Mutual Funds Articles

Mirae Banking PSU Fund NFO
July 11, 2020
NFO review: Mirae Asset Banking and PSU Debt Fund; how the category is faring

This is the 20th scheme in this category which has of late caught the attention of debt fund investors who want relatively safer fixed income portfolios

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Debt repayment
July 11, 2020
Franklin MF gets payment from Vodafone Idea as bond matures; UTI MF and Nippon MF also receive dues

The debt fund schemes had segregated the exposure to Vodafone Idea after writing down its value to zero; now investors will be paid back the money in next few days

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MF data
July 9, 2020
Pandemic impact: Mutual fund inflows drop over 95% in June

Equity schemes witness profit booking on the back of the strong rally; liquid funds witness Rs 44,000 cr outflow

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side pocketing in mutual funds
July 8, 2020
Two UTI MF debt schemes create side pocket for Zee Learn; 3rd instance this year after Vodafone, Yes Bank

Debt instruments of Zee Learn downgraded below investment grade; segregated portfolios in UTI Credit Risk Fund and UTI Medium Term Fund

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Santosh Kamath Franklin Templeton
July 7, 2020
Franklin’s Santosh Kamath breaks silence; expects Rs 6,000 cr inflows by Sept, plans listing of securities, schemes

Speaking in a podcast, the fixed income head talks about expected cashflows, secondary sale of securities, listing of unlisted papers, and listing of MF schemes

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Mutual Funds
July 6, 2020
Commission to top MF distributors dip by over 25% as trail-only payout kicked in, capped TER

MF commissions took a dip due to trail only fee and the capping of TER; also the lack of closed-ended scheme launches meant no fat commissions

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Debt fund strategy
July 6, 2020
Franklin update: 6 debt schemes received Rs 3,275 cr since Apr 24 via coupons, maturities and pre-payments

While two funds of the six funds that are being wound up are cash positive, four have between 7% to 37% of AUM as outstanding borrowings as on June 30

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Mutual funds data
July 2, 2020
Which debt funds beat most equity funds in 5 year period

Though fixed income and stocks have two very different goals in one’s portfolio, in some phases debt funds will outshine equity funds

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Mutual Funds
June 30, 2020
Stamp duty on mutual fund transactions from July 1; Frequent churning of funds will get expensive

Duty of 0.005% imposed on purchase, switch, SIP, STP, dividend reinvestment, and units bought on exchanges

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Focused Equity Funds
June 30, 2020
What are focused equity funds? How do they fare against multicap funds?

Fund selection remains key because there are schemes with 10-year CAGR of 10-14% while some focused equity MFs have even failed to beat SBI bank fixed deposit rate

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