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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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Taurus Mutual Fund has filed the prospectus for Taurus Nifty Index Fund with the Securities and Exchange Board of India for approval. It is an open-ended, index-linked equity scheme. This Fund too, like other index funds, would mainly replicate S&P CNX Nifty Index by investing in stocks of the...

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There is no relation between consumption and stock prices as a new fund from Tata Mutual Fund seems to assume Tata Mutual Fund has filed an offer document titled “Tata Consumption Opportunities Fund” with the regulator. The Fund, an open-ended scheme, would invest in companies which are into...

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The SBI WISE Fund intends to chase momentum—the speciality of traders and not of fund managers. Will it succeed? SBI Mutual Fund, in which Société Générale Asset Management has a 37% stake, has filed an offer document of its SBI WISE Fund with the Securities and Exchange Board of India (SEBI)...

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SBI Mutual Fund, in which Societe Generale Asset Management has a 37% stake, has filed an offer document of its SBI WISE Fund with SEBI for approval. WISE Fund stands for Winning Investment Strategies in Equities Fund. This Fund is an open-ended diversified growth scheme. The scheme would invest...

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Fickle Funds Buy high, sell low, buy again, sell again, exit fully, buy again after the rally…that’s how funds behave. A novel analysis by Debashis Basu and Swapnil Suvarna   Mutual funds are supposed to be the best bets for those who have no idea about markets and individual stocks....

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One of our subscribers, Binay Bist, has an interesting view on the fund industry The mutual fund industry is once again in the news for the wrong reasons. Like the bumbling Keystone Cops, it can never get its act right. Paul Volcker (former chairman of the US Federal Reserve and currently...

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Debashis Basu Debashis Basu  and   Swapnil Suvarna 24 September 2009
Are you the kind who wants mutual funds to perform but not give you heart attacks when the market crashes? Here are 13 schemes from eight fund houses that may be worth looking at. Debashis Basu and Swapnil Suvarna analyse What is the best way to choose a mutual fund? There are no easy answers....

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Will mutual funds now actually search for and know their customers? The Securities and Exchange Board of India (SEBI) has barred the funds industry from charging upfront fees for selling fund schemes. The idea is to force distributors to actually serve retail investors. But what would be the...

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ICICI Prudential has filed an offer document to launch two index funds. One of them is ICICI Prudential NiNJA (Nifty and Nifty Junior Advantage) Fund. It’s a hybrid index fund which will put a part of the money in Nifty stocks and another part in Nifty Junior stocks. It will actively manage the...

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Debashis Basu Debashis Basu 27 August 2009
In the recent rally, only 63 of the 195 equity diversified funds could beat their benchmarks. This is because funds often do exactly what they ask you not to do. How have they flouted their own sermons this time? Can you reap the benefits of fund investing while avoiding their sins? Debashis...

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Funds are hiking your exit barrier One of the worst aspects of mutual fund returns is the cost you pay for the privilege of having your money ‘managed’. After all, the revenues and profitability of fund companies are directly linked to how much they can extract from you. They don’t make or...

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Funds are hiking your exit barrier One of the worst aspects of mutual fund returns is the cost you pay for the privilege of having your money ‘managed’. After all, the revenues and profitability of fund companies are directly linked to how much they can extract from you. They don’t make or lose...

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Even with generous tax benefits, bond funds don’t beat bank fixed deposits by a wide margin Indian stocks may have delivered great returns over the past five years but a lot of people are still wary of investing in stocks. They don’t want to take the risk. They want to buy bonds or put money in...

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A recent summit of mutual funds (MFs) generated a plethora of ideas on the future of fund industry and how it can grow. Many of the ideas are self-serving; others smack of ignorance. Here is selection of views aired at the summit and our comments RETAIL INVESTORS If the MF industry relies on...

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Fidelity Forward India Fund is a run-of-the-mill idea from a fund house with a very average performance Fidelity has filed a draft prospectus for Fidelity Forward India Fund, which is a plain vanilla equity diversified fund. It will invest in the same set of instruments as any other equity fund...

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