MF Schemes

Debt fund AUM grew at the same pace as equity funds over this one year

HDFC BAF becomes the first hybrid MF to cross ₹1 trillion in AUM, driven by a model-based strategy, steady performance and leadership in balanced advantage category

Strike a rich vein after a tough three-year haul of ₹2.8 trillion in outflows

The recent correction in AMC stocks follows a sharp rally driven by record gains in assets under management (AUMs), fuelled by the equity market surge, particularly among leading AMCs

Passive MF schemes, especially those tracking the Nifty 50 and Sensex, will need to offload their holdings in ITC Hotels as the stock will be excluded from these indices

Fund houses have started publishing their own stress test results for smallcap schemes every fortnight since March, amid concerns of "frothy valuations"

In the past fortnight, fund houses have approached Sebi for 20 NFO approvals

Cites failure to onboard the AMC under EOP framework

In line with the trend seen in previous election seasons, the equity market has been volatile in recent weeks even as the expectations of re-election of the BJP-led government remains strong

Lumpsum inflows into equity MF schemes spike to a two-year high in February

Nippon India, Mirae Asset stop taking fresh investments in their international schemes

Choudhary says he expects the central bank to start cutting rates by mid-CY 2024

This resurgence is bolstered by a robust performance of MF schemes, underpinned by a sharp market rebound since this year's lows in March

The debt-plus-arbitrage strategy will keep volatility lower as in the case of debt schemes, while also ensuring lower tax outgo for investors

More actively managed schemes manage to beat benchmarks in Q4, thanks to low holding in Adani Group stocks

An ELSS as a tax-saving option is mostly preferred by younger taxpayers

The mutual fund industry added Rs 2.2 lakh crore to its asset base in 2022, driven by consistent monthly increase in SIP (Systematic Investment Plan) flows. The Assets Under Management (AUM) of the mutual fund industry rose by 5.7 per cent or Rs 2.2 lakh crore to a total Rs 39.88 lakh crore in 2022, data from the Association of Mutual Fund Industry (Amfi) showed on Tuesday. 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 to Rs 37.72 lakh crore in 2021. "The industry grew at a slower pace in 2022 due to uncertainty in stock markets, and changing interest rate scenarios affecting the business environment at large. Understandably, investors have been in step with these changes by reallocating their investments between equity, debt and hybrid schemes," Gopal Kavalireddi, Head of Research at FYERS, said. While, the growth of 42-player mutual fund space in 2021 was mainly braced by a rally in the stock markets. The incre

Credit-risk rating based limits introduced for all new schemes; existing schemes to be grandfathered

Investors pulled out around Rs 6,580 crore from their SIP accounts in MF schemes for the pre-festive splurge

SIP inflows surged 2 per cent month-on-month (MoM) in September to Rs 12,980 crore, according to the latest data released by the Association of Mutual Funds in India (Amfi).