Sebi moves to prevent mis-selling, conflict of interest

• Corporate investment advisers can now decide at a client-level whether they want to provide advisory or distribution services

Mutual fund costs matter

Here are the funds that charge the lowest expense ratios in the industry for the equity category

Opinion | How budget 2020 proposals change your life as a mutual fund investor

For regular income needs, using SWPs will be wiser than banking on dividends

Equity MF inflows drop 50% to ₹12,000 cr in Dec qtr on valuation

• Investors poured nearly ₹12,000 crore into equity oriented mutual funds in the three months ended Dec 2019, a sharp slump of 50% from the preceding quarter
• Mid-cap funds saw infusion to the tune of ₹2,688 crore in the period under review, from ₹3,738 crore in the preceding three months, translating into a decline of 28%

Global scenario not rosy, will impact Mutual Funds sector: SEBI director

• The official of the Securities and Exchange Board of India said that liquidity is an important benchmark.
• The amount of liquidity of the US economy is being sucked out as the Federal Reserve has been withdrawing $660 billion per year

What stocks India’s top three mutual funds bought and sold last month

• Equity mutual funds saw an inflow of ₹7,880 crore last month
• This is the highest inflow since August

Mint50: Hand-picked mutual funds to build your portfolio

Mint50, a curated basket of investment-worthy funds, is the result of an exhaustive exercise that blends in various parameters with the aim of getting you the best combination of risk and returns

Inflows to equity mutual funds jump to 5-month high as midcaps, smallcaps revive

• Monthly contributions through SIPs into equity funds remained little changed at ₹8,500 crore
• The rally has since spread to the broader market

Increase your SIPs as income grows

• Having one fund is good enough
• It is good to consider long-term investment and take risk for them

Edelweiss offers US tech companies to Indians with new international fund

• The Edelweiss US Technology Fund will feed into the JP Morgan US Technology Fund
• The fund will give global diversification, a feature that is sorely missing in the portfolio of the average Indian investor

Mint50: Hand-picked mutual funds to build your portfolio

Mint50, a curated basket of investment-worthy funds, is the result of an exhaustive exercise that blends in various parameters with the aim of getting you the best combination of risk and returns

Capital gains on redemption of mutual funds not liable to TDS: CBDT

• Mutual funds will have to deduct TDS at 10% only on dividend payments and not on the income which is in the nature of capital gains, clarified CBDT

CBDT says 10% TDS applicable only on dividend payment by mutual funds

• No tax shall be required to be deducted by the mutual fund on income which is in the nature of capital gains
• Stakeholders have been seeking clarification ever since Budget 2020 proposal to scrap dividend distribution tax on mutual funds and introduction of TDS

Budget 2020 brings in TDS on capital gains in mutual funds

• Finance Bill also introduced TDS on capital gains in mutual fund for resident individuals.

Sachin Tendulkar, MS Dhoni to promote AMFI’s 'Mutual Funds Sahi Hai' campaign

• The campaign with the slogan ‘Mutual Funds Sahi Hai’ is aimed at educating investors about mutual funds
• A fixed deposit in a bank typically offers an annual interest rate of between 6% and 7% while returns on mutual funds can be much higher

Mint50: Hand-picked mutual funds to build your portfolio

Mint50, a curated basket of investment-worthy funds, is the result of an exhaustive exercise that blends in various parameters with the aim of getting you the best combination of risk and returns

What’s further fund offer?

• An FFO is different from a further public offer (FPO) or a follow-on offer, which is a term that applies to stocks rather than mutual funds
• In an FPO, an already listed company issues shares to the public afresh

Why mutual funds are launching quant funds

• Quant strategies, which fall somewhere in between active and passive trading, seek to reduce the role of human bias
• Mutual fund houses are preparing for a future where passive investing takes hold in the country

Is your mutual fund buying or selling stocks too much?

• If the portfolio turnover is greater than 100%, that typically means that the manager has churned the portfolio once over, completely
• A high turnover is not necessarily bad, but a consistently high turnover is not desirable unless the inherent strategy of the scheme calls for a high churn

The merits of debt fund systematic investment plans

• Debt fund SIPs fit into the plan of investing surpluses regularly and protect them from entry point risks
• For an SIP to hold its own, the values need to show volatility, and the debt market fits the criterion