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Mutual funds
Today24 stories · 26 articles
Net tone● −12% today
Market checkCapital Markets −0.73%
Developing5 storylines
Mutual funds in three lines
- A ₹25-lakh PRIM route gives wealth managers a way to manage mutual-fund portfolios
- The Income-tax Act provides nine exemptions for capital gains from asset sales
- Investment and withdrawal timing can create a significant gap between mutual fund returns and what investors earn
2024 Sept
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Broker call● mixedStock selection key as earnings and valuation gaps widen: Tata MF’s Chandraprakash PadiyarMarket valuationsSmall and midcapsTata Group
● mixedBest medium duration mutual funds to invest in September 2026SEBI defines medium-duration funds as investing in debt and money-market instruments with a 3–4 year Macaulay durationSEBI
● mixedETMarkets PMS Talk | The biggest de-rating warning? When market expectations outrun business reality: Swati KhemaniSwati Khemani called de-rating the “other side of alpha” and an underappreciated investment riskCarnelianMarket valuations
● mixedInternational ETFs trading at a premium: What investors should check before buyingIndia-listed international ETFs can trade at premiums to their underlying assetsETFsGlobal marketsMarket valuations
Broker call▼ bearishETMarkets Smart Talk | US bonds offer attractive yields again: Nachiketa Sawrikar on the challenge for Indian equitiesUS bonds are again offering attractive yieldsUS TreasuriesUS FedBond yields
Policy● mixedETMarkets PMS Talk | From mutual funds to PMS: Brijesh Ved on where PRIM fits in India's evolving wealth landscapeSEBI’s proposed PRIM framework could redefine investor expectations of portfolio managersPRIMSEBI
Market move▼ bearishBulls out of steam, it’s slow & steady on D-StreetForeign portfolio investors withdrew significant funds from Indian equitiesFII flowsMutual fund flowsDII flows
Policy● mixedSebi's PRIM route: Portfolio managers can invest ₹25 lakh-plus client money in mutual fundsSEBI launched PRIM, a route for portfolio managers to invest client money in mutual fund unitsPRIMSEBI
● mixedHybrid funds are booming: Why some advisers prefer them while others remain cautiousSome advisers favour hybrid funds for tax efficiency and stabilityTaxesInsurance distribution
● mixedMutual fund returns: Why average return can mislead you about your actual wealthTwo funds both averaged 5%, but one left investors Rs.11,000 richer
Expansion● mixedDubai is an important market for us, says SBI Funds’ MD & CEO Debasish MishraSBI Funds Management is expanding into overseas hubs such as Dubai and deeper Indian marketsSBI Funds ManagementSBIGlobal markets
Market move▼ bearishStreet signs: Slump in domestic flows adds to largecap woes, and moreActive largecap funds saw outflows as Nifty 50 approached oversold territoryMutual fund flowsNifty and SensexFII flows
● mixedManufacturing mutual funds: Top scheme delivered over 23% in 1 year—did this stellar return come with higher risk?Top manufacturing mutual fund schemes delivered over 23% in one yearManufacturingMarket valuations
Policy● mixedYour gold or silver ETF holds physical bullion: Here's what SEBI's new vault rules mean for investorsSEBI approved a common vault-manager framework for bullion backing gold and silver ETFsSEBIETFsGold
Policy● mixedSEBI PMS overhaul could turn advisers into portfolio managersA ₹25-lakh PRIM route gives wealth managers a way to manage mutual-fund portfoliosPRIMSEBIStockbrokers
● mixedA data-driven analysis of mutual funds vs. PMSMutual funds returned 14.5% CAGR over 10 years, versus 14.0% for PMSMutual fund flows
Policy● mixedSold house, land, shares or mutual funds? Know 9 reinvestment options to claim capital gains tax exemptionThe Income-tax Act provides nine exemptions for capital gains from asset salesCapital gains taxIncome taxReal estate
● mixedInvested in a top-performing mutual fund? Why strong returns may not translate into similar gains for youInvestment and withdrawal timing can create a significant gap between mutual fund returns and what investors earnMutual fund flowsMarket valuations
● mixedYour SIP Has Underperformed For Three Years: What Should You Check Before Stopping It?Periodically review your portfolio to check whether returns align with expectationsMarket valuations
▲ bullishETMarkets Smart Talk | 2-3 crore wealth creators could enter PMS: Sandeep Jethwani on PRIM and India’s wealth boomSEBI’s PRIM framework lowers the PMS entry limit to ₹25 lakhPRIMSEBIDinesh Pant