Recently the markets corrected, several fund houses saw this as an opportunity to invest in the beaten down small cap space. As the small-cap stocks provide an opportunity to buy stocks at moderate pricing and have the potential to generate returns over the long term. Principal Small Cap Fund (PSCF), launched by Principal Mutual Fund,…

The mutual fund industry witnessed an average addition of 9.13 lakh SIP accounts every month in FY 2018-19. A remarkable achievement for the mutual fund industry isn’t it? According to AMFI, inflows through SIPs jumped 38% from Rs 67, 190 crore in FY 2017-18 to Rs 92,693 crore in FY 2018-19. Encouraging SIP inflows Month…

Indiabulls mutual fund has launched its first passively managed fund, Indiabulls Nifty50 Exchange Traded Fund (IN50ETF) This exchange-traded fund or ETF will comprise of stocks that replicates the composition of its benchmark, the Nifty 50 index. ETF provides an opportunity to invest across the entire market cap on a real-time basis at lower costs, hence…

Reports of naïve investors who have been duped are plenty, and that’s precisely why investors do not trust Independent Financial Advisers (IFAs) today. But, one needs to recognise that trust is earned over a period of time by doing what’s respectful and moral. And investors are cautious at every step. After all, it’s a matter of their hard-earned…

If investors are unhappy with their mutual fund distributor (for any stated or unstated reason), they find a new one and replace their existing distributor. That’s the harsh reality. In fact, it’s entirely possible that some of your existing clients had issues with their previous mutual fund distributor/agent. As they say, one person’s loss is…

Ever since the Mutual Fund Sahi Hai campaign, there has been an increased awareness about investing in mutual funds and assets managed by the mutual fund industry have grown from Rs. 23.17 trillion in February 2018 to Rs. 24.25 trillion in February 2019. This represents a 4.66% growth in assets over a year. Graph: AUM of…

It looks like the Securities and Exchange Board of India (SEBI) wants to delegate. And for good reasons… Like you might have experienced in your case, as your workload increased, you needed a responsible and accountable helping hands to do justice to your job. Similar is the case with the capital market regulator. With capital…

Retail inflation for February 2019 inched up to 2.57% from 1.97% in January 2019, showed the data released by the Ministry of Statistics and Programme Implementation or MOSPI in March 2019. Deflation in food and fuel price was the primary reason for the lower reading. ‘Clothing & Footwear’ and ‘Housing’ and segments remained rather flat.…

As you may know, the Interim Budget 2019 was a pro-farmer and pro-middle-class budget ––an attempt was made to leave a higher disposable income in the hands of the common man. Apart from increasing household savings, the Union Budget 2019, is also expected to provide a boost to India’s consumption story. ICIC Prudential Mutual Fund…