In a letter to AMFI on February 24, 2023, Securities and Exchange Board of India (SEBI) has asked mutual funds to keep the B-30 incentive structure on hold till fund houses put a system in place that addresses the concerns of the market regulator. Do note, the mutual fund industry classifies cities into two categories:…
Market volatility is a measure of risk, so the risk borne by market-linked investments in your portfolio increases as volatility increases. Since volatility cannot be avoided; it’s impact on your portfolio can only be controlled, your sound investment approach will be useful in this situation. Despite the fact that there are various market phases, such as the…
Mutual funds are a popular investment option that allows investors to take advantage of the potentially lucrative returns that the stock market can provide while also streamlining the investment process. With mutual funds, investors don’t need to individually vet stocks but can rely on fund managers to make the best decisions on their behalf. Mutual…
HDFC Asset Management Company (AMC) is one of India’s largest mutual fund houses with schemes across various categories. HDFC Mutual Fund has marked its entry into the alternative asset space with the launch of its first Alternative Investment Fund (AIF) product. HDFC Select AIF FOF – I is a Category II AIF (Fund of Funds) that will…
On February 09, 2023, the Securities Exchange Board of India (SEBI) has issued a consultation paper to review the role and accountability of mutual fund trustees in order to protect the interests of unitholders. Furthermore, the regulator has made certain recommendations to enhance the accountability of the board of Asset Management Companies (AMC). The purpose of the…
The Adani Group has been making the news headlines in the last couple of weeks for all the wrong reasons. As you may know, the Adani Group is an Indian multinational corporation created in 1988 as a commodity trading enterprise by Mr Gautam Adani, including the flagship company Adani Enterprises. Gautam Adani was the fourth-richest…
Systematic Investment Plan (SIP) offered by mutual funds allows investors to invest a set amount in a mutual fund scheme on a regular basis, such as once per month, as opposed to lumpsum investments. SIP has been gaining popularity among Indian investors; it is thought to be the most convenient way to invest in mutual funds…
Risks are inevitably associated with investments. For example, while mutual funds provide benefits such as wealth creation and diversification to investor’s portfolio, they also carry significant risks. The wisest choice an investor can make to reduce mutual fund risks is to learn more about them and practise strategies for mitigating them. However, most investors begin investing in mutual…
As an investor, you must have noticed that after purchasing or selling a stock, bond, or mutual fund, you must wait two days for the stock to be reflected in your Demat Account or the fund to be shown in your account. The time required to do so, i.e., T + Days of Settlement will now…
A sponsor plays a vital role in the establishment of mutual fund. It can be either in its individual capacity or in collaboration with another legal entity. The sponsor oversees all aspects of establishing a mutual fund, including getting relevant approvals, fundraising, incorporation, and forming an Asset Management Company (AMC). In the recent past, private…
