How concentrated is your mutual fund scheme?

• Diversified funds can hold a concentration of their larger holdings and a much more diversified portfolio among the smaller holdings
• Here is a list of funds with the highest concentration of top 10 holdings

SBI Mutual Fund, 2 others buy shares worth ₹1,322 crore in Emami

• Among the sellers, promoter Goenka sold 40 lakh shares worth ₹142 crore amounting to 0.88% stake in the firm
• According to the latest shareholding data available with the BSE, promoter Goenka held 1.67% stake in the company

Govt gets ₹10,000 crore from additional offering of Bharat-22 ETF

• The additional 'on-tap' offering was opened for a single day with a base issue size of ₹3,500 crore
• Govt has mopped up approximately ₹46,000 crore by way of disinvestment

Paytm Money integrates with Paytm Payments Bank for mutual fund transactions

• Paytm Money will allow 42 million customers of Paytm Payments Bank to invest in mutual funds via netbanking or its app
• Paytm Payments Bank customers will now be able to make their account as the primary bank account on Paytm Money for mutual fund transactions

2-3 years before retirement goal, secure your profits in debt funds

• When reallocating your accumulated assets to debt funds, consult an advisor to do it effectively
• The key is to stay disciplined with your investments during the tenure and periodical course correction with reviews as needed

Top mutual fund schemes to invest in - Mint 30

• Pick up 5-8 schemes to build a good portfolio
• Refer to past returns as a starting point but take into account other factors as well

Two mutual funds see assets drop by half amid exit from risk

• DHFL Pramerica saw its assets plummet from ₹2,000 crore in August to ₹360 crore in January
• Indiabulls Asset’s institutional business recovered in January, with money in cash funds doubling from November

What top mutual funds bought and sold last month

• HDFC Mutual Fund held 1.2 trillion rupees in equities, with financials accounting for about 32% of stock assets
•  ICICI Prudential Mutual Fund held equity assets of Rs. 1.2 trillion, with financials making up 26% of assets

ETFs better than actively managed funds? 

• ETFs are mainly for those investors who do not know much about managing funds, said analyst
• The most popular ETFs in India are equity and gold ETFs,” said analyst

Mutual funds out of favour as inflows hit 24-month low

• Mutual fund inflows fall 6.7% to ₹6,158 crore in January from ₹6,606 crore in the previous month
• Redemption in mutual fund equity schemes stood at ₹11,397 crore in January from ₹11,234 crore in December

Short-term debt funds find themselves in a sweet spot

• Investors in mutual fund products such as low- and short-duration funds are in a sweet spot since these funds are likely to benefit the most from the rate cut
• Mutual fund investors should stay with funds with shorter horizons such as low- and short-duration funds

DVRs go against minority shareholders

• DVRs hinder ability of board of directors to exercise their rights as fiduciaries 
• We already have provision for DVRs, though very few companies have used these structures so far

Lenders’ lifeline for Essel may hurt MF investors

• Sebi is said to have stepped in to nix a safety net stitched together by lenders to the Essel group
• Investments in debt securities of companies that are generating cash flow may not be at risk from this event

Digitally invested assets under management may grow 80% in 2019: Deloitte

• Digitally invested AUM for individual investments in mutual funds will cross ₹1 lakh crore by 2021 
• Overall retail AUM is expected to grow around 37%

Amfi’s MF campaign may turn focus on debt funds: Nimesh Shah

• The culture of investing in debt funds is yet to take root as retail investors are yet to understand the power of investing in debt instruments, says Nimesh Shah
• Any fixed income investment is exposed to three key risks-- credit risk, interest rate risk and liquidity risk, says Shah

Still reeling from IL&FS, NBFCs now face Essel risk

• Essel’s founder Subhash Chandra said that it has increased debt levels and a diminished ability to service borrowings
• Defaults at IL&FS have roiled the credit market and made it harder for other non-bank lenders to access funds

Do Indian investors see value in index funds yet?

• Index funds and ETFs comprise passive investments and their popularity has grown worldwide
• 2018 seems to have been a landmark year where active funds failed to beat Nifty

What are short-term debt funds and who should buy them?

•  Short-term debt funds belong to the category of funds that hold debt, money market securities with a duration of one to three years
• Short-term debt funds are best suited for investors looking to earn more than just interest income and are okay with some interim volatility in the NAV

Debt funds downgrade: No reason to panic yet

• The return from the affected funds may be hit for now, but the overall rating of these funds indicate high level of confidence in the quality of portfolios
• New investors should wait and watch how the situation plays out before considering fresh investments into the schemes