Are you wondering how you’ll manage expenses after retirement or supplement your current income? A Systematic Withdrawal Plan (SWP) might be the answer. Unlike traditional dividends, SWP allows you to withdraw a fixed amount from your mutual fund investments at regular intervals, regardless of the market’s performance. This feature makes it an ideal choice for …
Introduction: A Game-Changing NFO Shriram Asset Management Company is set to launch India’s first Multi Sector Rotation Fund, a groundbreaking open-ended equity scheme focused on sector rotation. This New Fund Offer (NFO) opens on November 18, 2024 and closes on December 2, 2024. As a unique investment vehicle, it allows investors to avoid “sector traps” …
For those looking for a consistent income post-retirement or as a supplemental source of funds, a Systematic Withdrawal Plan (SWP) can be a smart strategy. Within the mutual fund universe, flexi-cap funds stand out for SWP due to their balanced approach to risk and reward. By investing across large, mid, and small-cap companies, flexi-cap funds …
As technology advances and digitalisation spreads across sectors, the demand for semiconductor products has surged, making mutual funds investing in semiconductor stocks an increasingly attractive choice for investors. These small yet powerful chips play a vital role in everything from consumer electronics to industrial machinery, fueling demand and growth across the semiconductor landscape. India’s semiconductor …
The Securities and Exchange Board of India (SEBI) has implemented a new rule requiring mutual fund houses to disclose the expense ratios separately for direct and regular mutual fund plans. This initiative aims to increase transparency and help investors better understand the costs associated with their investments. Direct plans were introduced in 2013 to allow …
A prominent asset management firm in India, Aditya Birla Sun Life Mutual Fund (ABSLMF) is a member of the Aditya Birla Capital group. Founded as a joint venture between Sun Life Financial, Canada, and the Aditya Birla Group, it provides both retail and institutional investors with a broad selection of mutual fund schemes, such as …
Nippon India Mutual Fund has announced the launch of the Nippon India Nifty Auto Index Fund- a sector-specific, open-ended index fund designed to replicate the performance of the Nifty Auto Index. Whether you’re into long-term equity investments or just looking to park some money in a growing sector, this fund might be of interest. What’s …
Quant Small Cap Fund Portfolio Changes: A Closer Look The Quant Small Cap Fund has seen notable changes in its portfolio, with fresh additions, selective reductions, and adjustments in cash holdings. Here’s an analysis of the key moves and their potential implications. Reliance Industries Maintains Lead Position Reliance Industries remains the fund’s largest holding, constituting …
Quant Flexi Cap Mutual Fund: October Portfolio Insights Quant Flexi Cap Mutual Fund has released its October portfolio, revealing some notable changes in holdings and performance metrics. Here are the key highlights and takeaways: Strong NAV Growth The fund has reported an impressive NAV growth of 46.29% year-on-year, showcasing robust performance. Significant Portfolio Adjustments Top …
Portfolio Highlights Motilal Oswal Midcap Fund has made notable adjustments in its October 2024 portfolio, with significant changes in both holdings and allocations. Here’s a closer look at the key movements and updates. Major Changes in Top Holdings Coforge Takes the Lead Coforge Limited has now become the largest holding in the portfolio, moving ahead …
