Here’s how to pick a mutual fund from 14 new Sebi categories
6 years, 8 months ago

Here’s how to pick a mutual fund from 14 new Sebi categories

Live Mint  

If mutual funds are often touted as one of the best vehicles for you—the small investor—to invest in equity and debt markets, then picking a fund should be easy, right? “In most cases and for a normal investor, focus should be on broadly diversified multi-cap funds and large-cap and mid-cap categories; these will serve well,” said Deepak Chhabria, CEO and director, Axiom Financial Services Ltd. Kaustubh Belapurkar, director, fund research, Morningstar India, said large-cap, mid-cap and small-cap categories should form the core. For instance, Ashwin Patni, head-products and a fund manager at Axis Asset Management Co. Ltd, said that the large-and-mid-cap category is a “weird category… just hanging in there and doesn’t really help the investor”. ICICI Balanced Advantage Fund, a ₹ 27,600 crore scheme, dropped its pure equity exposure to 35.4% in November 2017 when equity markets had risen throughout the year.

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History of this topic

Best Mutual Funds 2024: THESE equity schemes across market caps delivered highest returns. Check list here
2 months, 3 weeks ago

Best Mutual Funds 2024: THESE equity schemes across market caps delivered highest returns. Check list here

Live Mint  

As the New Year 2025 has commenced, it is the right time to analyse the performance of mutual funds across different categories. Here, we list out the returns posted by equity mutual funds across market capitalisations i.e., large cap, mid cap and small caps. Large cap fund 1-year-return AUM WhiteOak Capital Large Cap Fund 20.73 686.42 DSP Top 100 Equity …

Best Mutual Funds 2024: THESE large cap, mid cap, small cap schemes beat the benchmark index in past 1 year
3 months, 1 week ago

Best Mutual Funds 2024: THESE large cap, mid cap, small cap schemes beat the benchmark index in past 1 year

Live Mint  

If you are planning to invest in a mutual fund, then it is recommended to examine the past returns of that scheme vis-a-vis other schemes in the same category. Here we list out the schemes which have managed to beat the benchmark returns Large cap funds Large Cap schemes 1-year-return Aditya Birla Sun Life Frontline Equity Fund 24.48 Bandhan Large …

Capitalmind receives SEBI’s in-principle nod to launch a mutual fund
7 months ago

Capitalmind receives SEBI’s in-principle nod to launch a mutual fund

Live Mint  

Bengaluru-based investment management firm Capitalmind Financial Services Private Limited has received in-principle approval from the Securities and Exchange Board of India to launch new mutual fund. As of March 31, 2024, there are 74.6 crore PAN cardholders in India, but only 4.5 crore unique mutual fund investors, highlighting a considerable growth opportunity. Our goal is to serve the rapidly growing …

SEBI makes nomination optional for joint mutual fund portfolios
10 months, 3 weeks ago

SEBI makes nomination optional for joint mutual fund portfolios

The Hindu  

Capital markets regulator SEBI made the nomination optional for jointly-held mutual fund accounts on May 1 to promote ease of doing business. Based on the working group’s recommendation, a public consultation was carried out suggesting an option to make joint mutual fund account nominations optional and permitting fund houses to have a single fund manager to oversee commodity and foreign …

Mutual Funds: Top-performing large, mid and small-cap funds in last 10 years
1 year, 5 months ago

Mutual Funds: Top-performing large, mid and small-cap funds in last 10 years

Live Mint  

With so many mutual fund houses launching new fund offers every month and the old ones plying in the market to create wealth, many old and new investors are eager to know which of them can help them create wealth. Large-cap funds 10-year returns Nippon India Large Cap Fund 17.94 Mirae Asset Large Cap Fund 17.77 SBI Blue Chip Fund …

NFO Alert: Bank of India Mutual Fund launches the Multicap Fund; all you need to know
2 years, 1 month ago

NFO Alert: Bank of India Mutual Fund launches the Multicap Fund; all you need to know

Live Mint  

Bank of India Mutual Fund announced the launch of the Bank of India Multicap Fund, an open-ended equity scheme investing in equity and equity-related securities across various market capitalisation. The investment objective of this actively managed equity fund scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity-related instruments across large-cap, mid-cap …

Confused About Mutual Funds Types? What Is Equity, Debt Or Hybrid Funds; Check Details
2 years, 2 months ago

Confused About Mutual Funds Types? What Is Equity, Debt Or Hybrid Funds; Check Details

News 18  

Many of us are aware about mutual funds as investors, through television commercials or from someone who has invested in them. SEBI has classified Hybrid funds into 7 sub-categories as follows, Conservative Hybrid Fund, Balanced Hybrid Fund, Aggressive Hybrid Fund, Dynamic Asset Allocation or Balanced Advantage Fund, Multi Asset Allocation Fund, Arbitrage Fund and Equity Savings. Other Schemes – Index …

What factors to consider when choosing the right fund to invest in?
2 years, 8 months ago

What factors to consider when choosing the right fund to invest in?

Live Mint  

I am 36 years old and my goal is long-term wealth creation. I have shortlisted a few funds based on market cap, fund manager, fund house and portfolio overlap. The shortlisted funds are - Axis Growth Opportunities Fund, Parag Parikh Flexi Cap Fund, Kotak Multicap Fund, Quant Active Fund, Canara Robeco Small Cap Fund and PGIM India Small Cap Fund. …

Should you invest in international equity mutual fund?
3 years, 6 months ago

Should you invest in international equity mutual fund?

Live Mint  

Can you suggest mutual funds with investment in an international equity fund and secondly shall one invest in them. —Name withheld on request To diversify your overall mutual fund’s portfolio, one can have up to 10% allocation in international equity funds. However, you may choose Franklin India Feeder–US Opportunities Fund, ICICI Pru US Bluechip Equity Fund or Motilal Oswal Nasdaq …

Kotak Standard Multicap to become ’Flexi Cap Fund’, no change in portfolio, investment process
4 years, 4 months ago

Kotak Standard Multicap to become ’Flexi Cap Fund’, no change in portfolio, investment process

Live Mint  

Kotak Standard Multicap Fund, the biggest multi cap scheme holding assets worth ₹29,551 crore will move to 'Flexi Cap Category', the new category introduced by Sebi under equity mutual funds. The new category was announced on Friday, after the mutual fund companies requested Sebi to form a new category, called 'flexi cap' to avoid huge disturbance in the existing multi …

Nilesh Shah recommends new category to Sebi amid tweaks in multi cap fund rules
4 years, 6 months ago

Nilesh Shah recommends new category to Sebi amid tweaks in multi cap fund rules

Live Mint  

Nilesh Shah, Chairman Amfi and Managing Director, Kotak Mahindra Mutual Fund, has requested Sebi to form a new category, called 'flexi cap' to avoid huge disturbance in the existing multi cap funds amid new portfolio allocation rules. Nilesh Shah discussed the option with distributor partners afew days ago where he said, "We will request them to consider creating a Flexi …

Sebi multi cap fund rules: IIFL Securities list of 11 midcap stocks set to rally
4 years, 6 months ago

Sebi multi cap fund rules: IIFL Securities list of 11 midcap stocks set to rally

Live Mint  

Sebi, in a circular, on Friday announced new set of portfolio allocation rules for multi cap mutual funds where the Market Regulator made it mandatory for the multi cap funds to invest a minimum of 25% of their portfolio each in large cap stocks, mid caps and small cap companies. "We will see a rally in mid cap and small …

Invested in mutual funds? New rules for multi cap funds explained in 5 points
4 years, 6 months ago

Invested in mutual funds? New rules for multi cap funds explained in 5 points

Live Mint  

Sebi, in a recent circular, has tweaked the asset allocation rules for multi cap funds on Friday. According to the Sebi circular on 'Asset Allocation of Multi Cap Funds', the changes in the portfolio allocation of multi cap schemes have been done to bring diversification. The circular read, "In order to diversify the underlying investments of Multi Cap Funds across …

Top multi cap equity mutual funds to invest in
4 years, 6 months ago

Top multi cap equity mutual funds to invest in

Live Mint  

Mint50 brings a curated list of top 50 mutual funds on a regular basis to help you build your mutual fund portfolio. Here we present you the top multi cap mutual fund schemes to invest in 2020. Sebi defines a multi cap fund as an open-ended equity scheme investing across large cap, mid cap, small cap stocks. Here are the …

Opinion | We need to recategorise mutual funds for the benefit of retail investors
4 years, 10 months ago

Opinion | We need to recategorise mutual funds for the benefit of retail investors

Live Mint  

A few years ago, the Securities and Exchange Board of India took the somewhat scattered and large universe of mutual fund schemes and categorized them into buckets. This was meant to achieve multiple objectives—make schemes comparable across fund houses, force asset managers to be truer to label, and also cut down the number of schemes floating around. Enhancing limits also …

Consider exiting if re-categorization changes the mandate of the schemes you are invested in
7 years, 2 months ago

Consider exiting if re-categorization changes the mandate of the schemes you are invested in

Live Mint  

Can you please explain the recent mutual fund re-categorization rules? —Ayushi Singh A few months back, market regulator Securities and Exchange Board of India stipulated a set of rules to streamline fund categories, and asked mutual fund companies to comply with these in the next few months. One, Sebi has listed a set of categories and has asked mutual funds …

Regulation 3.0—Indian Mutual Funds
7 years, 5 months ago

Regulation 3.0—Indian Mutual Funds

Live Mint  

The Securities and Exchange Board of India’s circular on mutual fund schemes’ categorization and rationalization was released on 6 October 2017. Two, over the years, clutter has built up in the mutual fund industry with too many similar schemes even within a fund house. When investors would compare returns across the balanced fund category, the funds with equity higher than …

Are there too many mutual funds?
7 years, 6 months ago

Are there too many mutual funds?

Live Mint  

Policymakers have been debating whether there are too many mutual fund schemes in the industry. Investors must wonder why asset management companies send communication about every new product launch but seldom about reinforcing the decision to invest in the fund that one already owns. Ltd The mutual fund industry, across 40 AMCs, offers around 2,100 schemes. In that context, Sebi …

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