MF Maze To Matrix

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GEMGAZE

Monday, December 10th, 2018

December 2018 The consistent performance of all four funds in the December 2017 GEMGAZE is reflected in all the funds holding on to their esteemed position of GEM in the December 2018 GEMGAZE. Birla Sun Life Banking and PSU Debt Fund (erstwhile Birla Sunlife Treasury Optimiser Fund) Gem Birla Sun Life Banking and PSU Debt Fund Read More…

FUND FLAVOUR

Monday, December 3rd, 2018

December 2018 The What, Why, Who and How of Debt Funds… What? Debt Funds are those which allocate investors’ money in fixed-income earning instruments i.e. treasury bills, corporate bonds, government securities, commercial paper and other money market instruments. The main objective to invest in a debt fund is to accumulate wealth by means of interest income and steady appreciation Read More…

FUND FULCRUM

Monday, November 26th, 2018

November 2018 The assets under management (AUM) of the mutual fund industry stood at Rs 22.24 lakh crore at the end of October 2018, up 3.8% compared to last year according to Association of Mutual Funds in India (AMFI), data. On a sequential basis, the AUM growth was almost stagnant growing by less than 1% in October Read More…

NFONEST

Monday, November 19th, 2018

November 2018 Tata Mutual Fund along with CAMS has introduced ‘1 Click’ digital NFO subscription to help KYC-compliant clients subscribe to NFOs in just a few clicks. This facility aims to bring ease, convenience and speed of investing for new and existing clients. This facility is launched for Tata Small Cap NFO, where an existing Read More…

GEM GAZE

Monday, November 12th, 2018

November 2018   Personal financial prudence is the cornerstone for the better and secure future of an individual. It aids in tackling personal and social obligations. One of the most effective methods to reduce the income tax outflow, while garnering decent returns is to invest in the Equity Linked Saving Scheme (ELSS) under Sec 80C Read More…

FUND FLAVOUR

Monday, November 5th, 2018

November 2018 Equity Linked Savings Schemes…Special Status ELSS (Equity Linked Savings Scheme) or Tax Saving Mutual Funds, as the name suggests, are equity-based mutual funds which invest a majority of the corpus in equity markets. These are the only set of mutual funds that help you avail tax deductions. ELSS Funds are special funds which Read More…

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…