Articles tagged “AMFI”
86 articles.
2026 (86)
- How to open an MFU eCAN (Common Account Number)
Step-by-step guide to opening an MFU eCAN in India: the AMFI-promoted Common Account Number that unifies an investor's identity across all SEBI-registered AMCs, …
- How to trace forgotten mutual fund folios using MITRA
Step-by-step guide to tracing forgotten or unclaimed mutual fund folios in India using MITRA (Mutual Fund Investment Tracing and Retrieval Assistant): the AMFI …
- Association of Mutual Funds in India (AMFI)
AMFI is the industry body and self-regulatory organisation for mutual funds in India, established in 1995 to develop the industry, enforce codes of conduct, and …
- Mutual fund industry in India
History, structure, regulation, and growth of the mutual fund industry in India, from 1963 UTI origins to a 45-AMC landscape managing about Rs 80 lakh crore.
- AMFI biometric discontinuation (Circular 27)
AMFI Circular 27 discontinued the biometric capture requirement for the Know Your Distributor (KYD) process, simplifying the ARN application workflow. Covers …
- ARN renewal process
ARN renewal is the periodic re-certification of the AMFI Registration Number, required every 3 years for individual and corporate distributors. Covers the CPE …
- ARN: AMFI Registration Number
The AMFI Registration Number (ARN) is the licence issued by the Association of Mutual Funds in India to individuals and entities authorised to distribute or …
- EUIN: Employee Unique Identification Number
The Employee Unique Identification Number (EUIN) is the AMFI-issued identifier carried by individuals employed by corporate-ARN mutual fund distributors. The …
- Investor grievance escalation matrix for mutual funds
The investor grievance escalation matrix is the AMFI-mandated multi-level framework for resolving investor complaints against mutual fund AMCs. Covers the …
- KYD: Know Your Distributor process
Know Your Distributor (KYD) is the AMFI-mandated identity verification and credential check that every mutual fund distributor must complete before receiving an …
- MITRA: forgotten folio retrieval
MITRA (Mutual Fund Investment Tracing and Retrieval Assistant) is the AMFI-coordinated industry workflow for retrieving forgotten, dormant, or unclaimed mutual …
- MITRA: Mutual Fund Investment Tracing and Retrieval Assistant
MITRA (Mutual Fund Investment Tracing and Retrieval Assistant) is the AMFI-coordinated industry initiative to help investors and legal heirs trace unclaimed, …
- Revamped factsheet template (2024)
The revamped factsheet template introduced by AMFI in 2024 expanded the monthly per-scheme disclosure to include additional risk metrics, expanded portfolio …
- T30/B30 categorisation in Indian mutual funds
T30/B30 is the AMFI geographic categorisation that distinguishes the top 30 cities (T30) from beyond the top 30 cities (B30) for mutual fund distribution …
- AMFI standardised factsheet
The AMFI standardised factsheet is the monthly per-scheme disclosure document mandated by SEBI and standardised by AMFI for cross-scheme comparison. Covers the …
- BSE StAR MF
Comprehensive guide to BSE StAR MF (now BSE MF): the BSE-operated mutual fund transaction platform, one of India's largest by volume. Covers history from 2009, …
- Mutual funds in India: complete guide
Cornerstone editorial guide to mutual funds in India. Covers the SEBI regulatory framework, AMFI industry body, complete enumeration of all 44+ SEBI-registered …
- NAVAll.txt: AMFI's daily NAV file
NAVAll.txt is the daily NAV publication file maintained by AMFI containing the closing NAV of every mutual fund scheme in India. Covers the file structure, the …
- Annual report of an Indian mutual fund scheme
Encyclopedic reference on the annual report of an Indian mutual fund scheme: SEBI Regulation 56 and 57 framework, audited financial statements, trustee report, …
- Mutual fund
Encyclopedic landing reference on mutual funds in India: definition, legal structure, scheme categories, NAV mechanics, plan and option variants, distribution, …
- Mutual Fund Utility
Encyclopedic reference on Mutual Fund Utility (MFU): the AMFI-promoted, AMC-consortium-owned mutual fund transaction utility, its Common Account Number (CAN) …
- Mutual Funds Sahi Hai
Encyclopedic reference on the AMFI Mutual Funds Sahi Hai investor education campaign: 2017 launch context, creative strategy, regional language expansion, …
- Net Asset Value of an Indian mutual fund
Encyclopedic reference on the Net Asset Value (NAV) of Indian mutual funds: definition, regulatory basis, daily computation cycle, cut-off rules, plan and …
- Rajeev Thakkar Public Talks and Interviews
Encyclopedic reference on the public talks and interviews of Rajeev Thakkar, Chief Investment Officer (Equity) and Director of PPFAS Mutual Fund. Covers his …
- Scheme Information Document for Indian mutual funds
Encyclopedic reference on the Scheme Information Document (SID): regulatory basis, mandatory content, NFO filing process, SID-SAI-KIM relationship, riskometer …
- 5paisa mutual fund platform
5paisa's mutual fund platform offers direct and regular plan MF investing integrated into the 5paisa discount broking app, operated by 5paisa Capital Limited, …
- AMFI advertisement code
The AMFI advertisement code governs the content, format, and approval requirements for all advertising by mutual fund AMCs and distributors in India, ensuring …
- AMFI Best Practice Guidelines (BPG)
The AMFI Best Practice Guidelines are a comprehensive set of conduct and disclosure standards issued by AMFI to govern the behaviour of asset management …
- AMFI Circular 27 -- biometric KYD discontinuation
AMFI Circular 27 discontinued the mandatory biometric fingerprint requirement for mutual fund distributor KYD in India, replacing it with Aadhaar-based OTP and …
- AMFI Code of Ethics (ACE)
The AMFI Code of Ethics (ACE) sets out the principles-based ethical obligations that govern asset management companies and mutual fund distributors registered …
- AMFI Group Company classification
AMFI's Group Company classification defines the rules under which mutual fund AMCs must identify and disclose investments in group companies of their sponsors, …
- AMFI industry composition report
The AMFI industry composition report provides a category-wise breakdown of total mutual fund AUM in India, enabling analysis of how investor assets are …
- AMFI investor grievance escalation matrix
The AMFI investor grievance escalation matrix defines the hierarchy of complaint redressal channels available to mutual fund investors in India, from AMC-level …
- AMFI monthly AUM data
AMFI publishes monthly assets under management (AUM) data for all mutual fund schemes and AMCs in India, making it the authoritative source for industry-wide …
- AMFI NAV file -- NAVAll.txt
NAVAll.txt is the daily NAV file published by AMFI at amfiindia.com containing the end-of-day net asset values of all mutual fund schemes in India in a …
- AMFI Quarterly Average AUM (AAUM) data
AMFI's Quarterly Average AUM (AAUM) is the average of daily AUMs over a quarter, used for computing distributor commissions, TER slabs, and regulatory tiering …
- AMFI Registration Number (ARN)
The AMFI Registration Number (ARN) is a mandatory licence issued by AMFI to mutual fund distributors in India, governed by SEBI regulations and NISM …
- AMFI revamped factsheet (2024)
The 2024 AMFI factsheet revision introduced significant changes to mutual fund monthly factsheet disclosure requirements in India, including enhanced risk …
- AMFI Risk-O-Meter
The AMFI Risk-O-Meter is a standardised six-level risk labelling tool for mutual fund schemes in India, mandated by SEBI to help investors assess and compare …
- AMFI scheme factsheet for mutual funds
The AMFI scheme factsheet is a standardised monthly disclosure document published by each mutual fund AMC in India, covering scheme objective, portfolio …
- AMFI SIP contribution data
AMFI publishes monthly systematic investment plan (SIP) data for the Indian mutual fund industry, including aggregate inflows, active SIP accounts, and new …
- AMFI standardised factsheet template
The AMFI standardised factsheet template specifies the mandatory layout, data fields, and disclosure requirements for monthly mutual fund factsheets published …
- AMFI T30 and B30 city categorisation
AMFI's T30/B30 framework divides Indian cities into the top-30 by mutual fund AUM and the next 100 cities, enabling differential distributor incentives and …
- Consolidated Account Statement (CAS) for mutual funds
The Consolidated Account Statement is a single document issued by CAMS or KFintech that consolidates all mutual fund holdings and transactions across AMCs into …
- Corporate Debt Market Development Fund (CDMDF)
CDMDF is a backstop liquidity facility established by the Government of India in 2023 to provide emergency liquidity to debt mutual funds during periods of …
- Cube Wealth
Cube Wealth is an Indian multi-asset wealth management platform offering mutual funds, P2P lending, and US equities, operated by Cube Wealth Solutions Private …
- Direct mutual fund portals comparison: Coin vs Groww vs Kuvera vs MFU
A factual comparison of major direct mutual fund investment platforms in India, Zerodha Coin, Groww, Kuvera, and MF Utility, covering features, unit-holding …
- eCAN (electronic Common Account Number)
eCAN is the online registration process for a Common Account Number (CAN) on MFU (Mutual Fund Utility), enabling paperless multi-AMC mutual fund investing in …
- Employee Unique Identification Number (EUIN)
The EUIN is a mandatory identifier issued by AMFI to individual employees of mutual fund distributors in India, enabling accountability for specific investment …
- EOP regulations 2023 (Execution-Only Platform framework)
SEBI's 2023 Execution-Only Platform (EOP) framework formally defines and regulates platforms that facilitate direct-plan mutual fund transactions without …
- Exit load in mutual funds
An exit load is a charge deducted from redemption proceeds when an investor exits a mutual fund within a specified holding period. It discourages short-term …
- FundsIndia
FundsIndia is an Indian online mutual fund distribution and financial planning platform, one of India's earliest direct-to-consumer MF portals, offering both …
- Half-yearly portfolio statement for mutual funds
The half-yearly portfolio statement is a SEBI-mandated disclosure in which mutual fund AMCs publish the full scheme portfolio and unitholder distribution as of …
- IDCW intimation for mutual funds in India
An IDCW intimation is a regulatory notice issued by a mutual fund AMC before each Income Distribution cum Capital Withdrawal payment, disclosing the per-unit …
- Investor Education from TER: How Mutual Fund Fees Fund Financial Literacy in India
How SEBI mandates a portion of the Total Expense Ratio (TER) collected by Indian mutual funds to be allocated to investor education and awareness initiatives, …
- Know Your Distributor (KYD)
Know Your Distributor (KYD) is a mandatory due-diligence process administered by AMFI that verifies the identity, qualifications, and integrity of mutual fund …
- Large-cap mutual fund
Comprehensive reference on large-cap equity mutual funds in India: SEBI October 2017 categorisation rules, top-100 company mandate, asset allocation, taxation, …
- MFU account statement
The MFU (Mutual Fund Utilities) account statement is a transaction record issued by MFU India for investments placed through the MFU CAN platform, covering all …
- Mid-cap mutual fund
Encyclopedic reference on mid-cap equity mutual funds in India: SEBI 2017 definition (101st-250th companies), 65% minimum allocation rule, benchmark indices, …
- MITRA (Mutual Fund Investment Tracing and Retrieval Assistant)
MITRA is an AMFI-operated portal that enables investors and their legal heirs to trace and retrieve dormant or unclaimed mutual fund folios across all AMCs and …
- MITRA (Mutual Fund Investment Tracing and Retrieval Assistant)
MITRA is an AMFI initiative allowing investors and legal heirs to trace and retrieve unclaimed or forgotten mutual fund folios in India using PAN or name-based …
- Monthly portfolio disclosure for mutual funds in India
Monthly portfolio disclosure is the SEBI-mandated publication of each mutual fund scheme's full portfolio of holdings as of the last working day of every month, …
- Multi-cap fund vs flexi-cap fund in India
A factual comparison of SEBI-defined multi-cap and flexi-cap equity mutual fund categories in India, covering mandatory allocation rules, portfolio …
- Mutual Fund Advertising and SEBI Disclosure Norms in India
How SEBI and AMFI regulate mutual fund advertising in India, including the standard disclosures, riskometer, past performance disclaimers, social media …
- Mutual fund aggregator portal landscape in India
An overview of the mutual fund aggregator portal landscape in India, covering direct-plan platforms, commission-based portals, registrar portals, exchange …
- Mutual Fund AUM Growth in India (2000 to 2026)
A data-driven account of how India's mutual fund industry grew from Rs 1 lakh crore AUM in 1999 to Rs 67 lakh crore by 2025, covering the drivers, inflection …
- Mutual fund distribution in India
An encyclopedic overview of the mutual fund distribution ecosystem in India, covering intermediary types, regulatory framework, AMFI registration, direct plans, …
- Mutual fund distributor (intermediary role)
A mutual fund distributor (MFD) in India is an AMFI-registered ARN holder who sells regular-plan mutual fund schemes and earns trail commission, governed by …
- NFO addendum for mutual funds in India
An NFO addendum is a supplementary document issued by a mutual fund AMC to amend, clarify, or update specific terms of the New Fund Offer, including changes to …
- Nilesh Shah
Nilesh Shah is the Managing Director and CEO of Kotak Mahindra Asset Management Company, one of India's largest fund houses, and a former Deputy MD of ICICI …
- NISM Series V-A: Mutual Fund Distributors Certification Examination
NISM Series V-A is the mandatory certification examination for mutual fund distributors in India, prescribed by SEBI and administered by the National Institute …
- NISM Series V-B: Mutual Fund Foundation Certification Examination
NISM Series V-B is a foundational-level certification examination for individuals who want basic familiarity with the Indian mutual fund industry, administered …
- NISM Series V-C: Mutual Fund Distributors (Senior) Certification Examination
NISM Series V-C is a higher-level certification for experienced mutual fund distributors in India, required for handling complex products and high-net-worth …
- NSE NMF II (National Stock Exchange Mutual Fund Platform)
NSE NMF II is the National Stock Exchange's mutual fund transaction platform, providing exchange-based infrastructure for distributors and direct investors to …
- Radhika Gupta
Radhika Gupta is the Managing Director and CEO of Edelweiss Asset Management Limited, one of India's most publicly visible mutual fund executives, known for her …
- Regular plan vs direct plan mutual fund
A detailed comparison of regular plan and direct plan mutual funds in India covering expense ratios, distributor commission, NAV differences, tax treatment, and …
- Resident individual MF investor
Comprehensive guide to the legal framework, KYC requirements, eligible fund segments, taxation, and regulatory obligations of a resident individual investing in …
- Retail Investor Participation in Mutual Funds in India
An analysis of retail investor participation in Indian mutual funds, covering folio counts, PAN-based investor data, SIP penetration, geographic spread, and …
- Scheme performance vs benchmark report for mutual funds
The scheme performance vs benchmark report compares a mutual fund scheme's point-to-point and CAGR returns against its primary and additional total return index …
- SIP Growth Story in India
How Systematic Investment Plans grew from a niche product to a Rs 25,000-crore-per-month national savings habit, covering the regulatory, infrastructure, and …
- SIP vs lump sum mutual fund investment
A factual comparison of systematic investment plans (SIP) and lump-sum investments in Indian mutual funds covering rupee cost averaging, return outcomes, …
- Small-cap mutual fund
Encyclopedic reference on small-cap equity mutual funds in India: SEBI 2017 definition (251st company onwards), 65% minimum rule, liquidity risk, benchmark …
- Stamp duty on mutual fund units
A stamp duty of 0.005 per cent of the investment amount applies to all purchases and switches of mutual fund units in India with effect from 1 July 2020, under …
- Total expense ratio in mutual funds
The total expense ratio (TER) is the annual cost a mutual fund charges unitholders as a percentage of its average daily net assets, covering management fees, …
- Upstox mutual fund platform
Upstox's mutual fund platform offers direct plan MF investing integrated into the Upstox stockbroking app, backed by Tiger Global and Ratan Tata, with AMFI ARN …
- Zerodha Coin (direct mutual fund platform)
Zerodha Coin is a direct mutual fund investment platform that holds units in demat form, eliminating distributor commissions and enabling portfolio.