With recent declines in mid and small cap mutual funds, many investors are facing a crucial question: should you pause or continue your SIP (Systematic Investment Plan)? Small-cap stocks have dropped 18% in two months, while the mid-cap index has fallen 17.61% in eight weeks. Since February 7, the BSE Small-cap Index has dropped over …
Introduction Systematic Investment Plans (SIPs) have gained immense popularity among investors seeking disciplined investing. However, lumpsum investments continue to be a preferred route for those looking to capitalise on market corrections and long-term wealth creation. With the Indian stock market experiencing a phase of correction, now may be an opportune time for investors to explore …
Edelweiss Mutual Fund has filed the draft scheme information deed (SID) with the capital market regulator for floating a new fund offer (NFO) for Edelweiss BSE Internet Economy Index Fund. It is an open-ended index scheme replicating the BSE Internet Economy Index. As per SID, the Scheme will offer two Plans: Regular Plan Direct Plan …
Mid-cap mutual funds have gained attention for their impressive returns, striking a balance between risk and reward. This blog highlights top-performing mid-cap funds with a 3-year CAGR nearing 30%. We’ll delve into key metrics like AUM, NAV, and expense ratios, helping investors evaluate their potential in the ever-evolving market landscape. List of Top 5 Mid-Cap Mutual …
Axis Mutual Fund and ITI Mutual Fund announced income distribution under the Income Distribution cum Capital Withdrawal (IDCW) option for multiple schemes. Investors holding units in these funds as of March 11, 2025, the record date, will receive varying payouts per unit. Income Distribution: Axis Mutual Fund Under its IDCW plans, Axis Mutual Fund has …
Edelweiss Mutual Fund has launched the Edelweiss Low Duration Fund, an open-ended debt scheme investing primarily in low-duration debt and money market securities. The fund aims to generate income by maintaining a short investment horizon, with a short-term debt exposure. NFO Details The New Fund Offer (NFO) details are as follows: Issue Dates: March 11, …
Kotak Mahindra Mutual Fund has filed draft papers with SEBI for its new Exchange-Traded Fund (ETF), the Kotak Nifty 200 Quality 30 ETF. This open-ended scheme aims to mirror the Nifty 200 Quality 30 Index by investing in the same 30 stocks that make up the index, subject to tracking errors. Listing and Trading Upon …
If you are a mutual fund investor, you are likely familiar with Systematic Investment Plans (SIPs). Over the years, SIPs have emerged as a preferred method for investing in mutual funds, particularly equity funds. They offer several benefits, including: Affordability: Small, periodic investments can accumulate into a significant corpus over time. Rupee Cost Averaging: Investments …
Exchange-traded funds (ETFs) are investment vehicles designed to track specific indices, assets, or sectors, allowing investors to gain exposure to a diversified portfolio without directly purchasing individual stocks. Unlike stock investments, which can be highly volatile, ETFs provide built-in diversification, reducing overall risk. In periods of market highs, investors often seek stability. While equities, such …
Dividend yield mutual funds primarily invest in companies that distribute a portion of their earnings to shareholders in the form of dividends. These companies usually have strong balance sheets and stable business models, ensuring consistent performance despite market volatility. Investors in these funds benefit not only from potential capital appreciation but also from periodic dividend …
