MAHINDRA MANULIFE AMC
MFs sound caution on ‘excessive’ valuations in mid & small-caps
The share of mid-cap and small-cap companies in India's total market value reached a record high in May. Fund managers caution that the sharp rise in these shares may be excessive, citing excessive valuations in the segment.
Manufacturing theme offers a diversified portfolio. Anthony Heredia explains how
We believe the Production Linked incentive (PLI) along with the need for global corporates to de-risk their China play offers a secular opportunity that is likely to pan out over the next 3-5-7 years. Government is also monitoring the PLI implementation, making necessary changes if needed to resolve any problem areas as well as adding more products covered under PLI.
Mutual fund houses roll out manufacturing sector-focused schemes; should you bet on this hype?
The buzz around manufacturing sector is driving AMCs to roll out new funds.
Foreign-themed mutual funds rally up to 80% in a year. Should you go international?
International funds, including top performers like Mirae Asset NYSE FANG+ETF FoF, showed strong growth. However, concerns arise with Sebi's restrictions on overseas ETF investments and varying earnings growth in indices like Hang Seng and CSI 300.
Investors have shifted from small & midcaps to flexi, multi, thematic funds: Anthony Heredia
Anthony Heredia observes a shift in investment trends towards flexi, multi, and thematic funds over small and midcaps. SIP numbers surpass 20,000 crores in April. Industry focuses on easing KYC process for investors.
3% mutual fund accounts have ‘KYC Hold’ status: AMFI
After mutual fund KYC (know your customer) rules came into effect from April 1, around 3% of MF accounts have ‘KYC Hold’ status, stated the Association of Mutual Funds of India (AMFI) on Thursday.
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Anthony Heredia’s guide for investors – don’t go by past returns, stay diversified & use SIPs
“We are telling people not to fall in love with categories based too much on what is being discussed, what is past returns; probably a better thing to do is look at flexi-cap, multi-cap, stay diversified, use systematic investment plans, use systematic investing through transfer plans,” says Anthony Heredia, CEO, Mahindra Manulife AMC & AMFI VC.
These 5 stocks held by atleast 5 MF schemes gave multibagger returns in FY24
Money flew into the midcap and smallcap funds in all the months of 2023. While midcap funds garnered inflows worth Rs 14,444 crore, smallcap funds attracted inflows of Rs 26,305 crore. On the contrary, largecap funds have seen net outflows of Rs 3,607 crorein the same period.
Why are multi-caps rallying? Arnav Pandya explains
So, in a way, the very basis of the type of fund that this is, it gives you an exposure across the entire market, that is one of the main reasons why you find that these funds have done well and they have provided returns for their investors.
ETMarkets Fund Manager Talk: Volume growth can make for potential hit to MF industry profits on fee cap: Mahindra Manulife
The industry has seen unprecedented growth since the end of the financial crisis in 2008, and we have witnessed almost 10x growth in AUM since that point.
Retail investors' adoption of SIPs will continue to grow: Anthony Heredia
"On SIPs, I have a slightly different view. Some of these numbers are just circumstantial. A year back we had SIPs of 12000 a month, now we are at 14,000. I am very convinced that retail investors' adoption of SIPs will only continue to grow and I do not see market levels and stuff like that affecting that momentum."
MF exposure to Adani stocks via active funds 2 times more than passive funds: Report
Adani Enterprises and Adani Ports and Special Economic Zone that are part of the Nifty50 index, have an overall weightage close to 1%. Along with these two stocks, Adani Transmission and Adani Green Energy that are part of the Nifty 100 index, have an overall weightage of 2.1%.
Bank and auto most preferred sectors for investments
Rising interest rates and a fresh bout of Covid-19 infections across the world are biggest risks to equity markets, say poll participants.
8 small-sized mutual fund schemes that can help investors earn better risk-adjusted returns
These small-sized funds have missed the attention of investors. Find out why they deserve to be in your portfolio.
Market okay from 3-5 year perspective, volatile for next 6-12 months: Anthony Heredia
“It is quite clear that only a fortune teller can forecast whether the market will be 5% higher three months from now or not. For us, the game is very clear; if you have money for three to five years, this is as good a time as any to invest in markets, if you have shorter time frames, I think you need to be probably much more wary.”
Mutual fund managers play it safe, allocate maximum to large cap stocks
The trend that emerges from the inflow data reveals that mutual fund investors as well as managers want to play it safe. Most inflows have come to flexi cap funds, followed by multi cap funds, large cap funds and so on.
HDFC-HDFC Bank Merger: How mutual funds are reshuffling their holdings
The HDFC merger would boost the profitability of the merged entity. Overall, the transformational merger of these two companies is expected to leverage each other’s competitive strengths. After the merger announcement, share price of HDFC Bank rose 10% and that of HDFC increased by 9.3% on April 4, 2022, from its previous closing.
Multi cap mutual fund schemes see large inflows; should you invest?
Multi cap mutual funds witnessed a net inflows of Rs 10,500 crore, ahead of all other equity mutual fund categories, in December, shows AMFI monthly data.
Multi cap mutual fund schemes march ahead of flexi cap in 2021
The multi cap vs flexi cap debate is still continuing in the mutual fund circles. Let's take a look at how both these categories have fared in 2021.
World of mutual funds: Can the latest entrants change the game?
Many in the Indian asset management industry predicted Mirae would shut shop soon after. The Koreans did shut its swanky offices, including the one in Chennai, which had a boardroom that seated 52 executives, but they did not leave.
Many mutual fund NFOs in queue for global bets in Apple, Tesla etc
Threefold rise in folios in international funds over one year, on the back of higher returns, is driving AMCs to launch new fund offers in the space
Mutual fund CEOs on hits and misses of Budget 2021
From push to the financial sector to the healthcare budget, top mutual fund CEOs speak about the hits and misses of the budget 2021 presented by Finance Minister, Nirmala Sitharaman.
V Ravi on why Mahindra AMC-Manulife deal makes sense
Manulife coming back to India after 120 years, says Executive Director & CFO of M&M Financial Services Limited
M&M Financial climbs 6% as Manulife picks stake in MF arm
Under the agreement, which was announced in June last year, Manulife has invested $35 million or Rs 265 crore to pick up 49 per cent stake in Mahindra AMC, a company statement said.
Manulife picks 49% stake in Mahindra AMC for Rs 265 crore
Mahindra AMC's annualized average assets under management stood at Rs 5,217 crore as of March 31, 2020.
Manulife Investment Management acquires 49 percent in Mahindra AMC
The joint venture will focus on expansion of fund offerings and long term wealth creation.
Muthoot Finance to buy IDBI MF for Rs 215 crore
The transaction is expected to be completed by February 2020.
IDBI Bank looks to sell MF arm to Edelweiss
The total asset under management (AUM) of IDBI Mutual Fund declined to Rs 5,381 crore as on September 30, 2019.
Manulife picks up 49% in Mahindra AMC for $35 mn
This is the second inbound deal in the domestic mutual fund industry in recent times.
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