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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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Moneylife Digital Team 25 February 2010
Over the past two years, the markets have been hugely volatile— which is ideal for arbitrage funds. But over this period, of the 12 arbitrage funds, only three funds outperformed and nine underperformed their benchmarks Fund companies push arbitrage funds as one of the best options in a...

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Moneylife Research Desk 24 February 2010
Our new, improved methodology ranks 18 fund houses based on their five-year performance and suggests how to use the scoring The commonest approach to ranking funds is to choose from the recent top performers. However, as Moneylife has proved several times, many funds do well for a brief...

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Swapnil Suvarna 24 February 2010
As the cash levels of funds in December 2009 bear out, more than 90% of fund managers failed to take a timely call on the market sentiment to protect investor returns Since mid-November 2009, the market has struggled to continue the rally that started in March of that year. From the low of...

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Religare Asset Management has recently launched its gold exchange-traded fund (ETF) called Religare Gold ETF. Gold ETF is a paper asset designed to track the gold price. You can get rid of the problem of holding physical gold. But is gold a good asset to buy? Nobody really knows that. It has...

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Essentially, the Indian mutual fund industry is driven by 39 key stocks! India may boast of the one of oldest stock markets and also one of the most active stock markets in the world, but fund managers find it hard to pick stocks. When we pulled out data on all the stocks in the portfolios...

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Debashis Basu Debashis Basu  and   Swapnil Suvarna 25 January 2010
Performance patterns over the past nine overlapping decades show that the market is now too expensive for funds as a whole to do well over the next 10 years. Still, there are many good funds to choose from Mutual funds (MFs) are supposed to be the best option for those who do not know enough...

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Swapnil Suvarna 12 January 2010
A few funds held large cash levels in November. Was it a prudent move? One of the tenets of fund investing is to remain fully invested at all times. Since it would go against the ‘remain fully invested’ philosophy, funds have not developed the expertise to time the market. Of course, this...

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Swapnil Suvarna 07 January 2010
After the ban on entry load from 1 August 2009, the mutual fund industry has seen a massive outflow of investments even as the bull market continued Ever since the Securities and Exchange Board of India (SEBI) has banned the entry load for mutual fund schemes, fund companies have been...

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There are scams, wrong products and incorrect advice galore to induce the gullible customer to choose foolishly. So how can you cut through all the hype and ensure that your money is not spirited away? Moneylife Team explores Everyday, financial services companies are bombarding you with...

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One of the key features of Moneylife has been to offer readers unbiased advice. Often, this has meant saying ‘no’ to aggressive launch coverage of new fund offers. Has this helped our readers? Let’s do a record check For an investor in stocks, shares or funds, it is not important just to make...

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Sucheta Dalal Sucheta Dalal  and   Debashis Basu Debashis Basu 15 December 2009
SEBI has banned entry loads for mutual funds. The outcome has been catastrophic; more earnings for big banks and less service for retail investors. Analysis by Sucheta Dalal & Debashis Basu Four months ago, the market regulator Securities and Exchange Board of India (SEBI) banned the entry...

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A T-20 portfolio, like the cricket match of that format, will be a risky affair The mutual fund industry is never short of innovation and fancy ideas. The two biggest draws in India are Bollywood and cricket, so it is no surprise that we now have a fund called T-20, from Birla Sun Life Mutual...

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Mutual fund schemes with fancy names have turned out to be poor performers and pure marketing gimmicks. An exposé by Debashis Basu & Swapnil Suvarna As an investor, one of the first things you must remember about fund management is that it is a business. And the revenues and profits of that...

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Several funds are benchmarked to obscure indices, making it impossible to measure their performance How do we know whether a fund is doing well or not? No, it is not based on the absolute returns that a fund earns. It is based on relative returns. Funds measure their performance against an...

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Longer trading hours will mean a huge disruption for mutual funds including a delay in meeting redemption requests The Securities and Exchange Board of India’s (SEBI) proposed move to extend trading hours from the current five-and-a- half hours to eight hours is only likely to increase the...

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Cost to investor under the new proposed route could reach up to eight times the expenses under current model While SEBI’s move to allow brokers to deal in mutual fund products was meant to serve investor interests, it looks more likely that investors may end up shelling out more than they...

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With distributors still trying to come to terms with the new regulations banning entry load in mutual fund schemes, fund houses are feeling the heat, as distributors have lost incentive to push their products. This has meant a 60% drop in mobilisation by mutual funds. Amidst all this, one of...

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Allowing trading in mutual funds through exchanges will benefit brokers as they can charge commissions from both buyers and sellers; but it may put small distributors out of business Online trading of mutual fund (MF) units, which is expected to be implemented by January 2010, is likely to...

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SEBI’s move to attract more retail investors in MFs can succeed only if it imposes measures to lower transaction costs In a move to increase the reach and availability of mutual funds (MFs), market regulator Securities & Exchange Board of India (SEBI) has proposed trading of mutual fund units...

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