say experts

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

AMC stocks turn vulnerable as SIP closure rises to 70% in March

Equity funds account for 42 per cent and 52 per cent of AUMs for HDFC AMC and Nippon AMC, respectively

Covid-19: SIP inflows may be hit as investors' incomes come under pressure

Those with investments in most-affected sectors such as hospitality, airlines seek closures, other consider a pause