10 year Benchmark 6.79% GOI 2027 likely to move in the range of 6.37% to 6.45% levels - GEPL

Government Security Market: Update

The market had consolidated in the range of 6.48/45 levels and by the end of the week it managed to close at 6.4364 levels. The market sentiments have improved as the progress in the monsoon is good and the retail prices likely to fall from the seasonal fluctuations in the recent time. During the week the Reserve Ban

24/07/2017 4:56:24 PM | Posted in Mutual Fund Analysis read full news
MF folios touch record-high of 5.8 cr in June

Showing a growing traction for mutual funds among investors, the number of folios has grown by over 93 lakh to an all time high of 5.82 crore at the end of June 2017, from the year-ago level, driven by strong participation from retail investors.

According to data from the Securities and Exchange Board of India (Sebi) on total investor accounts with 42 active fund houses, the number of

AUM up 6.7% QoQ in 2QCY17; Defensives preferred in June - Motilal Oswal

AUM up 6.7% QoQ in 2QCY17; Defensives preferred in June

Domestic mutual fund (MF) industry average AUM increased for the 15th consecutive quarter in 2QCY17 (+6.7% QoQ) to a new high of INR19.6t. On YoY basis, average AUM saw a 35% rise (INR5.1t), primarily on account of inflows in growth (equity), income and liquid funds, backed by increased participat

18/07/2017 3:22:12 PM | Posted in Mutual Fund Analysis read full news
10 year Benchmark 6.79% GOI 2027 likely to move in the range of 6.48% to 6.56% levels - GEPL

Government Security Market: Update

Government debt securities saw robust response from foreign investors, attracting bids worth USD 4.6 billion as against USD 3.2 billion on offer. Foreign portfolio investors (FPIs) have bid for investment limits in government debt securities worth Rs 29,950 crore (USD 4.62 billion) as against Rs 20,397 crore (USD 3.1

10/07/2017 4:14:43 PM | Posted in Mutual Fund Analysis read full news
Equity Mutual Fund inflows jump 3-fold to Rs 28,000-cr in April -June

Equity mutual funds have seen an inflow of over Rs 28,000 crore in April-June 2017, a surge of nearly three-times from the year-ago level, underpinned by investors' optimism, reported PTI. "Inflows in equity mutual fund schemes have been robust of late as investors chase higher returns in the wake of lower yields from fixed income instruments and poor performance by realty and commodit

Mutual funds managers need to improve due diligence: SEBI

MUMBAI - Indian mutual funds need to improve their due diligence before investing in corporate bonds and not rely only on credit ratings given rising concerns about potential defaults, the chairman of Securities and Exchange Board of India (SEBI) said on Thursday.

The warning by SEBI Chairman Ajay Tyagi comes as several companies, including Amtek Auto, Jindal Steel an

Mutual Fund AUM rises 7% to Rs 19.52 lakh cr in April-June quarter

Mutual fund industry's asset base rose 7 per cent to all time high of Rs 19.52 lakh crore at the end of June quarter, driven largely by strong participation from retail investors, reported PTI. In comparison, assets under management (AUM) of the MF industry, comprising 42 players, were at Rs 18.3 lakh crore during the January-March quarter, as per the data of Association of Mutual Funds in

Press Release: UTI Dividend Yield Fund declares tax-free dividend of 7.50%

UTI Dividend Yield Fund declares tax-free dividend of 7.50% (Re.0.75  per unit on face value of Rs.10) under dividend option-existing plan and dividend option –direct plan. Pursuant to the payment of dividend, the NAV of the dividend option-existing plan and dividend option-direct plan of the scheme would fall to the extent of payout.  

The record date for the dividend

16/06/2017 3:22:58 PM | Posted in Mutual Fund Analysis read full news
10 year Benchmark 6.79% GOI 2027 likely to move in the range of 6.45% to 6.55% levels - GEPL

Government Security Market: Update

 At the start of the week the RBI monetary policy was in the focus as the market was showing the big movement after the US job data was below expected numbers and raised the question whether Fed will hike rates in June policy. The Reserve Bank of India in a policy review cut SLR by 50 bps to 20 per cent and eased

12/06/2017 4:35:36 PM | Posted in Mutual Fund Analysis read full news
Fund upgrades and downgrades over the past 6 months - Morningstar

The Morningstar Analyst Rating for Funds is a forward-looking analysis of a fund. The analyst looks at five key areas crucial to predicting the future success of a fund: People, Parent, Process, Performance, and Price. Also called the 5 pillars, they are used in determining the Morningstar Analyst Rating for a fund.  

 

Gold / Silver / Bronze

9/06/2017 5:02:22 PM | Posted in Mutual Fund Analysis read full news
India Fixed Income Review: Risk Reward Reasonable, Once Again by HDFC Mutual AMC - HDFC Mutual Fund

The last few quarters have witnessed several developments in fixed income markets. These are summarized below.

* 10 year yields (6.97 GOI 2026) have moved higher by 38 bps since Jan 2017 to 6.74% currently. From the bottom of 6.18% as in Nov 2016, the yields are up 56 bps. The yield for this paper peaked at 6.98% in May ‘17

* GST rates have been final

6/06/2017 3:53:48 PM | Posted in Mutual Fund Analysis read full news
10 year Benchmark 6.97% GOI 2026 likely to move in the range of 6.75% to 6.85% levels - GEPL

Government Security Market:

Update The Reserve Bank of India surprised the market by raising reverse repo rate by 25bps last week, after unexpectedly signaling an end to its monetary easing cycle in February, while the authority has said it will use the host of tools including OMO sale of bonds to drain excess cash from the system. After a fall to 6.87

20/04/2017 11:57:22 AM | Posted in Mutual Fund Analysis read full news
10 year Benchmark 6.97% GOI 2026 likely to move in the range of 6.72% to 6.83% levels - GEPL

Government Security Market: Update

Foreign funds have been pouring into India, driving stocks to a record and pushing up bond prices, since Prime Minister Narendra Modi’s party won an election in a key state on March 11. Yields on local 10-year bonds are among the highest in the region and the rupee’s rally post the election results has mad

27/03/2017 3:29:15 PM | Posted in Mutual Fund Analysis read full news
10 year Benchmark 6.97% GOI 2026 likely to move in the range of 6.72% to 6.87% levels - GEPL

Government Security Market: Update

An outcome of UP election turned positive for the market but the macro data (CPI and WPI) had disappointed the market as CPI surged to 3.65 per cent from 3.17 per cent and WPI to 6.25 per cent but the core number eased from the last month had some relief for the market. Later during the week Fed as anticipated increas

20/03/2017 4:27:59 PM | Posted in Mutual Fund Analysis read full news
Analysis ICICI Prudential Focused Bluechip Equity Fund - Sharekhan

Objective

Seeks to generate long-term capital appreciation and income distribution to unitholders from a portfolio that is invested in equity and equity related securities of about 20 companies belonging to the Large Cap domain and the balance in debt securities and money market instruments. The Fund Manager will always select stocks for investment fro

13/03/2017 5:58:10 PM | Posted in Mutual Fund Analysis read full news
Reliance Tax Saver (ELSS) Fund - Sharekhan

Objective

The primary objective of the scheme is to generate longterm capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

 

Scheme’s performance

15/02/2017 4:01:58 PM | Posted in Mutual Fund Analysis read full news

DSP Blackrock stopping fresh flow to the Microcap Fund - Morningstar Investment

Below is the views on DSP Blackrock stopping fresh flow to the Microcap Fund by Mr. Himanshu Srivastava, Senior Analyst Manager Research, Morningstar Investment Adviser India 

In our opinion, the decision of DSP BlackRock Mutual Fund to stop fresh inflows into DSP BlackRock Microcap Fund is a welcome move and a step in the right directi

14/02/2017 4:40:23 PM | Posted in Mutual Fund Analysis read full news
Tax Saver Mutual Fund - A Blessing in Disguise - Sushil Finance

For years together, tax payers can claim deduction in income under section 80(c) of Income Tax Act. Many products are available within that namely Public Provident Fund (Commonly known as PPF), ELSS mutual funds, National Savings certificate (NSC), and Insurance products.

Tax Saver MFs or Equity Linked Savings Schemes are mutual funds which invest in Equity for a period of 3 years. Th

14/02/2017 2:45:10 PM | Posted in Mutual Fund Analysis read full news
10 year Benchmark 6.97% GOI 2026 likely to move in the range of 6.34% to 6.42% levels - GEPL

Government Security Market: Update

Market moved in the tight band of 6.34 to 6.42 levels as IIP data surged to 5.7 per cent from a negative of 1.7 per cent and retail inflation moved down to 3.41 per cent. In a weekly auction the Reserve Bank of India set the cut of 10 year benchmark at 6.4031 per cent and 6.84% GOI 2022 at 6.4355 per cent; 7.73% GOI

17/01/2017 12:27:50 PM | Posted in Mutual Fund Analysis read full news
Kotak Select Focus Fund - Sharekhan

Objective

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, generally focussed on a few selected sectors.

 

Scheme’s performance

12/01/2017 12:33:57 PM | Posted in Mutual Fund Analysis read full news

DSP BlackRock Tax Saver Fund - Sharekhan

Objective

The primary investment objective of the Scheme is to seek to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporate, and to enable investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961 from

12/01/2017 12:28:38 PM | Posted in Mutual Fund Analysis read full news
Angel Brokings ARQ Mutual Fund recommendations outperforms Index - Angel Broking

Mumbai, 30th December, 2016:

Angel Broking, India’s top retail focused brokerage house’s Mutual Fund recommendations have outperformed the markets and is expected to finish the year with a big bang.

Mutual Fund recommendations by ARQ, Angel Broking’s intelligent, predictive and Hi-tech automated investment engine, have beate

30/12/2016 4:12:05 PM | Posted in Mutual Fund Analysis read full news
10 year Benchmark 6.97% GOI 2026 likely to move in the range of 6.49% to 6.57% levels - GEPL

Government Security Market: Update

Government bonds dropped further due to heavy selling pressure from banks and corporates and the overnight call money rates ended lower due to lack of demand from borrowing banks amidst ample liquidity in the banking system. The 7.59 per cent government security maturing in 2026 declined to Rs 105.94 from Rs 106.14,

26/12/2016 4:10:21 PM | Posted in Mutual Fund Analysis read full news
10 year Benchmark 6.97% GOI 2026 likely to move in the range of 6.45% to 6.57% levels - GEPL

Government Security Market: Update

Indian government bond reacted negatively to the hawkish statement from FED that the pace of rate increase will be much higher in 2017. Fed last week raised benchmark rates by 25bps as expected. 10 year yield crossed 6.50 mark and rallied up to 6.44 per cent on Friday but later during the day and erased all the gains

19/12/2016 4:59:22 PM | Posted in Mutual Fund Analysis read full news