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Wednesday, July 29, 2009 9:23 PM

Will you pay a fee for Mutual Funds?

Winds of change are blowing at hurricane speed in the Mutual Fund industry. From Aug 1, 2009 , investors would not have to pay any entry load in any Mutual Fund Scheme. SEBI has recommended that instead, they - the investor - would have to compensate...
Posted by Harish Rao | 34 comment(s)
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Sunday, June 21, 2009 5:08 PM

What, No Load !!! What, No Load ???

SEBI has just decreed that Mutual Funds in India will not charge a load. And many Financial Advisors have concluded that the epitaph in their tombstone has just been carved in granite by SEBI. Having keenly observed and been an enthusiastic participant...
Posted by Harish Rao | 33 comment(s)
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Tuesday, May 19, 2009 12:52 PM

Investing in Equities

This is my third post specifically on investing in equities. And the theme is the same. Should you need to have equity in your portfolio, Invest Now. I had started blogging on this platform with my first post titled ‘Let the Party begin...' on Nov...
Posted by Harish Rao | 16 comment(s)
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Monday, May 11, 2009 5:39 PM

The Rahul Gandhi Moment

Rahul Gandhi's unexpected words of praise for Nitish Kumar and Chandrababu Naidu has puzzled many political pundits. What if leading business leaders and financial honchos have similar cathartic seizures. In such moments-of-truth would we hear sound...
Posted by Harish Rao | 3 comment(s)
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Tuesday, March 10, 2009 10:35 AM

Cash : Mattress or Market

In an uncertain market and nervous economy, taking a plunge into the equity market requires a strong heart. Pundits in the media and friends in the drawing room advocate hoarding cash till the horizon becomes clearer. Is that wise? Depends on a lot of...
Posted by Harish Rao | 5 comment(s)
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Saturday, February 21, 2009 10:48 AM

Variable Load Structure for Mutual Funds

The Securities and Exchange Board of India (SEBI) is mulling introduction of a variable load structure for mutual funds in India. This is a game changing initiative which can have several ramifications for investment management in general and mutual funds...
Posted by Harish Rao | 49 comment(s)
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Thursday, February 19, 2009 12:07 PM

Disturbing Signals from Mutual Fund Data

Data - especially equity flows - from mutual funds are a good indicator of just what the Indian retail investor's mood is right now. You guessed right - the mood is overwhelmingly risk-averse. Data released by the Association of Mutual Funds in India...
Posted by Harish Rao | with no comments
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Wednesday, February 04, 2009 1:31 PM

LIC's Jeevan Aastha : a question of 8000 crores

Reports from various sources indicate that LIC's Jeevan Aastha has collected over 8000 crores. My congrats to LIC on this stupendous achievement. Very impressive when you consider that the net inflow into equity mutual funds was Rs. 3088 crores in...
Posted by Harish Rao | 6 comment(s)
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Thursday, January 22, 2009 11:02 AM

Bleak outlook, Uncertain future, Worried fund managers : Great time for equities

This seems an odd time to evangelise about equities. The stockmarket stands discredited because of a Satyam. The collapse in stock prices has made most investors nervous. Sectors like automobiles, real estate and commodities are expected to report adverse...
Posted by Harish Rao | 5 comment(s)
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Tuesday, January 06, 2009 8:20 PM

Short Term Income Funds – A good option now

Consider the following scenarios : a. You kept aside some funds for buying a house, but have deferred it given the uncertainty. The funds are idling in your bank. b. Your savings are steadily accumulating in the bank as your risk appetite has deserted...
Posted by Harish Rao | with no comments
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Friday, December 12, 2008 2:01 PM

Real Estate Mutual Funds….Now?

Real Estate Mutual Funds (REMFs) received the nod from the Finance Ministry earlier this year and the Securities and Exchange Board of India (SEBI) had infact released it's notification on April 16 th , 2008. Preliminary perusal of the notification...
Posted by Harish Rao | 11 comment(s)
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Sunday, December 07, 2008 11:40 AM

You know it’s a recession in India when…

The technical indicator of a recession is two consecutive quarters of negative economic growth, as measured by a country's Gross Domestic Product (GDP). By no stretch of imagination is India witnessing a recessionary phase. However, I thought of just...
Posted by Harish Rao | 1 comment(s)
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Wednesday, December 03, 2008 3:34 PM

The Mutual Fund AUM riddle

AUM is pronounced OM in the fund management industry. Why not? It is the most important metric in the fund management industry. AUM is Assets Under Management and is usually expressed in Crores of Rs. The figure is provided by Asset Management Companies...
Posted by Harish Rao | 8 comment(s)
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