Computer Age management Services Limited (CAMS) is the leader in the two-player MF Registrar and transfer agent (RTA) industry, with a 70% market share. It services 16 of the 41 AMCs and 4 out of the top 5 AMCs that account for a lion’s share of Indian mutual fund assets.
If you are a long-term investor, adding mid-cap funds to your portfolio will drive overall returns. And in such mid-cap exposure, many of you could simply want funds that can deliver returns that are at least better than the mid-cap index and not collapse during market declines.
We often draw references to the Nifty 50 PE in our research reports and articles. You may also want to track the Nifty 50 PE
SEBI has a new ruling on multi-cap funds and it has the mutual fund world in a tizzy. Are the new regulations in investors’ interests? Vidya Bala analyses.
SEBI’s new circular dictating a minimum mid-cap and small-cap stock allocation has left investors in multicap funds scratching their heads. But there’s another set of investors who are thrilled with this move. These are the folks who are already invested in smallcap stocks in their direct equity portfolios or owning smallcap equity funds.
As per this new SEBI multicap rule, a multi-cap fund should allocate 25% each at the minimum to smallcap, midcap and largecap stocks. This is a sea change from the current scenario where multicap funds could have any allocation they wished to, based on their outlook on the market.
At Rs 4,000 crore, the equity mutual fund outflows is not only higher than the previous month but also more than the October 2013 outflow of Rs 3,225 crore.
HDFC Top 100 was the largest fund in its category for a long time (and is still among the top 5 in its category in AUM). It has shown great mettle in its comeback stories time and again.
Today, for us, it serves a different purpose. HDFC Top 100 is a great candidate for a serious case study on the changing performance of mutual funds in India and what it means to you.
This is the question we’ve received from many of you. The straight answer to this is: gilt yields rose sharply in the past 1 month causing a drop in prices.
LIC has launched Jeevan Akshay VII – the latest version of its popular immediate annuity plan. So should retirees looking for regular income go for it? Here’s an analysis of its pros and cons.
These are the worst of times for businesses. But the equity markets think otherwise. Dancing to a tune that only the stock market hears, the Nifty has clocked an all-time high PE. Should you rejoice or view this with caution?
The 62% return on domestic gold prices (and gold ETFs) since the end of 2018 has left many Indian investors who are invested in equity and debt mutual funds with a let-down feeling.
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