Medium duration mutual funds in India are investment vehicles designed for investors seeking a balance between the stability of short-term funds and the higher returns potential of long-term investments. According to SEBI guidelines, medium duration mutual funds invest in debt and money market instruments with Macaulay duration of portfolio between 3 – 4 years. In …
Capitalmind Financial Services Private Limited, a prominent investment management firm, has received regulatory approval from the Securities and Exchange Board of India (SEBI) to launch a new mutual fund. This significant development marks a strategic expansion for Capitalmind, which already manages over ₹2,200 crore for a diverse client base. Under Deepak Shenoy’s leadership, Capitalmind has …
The analysis of debt funds’ performance over the year ending in June 2024 reveals a challenging landscape, with a majority of funds failing to outperform their respective benchmarks. Across most categories, underperforming schemes outnumber those that managed to deliver better-than-benchmark returns, with the exception of the floater funds category, where a higher number of funds …
Indian markets gained nearly 1% in intraday trading today, marking the eighth consecutive session of gains. This positive momentum came after U.S. Federal Reserve Chair Jerome Powell suggested a potential interest rate cut next month, which boosted investor sentiment. Speaking at the Jackson Hole Symposium in Wyoming, Powell said, “The direction is clear, and the …
If you are bullish about the overall economy or a sector in the long run but you are unable to have faith in any particular mutual fund scheme, then an index fund could help you out. If you are wondering how so, read the rest of the article! We will not only tell you why …
White Oak Capital Mutual Fund has taken a significant step in enhancing its investment offerings by filing the necessary documents with the Securities and Exchange Board of India (SEBI) to launch the Digital Bharat Fund. This new open-ended equity scheme aims to tap into the booming technology sector in India, focusing on companies that are …
As the largest value fund in India by Closing Assets Under Management (AUM), the ICICI Prudential Value Discovery Fund has successfully completed 20 years of wealth creation and investor trust. This fund has become a beacon of value investing in the Indian market, and its journey over the past two decades stands as a testament …
Baroda BNP Paribas Mutual Fund has launched a new open-ended equity scheme: Baroda BNP Paribas Dividend Yield Fund. The New Fund Offer (NFO) opened on August 22, 2024, and will close on September 05, 2024. The minimum subscription amount has been set at ₹1,000 as per the scheme information deed (SID). Investment Objective The investment …
Mutual funds demonstrated increased activity in July, actively participating in both anchor books of newly listed companies and initial public offerings (IPOs). Emcure Pharmaceuticals emerged as the most popular choice among mutual funds, with a significant portion of their investments allocated to this newly listed company. Data reveals that mutual funds purchased 6.59 million shares …
Sectoral and thematic funds have emerged as the dominant investing categories, attracting significant inflows and outperforming traditional large-cap active funds. A recent report from DSP Mutual Fund reveals that these funds have delivered impressive returns, averaging 24 %, with some top performers reaching up to 40 %. In contrast, large-cap active funds have witnessed a …
