Value mutual funds embody the essence of value investing by pooling investments in stocks that exhibit strong fundamentals yet trade at discounted prices. These funds are open-ended equity schemes that adhere to a value-based investment strategy. Top 2 Performing Value Mutual Funds of 2024 Scheme Name Return (%) 1W 1M 3M 6M 1Y Quant …
Top Performing Small-Cap Mutual Funds: Direct vs. Regular Plans The table below highlights two high-performing small-cap mutual fund schemes and compares their direct and regular plans based on NAV, 5-year CAGR, and assets under management (AUM): Scheme Name Benchmark NAV Regular in Rs NAV Direct in Rs Return 5 Year (%) Regular Return 5 …
The Kotak CRISIL-IBX AAA Financial Services Index – Dec 2026 Fund is a targeted maturity fund introduced by Kotak Mahindra Mutual Fund. This debt mutual fund aims to replicate the performance of the CRISIL-IBX AAA Financial Services Index. With a primary focus on AAA-rated bonds, it seeks to provide predictable returns by investing in financial …
Canara Robeco Mutual Fund, an asset management company (AMC) that provides a range of mutual fund schemes designed to support investors in building and growing their wealth has declared income distribution under select schemes, offering details for investors to stay informed about their portfolios. Here’s a breakdown of the key announcements. Distribution Details Canara Robeco …
Axis Mutual Fund has announced a name change for one of its fixed-maturity debt schemes. The fund, currently called the Axis CRISIL IBX AAA NBFC Index – Jun 2027 Fund, will be renamed Axis CRISIL IBX AAA Bond NBFC – Jun 2027 Index Fund, effective December 5, 2024. This update aligns the fund’s name more …
Investing in the stock market can seem daunting, especially for beginners. However, mutual funds offer a simplified way to start your investment journey. What’s more exciting is that you can begin with as little as ₹100 per month through Systematic Investment Plans (SIPs). This removes any significant entry barriers and makes investing accessible for everyone. …
Systematic Withdrawal Plans (SWPs) are increasingly becoming a go-to option for retirees and investors seeking consistent monthly income while keeping their capital exposed to growth opportunities. SWPs allow investors to withdraw a fixed amount periodically, ensuring financial stability alongside potential capital appreciation. This blog delves into the top 4 equity large and midcap mutual funds …
Equity Savings Funds are hybrid mutual funds that aim to strike a balance between returns and risk. These funds allocate investments almost equally across three segments: Equity for capital appreciation, Fixed deposit-like instruments for stability, and Hedging instruments for reducing risks. Let’s explore the top 5 equity savings hybrid SWP options for moderate-risk investors in …
Index funds have gained poiparlity thanks to their simplicity and cost-effectiveness. Index mutual funds replicate the performance of a specific underlying index, such as NIFTY or SENSEX, making them a passive investment vehicle free from fund managers’ biases. Index funds are go to choice for retail investors seeking diversified equity portfolios with minimal expenses. …
Dynamic Asset Allocation Mutual Funds, also known as Balanced Advantage Funds, combine the growth potential of stocks with the stability of fixed-income instruments. The defining feature of these funds is their ability to adjust the equity and debt allocation dynamically based on market conditions, aiming for optimal returns with controlled risk. Top 5 Balanced Advantage …
