MF Maze To Matrix

Archive for October, 2018

FUND FULCRUM (Contd.)

Monday, October 29th, 2018

October 2018 The latest S&P Indices Versus Active (SPIVA) India Scorecard suggests that 88% of Indian equity large-cap funds underperformed their benchmark in the one-year period ending June 2018. Beating benchmark post introduction of total return index (TRI), a benchmark that captures dividend income, has become difficult. Asia Index, a joint-venture between BSE and S&P Dow Jones Indices, runs Read More…

FUND FULCRUM

Monday, October 22nd, 2018

October 2018 The average assets under management of the 41-player mutual fund industry rose 14% to Rs 24.29 lakh crore in July-September 2018, according to the Association of Mutual Funds in India (AMFI) data. In comparison, the total AUM of the industry in April-June 2018 stood at Rs 23.4 lakh crore. Mutual fund managers attributed Read More…

NFONEST

Monday, October 15th, 2018

October 2018 The capital market regulator laid down specific terms and conditions for launching New Fund Offers (NFOs), while it even nudged fund houses to merge similar schemes. Following this, mutual fund houses in India performed a massive exercise of re-categorising and repositioning their scheme offerings. These actions had a common objective to achieve – Read More…

GEM GAZE

Monday, October 8th, 2018

October 2018 Many people believe that if you pick the fastest growing sector or sectors in which to invest, you get a leg up on the investing competition and can outperform the general markets. Over the long haul, you can expect sectors to move based upon the strength of the revenue growth and the demand Read More…

FUND FLAVOUR

Monday, October 1st, 2018

October 2018 Sector Mutual Funds… Sector funds and thematic funds belong to the category of equity mutual funds. These funds are a stark contrast to diversified equity funds. Sector funds focus on specific sectors or industry like banking, pharmaceuticals, information technology, infrastructure, real estate, energy, etc. Thematic funds, on the other hand, invest in stocks Read More…