Morningstar

Health insurance reforms, exotic fruit diet: Top personal finance stories

This week we tell you about the changes in health insurance subscription and the health benefits of pricey fruits

ESG funds continue to see outflow, Rs 520 cr pulled out in June quarter

Sustainable or ESG (environmental, social, and governance) funds in the country witnessed an outflow of Rs 520 crore in the April-June quarter of this fiscal, according to a report by Morningstar. This was higher than a withdrawal of Rs 470 crore seen from such funds in the preceding quarter. "While initial fund launches have attracted significant interest and flows, we have yet to witness continued flows for sustainable funds after their initial fund launch period. This has resulted in the lack of a discernible trend on a quarterly basis," the report noted. Continuing the trend of outflow, the year-to-date 2023 withdrawal was at Rs 1,060 crore as compared to Rs 1,020 crore in the preceding year. This is in contrast to the infusion of Rs 1.83 lakh crore for the year to date in the overall fund market. The report revealed that the coronavirus pandemic led to a marked increase in investor interest and fund launches for sustainable funds globally. "While the Indian sustainable fund .

DBS Bank India offers Morningstar-curated investments on risk preference

The feature called 'digiportfolio' uses tech and human expertise to customise investment options for different investors

Markets hit by deeper corrections may outperform India: Morningstar CEO

Indian investors doing right by holding on during corrections, says Kunal Kapoor

Morningstar cuts hundreds of jobs in Shenzhen amid China restructuring

Several hundred people among its 1,000-strong workforce in the southern technology hub have been affected, the Chicago-based financial services company said on Wednesday

FPI holdings in Indian equities down 6% at $612 bn in March qtr: Report

The value of foreign portfolio investors' (FPI) holdings in domestic equities reached $612 billion in the March quarter, down 6 per cent from the preceding quarter, according to a Morningstar report.

Debt MFs see Rs 1.2 trn outflow in Q4 as withdrawals continue: Report

Mutual funds focused on investing in fixed-income securities saw an outflow of Rs 1.2 crore in the March 2022 quarter on massive withdrawal from segments, said a report by Morningstar India

India focused offshore funds, ETFs log $435-mn outflow in Q3: Report

This was way higher than the net outflows of USD 95 million registered during the quarter ended September 2021

India, US mutual fund industry earns 'top' grade for disclosure: Report

The mutual fund industry of India and the US received "top" grade for robust disclosure practices in areas such as fees and transparency of fund holdings

India sets high benchmark for global MF industry on disclosure: Report

According to Morningstar biannual Global Investor Experience report on disclosure, India, along with the US, received "top" grades due to their robust disclosure practices

Morningstar shifts to debt, says valuations for Indian equities stretched

The firm believes that investors are relying on the benefits of future growth opportunities to stoke returns, which may not be good investor behaviour

Morningstar downgrades two HDFC Mutual Fund's equity schemes to 'silver'

The equity schemes had combined asset base of over Rs 33,000 crore

Wealth managers advise clients to invest in US-oriented offshore products

International funds delivered 6.8% returns in one year, against large drawdowns in domestic funds

Morningstar revises its ratings for three debt-oriented mutual fund schemes

Research firm says important to re-visit ratings for portfolio liquidity, redemption pressures

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

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

Covid-19 impact: Sebi may tweak pay structure of top MF executives

Caps on variable pay, staggered bonus payouts among likely steps to rein in risky moves by fund managers

Women fund managers outperform men on delivering returns: Morningstar study

Manage Rs 3.59 trillion or 13% of MF industry assets, yet remain under-represented in the industry, constituting only 8% of the country's fund manager population

Govt measures don't address slowing consumption demand, says Matt Wacher

Wacher says the investment manager is underweight on India

India's mutual funds industry improves the global ranking on fees

The Morningstar's biennial study noted that the cost of investing in debt (fixed-income) funds was much cheaper than equity funds

Before investing in Morningstar's PMS, take a close look at cost structure

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