Tag: SBI Mutual Fund

  • Moneycontrol summit fuels MF industry’s next leap

    Moneycontrol summit fuels MF industry’s next leap

    MUMBAI: When India’s top fund minds gather under one roof, the conversation is bound to compound. Moneycontrol, India’s leading financial news platform, hosted the Bengaluru edition of the Moneycontrol Mutual Fund Summit 2025, presented by HDFC Mutual Fund and powered by Axis Mutual Fund, bringing together the country’s sharpest asset management leaders to decode the next phase of India’s mutual fund revolution.

    With the theme “Decoding purpose, product, and tech,” the Bengaluru leg built on the momentum of the Mumbai debut, spotlighting the industry’s journey toward a 1 trillion dollars AUM by 2030. The discussions explored how innovation, trust, and digital transformation are reshaping mutual funds from passive savings tools into dynamic wealth-creation engines.

    The summit featured an illustrious line-up including D.P. Singh (SBI Mutual Fund), Navneet Munot (HDFC AMC), Vaibhav Shah (Mirae Asset), Sandeep Tandon (Quant MF), and Neil Parikh (PPFAS MF), among others. Together, they offered insights into everything from investor behaviour and regulatory frameworks to the rise of AI-driven financial advisory.

    Highlighting the potential of the newly launched SIF category, D.P. Singh noted, “SIF bridges the gap between mutual funds and AIFs/PMS, offering evolved investors flexibility with oversight. Within a year, SIFs could grow into a Rs 1 lakh crore category.”

    HDFC AMC’s Navneet Munot struck an optimistic note, “India is transforming from a nation of savers to a nation of investors. People are ambitious, aspirational, and want to create wealth. India is a compounding story.”

    Echoing this forward-looking sentiment, Mirae Asset’s Vaibhav Shah underscored the importance of a liberalised framework for cross-border investments, while Motilal Oswal’s Akhil Chaturvedi observed that Indian investors are now more resilient and long-term focused.

    As India marches toward Viksit Bharat 2047, the Bengaluru edition of the Moneycontrol Mutual Fund Summit 2025 reinforced the sector’s crucial role in driving financial democratisation and wealth creation. With technology, purpose, and innovation steering the next phase, the mutual fund industry seems poised not just to grow, but to evolve.

     

  • WION & Zee Business’ InSight 2024 conclave sets the stage for a transformative year ahead

    WION & Zee Business’ InSight 2024 conclave sets the stage for a transformative year ahead

    Mumbai: InSight, the flagship conclave presented by WION & Zee Business, recently convened an esteemed gathering of industry leaders, esteemed journalists, and visionary moderators to illuminate the path forward for India’s future. This landmark event served as a platform for insightful discussions, thought-provoking fireside chats, and engaging sessions, all aimed at deciphering the complexities of the past year and charting a visionary course for the year ahead. The conclave showcased the unwavering commitment of both media giants to deliver insightful and engaging content that resonates with viewers globally. It was streamed live on WION & Zee Business’ respective YouTube channels.

    The on-ground conclave comprised of a fireside chat with the guest of honour, minister of state for road transport & gighways and civil aviation General V. K. Singh (Retd). Subsequent sessions delved into diverse topics including ‘Changing Investment Trends and the Future Ahead’, featuring SBI Mutual Fund deputy MD and joint CEO D.P. Singh, engaging in thought-provoking dialogue with Anil Singhvi, Zee Business, and Vikram Chandra, WION. The conversation explored the evolving dynamics of investment and the burgeoning participation of retail investors in shaping market trends. A strategic conversation on ‘Accelerating Progress – Mapping the Evolution of India’s Automotive Landscape’ featured Maruti Suzuki India Sr executive officer, marketing & sales, Shashank Srivastava and BMW Group India president & CEO Vikram Pawah.

    WION & Zee Business chief business officer Madhu Soman lauded the success of InSight, stating, “As we reflect on the success of this conclave, we are reminded of our core mission—to inform, to inspire, and to empower. The overwhelming response affirms that our efforts to create a platform for meaningful discourse have struck a chord with our audience, driving us to continue pushing the boundaries of content delivery.”

    Zee Media Corp Ltd (ZMCL) chief revenue officer Mona Jain echoed this sentiment, highlighting, “InSight exemplifies our dedication to fostering informed dialogue and facilitating knowledge-sharing among industry leaders and experts. As we navigate the complexities of an ever-changing world, events like these play a crucial role in shaping our collective understanding and driving positive change.”

    In addition to the enriching discussions, attendees were treated to a special performance by Anirban Dasgupta, Stand-up Comedian and writer, adding a touch of humour and entertainment to the proceedings.

    As InSight drew to a close, attendees left with renewed optimism and determination. Armed with their insights, participants are ready to tackle the challenges and embrace the opportunities that lie ahead in 2024 and beyond. Watch the full stream on WION & Zee Business’ YouTube channels.

  • Sooperfly ‘investonomix’ markets SBI MF content

    Sooperfly ‘investonomix’ markets SBI MF content

    MUMBAI: Sooperfly has entered into a content partnership with asset management firm, SBI Mutual Fund (SBI MF), as a part of SBI’s investor education initiative to help medical and defence professionals make sound financial investments.

    Sooperfly will air a brand new series on its online personal finance content platform, investonomix. With a focus on assisting doctors and army personnel with their personal finances, the new series will offer investment advice on mutual funds and equity markets.

    The content has been devised keeping in mind the limited time that these professionals within the fields are able to devote to managing their money. investonomix will feature bite-sized animated listicles and engaging videos that will ease investment decisions.

    Investonomix editor in chief Vivek Law will also feature in the videos, discussing various investment problems with a certified financial planner on immediate as well as long-term goals. The series will feature interviews with doctors and investment queries from defence personnel.

  • Sooperfly ‘investonomix’ markets SBI MF content

    Sooperfly ‘investonomix’ markets SBI MF content

    MUMBAI: Sooperfly has entered into a content partnership with asset management firm, SBI Mutual Fund (SBI MF), as a part of SBI’s investor education initiative to help medical and defence professionals make sound financial investments.

    Sooperfly will air a brand new series on its online personal finance content platform, investonomix. With a focus on assisting doctors and army personnel with their personal finances, the new series will offer investment advice on mutual funds and equity markets.

    The content has been devised keeping in mind the limited time that these professionals within the fields are able to devote to managing their money. investonomix will feature bite-sized animated listicles and engaging videos that will ease investment decisions.

    Investonomix editor in chief Vivek Law will also feature in the videos, discussing various investment problems with a certified financial planner on immediate as well as long-term goals. The series will feature interviews with doctors and investment queries from defence personnel.

  • SBI Mutual Fund is the Mutual Fund of the year at CNBC-TV18 – CRISIL Mutual Fund Awards

    MUMBAI: In a glittering ceremony, CNBC-TV18, India’s leading Business Medium and CRISIL, India’s premier ratings agency announced the most sought after and valued Mutual Fund Award in the country – ‘CNBC-TV18 – CRISIL Mutual Fund of the Year Award’.

     

    Mark Tucker, Chief Executive of Prudential & Ajay Srinivasan, Chief Executive, Fund Management, Prudential Corporation Asia spoke on the performance of mutual funds across the world, emerging trends, investor reactions and expectations setting the tone for the evening. This was followed by a p anel discussion with Mr Ramesh Damani, Mr Jaikumar, Mr Kela and Mr Naganathan moderated by Udayan Mukherjee.

     

    As the most powerful radar to prosperity, the CNBC TV18 and CRISIL Mutual Fund of the Year awards performance and consistency in wealth creation of enterprising fund houses for the year 2006. These Awards, based on CRISIL’s objective and analytically rigorous CRISIL~CPR methodology, are the ultimate test in performance and consistency on one of the most distinguished platform.

     

    These awards are the Investors most definite guide to the best managed fund house in the country. It brings together the world’s most renowned investment experts and shares their ideas, philosophies and predictions.

    The winners in the various categories at the Mutual Fund of the Year were:

    Category
    Winner
    Large Cap Oriented Equity Funds DSP Merrill Lynch Opportunities Fund Sundaram BNP Paribas Select Focus
    Diversified Equity Funds SBI Magnum Global Fund
    SBI Magnum Sector Umbrella – Contra Fund
    Sundaram BNP Paribas Select Midcap
    ELSS SBI Magnum Tax Gain Scheme 1993
    Income Funds Principal Income Fund
    UTI Bond Fund
    Income Short Reliance Short Term Fund
    Balanced Funds HDFC Prudence Fund
    SBI Magnum Balanced Fund
    Liquid Funds HDFC Cash Management Fund – Savings Plan
    UTI Liquid cash plan
    Liquid Funds Institutional Tata Liquid Fund – SHIP
    Liquid Funds Super Institutional UTI Liquid Cash Plan – Institutional Plan
    Gilt Funds Long Reliance Gilt Securities Fund – Long Term Plan
    Templeton India G-Sec Fund – Long Term Plan
    MIP Aggressive HDFC Monthly Income Plan – LTP
    MIP Conservative Prudential ICICI MIP Plan – Cumulative
    Floating Rate Funds (Long term) Principal Floating Rate Fund – Flexible Maturity Plan
    Floating Rate Funds (Short term) HDFC Floating Rate Income Fund – Short Term Plan
    Sectoral –IT SBI Magnum Sector Umbrella – Infotech Fund
    Emerging Fund of the Year (diversified equity) Prudential ICICI Infrastructure Fund
    Mutual Fund of the Year SBI Mutual Fund

    In addition to leaders from various fund houses, luminaries from India’s financial services sector including senior regulators, leading economists and analysts witnessed a host of awards being presented to various mutual funds for their consistent performance over time on the CRISIL~CPR performance rankings framework.

     

    Commenting on the methodology Rupa Kudva, ED & Chief Rating Officer,CRISIL, said “The fund house of the year award is given to the mutual fund which performs well in CRISIL’s CPR framework, has a good presence across categories, and wins at least 2 category level awards”

     

    Speaking at the occasion, Mr. Haresh Chawla, CEO, TV18 Group said, “The size of the Mutual fund industry is a burgeoning Rs 3,39,662 crore indicating the popularity enjoyed by Mutual funds amongst investors who want to participate in India’s growth story. Increased popularity in Mutual funds as an investment avenue and a spurt in the number of innovative mutual funds calls for a robust, unbiased and objective evaluation of the annual performances of funds. Since its inception, ‘The CNBC-TV18 – CRISIL Mutual Fund of the Year Award’ has established a benchmark for excellence in the Mutual Fund industry and has over the years, assisted investors to make the right choices in their mutual fund investments.”

     

    Speaking on the initiative, Mr. Ashvin Arora, Director, OptiMix, said, “CNBC Mutual Fund awards is a landmark event in the Indian Mutual Fund Industry, which recognizes and rewards the best managed fund houses on the basis of objective performance criteria laid down by Crisil. As India’s first multi-manager, Optimix identifies best of breed mutual funds and blends them together into separate products, so that optimal combinations of expertise and style are available to the investor. The Optimix process helps the investor with superior, consistent wealth creation. All in all, this is a great fit and we are proud to be associated with the CNBC TV-18-Crisil Mutual Fund Awards 2007. My heartiest congratulations to the winners of this prestigious award.”