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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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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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