Flexi-cap funds offer investors the flexibility to invest across large, mid, and small-cap companies. But what if you could find a Flexi cap fund that consistently outperforms the market? This is where the concept of “alpha” comes in. Alpha refers to the return a fund generates beyond what’s expected from the market. Further ahead we’ll …
PGIM India Mutual Fund launched a new fund, PGIM India Retirement Fund (NFO), on March 26, 2024. This open-ended solution-oriented fund aims to provide investors with capital appreciation and income for their retirement through a mix of equity, equity-linked instruments, REITs, InvITs, and fixed-income securities. The minimum investment amount is Rs. 5,000 and there is …
Recently small-cap and mid-cap funds saw a significant drop in their respective NAVs after the regulator announced stress testing of small-cap and mid-cap funds. But in the last 4 days, the markets have recovered sharply while the mutual funds have also bounced back intensely. From the data, we found out that the thematic funds have …
On March 20, 2024, the Association of Mutual Funds India (AMFI) received a directive from the Securities and Exchange Board of India (SEBI) instructing a cessation of new investments in ETFs allocating funds to overseas markets. This action comes in response to the nearing breach of the upper limit for ETFs set by the Reserve …
Quant Prioritizes Risk Management for Investor Protection Quant Mutual Fund emphasizes risk management as a core principle. They utilize a suite of advanced tools to navigate both predictable and unforeseen risks. Their “Predictive Analytics” tools identify potential problems, while “Money Flow Analytics” allows them to adjust their holdings by rotating stocks and sectors to mitigate …
One of the most popular mutual fund houses, Quant Mutual Fund, with Rs 47,813 crore in assets under management as of December 31, 2023, has announced a reduction in the minimum redemption amount from Rs 1,000 to Re 1 across all plans and schemes, effective March 19, 2024. This change removes restrictions on redemption value, …
Feeling assured when we receive positive returns generated by our portfolio every year is natural. We certainly desire to safeguard our investments, whether in securities or mutual funds, to prevent them from declining in value from their purchase prices and leading to negative returns. The same principle applies to our investments in Mutual Funds, where …
Investors looking for growth opportunities may be pleased to learn that small-cap mutual funds invested through a Systematic Investment Plan (SIP) have shown promising results. According to recent data, SIP returns in small-cap funds have managed to outperform the returns delivered by the benchmark index, suggesting the potential for significant gains in this asset class. …
Aggressive hybrid funds are combination of equity and debt blend offers reassurance doses well in a raising market, while the latter comes in handy during a falling market. Following 5 funds cover nearly three-fourths of entire category assets. 1.SBI Equity Hybrid Fund SBI Equity Hybrid Fund recorded a NAV of Rs 269.6141 as of March …
The global investment landscape offers immense opportunities for investors. International mutual funds, which pool investor money to purchase stocks and securities in companies outside of one’s home country, have emerged as a popular avenue for diversification and potentially amplified returns. Here, we discuss the top three international mutual funds that defied expectations, achieving a remarkable …
