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Chapter 11: Mutual Funds

Meaning & features, key terms, scheme types, regulatory framework, products, investment options, systematic transactions, investment process & modes

11.1 Meaning, Structure & Features

A mutual fund pools money from investors and invests in a portfolio matching a stated objective; investors get exposure to markets without investing directly. Activities are SEBI-regulated.

Sponsor (promoter)
Trustees (protect investor interest)
AMC
R&T Agent / Custodian / ISC / Brokers

The AMC creates a scheme (with trustee & SEBI approval) and invites subscriptions via a New Fund Offer (NFO) using an offer document. Investors apply with the abridged Key Information Memorandum (KIM); full details are in the Scheme Information Document (SID). The R&T agent maintains investor records.

11.2 Key Concepts & Terms

TermMeaning
Investment ObjectiveDefines the scheme's asset class, security selection & management style, hence its risk-return profile
UnitsRepresent an investor's proportional holding (= amount invested ÷ price per unit); allotted in decimals too
Net AssetsTotal assets (portfolio value + cash/receivables) minus fees/expenses; belongs solely to unit-holders
NAVNet Asset Value per unit = Net Assets ÷ Units Outstanding; all transactions occur at the prevailing NAV
Cut-off TimingTime of receipt of request (with cleared funds) determines the applicable NAV — ensures fairness
Mark to MarketDaily valuation of the portfolio at current market prices to determine net assets/NAV
NAV = Net Assets / Number of Units Outstanding Units Allotted = Amount Invested / NAV (Price per Unit)

Illustration — Units Allotment

GTX Equity Fund NAV = ₹10. A invests ₹5,000 → 500 units; B invests ₹10,000 → 1,000 units.

Illustration — How NAV Changes (NUM Equity Fund, initial: Net Assets ₹1,00,000; Units 10,000; NAV ₹10)

EventNet Assets (₹)UnitsNAV (₹)Comment
Portfolio value rises1,20,00010,00012.00Rise in net assets → rise in NAV
Investor redeems 1,000 units @ NAV 121,08,0009,00012.00No change — fall in assets offset by fall in units
Portfolio value falls1,00,0009,00011.11Fall in net assets → fall in NAV
Investor buys 1,000 units @ NAV 11.111,11,11010,00011.11No change — addition offset by new units

If 1,000 units were (hypothetically) allotted at face value ₹10 instead of NAV ₹11.11, net assets rise by ₹10,000 to ₹1,10,000 with units at 10,000 → new NAV = ₹11 — diluting existing investors. This is why all transactions must occur at the current NAV.

11.3 Open-ended, Closed-end, Interval Funds & ETFs

TypeKey Feature
Open-endedContinuous purchase/redemption at current NAV; perpetual; unit capital varies
Closed-endFixed tenor; units offered only during NFO; must be listed for secondary-market exit; unit capital fixed (AUM at MTM changes)
Interval FundsClosed-end variant that opens for transactions periodically (min 2-day window, ≥15-day gap between windows); must be listed
ETFsMutual fund listed & traded on exchange like a stock; multiple intra-day prices (vs single daily NAV); investors trade with each other, not with the fund

11.4 Regulatory Framework

SEBI prescribes investor service standards — turnaround times, mandatory disclosures, NFO allotment timelines, etc.

11.5 Mutual Fund Products (SEBI Categorization)

SEBI classifies open-ended schemes into Equity, Debt, Hybrid, Solution-Oriented and Other categories — generally one scheme per category per AMC (exceptions: Index/ETFs tracking different indices, FoFs with different underlying schemes, sectoral/thematic funds).

A. Equity Funds

CategoryAllocation Rule
Large Cap≥80% in top-100 companies (by market cap, AMFI list)
Mid Cap≥65% in companies ranked 101–250
Large & Mid Cap≥35% large cap + ≥35% mid cap
Small Cap≥65% in companies ranked 251+
Multi Cap≥75% in equity with min 25% each in large/mid/small cap
Flexi Cap≥65% in equity, no market-cap restriction
Sector Fund≥80% in a specific sector (e.g., banking, technology)
Thematic Fund≥80% in a theme spanning multiple sectors (e.g., infrastructure, ESG)
Value Fund≥65% in undervalued stocks; longer horizon, lower risk
Contra Fund≥65%; contrarian strategy on under-performing/undervalued stocks (AMC: Value OR Contra, not both)
Dividend Yield Fund≥65% in high dividend-paying stocks
Focused FundConcentrated portfolio — max 30 stocks
ELSS≥80% in equity; 80C tax benefit up to ₹1,50,000; 3-year lock-in

B. Debt Funds (classified by Macaulay Duration / portfolio quality)

CategoryDefinition
Overnight FundSecurities maturing in 1 day
Liquid FundDebt securities < 91 days to maturity
Ultra Short DurationMacaulay duration 3–6 months
Low DurationMacaulay duration 6–12 months
Money Market FundInstruments maturing up to 1 year
Short DurationMacaulay duration 1–3 years
Medium DurationMacaulay duration 3–4 years
Medium to Long DurationMacaulay duration 4–7 years
Long DurationMacaulay duration > 7 years
Corporate Bond Fund≥80% in AA+ and above corporate debt
Credit Risk Fund≥65% in AA and below rated corporate debt
Banking & PSU Fund≥80% in debt of banks/PFIs/PSUs/municipal bonds
Gilt Fund≥80% in G-Secs across maturities (no default risk, high interest-rate sensitivity)
Gilt Fund (10-yr constant duration)≥80% in G-Secs with portfolio Macaulay duration = 10 years
Dynamic Bond FundNo restriction on maturity/security type; duration actively managed per rate view
Floating Rate Fund≥65% in floating-rate instruments (low interest-rate risk)
Fixed Maturity Plans (FMP)Closed-end; maturity matches scheme term (3 months–5 years); eliminates interest-rate risk if held to maturity
Target Maturity Funds (TMF)Open-ended with defined maturity date (3–15 years); maturity roll-down like FMPs

C. Hybrid Funds

TypeAllocation
Conservative Hybrid75–90% debt, 10–25% equity (taxed as debt fund)
Balanced Hybrid40–60% debt, 40–60% equity
Aggressive Hybrid65–80% equity, 20–35% debt (AMC: Aggressive OR Balanced Hybrid, not both)
Dynamic Asset Allocation / BAFDynamically shifts equity-debt mix; maintains >65% gross equity for tax purposes
Multi Asset Allocation≥3 asset classes, min 10% each
Arbitrage FundBuys spot, sells futures — captures cash-futures price differential (interest element)
Equity Savings Fund≥65% equity (incl. arbitrage), ≥10% debt
Capital Protection Fund (closed-end)Debt portion grows to protect principal; remaining invested in equity derivatives for upside

Capital Protection Illustration

Invest ₹90 in debt for 3 years to grow to ₹100 (principal protected); remaining ₹10 deployed in equity derivatives for potential extra return.

D. Other Categories

CategoryNotes
Life Cycle FundsOpen-ended; predetermined maturity & glide path; tenure 5–30 yrs (multiples of 5); max 6 funds active at a time; exit load 3%/2%/1% in years 1/2/3
Fund of Funds (FoF)Invests ≥95% in other MF schemes; multi-manager FoFs span fund houses; equity FoFs taxed at 12.5% + surcharge/cess (post 23-Jul-2024 budget) over 2-yr horizon, growth option
ETFs≥95% in index securities; real-time pricing; demat settlement like a stock trade
Gold/Silver ETFsBacked by physical gold (99.5% purity)/silver (99.9%); up to 20% may be in bank gold-deposit schemes
Real Estate MFs≥75% in physical assets/related securities (min 35% physical); closed-end, listed (not yet launched in India)
Infrastructure Debt SchemesClosed-end (≥5 yrs); ≥90% in infra debt; min investment ₹1 crore, unit face value ₹10 lakh

Specialized Investment Funds (new asset class): min investment ₹10 lakh — positioned between Mutual Funds (low ticket) and PMS (min ₹50 lakh); allows strategies like long-short funds, derivatives beyond hedging, high-yield credit funds.

11.6 Investment Options & Triggers

OptionDescription
Income Distribution cum Capital Withdrawal (IDCW, earlier "Dividend")Periodic pay-outs from net assets; NAV falls by the distributed amount; reinvestment variant available
Growth OptionReturns retained & reflected in rising NAV; investor realizes gains only on redemption

Triggers automatically initiate redemption/transfer upon a pre-set condition — e.g., a target NAV level, specific date, or index level — helping investors act without continuous tracking.

11.7 Investment Process

Application Form + KYC/PAN
NFO / Continuous Offer Purchase
Folio Created by R&T Agent
Additional Purchases (quote folio)
Redemption / Switch / Dividend Reinvestment
TransactionKey Points
RedemptionNAV adjusted for exit load; Instant Access Facility (IAF) for liquid funds — same-day credit, capped at lower of ₹50,000 or 90% of investment value, per day per scheme per investor
SwitchRedemption from one scheme/option + simultaneous investment in another (inter-scheme or intra-scheme); attracts exit load & tax
Dividend ReinvestmentDeclared dividend automatically buys new units at post-declaration NAV — compounding effect

SEBI (May 2020): schemes being wound up must list on stock exchanges to provide investors an interim exit route.

11.9 Systematic Transactions

SIP
SWP
STP
DTP
Value Averaging

Systematic Investment Plan (SIP)

Fixed sum invested at regular intervals — benefits from rupee cost averaging (more units bought when price is low, fewer when high, lowering average acquisition cost over time).

Investor decisions: scheme/plan/option, instalment amount, periodicity, date, tenor, and payment mode (post-dated cheques, NACH, standing instruction). SIP can be discontinued by giving notice; cheque dishonour/insufficient funds can also cause cancellation.

Systematic Withdrawal Plan (SWP)

Recurring redemptions at applicable NAV provide a defined pay-out; benefits from NAV volatility (fewer units redeemed when NAV is high). Exit loads & capital gains tax apply on each instalment; SWP stops automatically if folio balance falls below a specified level.

Systematic Transfer Plan (STP)

Combines redemption from a source scheme with investment into a target scheme of the same fund — e.g., gradually moving an equity corpus into a debt fund as a goal date nears, avoiding lump-sum NAV-timing risk.

Dividend (IDCW) Transfer Plan (DTP)

Declared dividend from a source scheme is automatically transferred & invested into a different target scheme (vs reinvestment which stays in the same scheme) — e.g., booking equity gains into a debt scheme.

Value Averaging Investment Plan (VIP)

Illustration (1% monthly growth target, base ₹10,000)

Month 1: invest ₹10,000 (target value becomes ₹10,100). Month 2: if actual value = ₹9,900 (shortfall ₹200), invest ₹10,200; if actual value = ₹10,400 (excess ₹300), invest only ₹9,700. This invests more when markets are down and less when up — but is computationally complex and not offered as a flexible standard SIP by most AMCs (though some AMC products auto-adjust SIP amounts).

Equity Fund (accumulation)
STP (gradual transfer)
Debt Fund (capital preservation near goal)
SWP (regular pay-out at goal)

11.10 Investment Modes: Direct vs Regular Plan

AspectDirect PlanRegular Plan
IntermediaryNone — invest directly with AMC/RTAThrough distributor/broker
Expense RatioLower (no distribution commission)Higher
Net ReturnsHigher (lower costs)Lower
Support"Do-it-yourself" — investor manages everythingDistributor assists with transactions, queries, guideline changes

Both plans hold an identical underlying portfolio — the only difference is cost (expense ratio) and access to intermediary support. The Investment Adviser's role is to clarify this trade-off, assess whether the investor has the time/knowledge to self-manage a direct plan, and guide on suitability — ultimately helping the investor choose the route (and PMS-style discretionary/non-discretionary/advisory mode where relevant) that maximizes net benefit.

Key Takeaways

Self-Test: Quiz

1. NAV of a scheme is calculated as:

2. To be classified as a Large Cap fund under SEBI categorization, a scheme must invest at least what percentage of assets in large-cap companies?

3. The primary advantage that a Systematic Investment Plan (SIP) offers an investor is:

4. A Systematic Transfer Plan (STP) involves:

5. Compared to a Regular Plan, a Direct Plan in a mutual fund scheme offers the investor: