Background The case stems from a Show Cause Notice (SCN) issued on November 6, 2023, by the Securities and Exchange Board of India (SEBI) to HSBC Asset Management (India) Private Limited. This notice was related to the inspection of L&T Mutual Fund, which was managed by L&T Investment Management Limited until it was acquired by …
Mirae Asset Investment Managers (India) Pvt. Ltd. announced the withdrawal of the existing temporary suspension on subscriptions for the Mirae Asset Large and Midcap Fund, formerly known as the Mirae Asset Emerging Bluechip Fund. Starting from August 1, 2024, the fund will resume accepting subscriptions across all modes—Systematic Investment Plan (SIP), Systematic Transfer Plan (STP), …
Over the past five years ending in June 2024, an analysis of the top 30 active equity funds by AUM reveals that 12 funds outperformed their respective benchmarks. Notably, the Quant Small Cap Fund, SBI Contra Fund, and Nippon India Small Cap Fund stood out, each generating over 5% alpha. The Quant Small Cap Fund, …
Mutual funds in India are a type of investment vehicle that pools money from multiple investors and invests it in various financial instruments such as equity, bonds, or money market instruments, to generate returns. The combined holding is known as the fund, and each investor owns a portion of the holdings, proportionate to their investment. …
Dividend mutual funds have become increasingly popular among investors seeking a balance between income and capital appreciation. These funds offer a unique opportunity to benefit from both regular dividend payments and the potential for long-term capital growth. What is Dividend Mutual Funds? Dividend mutual funds are a type of equity fund that primarily invests in …
Mutual funds, especially equity mutual funds, have played a pivotal role in helping retail investors create wealth over the last 25 years since they actually became a distinct asset class in India. Of course, mutual funds are not just about equity funds. There are debt funds, liquid funds, arbitrage funds, and balanced funds. But what …
In the investment world, every penny counts. When it comes to equity mutual funds, expense ratios, and the fees charged for managing your money, can significantly impact your long-term returns. But fear not, cost-conscious investor! Here we come up with a list of lowest expense ratio equity mutual funds, unveiling options that can help you …
When you invest in a mutual fund, you assemble a collection of assets. Fund managers play a crucial role in this process, deciding what to buy and sell after thorough research and analysis. Passive management involves mirroring a widely recognized index, with the fund’s components selected to align with that index. In contrast, active management …
In mutual funds, investors often rely on historical performance to guide their decisions. However, a recent analysis of 146 equity mutual fund schemes has shed light on a concerning trend: around 60 schemes have failed to beat their respective benchmarks over three, five, seven, and 10-year periods. Approximately 41% of the funds have underperformed, indicating …
Some experts believe that certain mutual funds, especially those that focus on value or play it safe with their investments, are currently holding a lot of cash. This might mean they are feeling cautious about the stock market. Typically, when funds hold a significant amount of cash, it can suggest they think the market is …
