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Mutual fund KYC puzzle: How to solve it

Amol Joshi, Founder of PlanRupee Investment Services talks about the hardships that mutual investors are facing because of re-KYC mandate, what are the different KYC registration statuses, how to validate KYC and the issues specific to NRI investors. ....

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Why a PAN–MF folio name mismatch will lead to an application being rejected

Effective April 30, your name on a mutual fund application must match your income-tax permanent account number. But only fresh folios will be impacted. ....

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Get name, DOB details mismatch in PAN and mutual fund folio corrected by April 30, here's why

Mutual Fund holders should make sure that there is no mismatch, and if there is a mismatch, you should rectify it by April 30, 2024. ....

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At Rs 1.85 lakh crore, mutual funds see highest quarterly inflows in 4 years in April-June

The smallcap category saw net inflows of Rs 10,937 crore in the first quarter, its highest-ever quarterly numbers, followed by the midcap category at Rs 4,735 crore ....

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Retail investors prefer index funds over ETF while going passive: Motilal Oswal AMC Survey

61 percent of the respondents revealed that they have invested in at least one passive fund. Low cost, simplicity and market returns were important reasons cited behind investing in a passive fund ....

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