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Distributors are keen to push MIPs due to upfront commissions offered by fund houses and the investor’s appetite for regular income After market watchdog Securities and Exchange Board of India (SEBI) cracked down on upfront commissions, mutual funds (MFs) have started pushing monthly income...

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Moneylife Digital Team 04 June 2010
SEBI plans to enlist banks to help boost sales of mutual fund schemes, especially the schemes of mutual funds sponsored by banks. However, this move may not work The much-hyped online mutual fund platforms on the Bombay Stock Exchange and the National Stock Exchange have mostly turned out to...

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The regulator is working on guidelines which will require debt schemes to have a T-bill or a G-security rate as their first benchmark; industry experts have mixed views on SEBI’s latest move Market regulator Securities and Exchange Board of India (SEBI) is looking at realigning the benchmark...

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Moneylife Digital Team 03 June 2010
SEBI has proposed wide-ranging changes in the way fund performance is currently presented. But it is not clear whether investors will know how to use it and whether they will Market regulator Securities and Exchange Board of India (SEBI) has proposed a new set of quantitative measures for...

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Moneylife Digital Team 03 June 2010
Housing prices are again reaching for the skies; demand is stagnating. How much should prices fall for the market to be reasonably valued? When can that come about? Moneylife reporters and analysts offer some answers After a brief period of calm and serenity, following the crash in the...

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In 2006-07, many global funds were launched. How have they done? Global markets have been beset with many problems in the past few weeks—Goldman Sachs’ alleged fraud, Greece’s debt troubles, Icelandic volcanoes, etc, and a trading error that hurtled the Dow Jones Industrial Average down more...

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Birla Sun Life has launched a new open-ended equity scheme christened ‘Birla Sun Life India Reforms Fund’ which aims to capitalise on the government’s long-term goal of liberalisation, including divestment of public sector undertakings (PSUs). The Fund seeks to focus on companies that are...

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Moneylife Digital Team 02 June 2010
The market regulator is putting together guidelines for banks and national distributors to check mis-selling of mutual funds Market watchdog Securities and Exchange Board of India (SEBI) is mulling further strengthening the mutual fund (MF) distribution system to prevent possible cases of...

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A simple, well-diversified portfolio of select funds and fixed-income products can work wonders while you enjoy the finer things of life, argues Sanket Dhanorkar The current headwinds in the stock market prove that the needle of its compass has gone haywire. The markets are being rocked...

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Our scepticism about Tata Equity Management Fund in May 2006 has been justified. Lesson? Simplicity works better in investing When Tata Equity Management Fund (TEMF) was launched in May 2006, Moneylife was just four issues old. We noticed that this Fund had a novel approach among a sea of...

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Equity funds record redemption of Rs1,133 crore in April compared to Rs196 crore in the corresponding period last year, while debt funds witnessed inflows of Rs1,77,773 crore Equity MFs have been bleeding over the last six months and they could not buck the trend in April. Equity schemes saw...

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Create your own portfolio of stocks cherry-picked from the best-performing funds. Sanket Dhanorkar explains how Earlier this year (Moneylife, 25 February 2010), we carried a cover story featuring the best fund houses, based on their five-year performance, and ranked them on several...

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Debashis Basu Debashis Basu  and   Ravi Samalad 29 April 2010
SEBI has sought clarity and limits on MF exposure to derivatives and has outlined a uniform detailed format for computing derivatives in their half-yearly portfolios Market watchdog Securities and Exchange Board of India (SEBI) has sought views from mutual funds on the proposed circular...

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DWS has launched an agri-business fund of funds. For it to succeed, human ingenuity would have to fail Global funds are back in vogue nowadays as more and more fund companies are enticing investors with offerings that provide foreign flavours. These seek to offer investors a chance to...

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Moneylife Research Desk 21 April 2010
50% of the equity schemes failed to beat their benchmarks last year. Analysis by Moneylife Research Desk Between 23 March 2009 and 23 March 2010, the Sensex has surged more than 85%. This has been a dramatic turnaround from the lows of early 2009 and markets have not looked back since then....

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Sanket Dhanorkar 08 April 2010
Motilal Oswal Mutual Fund’s first product will be an exchange-traded fund. It has three major drawbacks Among the investor community, there is a perception that actively managed equity funds give higher returns. Our regular readers would know how misplaced this notion truly is. Over most time...

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Ravi Samalad 02 April 2010
Average assets under management of the 37 fund houses fell 5% in March; JPMorgan Mutual Fund plummeted 24% while Peerless and Edelweiss jumped 150% and 30% respectively According to data available with the Association of Mutual Funds in India (AMFI), out of the 37 fund houses, the average...

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Ravi Samalad 22 March 2010
Six reasons to avoid investing in the HSBC Brazil Equity Fund In our fifth issue, way back in 2006 (Moneylife, 7th May), when fund companies launched another of their gimmicks—foreign funds—we had said, “Fund companies are offering a chance for geographical diversification. There are several...

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Debashis Basu Debashis Basu 12 March 2010
Bizarre fund ideas and what SEBI should do to control them. This is the second part of a two-part analysis A few months ago, Birla Sun Life launched a T-20 Fund. Taking advantage of the popularity of the shortest format of international cricket and its glamorous affair with Bollywood, the...

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One of our readers, Binay Bist, reflects on the state of the mutual fund industry I had made a New Year resolution that I will refrain from commenting on the penguins from the mutual fund (MF) industry. But the juvenile antics of the Securities and Exchange Board of India (SEBI) and the fund...

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