SEBI’s consultation paper on disclosure of Risk Adjusted Return by Mutual funds

SEBI released a consultation paper (CP) on 28 June 2024 on¬†disclosure of Risk Adjusted Return by Mutual funds, for ‚Äúenabling informed investment decision by the investors‚ÄĚ. It is open for public comments where all market participants such as brokers, advisors, investors can give their feedback on the paper. An important point to note is that…

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Why Quant Mutual Fund needs to communicate better with its investors

On June 23rd 2024, Moneycontrol reported that SEBI conducted search and seizure operations at two locations of Quant Mutual Fund on suspected front-running. The initial reaction from the AMC: It confirmed via email to investors that it has received inquiries from SEBI. Then, on June 27th 2024, it sent an FAQ to unitholders. The first…

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How to stay invested in equity without worrying about market falls

Many readers accuse us of scaring them by stating the factually obvious:¬†Long-term equity investment comes with no guarantees of success! So, we discuss how to stay invested in equity without worrying about market falls. Equity investing (via mutual funds or direct equity) has no guarantees. Still, there is more than a reasonable chance of achieving…

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SEBI creates a path for passive only fundhouses ‚Äď Please support it

On 1st July 2024,¬†SEBI released a consultation paper¬†for ‚ÄúIntroduction of Mutual Funds Lite Regulations (MF LITE) for passively managed Mutual Funds Schemes.‚ÄĚ aimed to ‚Äúreduce the compliance requirement, foster innovation, encourage competition and promote ease of entry for the MFs interested in launching only passive schemes‚ÄĚ. About the author: S. R. Srinivasan (SRS) is a…

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National Pension Scheme Fund Screener July 2024: Shortlist consistent performers

This is a National Pension Scheme Fund Screener to shortlist consistently performing NPS schemes. You can also spot NPS schemes with a higher return than a benchmark at a lower risk. This is similar in design to the freefincal Equity Mutual Fund Performance Screener. Inside, you get discounted links to our robo advisory tool and…

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Will the introduction of hybrid index funds be helpful to investors?

On 1st July 2024, SEBI released a consultation paper for “Introduction of Mutual Funds Lite Regulations (MF LITE) for passively managed Mutual Funds Schemes.” aimed to “reduce the compliance requirement, foster innovation, encourage competition and promote ease of entry for the MFs interested in launching only passive schemes”. In this paper, SEBI has proposed the…

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How new SEBI rules will affect the income of finfluencers

SEBI released decisions made in its board meeting on June 27th 2024, which will significantly impact the income of finfluencers. The circular says: 1.1 The persons regulated by the Board and the agents of such persons shall not have any association, like, any transaction involving money or money‚Äôs worth, referral of a client, interaction of…

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Quant MF SEBI Probe: To exit or not to exit, that is the question

Neil Borate of LiveMint reported on June 25th 2024, that “‚āĻ800 crore has been redeemed from Quant since news broke of Sebi’s search and seizure operation on suspicion of front-running”. On June 26th 2024, Moneycontrol reported Quant Mutual Fund net equity outflow at Rs 1,398 crore or 1.5% of AUM post-SEBI front-running probe. Investors are…

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Quant MF Front Running Allegations: What should investors do?

On June 23rd 2024, Moneycontrol reported that SEBI conducted search and seizure operations at two locations of Quant Mutual Fund on suspected front-running. In response, the AMC has confirmed via email to investors that it has received inquiries from SEBI but has not added more information. At the time of writing, information on this (first,…

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Which debt mutual funds are suitable for short-term and long-term goals?

A reader wants to know, “Which debt mutual funds are suitable for short-term and long-term goals?” A discussion. A related question is whether debt funds are still relevant as there is no tax advantage compared to fixed deposits. Yes, debt funds are still relevant because they are necessary for rebalancing a portfolio. Also, unlike FDs,…

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