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Category Archives: Mutual Funds
Mutual Fund Updates June 2010
(Source: Business Standard, July 16) Retail investors move to debt funds, equity folios slip by 150,000. There is some good news for the mutual fund industry. Despite the sharp drop in average assets under management (AAUM), the number of folios … Continue reading
Posted in India, Mutual Funds
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The Best of Passive & Active Asset Managemnet
The unique concept of having both active and passive features may help investors to earn higher returns for the same risk. Exchange Traded Funds (ETF) in India have not taken off in a big way as many actively managed funds … Continue reading
Posted in ETF, Investing, Mutual Funds, Product Review
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Fee Structure of The Mutual Funds in India
The regulation of the fee structure underwent several tweaks and experiments even before Sebi did away with entry loads completely in 2009. Before 2006, for instance,both open-ended and closed-ended funds (strictly speaking limited liquidity funds, since their subscribers can get … Continue reading
Posted in Index Funds, India, Mutual Funds
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Exit Loads Aren’t That Bad!
If the exit load will apply to periods that are much shorter than your planned investment, then it actually makes your money safer. Says Dhirendra Kumar at FC Yes, it make sense. For example, if you have an investment time … Continue reading
Posted in Mutual Funds, Personal Finance
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Retail Investors Looking at Mutual Funds?
The economic survey has called for increasing the participation of retail investors in the mutual fund industry while stating that there is scope for expansion of the industry from the present levels. The report has pointed out that in 2007-08 … Continue reading
Posted in ETF, Index Funds, India, Mutual Funds
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Index Funds Outperform Fund Managers Again
THE long-standing claim by fund managers that actively-managed equity schemes tend to outperform index funds over a longer period, may no longer hold water. The performance data of these schemes over the past three years show that index schemes have … Continue reading
Posted in India, Mutual Funds
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No Entry Loads for Mutual Funds, What about Insurance?
After the capital market regulator’s decision to abolish entry load for mutual fund schemes, it’s now time for the insurance regulator to usher in reforms, says Monika Halan. There shall be no entry load for the schemes, existing or new, … Continue reading
Posted in India, Insurance, Mutual Funds
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SBI Magnum Contra Mutual Fund
Investors can consider buying into units of Magnum Contra. The fund’s consistency in containing losses in tougher periods and ability to beat the benchmark by a good margin over a longer time frame buttress the case for investment. Over a … Continue reading
Posted in India, Mutual Funds
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Mutual Funds Underperform Market Indices
While equity markets gained 32.39 per cent between March 9 and April 9, average return of diversified equity fund in the same period has been 24.3 per cent. The worst performing fund in the diversified equity fund category has managed … Continue reading
Posted in India, Mutual Funds
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Equity Linked Saving Schemes Performance in March
Contrary to the market perception that equity-linked savings schemes (ELSS) failed to draw investors in the past weeks of FY09, estimates show that the category posted sales of Rs 611 crore in March 2009, the highest by this mutual fund … Continue reading
Posted in Mutual Funds
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