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Mutual fund KYC March 31 deadline: Existing investors get some relief

Mutual fund investors no longer need to re-do the KYC for their existing MF folios. Earlier, failure to do so would have blocked them from transactions from April 1, 2024. ....

India , Amol-joshi , Founder-of-planrupee-investment-services , Computer-age-management-services , Registration-agency , Association-of-mutual-funds , Viral-bhatt , Money-mantra , Planrupee-investment-services , Mutual-funds , Investment , Investments

March 31 deadline: MF investors must re-do KYC or be blocked from all transactions

If your mutual fund KYC is not based on an officially valid document as specified by CAMS and KFintech, you will have to re-do your KYC by March 31, 2024. Failure to do this will mean you will not be allowed to do any MF transactions from April 1, 2024. ....

Amit-bivalkar , Amol-joshi , Rushabh-desai , Rupee-with-rushabh-investment-services , Founder-of-planrupee-investment-services , Computer-age-management-services , Planrupee-investment-services , Sapient-wealth-advisors , Imf , Mutual-fund , Ams , Fintech

Many mid- and small-cap mutual funds have not fared well in Sebi's stress test; Find out if your MFs are safe

Are investors drawing the right conclusions? Are some funds illprepared for a doomsday scenario? Should you buy or exit a fund based on these test results? We attempt to filter out the noise around the much-hyped stress tests to find out whether investors need to be worried. ....

Japan , Daulat , Maharashtra , India , Sebi , Kagoshima , Nippon , Varun-fatehpuria , Aashishp-somaiyaa , Amol-joshi , Amit-kumar-gupta , Nirav-karkera

Should you invest in thematic mutual fund NFOs? 6 factors to keep in mind

Targeted exposure to specific themes may seem inviting, but make sure you understand the risks before taking the plunge. ....

Vidya-bala , Nirav-karkera , Dhaval-kapadia , Amol-joshi , Planrupee-investment-services , Head-of-research , Mutual-fund , Return-index , Thematic-fund , Investors , Nfos , Absl

HDFC Bank share crash and the perils of equity funds that hug their benchmarks

As of December end, there were 539 mutual fund schemes, with a total investment of Rs 2.17 lakh crore in the lender. HDFC Bank has the highest weightage in the Nifty 50 index among all the stocks, at 13.52 percent. ....

Baroda , Gujarat , India , Deepak-chhabria , Amol-joshi , Kirtan-shah , Kotak-flexicap , Nirav-karkera , Prudential-nifty-bank , Head-of-research-at-fisdom , Nifty-bank , Axis-nifty-bank