Page 20 - Value Research News Today

The Employees Provident Fund Organisation (EPFO) made its maiden investments in the National Stock Exchange Nifty50 and the S&P BSE Sensex exchange-traded funds (ETFs) offered by Nippon India and ICICI Prudential (IPru) in July. These two fund houses are now in the company of public sector bank-linked players SBI Mutual Fund (MF) and UTI MF, whose products have traditionally been used by the retirement fund body. EPFOs investment corpus was routed through Nippon and IPru nearly three months afte...

ICICI PRU SMALL CAP: Under the new mandate, the fund has a portfolio balanced between quality compounders and normalcy candidates on the path to recovery. While it has struggled in the past year, it has exhibited healthy outperformance over three and five years. Aggressive investors seeking pure-play small cap exposure may consider this fund.

ICICI PRU SMALL CAP: Under the new mandate, the fund has a portfolio balanced between quality compounders and normalcy candidates on the path to recovery. While it has struggled in the past year, it has exhibited healthy outperformance over three and five years. Aggressive investors seeking pure-play small cap exposure may consider this fund.

The fund house is undertaking a review of the schemes that got added to its portfolio following the IDBI MF merger.

The IT sector funds have returned a paltry 5.06% in the last year. But that hasn’t stopped fund houses from being bullish on tech-sector funds. Most of such schemes invest primarily in IT companies listed in India. Should you invest when the sector has fallen so much?

The fund house already has Quantum Multi Asset Allocation Fund of Funds which has AUM of Rs 53 crore and invests in various schemes of Quantum mutual fund that feeds into gold, bond and equity funds.

Indias asset managers are launching even more passive funds as an overcrowded market for active funds and their struggle to beat benchmark returns force a shift in the $558 billion industry....

Discover how the influx into mutual funds is on the rise, driven by risk-averse investors seeking alternatives.

It’s been a little over a year since a massive front-running scandal erupted at Axis Mutual Fund. The firm has since set its house in order and is now readying for a fresh innings.

"Post fixed income taxation change, we have positioned equity savings funds as an alternate fixed income product to meet conservative investors demand," said A Balasubramanian, MD of Aditya Birla Sunlife MF. "Given the fact it will have 10% exposure to equity and the rest will be spread between equity arbitrage and fixed income instruments, we also wanted to keep the expenses at a level which will be fair to investors," he said.