The passive investment industry in India has entered a pivotal phase, marked by rapid growth, evolving investor expectations, and new opportunities for Mutual Fund Distributors (MFDs). According to CafeMutual, the passive AUM in India recently crossed ₹11 lakh crore, representing 17 % of the overall mutual fund industry—a 34 % CAGR over the last decade What’s Fueling This Momentum?… Continue reading The Indian passive landscape: How can the MFDs navigate this evolving space?
Tag: Mutual Funds
SEBI asks MFs to rebalance their portfolio within 30 days in case of passive breaches
The Securities and Exchange Board of India (SEBI) has issued a significant regulatory update requiring asset management companies (AMCs) to rebalance portfolios for all passive breaches within 30 business days. This marks a notable shift from the previous focus, which applied only to passive breaches arising from asset-allocation deviations. The revision aims to protect investor… Continue reading SEBI asks MFs to rebalance their portfolio within 30 days in case of passive breaches
Unclaimed Money in Mutual Funds, How Can Investors Claim It Back?
Money, like a boomerang, has a way of finding its way back to you. However, when it comes to investments, sometimes that return journey can get lost in the shuffle. Mutual funds are a popular investment option in India, and unfortunately, many investors are unaware that they have unclaimed money in mutual funds. But what… Continue reading Unclaimed Money in Mutual Funds, How Can Investors Claim It Back?