NFONEST

January 15th, 2018  / Author: lalitha

January 2018   Fundraising by new offers in the equity segment of the mutual fund industry hit a 10-year high of Rs 22,333 crore in 2017. The average fund raised per new fund offer, at nearly Rs 380 crore, was also the highest since 2008. Equity NFOs’ contribution to overall equity mutual fund sales is on the Read more »

GEMGAZE

January 8th, 2018  / Author: lalitha

January 2018  Proper asset allocation and regular rebalancing are two of the most important requirements in investing. Balanced funds provide an avenue to achieve both. Balanced funds are suitable for investors who want to enjoy the returns from equity investments but with a safety cushion. Normally this is true for first time investors or investors Read more »

FUND FLAVOUR

January 1st, 2018  / Author: lalitha

January 2018 Risk is the main quotient in the investment world. A favourable risk-reward balance attracts most of the investment from the public. As investing in large cap, midcap, small cap, multi-cap has different degrees of risk involved in it people tend to give a second thought before investing. Investing in Balanced Funds reduces the risk of downside to Read more »

FUND FULCRUM

December 25th, 2017  / Author: lalitha

December 2017 With the latest inflow, total infusion in mutual fund schemes reached Rs 3.8 lakh crore in the first eight months (April-November 2017) of the current fiscal, according to the latest data with Association of Mutual Funds in India (AMFI). Investors have pumped Rs 1.26 lakh crore into mutual funds in November 2017, driving Read more »

NFONEST

December 18th, 2017  / Author: lalitha

December 2017 NFOs of various hues adorn the December 2017 NFONEST. Union Prudence Fund Opens: December 7, 2017 Closes: December 21, 2017 Union Mutual Fund has launched the Union Prudence Fund, an open-ended dynamic asset allocation fund. The investment objective of the fund is to achieve long term capital appreciation and generate income through an equity portfolio by using long equities, equity derivativesand Read more »

GEMGAZE

December 11th, 2017  / Author: lalitha

December 2017 The consistent performance of all four funds in the December 2016 GEMGAZE is reflected in all the funds holding on to their esteemed position of GEM in the December 2017 GEMGAZE. Birla Sun Life Treasury Optimizer Fund Gem Birla Sun Life Treasury Optimizer Fund was launched nearly a decade ago in April 2008. The current AUM of the fund is Read more »

FUND FLAVOUR

December 4th, 2017  / Author: lalitha

December 2017 What are Debt Funds? When you buy an equity instrument like a stock, you buy ownership into that company to participate in its growth. But when you buy a debt instrument, you give a loan to the issuing entity. The government and private companies issue bills and bonds to get a loan to Read more »

FUND FULCRUM

November 27th, 2017  / Author: lalitha

November 2017 With rising equity markets, the average assets under management (AAUM) of the mutual fund industry reached close to Rs.22 lakh crore in October 2017. AMFI’s latest data shows that AAUM of the mutual fund industry has reached Rs.21.79 lakh crore in October 2017. The average AUM of the mutual fund industry has increased Read more »

NFONEST

November 20th, 2017  / Author: lalitha

November 2017 Asset mobilisation through the new fund offer (NFO) route has hit a nine-year high in 2017. The mutual fund industry launched a total of 47NFOs during the first 10 months of the year, to mop up a cumulative Rs 13,500 crore. The average NFO size, too, has increased to a nine-year high of Rs 288 crore. The Read more »

GEMGAZE

November 13th, 2017  / Author: lalitha

November 2017 The consistent performance of all five funds in the November 2016 GEMGAZE is reflected in all the funds holding on to their esteemed position of GEM in the November 2017 GEMGAZE. Birla Sun Life Tax Plan Gem Launched in 1999, the Rs. 633 crore Birla Sun Life Tax Plan is one of the oldest ELSS funds Read more »