Systematic Investment Plans (SIPs) have emerged as a disciplined and effective approach to wealth creation. However, recent data from the Association of Mutual Funds in India (AMFI) reveals a concerning trend—SIP stoppage ratios have surged to near-record levels. In November, the stoppage ratio rose to 79.12%, the 3rd-highest level ever recorded, reflecting investor anxiety amid …
The Motilal Oswal Nifty India Defence Index Fund is a type of passive investment that tracks the performance of the top firms in India’s defence sector. It offers a larger return than other funds, but the risk is higher because just one sector is taken into account when making an investment. Swapnil P Mayekar is …
Mutual fund investors often look for consistent dividend payouts as a source of steady income. Dividend-paying schemes provide a way to benefit from both the growth of the fund and regular income distributions. In this article, we delve into two mutual fund schemes—ITI Balanced Advantage Fund and Nippon India Balanced Advantage Fund—highlighting their recent income …
The mutual fund industry in India experienced a nuanced month in November 2024. While inflows to equity mutual funds and other schemes showed a decline, the number of SIP accounts and retail mutual fund folios reached record highs. Let’s delve into the latest AMFI data to understand the dynamics. Equity Mutual Fund Inflows Decline Equity …
Nippon India Mutual Fund has launched an exciting new investment product, the Nippon India MNC Fund. Designed for investors seeking exposure to multinational companies (MNCs), this open-ended equity scheme promises long-term capital appreciation by leveraging the growth potential and brand leadership of MNCs. Key Details of the Nippon India MNC Fund Name of the Fund: …
Nippon India Mutual Fund has recently filed a draft with SEBI for its latest offering—the Nippon India Debt Savings Fund of Fund. This open-ended scheme aims to provide stable returns while navigating market volatilities by investing in debt and arbitrage funds. Key Details Category: Fund of Fund Type: Open-ended scheme investing in a mix of …
Bandhan Mutual Fund, previously known as IDFC Mutual Fund, has filed a draft proposal for its Fixed Maturity Plan (FMP) Series 209-211. These are close-ended debt schemes designed to deliver fixed income over specified timeframes. Let’s dive into the details. Scheme Overview The Bandhan FMP Series 209-211 targets investments in debt and money market instruments. …
As per the latest data from the Association of Mutual Funds in India (AMFI), equity mutual fund inflows for December witnessed a decline of 14.18% on a month-on-month (MoM) basis. Despite this drop, specific categories within equity-oriented mutual funds—midcap and smallcap funds—showed robust growth during November. Midcap Mutual Funds Midcap mutual funds continued to attract …
Samco Mutual Fund has filed a draft with SEBI for the Samco Large Cap Fund, an open-ended equity scheme focusing primarily on large-cap stocks. Here’s a detailed overview of the fund’s objectives, strategies, and features based on the draft scheme document. Investment Objective The Samco Large Cap Fund aims to generate long-term capital appreciation through …
Trust Mutual Fund has submitted the draft Scheme Information Document (SID) for the TRUSTMF Gilt Fund, an open-ended debt scheme that invests primarily in government securities of varying maturities. Investment Objective The objective of the TRUSTMF Gilt Fund is to generate credit risk-free returns by predominantly investing in government securities issued by the Central Government …
