MUTUAL FUND SCHEME
Quant Mutual Fund raises bet on HDFC Bank shares, top holding in most schemes
Geojit Financial Services' Dr. V K Vijayakumar anticipates HDFC Bank's augmented Nifty weight to fuel additional delivery based buying, boosting the stock under active funds' support.
How is an active fund manager different from a passive one?
A fund manager is a part of the investment team at a fund house and one of the most important persons responsible for building the portfolio, monitoring it, generating returns and ensuring it runs in line with the objectives and mandate of the fund.
Sebi proposes mutual fund lite norms for passively managed mutual fund schemes
Passively managed MF schemes replicate an underlying index such as ETFs and index funds where portfolios of index funds can be easily tracked. Active fund schemes requires expert fund managers who define investment philosophy and select securities.
Sebi proposes MF Lite norms for passively managed mutual fund schemes
Markets watchdog Sebi on Monday proposed a relaxed regulatory framework for the passively managed mutual fund (MF) schemes in a bid to reduce compliance requirements.
Quant Mutual Fund probe: Should you stay invested or exit your investment?
All things considered, and drawing parallels with the past cases, there is little logic in investors rushing to exit Quant funds based on what we know so far. While it’s possible that the circumstances may be worse than they currently appear to be, a wait and watch approach might be the most prudent policy at this stage.
Sebi for mandatory disclosure of risk-adjusted return by MFs
"... it is felt that the risk adjusted return (RAR) of a scheme portfolio represents a more holistic measure of the scheme's performance because it quantifies the amount of return generated by a mutual fund scheme for each unit of risk taken to achieve that return," Sebi said in a discussion paper.
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Sebi proposes mandatory disclosure of 'risk-adjusted return' by mutual funds
Risk-adjusted return offers a comprehensive view of a mutual fund's performance by measuring the return earned per unit of risk taken. Currently, regulations do not require disclosure of RAR alongside standard returns for mutual funds.
Groww user alleges 'fraud', says app shows mutual fund investment but can't redeem, company denies; what are lessons for MF investors?
Groww faces 'fraud' allegation: A customer's complaint against Groww, has sparked concerns over investment safety via execution-only platforms (EOPs). The investor alleged via social media that investments made through Groww could not be withdrawn despite the app showing them as invested. Groww responded, asserting no deduction occurred and the mutual fund transaction did not take place. The incident underscores broader worries among investors about data reliability on fintech apps. ET Wealth delves into the details surrounding the incident. What could mutual fund investors learn from this incident?
Govt’s infrastructure focus makes sector funds a compelling choice
With the National Democratic Alliance (NDA) returning to administration for a third consecutive term and the 2024 Union Budget round the corner, analysts expect the government to retain focus on the infra sector with a sustained budgetary allocation.
Quant Mutual Fund schemes NAV falls after Sebi investigation
The markets regulator, Sebi, is investigating a suspected case of front-running involving Quant MF, which manages assets worth Rs 93,000 crore. This has raised concerns among numerous investors about the security of their investments.
How Quant Mutual Fund schemes performed versus peers, benchmarks in the last one year?
Quant Mutual Fund, which finds itself in the thick of a controversy regarding alleged front-running, is one of India's fastest growing asset managers and has seen its assets under management (AUM) grow by 251% over the last one year versus industry growth of 53%.
5 Quant Mutual Fund schemes managing assets worth at least Rs 5,000 crore
Quant Mutual Fund is a prominent player in the Indian mutual fund industry and is now under the investigation of the Securities and Exchange Board of India (SEBI) for alleged front-running activities. The company has 27 schemes across various categories like small cap, mid cap, flexi cap among others. Here is a list of top funds of Quant MF as per the assets under management (AUM) as of May 2024:
Retirement planning: Where to invest to retire at 55
The Portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals.
ET Explainer: NAV of a mutual fund
Mutual fund schemes declare the NAV daily, representing the market value per unit. It is calculated by dividing total assets by liabilities, updated at 11 pm for most schemes. NAV is crucial for investors in buying or selling units through the fund house.
Is the NAV important while selecting a scheme?
The NAV represents a fund’s per unit market value. This is the price at which investors are allotted units by the fund house or the price at which they can sell it back to the fund house. This is calculated by dividing the total value of all the assets in a portfolio, minus all its liabilities.
NRI KYC for mutual funds: How NRIs can continue investing in mutual fund schemes
NRI Mutual fund KYC rules: The new KYC rules from Sebi have come into effect from April 1, 2024. However, the new KYC rules made it difficult for NRI to invest in mutual fund schemes. A relaxation has been given by Sebi for NRI investors so that they can continue to invest in mutual fund schemes.
Tweak NPS allocation, increase SIPs by 5% every year to achieve ambitious goals
The Portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals.
Kotak Mutual Fund introduces Freedom SIP facility
Kotak Mutual Fund introduces Freedom SIP facility for investments under growth option of eligible schemes effective from June 18. Investors can register for a SIP cum SWP for specified duration.
ETFs trading at abnormal prices due to high volatility: Check this before investing in mutual fund ETF to prevent avoidable loss
Exchange traded funds NAV: The stock market experienced extreme volatility on June 4 and 5 of 2024. As a result of this volatility the market NAV price of many ETFs showed abnormal premiums or discounts to their indicative i-NAV price. Stock broker Zerodha cautions investors to not buy ETFs if its price is trading at a high premium to its i-NAV value.
Best small cap mutual funds to invest in June 2024
Small cap schemes invest in very small companies or their stocks. According to the Sebi mandate, small cap schemes must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least 65% in small cap stocks.
Motilal Oswal Mutual Fund launches quant fund
Motilal Oswal Mutual Fund launches Motilal Oswal Quant Fund, an open-ended equity scheme managed by Ajay Khandelwal and Rakesh Shetty. NFO is open for subscription until June 5, benchmarked against Nifty 200 Index TR, offering regular and direct plans with growth and IDCW options.
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.
How to redeem mutual fund units
Redeeming from a mutual fund is a straightforward process. Investors can choose to redeem a part or all of their investment depending on their financial needs and goals.
LIC Mutual Fund changes name of schemes and benchmarks
The fund house informed about this change through a notice cum addendum to its unitholders. The changes will be effective from June 1. The fund house also said that consequent to the change in the name of the benchmark as stated above, the name of the following schemes shall be revised from the effective date.
Helios Mutual Fund launches financial services fund
Helios Mutual Fund has launched Helios Financial Services Fund, an open-ended equity scheme investing in the financial services sector.
Mahindra Manulife Mutual Fund launches manufacturing fund
Mahindra Manulife Mutual Fund has introduced a manufacturing-focused fund called the Mahindra Manulife Manufacturing Fund. This open-ended equity scheme is designed to follow manufacturing themes.
JM Mutual Fund launches smallcap fund
JM Mutual Fund has introduced JM Small Cap Fund, an open-ended equity scheme primarily focusing on small-cap stocks. The new fund offer (NFO) of this scheme is currently open for subscription and will conclude on June 10.
SBI Mutual Fund and Zerodha Mutual Fund files draft documents with Sebi
The minimum application amount will be Rs 5,000 and in multiples of Re 1 thereafter. The quant fund will be benchmarked against Nifty 200 - TRI. The scheme will be managed by Sukanya Ghosh and Pradeep Kesavan.
Mutual fund new KYC rules: Aadhaar is a must if you want to invest in multiple mutual fund schemes smoothly
Mutual fund KYC rules from April 1, 2024: To invest in any scheme of any mutual fund house easily, an investor must have KYC Validated status. However, the KYC validated can be achieved only if the KYC documents submitted by an individual can be verified with the source issuing such documents.
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