The January to March 2025 quarter was marked by heightened market volatility. Amidst this dynamic environment, mutual fund houses witnessed contrasting trends in their Assets Under Management (AUM). While some registered robust growth in average AUM, others saw a notable decline. The latest data released by the Association of Mutual Funds in India (AMFI) offers …
In the diverse landscape of equity mutual funds, value and contra funds stand out for their unique investment approaches. Unlike growth funds, which chase high-performing momentum stocks, value and contra funds focus on identifying opportunities in overlooked or undervalued segments of the market. Top 3 Contra/Value Mutual Funds Based on 5-Year Performance The following schemes …
EV-focused strategy and a fresh top 10 large-cap equal weight play enter the market with new details and timelines. EV & New Age Auto ETF FOF Gets Extension ICICI Prudential Mutual Fund has extended the NFO period for its Nifty EV & New Age Automotive ETF Fund of Funds by one day. Originally slated to close on April …
The mutual fund industry’s net investment into the Indian equity market fell sharply to ₹13,458.85 crore in March 2025, according to the latest data released by the Securities and Exchange Board of India (SEBI). This marked the lowest level of monthly deployment since July 2023, when the figure stood at ₹7,707 crore. This drop follows …
A mutual fund delivering over 20% return in a single month may sound implausible, especially in a diversified market. Yet, the HDFC Defence Fund, a sectoral fund focused on defence and allied sectors, managed to achieve this rare feat in March 2025 by clocking an impressive 22.1% return. Let’s break down the key details behind this exceptional performance—purely …
Tata Income Plus Arbitrage Active Fund of Fund (FOF) and Bajaj Finserv Nifty 50 Index Fund have filed their draft documents with SEBI. Below is a summary of features from both schemes. Tata Income Plus Arbitrage Active FOF Tata Mutual Fund has filed for an open-ended Fund of Fund scheme under the active hybrid category. The …
In a significant move towards improving financial reach across India, India Post has collaborated with Nippon India Mutual Fund to offer door-to-door KYC (Know Your Customer) verification. This step is part of the Jan Nivesh initiative, aimed at bringing mutual fund investment opportunities closer to people living in rural and hard-to-reach areas. “India Post’s presence …
Planning for retirement is essential to ensure a steady income after leaving the workforce. While many people know about Systematic Investment Plans (SIPs), fewer are aware of Systematic Withdrawal Plans (SWPs). SWP is a great option for senior citizens who need regular income post-retirement. It allows investors to withdraw a fixed amount from their mutual …
Starting April 9, 2025, HSBC Mutual Fund and Franklin Templeton Mutual Fund have announced restrictions on fresh inflows in specific debt-oriented schemes. The restrictions apply to new investments, switches, and registration of systematic plans. HSBC Mutual Fund: Two Schemes Affected HSBC Mutual Fund has restricted fresh subscriptions in the following schemes: HSBC Credit Risk Fund …
Edelweiss Mutual Fund has increased the daily subscription limit for seven of its international mutual fund schemes. The change will come into effect from April 17, 2025, and will apply across various transaction modes such as lump sum investments, SIPs, STPs, and switch-ins. Revised Investment Cap The daily investment limit has been increased from ₹1 …
