Exchange traded funds or ETF have been in existence for ages but are a novel concept in the Indian market.
Archive for the ‘Mutual Funds’ Category
What makes an ETF better than a mutual fund?
November 26th, 2009 
Tushar Mathur 
Posted in business, india, Mutual Funds, News, NRI Investing 
Tags: Administrative Charges, Amcs, Capital Gains Tax, Distribution Costs, Exchange Traded Funds, Expense Ratios, Fund Exchange, Gold Investments, Gold Jewelry, Indian Investors, Indian Markets, Long Term Capital Gains, Long Term Capital Gains Tax, Novel Concept, Risk Return, Systematic Investment Plan, Times Gold, Volatile Markets, Wealth Creation, Wealth Tax 
Comments OffFidelity MF launches equity fund, plans intl funds in India
November 26th, 2009 Tushar Mathur Fidelity Mutual Fund today announced the launch of its Fidelity India Value Fund, an open-ended, diversified equity fund.
The company is also looking at launching its international funds in the Indian market, a top company official said here.
“With the launch of the India Value Fund, we are broadening our offering of equity funds.
Posted in business, india, Mutual Funds, News, NRI Investing Tags: Capital Appreciation, Diversified Equity, Equity Fund, Equity Funds, etfs, Fidelity Fund, Fidelity International, Fidelity Mutual Fund, Finding Undervalued Stocks, Gdp Growth, Growth Economy, Indian Markets, International Equities, Last Ten Years, Launch, Long Term Capital, Market Inefficiencies, Necessary Approval, Net Assets, Value Investing Comments OffTen ways to Evaluate a Mutual Fund
November 13th, 2009 Tushar Mathur Every Mutual Fund agent and financial Web site has different theories on how to evaluate Mutual Funds. Many of these theories focus on simply analyzing the fund’s recent performance and the reputation of the fund house, which is rarely enough to differentiate a good investment from a bad one.
In reality, Mutual Fund analysis is a sophisticated problem studied by global investment professionals, and while no list can do complete justice to the problem, there are ten nuanced factors that professionals look at:
1.
Posted in business, india, Mutual Funds, News, NRI Investing Tags: Bear Market, Bse, Bull Rally, Cap Funds, Critical Factor, Equity Fund, Fund Decision, Global Investment, Investment Decisions, Investment Professionals, Manager Profile, Mutual Fund Analysis, Performance Fund, Performance Track, Rally 2, Relative Performance, Small Cap Fund, Small Cap Stocks, Sophisticated Problem, Term Performance Comments OffSEBI Declares System Audits of Mutual Funds to be Conducted by CISA/CISM-certified Auditors
October 8th, 2009 Tushar Mathur The Securities Exchange Board of India (SEBI) stated recently that system audits of mutual funds in India must be conducted by CISA/CISM-certified (or equivalent) auditors.
Posted in business, india, Mutual Funds, News, NRI Investing Tags: Accounting Systems, Asset Values, Audit Report, Certified Information Systems, Certified Information Systems Auditor, Compliance Status, Exchange Board, Financial Accounting, Fund Accounting, Global Association, Information Systems Auditor, International Vice President, Isaca, Management Activity, Mandatory Audits, Report Findings, Security Manager, System Audits, System Processes, Welcome Step Comments OffSebi may allow MF units to be traded on exchanges
September 30th, 2009 Tushar Mathur The move includes new fund offers.
After a series of bad news such as entry load ban, mutual funds may finally get some good news from the market regulator.
The Securities and Exchange Board of India (Sebi) is now planning to enable investors to buy and sell mutual fund units through stock exchanges.
Posted in business, india, Mutual Funds, News, NRI Investing Tags: Assets Value, Bad News, Curbs, Daily Basis, Depositories, Distribution Costs, Exchange Board, Fund Offerings, Levy, Market Regulator, Maturity, Mutual Fund Units, Mutual Funds, Navs, Net Assets, Redemption, Securities And Exchange Board Of India, Stock Exchang, Stock Exchange, Stock Exchanges Comments OffWhat investors can do to take cover
September 30th, 2009 Tushar Mathur With higher inflation likely to erode a good portion of one’s returns, investors must consciously inflation-proof their portfolios.
Posted in business, india, Mutual Funds, News, NRI Investing Tags: Commodity Prices, Consumer Price Index, Correlation, Divergence, Index Cpi, India Today, Inflation Data, Inflation Number, Inflation Numbers, Inflation Proof, Low Ebb, Negative Zone, Paradox, Pointers, Portfolios, Price Indices, Tandem, Urban Consumer, Wholesale Price Index, Wpi Comments OffDebt funds boost mutual fund assets: CRISIL
September 30th, 2009 Tushar Mathur The mutual fund industry’s assets under management (AUM) reached a new peak at the end of August touching Rs.7.57 trillion, growing by 5 per cent over the previous month.
Posted in business, india, Mutual Funds, News, NRI Investing Tags: Assets Under Management, Aum, Auto Sector, Cap Funds, Debt Funds, Equity Funds, Mid Cap, Monsoon, Mutual Fund Assets, Mutual Fund Industry, New Peak, Passenger Car, Poor Rains, Small Cap, Small Traders, South India, State Governments, Surplus Funds, Term Debt, Two Wheeler Comments OffL&T Finance buhttp://www.blogger.com/img/blank.gifys Asset Management Arms Of Chola DBS for Rs 45cr
September 30th, 2009 Tushar Mathur The transaction indicates how valuations have dropped in the Indian mutual fund space.
L&T Finance, the subsidiary of engineering and construction major Larsen & Toubro, has acquired 100% stake in the asset management business of Cholamandalam DBS Finance Ltd for a consideration of Rs 45 crore.
With this deal, L&T Finance gets to deepen its offerings in the financial services segment while Cholamandam DBS’ exit from asset management business will allow it to focus on its core areas.
Posted in business, india, Mutual Funds, News, NRI Investing Tags: Asset Management Business, Asset Management Ltd, Assets Under Management, Chola Mutual Fund, Cholamandalam Dbs, Convertible Debentures, Crore, Dbs Bank, Dbs Cholamandalam, Dcam, Dcmf, Exchange Board, Finance Ltd, India Fund, Management Arms, Murugappa Group, Nomura, Religare, Securities And Exchange Board Of India, Sole Advisor Comments OffETF on radar of investors
September 21st, 2009 Tushar Mathur India is the latest buzzword in the global financial marketplace. The perception of global investors about India is changing for the better.
India’s ability to protect itself in the recent meltdown has resulted in investors viewing India as a separate investible entity.
Posted in business, india, Mutual Funds, News, NRI Investing Tags: Buzzword, Diversification, Exchange Traded Funds, Expense Ratio, Financial Instrument, Financial Sector, Foreign Investors, Global Financial Marketplace, Global Investors, India Etf, India India, Indian Investments, Infrastructure Development, Investment Strategy, Meltdown, Navs, Price Changes, Regulatory Mechanisms, Stock Markets, Term Gain Comments OffSahara Star Value Fund reopens for sale
September 21st, 2009 Tushar Mathur Sahara Mutual Fund has announced the re-opening of its equity scheme “Sahara Star Value Fund” with effect from September 18, 2009.
Posted in business, india, Mutual Funds, News, NRI Investing Tags: Capital Appreciation, Chief Executive Officer, Economic Revival, Face Value, Government Policies, Growth Scheme, Indian Markets, Long Term Capital, mutual fund, Naresh Kumar, Preferred Vehicle, Quality Stocks, Redemptions, Related Instruments, Select Companies, September 17, September 18, Star Value Fund, Value Creation, Value Parameters Comments OffIndia’s ETF investors making up for missing gold buyers
September 21st, 2009 Tushar Mathur Record prices have forced many of India’s traditional gold buyers out of the market in recent months with jewelry demand remaining largely lethargic, but the recent rally in prices is creating a new source of demand: investors who are looking for the safety, convenience, and steady returns of exchange-traded funds, or ETFs, backed by gold.
Even among investment products, ETFs are gaining an upper hand over gold bars and coins because of the easy liquidity and lower costs associated with ETFs, analysts say.
Posted in business, india, Mutual Funds, News, NRI Investing Tags: Daily Volumes, Etf, Exchange Traded Funds, Gold Bars, Gold Buyers, Gold Coins, Gold Consumption, Gold Etfs In India, Gold Sales, Investment Products, Kilograms, Limelight, Liquidity, Lows, mutual fund, Rupees, Sanjiv, Sensitive Market, Spot Gold Prices, World Gold Council Comments OffDomestic institutions, not FIIs, powered stock market rally
September 21st, 2009 Tushar Mathur Foreign institutional investors preferred QIPs, IPOs to secondary market.
Only one-fourth of FII investments was routed to the secondary market.
Monthly inflows from FIIs were negative in six out of nine months this year.
Domestic institutional investors put in twice the amount invested by FIIs in 2009.
Contrary to popular belief, foreign institutional investors (FIIs) are not the prime driving force behind the recent stock market rally.
Posted in business, india, Mutual Funds, News, NRI Investing Tags: Bse, Contrary To Popular Belief, Crore, Domestic Institutions, Driving Force, Equity Stakes, Exchanges Board, Fii Investments, Foreign Institutional Investors, Initial Public Offerings, Insurance Companies, Lok Sabha Elections, Mainstay, Market Offerings, Market Rally, Market Regulator, Overseas Investors, Stock Market, Stock Prices, Turnover Data Comments OffSEBI Bans Lower Exit Loads For Large Investors
August 8th, 2009 Tushar Mathur The Securities and Exchange Board of India’s (SEBI) crusade to straighten out fund regulations continues apace. Earlier today, the regulator came out with a circular that banned the practice of charging lower exit loads from big-ticket investors.
Posted in business, india, Mutual Funds, News Tags: exit load, Sebi, securities as prescribed by SEBI Comments OffBest performing mutual funds in Q1 (June ’09)
August 3rd, 2009 Tushar Mathur Canara Robeco Equity Tax Saver
ET Rating: Platinum
Q1 (Jun ‘09) Returns: 57.97 %
AUM: Rs 47.1 crore
Fund Manager: Anand Shah
‘Magic’ , is probably the only word that describes the turnaround in the Canara Robeco Equity Tax Saver scheme.
Posted in business, india, Mutual Funds, News, NRI Investing Tags: Aum, Best Performing Mutual Funds, Debutant, Dominance, Hue, Kudos, Magnum, Market Crash, Mf, Notch, Platinum, Prudential, Quarters, Reins, Repute, Sheer Size, Six Months, Slippage, Tax Gain, Turnaround Comments OffIndian money on a global tour
August 3rd, 2009 Tushar Mathur Indian investors have been witnessing a larger choice in terms of their mutual fund investments. This is now being broadened with the launch with a variety of international funds that will jostle for space in their portfolio.
The increasing choice will also mean new decisions to be taken by investors, because they will have to see whether the new funds match with their requirements.
Posted in business, india, Mutual Funds, News, NRI Investing Tags: Added Benefit, Blackrock, Emerging Market Funds, Energy Fund, Foreign Currency, Foreign Investments, Foreign Markets, Geographies, Global Tour, Greater China, Indian Investors, Indian Money, Investment Horizon, Jp Morgan, Mfs, Mining Companies, mutual fund investments?, Offshore Fund, Quality Portfolio, World Energy Comments Off
