Page 5 - Latest Updates on Mutual Fund
Children's fund: Lock-in is useful if you tend to exit amid high volatility
Before investing, understand the fund's portfolio composition, and whether it suits your risk appetite and horizon
 "Children's fund: Lock-in is useful if you tend to exit amid high volatility")
Index funds by life insurers vs mutual funds: What's a better deal
To invest in a small-cap index fund of a life insurance company, a customer will need to invest in a ULIP
 "Index funds by life insurers vs mutual funds: What's a better deal")
Net inflows in equity schemes rebounded to Rs 20K crore in October
The net inflows were also supported by the surge in investments coming through the systematic investment plan (SIP) route
 "Net inflows in equity schemes rebounded to Rs 20K crore in October")
Queue for MF licences thins amid quick Sebi approval, withdrawals
At the end of September, the regulator had only 2 pending applications
BS BFSI Summit: Rs 50 trn MF AUM is just tip of the iceberg, say experts
At the end of September 2023, the industry AUM stood at Rs 47.8 trillion
 "BS BFSI Summit: Rs 50 trn MF AUM is just tip of the iceberg, say experts")
BS BFSI Summit: From D P Singh to Swarup Mohanty, meet mutual fund CEOs
Mutual Fund CEOs Panel's theme on October 30: How to speed AUM growth from India to Bharat?
 "BS BFSI Summit: From D P Singh to Swarup Mohanty, meet mutual fund CEOs")
BS BFSI Summit: From S Naren to Sailesh Raj Bhan, meet mutual fund CIOs
Mutual Fund CIOs Panel's theme on October 30: Will global slowdown and 2024 general elections weigh on Indian markets?
 "BS BFSI Summit: From S Naren to Sailesh Raj Bhan, meet mutual fund CIOs")
Sebi speeds up NFO approval process; move comes as boost for newer players
Industry players said the pendency of applications has reduced drastically compared to last year. In several cases, NFOs have managed to obtain regulatory clearances in less than a month
 "Sebi speeds up NFO approval process; move comes as boost for newer players")
Invest in multiple single-factor funds with a 7 to 10-year horizon
Timing entry and exit in a single-factor fund is impossible
 "Invest in multiple single-factor funds with a 7 to 10-year horizon")
Mutual Funds add 77 mn SIP accounts in H1 to get back on high-growth track
This resurgence is bolstered by a robust performance of MF schemes, underpinned by a sharp market rebound since this year's lows in March
 "Mutual Funds add 77 mn SIP accounts in H1 to get back on high-growth track")
Equity mutual fund inflows moderate on smallcap, midcap redemptions
Net inflows stood at Rs 14,090 crore on strong SIP flows in September
Back-to-back launches in balanced hybrid space as MFs explore new options
After 360 ONE, Whiteoak launches funds in the less-known category
 "Back-to-back launches in balanced hybrid space as MFs explore new options")
Polycab India, Lodha, Shriram Finance, and PFC may migrate to largecaps
Further, Mazagon Dock, Suzlon Energy, Lloyds Metals and SJVN could migrate from smallcap universe to midcap universe, as per an analysis done by Nuvama Alternative & Quantitative Research
 "Polycab India, Lodha, Shriram Finance, and PFC may migrate to largecaps")
Capitalise on the industry insight by investing in its sector fund
Choosing such a fund based on recent returns can, however, jeopardise portfolio performance
 "Capitalise on the industry insight by investing in its sector fund")
TMS Ep524: Net neutrality, Santiniketan, mutual funds, iOS 17
Why is net neutrality being debated again? What does the heritage tag mean for Santiniketan? Should mutual fund investors redeem their holdings? What's new in iOS 17? All answers here
Domestic mutual funds anchoring more listings as issue sizes shrink
Have subscribed to shares worth Rs 2,850 cr as 'cornerstone investors' in 20 IPOs so far in FY24
Loans against mutual funds: Should you opt for it over a personal loan?
A loan against mutual funds significantly reduces the short-term borrowing (less than one year) cost
 "Loans against mutual funds: Should you opt for it over a personal loan?")
In mutual fund foray, Zerodha plans to emulate its broking playbook
To offer passive direct plans, while relying on digital route for distribution
 "In mutual fund foray, Zerodha plans to emulate its broking playbook")
Low risk appetite only sees hunger for hybrids growing, shows data
MFs expect hybrid funds to become investor favourites
 "Low risk appetite only sees hunger for hybrids growing, shows data")
Overseas holdings of MFs fall 13.5% in FY23, outlay at $5.6 bn in March
At the same time, the investment of foreign investors in Indian MFs increased by 1.6 per cent (in dollar terms) to $18.7 billion
