News

InCred Alternative Investments Launches its first Private Equity Fund (Category II AIF)  InCred Alternatives Investments, part of InCred Group, a leading diversified financial services enterprise, today announced the launch of its maiden Category II AIF in the private equity space, called InCred Growth Partners Fund-I (IGPF-I). This is the third alternatives strategy from InCred after the successful launch of its Structured Credit Fund and Liquid Quant Fund strategies over the last two years. IGPF-I aims to target an AUM of up to INR 500 Cr to invest in high-quality...
InCred Alternative Investments Launches its first Private Equity Fund (Category II AIF)
InCred Alternative Investments Launches its first Private Equity Fund (Category II AIF)
Source: PR Agency
2024-02-15 12:33:25 pm
Quote on the AMFI data(Dec 2023) by Robin Arya, smallcase Manager & Founder, GoalFi Below the Quote on the AMFI data(Dec 2023) by Robin Arya, smallcase Manager & Founder, GoalFi     “The latest AMFI Data for December 2023 paints a positive picture of India's mutual fund industry, especially in equities. The significant rise in equity mutual fund inflows to ?17,000 crore, up by 9%, shows that investors strongly believe in the potential of the stock market. This confidence comes from more people choosing to invest their savings in stocks, ...
Quote on the AMFI data(Dec 2023) by Robin Arya, smallcase Manager & Founder, GoalFi
Quote on the AMFI data(Dec 2023) by Robin Arya, smallcase Manager & Founder, GoalFi
Source: PR Agency
2024-01-08 04:16:11 pm
Axis Mutual Fund launches 'Axis US Treasury Dynamic Bond ETF Fund of Fund' Mumbai: Axis Mutual Fund, one among the fastest growing fund houses in India announces the launch of its latest fund offering, the 'Axis US Treasury Dynamic Bond ETF Fund of Fund'. Benchmarked against the Bloomberg US Intermediate Treasury TRI, the primary investment objective of the scheme is to provide regular income by investing in units of overseas ETFs where the investment mandate is to invest in US treasury securities across duration. However, there can be no assu...
Axis Mutual Fund launches 'Axis US Treasury Dynamic Bond ETF Fund of Fund'
Axis Mutual Fund launches 'Axis US Treasury Dynamic Bond ETF Fund of Fund'
Source: Axis Mutual Fund
2023-12-08 05:41:46 pm
Aditya Birla SL AMC changes risk-o-meter of Nifty SDL Apr 2027 Index Fund Aditya Birla Sun Life AMC has announced addendum to the Scheme Information Document (SID) and Key Information Memorandum (KIM) of schemes of Aditya Birla Sun Life Mutual Fund. Pursuant to Para 17.4.1.h of SEBI Master Circular on Mutual Funds dated May 19, 2023, the Risk-o-meter of Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund (An open ended Target Maturity Index Fund tracking the Nifty SDL Apr 2027 Index. A relatively high interest rate risk and relatively low credit risk) has been revi...
Aditya Birla SL AMC changes risk-o-meter of Nifty SDL Apr 2027 Index Fund
Aditya Birla SL AMC changes risk-o-meter of Nifty SDL Apr 2027 Index Fund
Source: Reuters
2023-11-09 02:35:16 pm
Motilal Oswal AMC announces IDCW under Balanced Advantage Fund Motilal Oswal Mutual Fund (MF) informed that Motilal Oswal Trustee Company, Trustee to Motilal Oswal Mutual Fund has approved the declaration of Distribution of Income & Capital under the Quarterly Income Distribution cum Capital Withdrawal (IDCW) option(s) of the Scheme, Motilal Oswal Balanced Advantage Fund, an open ended dynamic asset allocation fund. For direct and regular plan, quantum of IDCW is Rs 0.21 and Rs 0.20 respectively, NAV as on September 11, 2023 is Rs 13.8423 and Rs 13.2...
Motilal Oswal AMC announces IDCW under Balanced Advantage Fund
Motilal Oswal AMC announces IDCW under Balanced Advantage Fund
Source: Accord Fintech
2023-09-13 04:47:18pm
LIC Mutual AMC announces cessation of Independent Director LIC Mutual Fund Asset Management (AMC) has informed that, pursuant to SEBI Circular dated November 30, 2017 Ref no. SEBI/HO/IMD/DF2/CIR/P/2017/125 read with SEBI Circular dated February 7, 2018, pertaining to Enhancing fund governance for Mutual Funds, Satish Kamat, ceases to be an Independent Director on the Board of AMC on completion of the maximum term prescribed as per the aforesaid SEBI circulars from the close of business hours of August 29, 2023. Accordingly, all reference to Satish Ka...
LIC Mutual AMC announces cessation of Independent Director
LIC Mutual AMC announces cessation of Independent Director
Source: Accord Fintech
4/09/2023 2:06:48 PM
AMFI Data: Multicap and smallcap funds have emerged as the top performers Says Kislay Upadhyay,FidelFolio Investments Perspective On AMFI Data Kislay Upadhyay, smallcase manager and Founder of FidelFolio Investments Investor Optimism Across Diverse Categories: Positive outlook of Indian economy by rating agencies due to inflation containment and stable interest rates in recent times has enhanced the confidence of investors, who seemed a bit reluctant earlier. Despite the outflow of FPI in July, sustainability of the stock market also indicates the strength of domestic investors and their maturit...
AMFI Data: Multicap and smallcap funds have emerged as the top performers Says Kislay Upadhyay,FidelFolio Investments
AMFI Data: Multicap and smallcap funds have emerged as the top performers Says Kislay Upadhyay,FidelFolio Investments
Source: PR Agency
10/08/2023 11:30:50 AM
Perspective on AMFI Data by Mr. Akhil Chaturvedi, Chief Business Officer, Motilal Oswal AMC Below the Perspective on AMFI Data by Mr. Akhil Chaturvedi, Chief Business Officer, Motilal Oswal AMC. The month of June ended on a high note, Nifty crossed the 19,000 mark for the first time and markets made a new all-time high after 6 months (Last ATH was in December 2022). Despite markets reaching new all-time highs, valuations continue to remain reasonable. Post a dip in equity fund net inflows between April and May (6.5K to 3.2K cr.), June 23 saw a sharp rise ...
Perspective on AMFI Data by Mr. Akhil Chaturvedi, Chief Business Officer, Motilal Oswal AMC
Perspective on AMFI Data by Mr. Akhil Chaturvedi, Chief Business Officer, Motilal Oswal AMC
Source: Motilal Oswal Financial Services Ltd
10/07/2023 6:27:09 PM
HDFC AMC informs about change in provisions of investments under minor’s name HDFC Asset Management Company (AMC) has announced addendum to the Scheme Information Document (SID) / Key Information Memorandum (KIM) of Schemes of HDFC Mutual Fund. Pursuant to SEBI Circular no. SEBI/HO/IMD/POD-II/CIR/P/2023/0069 dated May 12, 2023, HDFC Mutual Fund has informed that the following provisions with respect to investments in the name of minors in SID / KIM shall stand modified with effect from June 15, 2023 (Effective Date):  Investments (including through existing SIP...
HDFC AMC informs about change in provisions of investments under minor’s name
HDFC AMC informs about change in provisions of investments under minor’s name
Source: Accord Fintech
13/06/2023 3:45:30 PM
ICICI Pru MF declares IDCW under Equity Savings Fund ICICI Prudential Mutual Fund (MF) has informed that ICICI Prudential Trust, Trustee to ICICI Prudential Mutual Fund approved distribution under Income Distribution cum capital withdrawal option (IDCW option) of ICICI Prudential Equity Savings Fund (the scheme). The record date for the same is June 15, 2023 or the immediately following Business Day, if that day is a Non - Business Day. The quantum of IDCW on the face value of Rs 10 per unit will be Rs 0.18 under Quarterly IDCW and Direct Pl...
ICICI Pru MF declares IDCW under Equity Savings Fund
ICICI Pru MF declares IDCW under Equity Savings Fund
Source: Accord Fintech
13/06/2023 3:40:47 PM
Angel One`s Super App Strategy Sparks Growth with 122.07 Thousand Unique Mutual Fund SIP Registrations in May 20223 Mumbai: Fintech company Angel One Limited (formerly known as Angel Broking Limited) announced its business performance for May’23. With a steadfast commitment to innovation and client satisfaction, Angel One experienced a remarkable 44.5% YoY surge in its client base, which grew to 14.59 million with the acquisition of 0.46 million clients.    The company's unwavering dedication to providing cutting-edge financial solutions and se...
Angel One`s Super App Strategy Sparks Growth with 122.07 Thousand Unique Mutual Fund SIP Registrations in May 20223
Angel One`s Super App Strategy Sparks Growth with 122.07 Thousand Unique Mutual Fund SIP Registrations in May 20223
Source: Angel One Ltd
12/06/2023 11:58:00 AM
SEBI regulations for passive funds By Suman Bannerjee, CIO, Hedonova, a US based Hedge Fund  Below quote from Suman Bannerjee, CIO, Hedonova, a US based Hedge Fund The Securities and Exchange Board of India (SEBI) is planning to reduce compliance requirements for passive funds that track market indices or specific market segments, such as passive index funds and exchange-traded funds (ETFs). The move is aimed at fostering the growth of passive investments in the Indian mutual fund industry. The regulator is introducing "mutual fund light" regulations to provid...
SEBI regulations for passive funds By Suman Bannerjee, CIO, Hedonova, a US based Hedge Fund
SEBI regulations for passive funds By Suman Bannerjee, CIO, Hedonova, a US based Hedge Fund
Source: PR Agency
27/05/2023 12:43:45 PM
Why Self-reliance in defence is important? Naveen Gogia, Executive Vice President & Co-Head - Sales & Distribution - HDFC Asset Management Co. Ltd India in Amrit-Kaal is gearing up to take centre stage on the global front. This journey, though remarkable, may not be without challenges. In modern history, India has fought several wars and faced numerous threats to its national security. Here is a brief history of Indian wars: * First India-Pakistan War (1947-1948): The first war between India and Pakistan began soon after...
Why Self-reliance in defence is important?
Why Self-reliance in defence is important?
Source: PR Agency
25/05/2023 7:31:07 PM
Debt Monthly Observer May 23 by Pankaj Pathak, Fund Manager- Fixed Income Quantum Mutual Fund Indian bond market had a dream run in the last two and a half months. The 10-year Indian government bond (G-sec) yield fell by 50 basis points from 7.46% on February 28, 2023 to around 6.98% at the time of writing this report on May 18, 2023. The 10- year government bond yield is now below the levels prevailing at the start of the rate hiking cycle in May last year. Chart – I: Long term bond yields have fallen below the first-rate hike levels Past Performance may or may not su...
Debt Monthly Observer May 23 by Pankaj Pathak, Fund Manager- Fixed Income Quantum Mutual Fund
Debt Monthly Observer May 23 by Pankaj Pathak, Fund Manager- Fixed Income Quantum Mutual Fund
Source: PR Agency
24/05/2023 5:33:22 PM
SEBI proposal - expenses charged to mutual fund investors Below comments from Suman Bannerjee, CIO, Hedonova, a US based Hedge fund, investing in alternative assets and P2P lending.  The proposed revamp of expenses charged to mutual fund investors by the Securities and Exchange Board of India (SEBI) is indeed significant and aims to bring about several positive changes within the mutual fund industry. Here are some potential impacts of these proposed changes:   * Shift to AMC-level calculation of Total Expense Ratio (TER): Movi...
SEBI proposal - expenses charged to mutual fund investors
SEBI proposal - expenses charged to mutual fund investors
Source: PR Agency
19/05/2023 5:32:20 PM
Market Quote : The Indian equity markets remained volatile though with an upward bias for the week ended 19th May 2023 By Shibani Sircar Kurian Kotak Mutual Fund Below Quote by Shibani Sircar Kurian, Senior EVP & Head- Equity Research, Kotak Mahindra Asset Management Company “The Indian equity markets remained volatile though with an upward bias for the week ended 19th May 2023. On key trend emerging is that Foreign institutional investors have turned net buyers of Indian equity. So far in FY24, net FII inflows stood ~USD3bn vs outflows of USD17bn and USD6bn in FY22/23 respectively. The US Federal Reserve hiked the target range for the...
Market Quote : The Indian equity markets remained volatile though with an upward bias for the week ended 19th May 2023 By Shibani Sircar Kurian Kotak Mutual Fund
Market Quote : The Indian equity markets remained volatile though with an upward bias for the week ended 19th May 2023 By Shibani Sircar Kurian Kotak Mutual Fund
Source: PR Agency
19/05/2023 2:33:42 PM
IT Sector by George Thomas, Fund Manager-Equity , Quantum Mutual Fund Indian IT companies have been under pressure triggered by an imminent global slowdown and recent events in US Banks triggering fears of a global banking crisis. Cautiousness among Indian IT companies also emanates from the fact that ~30% of its revenue is derived from the BFSI (Banking, Financial Services and Insurance) sector. While it is natural to see a moderation in growth following heightened tech spends over the past two years, the growth in IT spendingover the long term is likely to be...
IT Sector by George Thomas, Fund Manager-Equity , Quantum Mutual Fund
IT Sector by George Thomas, Fund Manager-Equity , Quantum Mutual Fund
Source: Quantum AMC
17/05/2023 5:08:10 PM
SIPs continue to hold despite market volatility, higher inflows to debt funds in April Despite the volatility in the market, there were huge inflows into the mutual fund debt schemes in April 2023 as investors of systematic investment plan (SIP) continued to make investments, as gleaned from the data released by the Association of Mutual Funds in India (AMFI), said experts. The inflows into SIPs were Rs 13,727.63 crore in April 2023. The number of SIP accounts were marginally up, standing at 6.42 crore for April 2023 compared to 6.36 crore in March 2023, SAMCO Mutual Fund CE...
SIPs continue to hold despite market volatility, higher inflows to debt funds in April
SIPs continue to hold despite market volatility, higher inflows to debt funds in April
Source: IANS
11/05/2023 7:51:27 PM
Quote on Equity Mutual Fund Inflow By Sriram B.K.R, Geojit Financial Services. Quote on Equity Mutual Fund Inflow for April 2023 from Sriram BKR, Senior Investment Strategist at Geojit Financial Services The latest data from the mutual fund industry shows that April 2023 witnessed net inflows of Rs. 1.21 lakh crore, the highest in the last three years. However, equity funds' net inflows took a hit, dropping to Rs. 5,275 crore, down by 67% from the three-month average flows, despite 31% flows from a sector/thematic NFO. The dip in net flows could be attr...
Quote on Equity Mutual Fund Inflow By Sriram B.K.R, Geojit Financial Services.
Quote on Equity Mutual Fund Inflow By Sriram B.K.R, Geojit Financial Services.
Source: Geojit Financial Services Ltd
11/05/2023 5:25:31 PM
Quote on Mutual Fund : SIP investors should continue their investment ignoring the volatility in the market Says Dr. V K Vijayakumar, Geojit Financial Services Below the view on Mutual Fund has seen 8.5 million new millennial investors in the last 5 years from Dr. VK Vijaykumar, at Geojit Financial Services. "The impressive growth in mutual fund investments during the last five years is one of the healthy developments happening in the Indian capital market. The fact that millennials are opting for the equity market route for wealth creation is laudable. More importantly, most millennials are opting for the SIP route for investment....
Quote on Mutual Fund : SIP investors should continue their investment ignoring the volatility in the market Says Dr. V K Vijayakumar, Geojit Financial Services
Quote on Mutual Fund : SIP investors should continue their investment ignoring the volatility in the market Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
5/05/2023 5:11:44 PM
The consistent rise in SIP inflow is a positive sign as the retail investors Says Jeevan Kumar KC, Geojit Financial Services Below is Quote on on Mutual Funds Outlook for February 2023 By Jeevan Kumar KC, Head Investment Advisory at Geojit Financial Services The latest AMFI data divulge the fact that the investors are getting more matured and they are prepared enough on how to use the opportunity wisely. The consistent rise in SIP inflow is a positive sign as the retail investors realize the volatility in the market essentially averages out their purchasing cost over a long investment tenure and they a...
The consistent rise in SIP inflow is a positive sign as the retail investors Says Jeevan Kumar KC, Geojit Financial Services
The consistent rise in SIP inflow is a positive sign as the retail investors Says Jeevan Kumar KC, Geojit Financial Services
Source: Geojit Financial Services
11/03/2023 11:14:48 AM
Strong flows for the month supported by SIP inflows Says Akhil Chaturvedi, Motilal Oswal AMC Below is quote on AMFI Data by Mr. Akhil Chaturvedi, Chief Business Officer, Motilal Oswal AMC “Strong flows for the month supported by SIP inflows, despite a volatile month with markets being subdued the net positive flows is sign of increasing maturity of investors to continue their allocations in equity mutual funds.”   Above views are of the author and not of the website kindly read disclaimer
Strong flows for the month supported by SIP inflows Says Akhil Chaturvedi, Motilal Oswal AMC
Strong flows for the month supported by SIP inflows Says Akhil Chaturvedi, Motilal Oswal AMC
Source: Motilal Oswal Asset Management
9/02/2023 2:51:30 PM
Despite volatile market conditions, SIP flow continues to be encouraging as investors Says Manish Mehta, Kotak Mahindra AMC Below is quote on SIPs by Manish Mehta, Head - Sales, Marketing and Digital Business, Kotak Mahindra Asset Management Company Ltd "Despite volatile market conditions, SIP flow continues to be encouraging as investors see merit in the long-term benefits of SIPs. Investors seem to be maintaining their asset allocation of adding funds on dips. This is also a reflection of the excellent work done by mutual fund distributors and industry to promote disciplined investment. “  ...
Despite volatile market conditions, SIP flow continues to be encouraging as investors Says Manish Mehta, Kotak Mahindra AMC
Despite volatile market conditions, SIP flow continues to be encouraging as investors Says Manish Mehta, Kotak Mahindra AMC
Source: PR Agency
9/02/2023 2:45:28 PM
Debt Monthly Observer for December 2022 By Pankaj Pathak, Quantum Mutual Fund We are well past the peak inflation of 2022. Yet, inflation continues to be the focal point of all the policy discussions and investment thesis in 2023. Central banks, though somewhat less aggressive than last year, remain in inflation-fighting mode. Markets are divided on whether to follow central banks in fighting inflation or fight the central bankitself against raising rates.   Amidst all this, inflation numbers have started showing some interesting trends. The headline CPI i...
Debt Monthly Observer for December 2022 By Pankaj Pathak, Quantum Mutual Fund
Debt Monthly Observer for December 2022 By Pankaj Pathak, Quantum Mutual Fund
Source: PR Agency
27/01/2023 3:42:39 PM
Axis Mutual Fund launches Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Mumbai:Axis Mutual Fund, one among the fastest growing fund houses in India, announced the launch of their new fund offer – Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund. It is an open-ended target maturity index fund investing in constituents of CRISIL IBX 50:50 Gilt Plus SDL Index – June 2028; a relatively high interest rate risk and relatively low credit risk. The new fund will track the CRISIL IBX 50:50 Gilt Plus SDL Index – June 2028. The fund managers for th...
Axis Mutual Fund launches Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund
Axis Mutual Fund launches Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund
Source: PR Agency
4/01/2023 3:04:59 PM
Equity flows moderate; SIP flows remain robust By JM Financial Institutional Securities Equity flows moderate; SIP flows remain robust Equity MF schemes (ex-arbitrage) inflows stood at INR 142bn in Oct’22 (vs INR 179bn in Sep’22) partly aided by INR 48bn flows from NFOs during the month (vs INR 70bn in Sep’22). In the last 4 months equity flows (ex-arb) have moderated to a monthly average of INR 162bn (vs. avg. of INR 295bn in 1HCY22). Arbitrage funds saw net outflows of INR 25bn (vs net outflows of INR 40bn in Sep’22). Including net outflows from arbi...
Equity flows moderate; SIP flows remain robust By JM Financial Institutional Securities
Equity flows moderate; SIP flows remain robust By JM Financial Institutional Securities
Source: JM Financial Institutional Securities Ltd
16/12/2022 10:47:51 AM
Vested Finance launches two new pre-built portfolios to allow investors to invest in new-age technologies and globally diversified ETFs Mumbai: Vested Finance, a US investment platform and a FINRA-registered US broker-dealer (via its affiliate VF Securities), today launched two additional pre-built Vests to enable retail investors to invest in globally diversified ETFs and futuristic technology stocks in partnership with Xumit Capital and Ethical Advisors. With this announcement, Vested Finance has partnerships with five industry experts to offer third-party portfolios. Vests are curated portfolios that comprise stocks and...
Vested Finance launches two new pre-built portfolios to allow investors to invest in new-age technologies and globally diversified ETFs
Vested Finance launches two new pre-built portfolios to allow investors to invest in new-age technologies and globally diversified ETFs
Source: PR Agency
5/12/2022 12:49:45 PM
ICICI Prudential MF introduces FMP- Series 88 -1226 - D- Plan F ICICI Prudential Mutual Fund (MF) has launched ICICI Prudential Fixed Maturity Plan – Series 88 - 1226 Days Plan F, a close - ended debt scheme with relatively high interest rate risk and relatively low credit risk. The NFO opens for subscription on November 28, 2022 and closes on December 07, 2022. The Entry load and Exit load is nil for the scheme. The minimum subscription amount is Rs 5,000 & in multiples of Rs 10 thereafter. The performance of the Scheme will be benchmarked w...
ICICI Prudential MF introduces FMP- Series 88 -1226 - D- Plan F
ICICI Prudential MF introduces FMP- Series 88 -1226 - D- Plan F
Source: Accord Fintech
28/11/2022 4:48:28 PM
Motilal Oswal AMC launches Gold and Silver ETFs FoFs  Motilal Oswal Asset Management Company (MOAMC) has announced the launch of Motilal Oswal Gold and Silver ETFs FoFs, with an objective to generate returns by investing in units of Gold ETF and Silver ETF. The scheme shall generate returns by investing in units of Gold and Silver ETFs; the daily weights shall be market driven with the starting (NFO) allocation of 70:30. The maximum weight is capped at 90%, subject to quarterly review. The initial higher allocation to Gold is on account...
Motilal Oswal AMC launches Gold and Silver ETFs FoFs
Motilal Oswal AMC launches Gold and Silver ETFs FoFs
Source: PR Agency
22/09/2022 3:17:10 PM
Arms of HDFC Mutual Fund, NSE tie up for education programme Launch of ‘Invest-verse: An Introduction to the World of Investing’ in collaboration with NSE Academy Limited and HDFC Mutual Fund Mumbai  NSE Academy Limited (NAL), a wholly owned subsidiary of the National Stock Exchange of India Limited (NSE) earlier this year had signed an Agreement with HDFC Asset Management Company Limited (HDFC AMC), the investment manager to HDFC Mutual Fund to collaborate and launch first-of-its-kind program namely ‘Invest-Verse: An ...
Arms of HDFC Mutual Fund, NSE tie up for education programme
Arms of HDFC Mutual Fund, NSE tie up for education programme
Source: PR Agency
1/09/2022 5:15:35 PM
Quote on Mutual funds By Manish Mehta, Kotak Mahindra Asset Management Company Ltd Quote on mutual funds By Manish Mehta, Head - Sales, Marketing and Digital Business, Kotak Mahindra Asset Management Company Ltd “While the industry net sales are lower compared to previous month's, our MFD partner interactions suggest that investors both new and existing find investing through mutual funds most suitable for the long term. They continue to allocate through SIPs/STPs and dynamic asset allocation products.”   Above views are of the author and ...
Quote on Mutual funds By Manish Mehta, Kotak Mahindra Asset Management Company Ltd
Quote on Mutual funds By Manish Mehta, Kotak Mahindra Asset Management Company Ltd
Source: Kotak Mahindra Asset Management Company
9/08/2022 2:36:27 PM
Perspective on AMFI Data by Mr. Akhil Chaturvedi, Motilal Oswal Asset Management Company Below is Perspective on AMFI Data by Mr. Akhil Chaturvedi, Chief Business Officer, Motilal Oswal Asset Management Company “These trends reflect sign of maturity in Investors mindset. SIP contribution remaining above Rs 12,000 indicates better awareness among retail investors about long term orientation of equity investments and understanding of current volatility as a part and parcel of equity investing. Instead of reading too much into net equity inflow dipping, the heartening thing...
Perspective on AMFI Data by Mr. Akhil Chaturvedi, Motilal Oswal Asset Management Company
Perspective on AMFI Data by Mr. Akhil Chaturvedi, Motilal Oswal Asset Management Company
Source: Motilal Oswal Asset Management
8/07/2022 2:14:32 PM
Perspective on AMFI Data By Mr. Akhil Chaturvedi, Motilal Oswal AMC Below is Perspective on AMFI Data By Mr. Akhil Chaturvedi, Chief Business Officer, Motilal Oswal AMC. “Despite volatility in markets and fear around macros both globally and locally, it is good trend to see continues positive flows in equities. Though lower than last month which may be due to NFO allotment, SIP flows are holding strong which is also very positive. It will be interesting to see ongoing investment trends given the intensity of volatility being very high, I do...
Perspective on AMFI Data By Mr. Akhil Chaturvedi, Motilal Oswal AMC
Perspective on AMFI Data By Mr. Akhil Chaturvedi, Motilal Oswal AMC
Source: Motilal Oswal Asset Management
10/05/2022 5:52:23 PM
NJ Mutual Fund launches book on Factor Investing Mumbai : NJ Mutual Fund, part of the 27 year old NJ Group announced the launch of NJ’s Factor Book. The book is a manifestation of the relatively new and emerging world of factor investing, which is a confluence of technological advancements (data analytics, machine learning, and artificial intelligence) and established investment principles. The book answers some of the most pertinent questions about factor investing and the performance of such strategies in developed and Indian mar...
NJ Mutual Fund launches book on Factor Investing
NJ Mutual Fund launches book on Factor Investing
Source: PR Agency
3/05/2022 10:33:54 AM
Perspective on AMFI Data by Mr. Akhil Chaturvedi, Motilal Oswal AMC Below is Perspective on AMFI Data by Mr. Akhil Chaturvedi, Chief Business Officer, Motilal Oswal AMC. “Markets have been flat in last 1 and 3 months at headline level, despite we have seen domestic appetite for equities to be on rise. In current times of geo-political risks where markets have corrected sharply, yet the domestic investors have continued to add more allocation to equity. This is clearly change of attitude of investors towards this asset class and a definitely...
Perspective on AMFI Data by Mr. Akhil Chaturvedi, Motilal Oswal AMC
Perspective on AMFI Data by Mr. Akhil Chaturvedi, Motilal Oswal AMC
Source: Motilal Oswal Asset Management
9/03/2022 2:32:00 PM
Perspective on December 2021 - AMFI Data By Mr. Aashish P Somaiyaa, White Oak Capital Below is Perspective on December 2021 - AMFI Data by Mr. Aashish P Somaiyaa, CEO at White Oak Capital. “This is probably the highest ever inflow in equity funds in the MF industry. Taking equity, balanced, hybrid, index funds and ETFs together the gross inflow is well over 70,000 crs and net inflow is just short of 50,000 crs. If one were to extrapolate this rate the industry would end up witnessing 30% of its total equity AuM within a single year itself. This is a sta...
Perspective on December 2021 - AMFI Data By Mr. Aashish P Somaiyaa, White Oak Capital
Perspective on December 2021 - AMFI Data By Mr. Aashish P Somaiyaa, White Oak Capital
Source: White Oak Capital Management
11/01/2022 10:55:34 AM
Perspective on AMFI Data By Mr. Akhil Chaturvedi, Motilal Oswal AMC. Below is perspective on AMFI Data by Mr. Akhil Chaturvedi, Chief Business Officer, Motilal Oswal AMC. “Mutual Fund SIP contribution in the month of December 2021 touched another all-time high of Rs. 11,305 crore. This is the 9th consecutive month of a new all-time high for monthly SIP contributions. Amongst active equity funds, Multi Cap Funds category saw the highest Gross Inflow of ~11000 crore followed by Sectoral/Thematic Funds category. On the back of the 3 NFO&rs...
Perspective on AMFI Data By Mr. Akhil Chaturvedi, Motilal Oswal AMC.
Perspective on AMFI Data By Mr. Akhil Chaturvedi, Motilal Oswal AMC.
Source: White Marque Solutions
11/01/2022 10:50:18 AM
Perspective on AMFI Data By Mr. Akhil Chaturvedi, Chief Business Officer, Motilal Oswal AMC. Below is perspective on AMFI Data by Mr. Akhil Chaturvedi, Chief Business Officer, Motilal Oswal AMC. “Broadly mood to invest in equities continues with positive net sales in pure equity funds of Rs.5200cr. However, at the same time we do see element of profit booking with higher absolute redemption of Rs.23500cr. At the same time, with higher net flows in the hybrid and balance advantage category to the tune if Rs.10400cr signifies retail investor taking cautious v...
Perspective on AMFI Data By Mr. Akhil Chaturvedi, Chief Business Officer, Motilal Oswal AMC.
Perspective on AMFI Data By Mr. Akhil Chaturvedi, Chief Business Officer, Motilal Oswal AMC.
Source: White Marque Solutions
10/11/2021 5:58:58 PM
India Mutual Fund Industry : Net flows turn negative, weighed by liquid and debt schemes By Motilal Oswal   Net flows turn negative, weighed by liquid and debt schemes * Overall net outflows came in at INR472b for Sep’21 (v/s positive flows of INR330b reported in Aug’21). This is one of the highest outflows since Sept 2020 (which saw outflows of INR521b). * Industry flows stood at INR1.7t in FY22YTD (v/s INR2t in FY21YTD), driven by strong flows in equity and hybrid schemes. * The number of folio additions reached all-time highs of 3.1m, driven by equity, hybrid, and ...
India Mutual Fund Industry : Net flows turn negative, weighed by liquid and debt schemes By Motilal Oswal
India Mutual Fund Industry : Net flows turn negative, weighed by liquid and debt schemes By Motilal Oswal
Source: Motilal Oswal Financial Services Ltd
9/10/2021 2:21:27 PM
Monthly Equity View October 2021 by Mr. Sorbh Gupta, Quantum Mutual Fund Below are Views On Monthly Equity View October 2021 by Mr. Sorbh Gupta- Fund Manager- Equity, Quantum Mutual Fund. S&P BSE SENSEX increased by 2.7% on a total return basis in the month of September 2021. It has had a large outperformance vs. its developed market peers such as S&P 500 (-4.6%) & Dow Jones Industrial Average Index (-4.1%). After an aberration in August 2021, the broader market has again outperformed the S&P BSE Sensex this month. The S&P BSE M...
Monthly Equity View October 2021 by Mr. Sorbh Gupta, Quantum Mutual Fund
Monthly Equity View October 2021 by Mr. Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual Fund
6/10/2021 12:42:31 PM
Sebi`s Swing Pricing Rules By Mr. Sandeep Bagla, TRUST Mutual Fund Below is Comment on Sebi's Swing Pricing Rules By Mr. Sandeep Bagla, CEO,TRUST Mutual Fund "The Swing price feature is quite common in the developed markets, and has been now been introduced in the Indian MF space. The swing price feature aims to protect the existing investors from the impact cost incurred by the scheme due to large exits from the fund, at times of market disruptions.  It is a good measure which protects investors from short term market volat...
Sebi`s Swing Pricing Rules By Mr. Sandeep Bagla, TRUST Mutual Fund
Sebi`s Swing Pricing Rules By Mr. Sandeep Bagla, TRUST Mutual Fund
Source: PR Agency
30/09/2021 2:32:52 PM
The right time to stick to value investing by Sorbh Gupta, Quantum AMC Below are Views On The right time to stick to value investing by Sorbh Gupta, Fund Manager- Equity, Quantum AMC In our recent webinar Sorbh Gupta, Fund Manager of Quantum Long Term Equity Value Fund, shared his views on where the equity markets are headed and why value investing is still in vogue. “Comparing with the economic data points before the Pandemic in Feb 2020, we see that the economy is moving ahead. If you look at steel production, fertilizer production, crude...
The right time to stick to value investing by Sorbh Gupta, Quantum AMC
The right time to stick to value investing by Sorbh Gupta, Quantum AMC
Source: Quantum Mutual Fund
17/09/2021 1:45:39 PM
Perspective on AMFI data by Mr. Umang Thaker, Motilal Oswal AMC Below is Perspective on AMFI data by Mr. Umang Thaker, Head of Products, Motilal Oswal AMC “August has been an eventful month for the equity markets where nifty scaled newer milestone of 17,000 with the last 1000 points added in just 19 trading days. The frontline index outperformed MidCap/SmallCap index for the first time in FY21. Broad based gains were seen in all nifty constituents with IT and consumer sectors leading. FII net flow reversed to positive 1 Bn com...
Perspective on AMFI data by Mr. Umang Thaker, Motilal Oswal AMC
Perspective on AMFI data by Mr. Umang Thaker, Motilal Oswal AMC
Source: Motilal Oswal Asset Management Company
8/09/2021 5:44:15 PM
Perspective on the August 2021 - AMFI DATA by Mr. Aashish Somaiyaa, White Oak Capital Below is Perspective on the August 2021 - AMFI DATA by Mr. Aashish Somaiyaa, Chief Executive Officer - White Oak Capital “A granular look at the data of equity and balanced / balanced advantage category of schemes suggests that the gross flow, the redemption and the net flow for the months of July and August remains to be at the same elevated level. But there is a significant shrinkage in the net flow for equity category and corresponding bump up in net inflow of the b...
Perspective on the August 2021 - AMFI DATA by Mr. Aashish Somaiyaa, White Oak Capital
Perspective on the August 2021 - AMFI DATA by Mr. Aashish Somaiyaa, White Oak Capital
Source: White Marque Solutions
8/09/2021 5:12:27 PM
Quote on AMFI data by Lakshmi Iyer, Kotak Mutual Fund Below is quote on AMFI data by Lakshmi Iyer, CIO (Debt) & Head Products, Kotak Mutual Fund “August month saw continued flows in floating rate category in fixed income with net sales of nearly Rs. 10,000 crore. Anticipation of tighter liquidity conditions due to RBI announcement of additional VRRR could have prompted this move. Categories like medium to long term, gilt etc. also saw positive net sales as the steep yield curve offers cushion to any potential abrupt r...
Quote on AMFI data by Lakshmi Iyer, Kotak Mutual Fund
Quote on AMFI data by Lakshmi Iyer, Kotak Mutual Fund
Source: PR Agency
8/09/2021 4:01:02 PM
Webinar Summary: Investing in a bull run. Where to from here ? by Nilesh Shetty, Quantum AMC Below are Views On Webinar Summary: Investing in a bull run. Where to from here? by Nilesh Shetty, Fund Manager, Equity, Quantum AMC Webinar Summary: Investing in a bull run. Where to from here? Given that post first & second wave of Covid, the economy has taken a hit; why is the market experiencing a raging bull run? Nilesh Shetty, Fund Manager, Equity, Quantum AMC discussed this in a webinar held recently. “Eventually, all markets levels are a function of t...
Webinar Summary: Investing in a bull run. Where to from here ? by Nilesh Shetty, Quantum AMC
Webinar Summary: Investing in a bull run. Where to from here ? by Nilesh Shetty, Quantum AMC
Source: Quantum Mutual Fund
24/08/2021 3:24:30 PM
Perspective on AMFI Data by Mr. Akhil Chaturvedi, Motilal Oswal Asset Management Below are Perspective on AMFI Data by Mr. Akhil Chaturvedi, Associate Director, Head of Sales & Distribution, Motilal Oswal Asset Management Company. Investors continue to invest in pure equity schemes resulting in positive net sales of almost 6000 cr, this is slightly lower than last month due to higher redemptions. For now, the trend surely is in favour of Indian Equities by domestic investors. It is particularly very encouraging to witness good amount of interest in dynamic / a...
Perspective on AMFI Data by Mr. Akhil Chaturvedi, Motilal Oswal Asset Management
Perspective on AMFI Data by Mr. Akhil Chaturvedi, Motilal Oswal Asset Management
Source: Motilal Oswal Asset Management Company
8/07/2021 3:27:54 PM
Monthly Equity View July 2021 by Sorbh Gupta, Quantum Mutual Fund Below are Views On Monthly Equity Views July 2021 by Sorbh Gupta- Quantum Mutual Fund Monthly Equity View: July 2021 S&P BSE SENSEX increased by 1.29% on a total return basis in the month of June-21. After a strong rally in the month of May-21, equity markets have further consolidated gains this month. Sensex has underperformed global indices such as S&P 500 & MSCI world Index that appreciated by 2.34% & 1.52%, respectively, during the month. It has, ...
Monthly Equity View July 2021 by Sorbh Gupta, Quantum Mutual Fund
Monthly Equity View July 2021 by Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual Fund
7/07/2021 4:00:59 PM