Markets regulator Sebi on Wednesday extended the deadline for mutual fund account holders till January 1, to nominate a beneficiary or opt out of it by submitting a declaration form, failing which their folios will be frozen. Earlier, the deadline for existing

The best thing to come out of the exercise that the capital market regulator undertook in 2018 to re-categorise mutual funds was standardisation. The definition of large-cap, mid-cap and small-cap funds was standardised so that all equity funds could follow the same definition. Advances in the equity markets have led to an increase in the market capitalisation of each of these groups of stocks. But the number of these stocks in each of these baskets has remained the same. Perhaps the time

In the world of investments, the question of when to start a Systematic Investment Plan (SIP) in the stock market has been a long-standing conundrum. While investors often seek the perfect timing to maximise returns, a recent analysis by WhiteOak Capital AMC reveals insights that challenge conventional wisdom.

In a communique to mutual fund houses, the industry body Association of Mutual Funds of India has said investments in non-ETF overseas securities may continue till further notice. The regulator has issued these instructions to AMFI, which in turn, has passed on the message to fund houses.

Silver prices globally are on a tear, hitting a three-year high in the international market and nearing the Rs 82,000 per kg level for the first time ever in India. Further, after giving flat returns on a one-year basis, silver exchange-traded funds (ETFs) have surged more than 13 percent in the past three months. So does this precious metal still offer mutual fund investors an opportunity to bet on this asset class?

Smallcap mutual funds saw outflows for the first time in 30 months in March, as investors turned cautious after the capital markets regulator the Securities and Exchange Board of India (SEBI) raised concerns over "froth" in the segment. Inflows into open-ended equity mutual funds slumped 16 percent to Rs 22,633 crore in March, led by outflows in smallcap funds, data released by the Association of Mutual Funds of India (AMFI) on April 10 showed. Inflows into equity funds have remained in t

Buoyant economic outlook and increased market participation helped drive the inflows in the mutual fund industry through systematic investment plans or SIPs route to record Rs 2 lakh crore in 2023-24, marking a rise of 28 per cent year-on-year. In comparison, an inflow of 1.56 lakh crore was witnessed through this route in 2022-23, Rs 1.24 lakh in 2021-22 and Rs 96,080 crore in 2020-2021, data with the Association of Mutual Funds in India (Amfi) showed.

The Reserve Bank of India has tightened norms for lenders relating to making investments in units of Alternative Investment Funds (AIFs) to address concerns relating to possible evergreening of stressed loans. The central bank is seeking to put a stop to transactions that entail substitution of direct loan exposure of lenders to borrowers with indirect exposure through investments in units of AIFs as such transactions lead to concealment of the real status of stressed loans. An AIF is a pr

The Union Minister believes that vital information should move at the same pace as the remainder of the commercial. He requested that the countryNulls largest stock exchange work with asset management firms to work on this issue, and he offered regulatory adjustments to facilitate this.

Could you summarise the year 2023 in the form of business lessons? What are the three business lessons it taught every MFD/RIA? First – A broad trend (started prior to 2023 and will continue beyond 2023) is that margins (total expense ratio and consequent commission) are going to be under pressure. They may remain the same, and if they change, they would become marginally lower, but not higher. However, there is no need to fret as the scope is huge. Go for volume and new client acquisition. A

Liquid mutual fund outflow in March stands at Rs 157,970.38 crore, as per Amfi data. This is the sharpest reversal in trend from the February data, when investors poured in Rs 83,642.33 crore in the liquid mutual funds. Liquid mutual funds invest money in debt instruments like government securities, commercial papers and treasury bills that mature in 91 days. Hence, these instruments are less prone to risks associated with interest rate change. ''The Finance Act 2023 took away the favourable ra

The October 2023 mutual fund industry data released by Association of Mutual Funds in India (AMFI) highlighted some key insights. While all equity mutual fund categories witnessed inflows, debt funds saw inflows after two consecutive months. Gold ETFs rose to ?841 crore in October from ?175 crore it received in September.