Thread by @MFkiRani

(1/n) September for #MutualFunds till date
1.#NBFC bond repayment will happen. Rollovers or refinancing looks difficult, as risk averse #investors would prefer repayment instead of rollover

(2/n) 2.NBFC total repayment due - ~ ₹35K crore, DHFL - ₹4K crore bond to get matured, Edelweiss, Anand Rathi & IIFL to repay ₹600-₹800 crore each
3.IDBI MF moves to court against DHFL, total exposure stands at ₹44crore as on May

(3/n) 4.Nifty PSE index which has lost 15.6% since budget declared raising ₹1 tn through disinvestment. Thursday saw rebound in many of these PSU shares on back of news that govt is reviewing disinvestment through ETF route

(4/n) 5. sebi warnings to MFs double in fy19 vs fy18. es, commission and non conforming to norms primary issues

(5/n) 6.YTD majority stocks in red in nifty. Top 10 MF stocks to ride against tide & deliver up to 75% returns - ion exchange, garden reach, ship builders, spice jet, just dial, hdfc life insurance, fairchem speciality, srf, godrej properties, sbi life and brigrade enterprise.

(6/n) 7.RBI working with fellow regulators on allowing insurance, PFs, MFs participation in securities lending
8.Aditya Birla Capital to raise Rs 2,100 crore, will repay debt and fund growth

(7/n) 9.surcharge roll back does not help in fpi selling, since the announcement, fpis sold shares worth ₹6200 cr
10.HDFC AMC at life-time high Shares of HDFC Asset Management Company closed at a new life time high of ₹2604.75 on the BSE on Thursday

(8/n) 11.'IAF' Survey ICICI Pru, HDFC Most Trusted House Award
12.PPF beats MFs over 5 years Post-tax return from PPF higher but that may change in long r
13. Market is Looking Reasonably Cheap for Small& Mid-cap Stocks

(9/n) 14. Fund managers seek review of new norms
RE-CATEGORISATION OF stocks Want flexible methodology to define large- and mid-cap stocks
15.aditya birla AMC to provide investors way out of of Aditya Birla real estate Fund
16.aadhar KYC for MFs

(10/n) 17.AMFI - MF industry to increase aum to 100 lakh cr from current 25 lakh cr and investor base to 10 cr from 2 cr in next 10 years

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