AMFI Registered Mutual Fund Distributor

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Our company is a personal finance service provider to individuals and corporates. We are in business of advising, executing and managing portfolio within carefully designed process framework in order to build wealth and save money for our customers. We act as the single-point service provider where all financial, investment and tax planning services are offered under one roof. The company has strong leadership team with a history of entrepreneurial and management success.

Mutual Funds

Mutual funds are a type of certified managed combined investment schemes that gathers money from many investors to buy securities. There is no such accurate definition of mutual funds, however the term is most commonly used for collective investment schemes that are regulated and available to the general public and open-ended in nature. Hedge funds are not considered as any type of mutual funds.

Mutual funds are identified by their principal investments. They are the 4th largest category of funds that are also known as money market funds, bond or fixed income funds, stock or equity funds and hybrid funds. Funds are also categorized as index based or actively managed.

In a mutual fund, investors pay the funds expenditure. There is some element of doubt in these expenses. A single mutual fund may give investors a choice of various combinations of these expenses by offering various different types of share combinations.

The fund manager is also known as the fund sponsor or fund management company. The buying and selling of the funds investments in accordance with the funds investment is the objective. A fund manager has to be a registered investment advisor. The same fund manager manages the funds and has the same brand name which is also known as a fund family or fund complex.

As long as mutual comply with requirements that are established in the internal revenue code, they will not be taxed on their income. Clearly, they must expand their investments, limit the ownership of voting securities, disperse most of their income to their investors annually and earn most of their income by investing in securities and currencies.

Mutual funds can pass taxable income to their investors every year. The type of income that they earn remains unchanged as it gets transferred to the shareholders. For e.g., mutual fund distributors of dividend income are described as dividend income by the investor. There is an exception: net losses that are incurred by a mutual fund are not distributed or passed through fund investors.

Mutual funds invest in various kinds of securities. The various types of securities that a particular fund may invest in are mentioned in the funds prospectus, which explain the funds investments objective, its approach and the permitted investments. The objective of the investment describes the kind of income that the fund is looking for. For e.g., a "capital appreciation" fund generally looks to earn most of its returns from the increase in prices of the securities it holds rather than from a dividend or the interest income. The approach of the investment describes the criteria that the fund manager may have used to select the investments for the fund.

The investment portfolio of a mutual funds investment is continuously monitored by the funds portfolio manager or managers who are either employed by the funds manager or the sponsor.

Advantages of Mutual funds are:

1) Increase in diversification.

2) Liquidity on a daily basis.

3) Professional investment management.

4) Capacity to participate in investments that may be available only for larger investors.

5) Convenience as well as service.

6) Government oversight.

7) Easier comparison

like its advantages, the Mutual funds have disadvantages too. Here are some of them:

1) High fees.

2) Less control over timing of recognition of gains.

3) Much lesser predictable income.

4) No opportunity for customization.

There are different types of Mutual funds as well. Here are some of them.

Open-end funds

In open-end mutual funds, one must be willing to buy back their shares from investors at the end of every business day at the net asset value that is calculated for that day. Most of the open-end funds also sell shares to the public on every business day. These shares are also priced at a particular net asset value. A professional investment manager will oversee the portfolio, while buying or selling securities whichever is appropriate. The total investment in the funds will be variably based on share buying, share redemptions and fluctuation in the market variation. There are also no legal limits on the number of shares that can be issued.

Close-end funds

Close-end funds generally issue shares to the public just once, when they are created via an initial public offering. These shares are then listed for trading on a stock exchange. Investors, who dont wish any longer to invest in the funds, cannot sell their shares back to the funds. Instead, they must sell their shares to another investor in the market as the price they may receive may be hugely different from its net asset value. It may be at a premium to net asset value (higher than the net asset value) or more commonly at a lesser to net asset value (lower than the net asset value). A professional investment manager will oversee the portfolio, in buying or selling securities whichever is appropriate.

Unit Investment Trusts

UIT or Unit Investment Trusts issue shares to the public just once when they are created. The investors in turn can cash in on the shares directly with the fund or they may also sell their shares in the market. UITs do not have any professional investment managers. Their portfolio of securities is established by the creation of the UITs and does not undergo any changes. UITs in general have a limited life span, which is limited at their creation.

MF NEWS


The second Covid wave and partial lockdowns perhaps could limit investors’ enthusiasm for direct equity and draw them back to mutual funds
Fri, 09 Apr 2021 13:21:17 +0530

IPO NEWS


PowerGrid InvIT raised Rs 3,480 crore by issuing 34,80,74,100 units to marquee anchor investors on April 28.
Mon, 03 May 2021 11:22:44 +0530


Brokerages give a thumbs up, citing strong lineage and support from the sponsor, solid financial positioning, consistent and stable cash flows, strategic and critical nature of power transmission business, and a skilled and experienced investment manager
Thu, 29 Apr 2021 10:22:31 +0530


Power Grid Corporation is required to hold 15 percent stake in the InvIT and the rest by public unitholders.
Wed, 28 Apr 2021 09:33:13 +0530


The PowerGrid InvIT IPO comprises a fresh issue of Rs 4,993.48 crore and an offer for sale of 2,741.51 crore by selling unitholders.
Mon, 26 Apr 2021 11:04:45 +0530


Macrotech Developers remained under pressure throughout the session. It touched an intraday high of Rs 477.90 and a low of Rs 421.15 after opening 10 percent lower at Rs 439.
Mon, 19 Apr 2021 17:33:39 +0530


Gaurav Garg of CapitalVia Global Research feels Macrotech Developers has pretty high number of unsold inventories which is a major concern that investors are worried about.
Mon, 19 Apr 2021 12:43:29 +0530


Macrotech Developers#39; Rs 2,500 crore public issue had seen a 1.36 times subscription during April 7-9, the lowest subscription since October 2019.
Mon, 19 Apr 2021 10:00:45 +0530


To get fully subscribed main board public issues have to receive at least 90 percent subscription from the qualified institutional buyers
Fri, 09 Apr 2021 12:37:26 +0530


Macrotech Developers, formerly Lodha Developers, is looking to mop up Rs 2,500 crore through the IPO and will utilise the proceeds to repay debt and acquire land or land development rights.
Thu, 08 Apr 2021 12:42:47 +0530


Choice Equity Broking has come out with its report on Macrotech Developers. The research firm has recommended to #39;#39;Subscribe#39;#39; the ipo in its research report as on April 06, 2021.
Wed, 07 Apr 2021 16:41:54 +0530


The stock opened at Rs 492, down 1.6 percent from the issue price of Rs 500, but gained strength and ended 18 percent higher.
Wed, 07 Apr 2021 14:50:33 +0530


Macrotech Developers incurred a net loss of Rs 264 crore during the nine months period ended December 2020 affected by COVID-19 and a one-time provision of Rs 500 crore
Wed, 07 Apr 2021 12:17:12 +0530


Macrotech Developers, which plans to raise Rs 2,500-crore through the IPO, has a land reserve of around 3,803 acres in the Mumbai Metropolitan Region with the potential to develop projects admeasuring around 322 million square feet of the developable area.
Wed, 07 Apr 2021 10:13:53 +0530


The company successfully raised Rs 453 crore through its public issue including fresh issue of Rs 180 crore which would be on net basis utilised for repaying debts.
Wed, 07 Apr 2021 10:00:54 +0530


Marquee names among foreign portfolio investors participated in the anchor book were American Funds Insurance, Ivanhoe OP India Inc, Bayvk A2 Fonds, Wellington Trust Company Brown Advisory and Government of Singapore.
Tue, 06 Apr 2021 21:21:27 +0530