Key Highlights The risk-o-meter can be likened to a report card that is based on the scheme’s portfolio and comes out monthly. Here’s how to read the debt funds’ risk class matrix. Credit risk-> /Interest rate risk Class A (least risky) Class B (moderately risky) Class C (riskiest) Class I (least volatile) AI Interest rate …
Selecting a portfolio of four to five mutual funds from the vast array of options can be a challenging task. To simplify the process, a good starting point is to identify the appropriate mutual fund categories. Today, we’ll delve into the world of Value Funds, a subset of equity mutual funds. We will explore what …
Mutual funds are a smart investment for generating good returns at moderate risk. But it is not always true. There are a few risky mutual funds that you should avoid. As a mutual fund investor, you should avoid these funds to improve returns on your investment. In this article, we will discuss the mutual funds …
ICICI Prudential Nifty50 Value 20 Index Fund (NFO) is an open-ended index fund launched on January 15, 2024, and closing on January 29, 2024, that aims to replicate the Nifty50 Value 20 Index. It invests in the same proportion of the 20 companies that make up the Nifty50 Value 20 Index, which tracks value stocks …
When you’re getting started with your investment journey, one of the first pieces of advice you’ll receive is to diversify your investment portfolio. Now, what better way to do that than to choose a financial product that is already diversified? Not sure what we mean? Well, we’re talking about mutual funds. These financial instruments have …
Investing in the ever-evolving financial landscape can be both thrilling and perplexing. With an array of investment options available, making informed decisions is crucial. Here’s where SIP (Systematic Investment Plan) calculators emerge as the unsung heroes, providing investors with a powerful tool to navigate the complexities of the investment universe. The SIP Symphony SIP, often …
DSP Nifty Healthcare ETF (NFO) is an open-ended exchange-traded fund (ETF) launched by DSP Mutual Fund on January 11th, 2024. It aims to track the Nifty Healthcare Total Return Index (TRI), providing returns that mirror the index’s performance before expenses, albeit with potential tracking errors. There’s no guarantee that the scheme will achieve its objective. …
Every individual aspires to achieve wealth to support their family, education, a comfortable lifestyle, vacations, and personal goals. However, only a select few embark on the right path and take steps towards realising this dream. A key factor that can help investors attain financial prosperity is the enchanting phenomenon known as compounding, often referred to …
A systematic investment plan (SIP) is an easy way to invest in the mutual funds of your choice. You invest a fixed sum in the mutual funds of your choice at regular intervals instead of making a lump sum investment. The frequency of these SIP investments can be daily, weekly, monthly or even quarterly. The …
Launched in January 2024, HDFC NIFTY PSU BANK ETF is an open-ended scheme (NFO) by HDFC Mutual Fund that aims to deliver returns mirroring the HDFC NIFTY PSU Bank Index (TRI) over the long term, minus fees and expenses. With a minimum investment of Rs 500, the scheme closed for new subscriptions on January 23, …
