Banking and financial services mutual funds are sector-specific equity schemes that primarily invest in companies engaged in the financial ecosystem. These may include banks, NBFCs, insurance firms, housing finance institutions, stock exchanges, and capital market intermediaries. Unlike diversified equity funds, these sectoral funds focus on a particular industry, which may result in higher volatility but …
Flexicap mutual funds are a type of equity mutual fund that enjoy the liberty to invest across all market capitalisations—large cap, mid cap, and small cap—in any proportion. This flexibility allows fund managers to adapt to market conditions by shifting allocations based on where they see opportunities or risks, without being restricted to a particular …
Investing in index funds has become a popular strategy for individuals looking to build wealth over time with minimal effort and risk. An index fund is a type of mutual fund or exchange-traded fund (ETF) that aims to replicate the performance of a specific market index, such as Nifty 50. These funds offer a diversified …
With a minimum monthly investment of just ₹250, Kotak Chhoti SIP and SBI Jan Nivesh SIP by Kotak Mutual Fund and SBI Mutual Fund, respectively, are tailored for small-ticket investors, especially beginners. Here’s a side-by-side comparison to help you decide which SIP aligns with your financial goals. Kotak SIP vs SBI SIP Comparison Table Feature Kotak …
Mutual funds have long been a smart choice for building wealth, but for many Indians, the starting cost often feels too high. This is where SBI Jan Nivesh stands out. Launched by SBI Mutual Fund in partnership with the State Bank of India, SBIJan Nivesh is designed to make mutual fund investing more inclusive by allowing SIPs (Systematic …
Aditya Birla Sun Life Mutual Fund has declared income distribution under the Income Distribution cum Capital Withdrawal (IDCW) option for select schemes. The record date for all distributions is set as April 22, 2025. Schemes and Distribution The income distribution is applicable to both regular and direct plans under three mutual fund schemes. Details are …
At the CII Annual Mutual Fund Summit 2025, Manoj Kumar, Executive Director of SEBI, shared that the regulatory body is reworking mutual fund scheme categorisation. He acknowledged that the current labels used to classify mutual fund schemes are not easily understood, particularly by first-time or retail investors. Kumar stated that SEBI’s goal is to make …
The Indian mutual fund industry marked an unprecedented milestone in FY25, with equity-oriented schemes receiving record-breaking net inflows of ₹4.17 lakh crore. This figure more than doubled the inflows from the previous fiscal year (₹1.84 lakh crore in FY24), representing a staggering 127% year-on-year surge. This surge reflects a heightened investor interest in equity markets, …
In the March quarter of FY25, mutual funds made notable changes to their portfolios by raising their stakes in multiple large-cap companies within the Nifty500 index. Here are 10 such stocks that saw increased mutual fund holdings during the fourth quarter. Axis Bank Mutual fund shareholding in Axis Bank rose by 3 percentage points to 32.02% in Q4 …
Baroda BNP Paribas Mutual Fund and Sundaram Mutual Fund have submitted draft documents to SEBI for the launch of two new schemes: the Baroda BNP Paribas Multi Asset Active Fund of Funds and the Sundaram Multi Factor Fund. Baroda BNP Paribas Multi Asset Active FoF Baroda BNP Paribas has proposed a multi-asset fund of funds …
