CALCULATE YOUR SIP RETURNS

Mutual Funds - Angel One

Rethinking ‘Mutual Funds Sahi Hai’: Understanding the underperformance in equity funds

Rethinking ‘Mutual Funds Sahi Hai’: Understanding the underperformance in equity funds

16 February 2024

In mutual funds, investors often rely on historical performance to guide their decisions. However, a recent analysis of 146 equity mutual fund schemes has shed light on a concerning trend: around 60 schemes have failed to beat their respective benchmarks over three, five, seven, and 10-year periods. Approximately 41% of the funds have underperformed, indicating …

Mutual fund cash holdings: An indicator of market caution

Mutual fund cash holdings: An indicator of market caution

4 January 2024

Some experts believe that certain mutual funds, especially those that focus on value or play it safe with their investments, are currently holding a lot of cash. This might mean they are feeling cautious about the stock market. Typically, when funds hold a significant amount of cash, it can suggest they think the market is …

Money Allocation in Mutual Funds: Comparing Retail and HNI Investors

Money Allocation in Mutual Funds: Comparing Retail and HNI Investors

2 May 2024

Investing in mutual funds is a top choice for both retail investors and HNIs in India, and they exhibit significant differences in fund allocation strategies. An in-depth analysis of these investment patterns provides insights into their financial priorities and risk profiles. Retail Investors’ Preferences Retail investors primarily favour equity mutual funds, with a substantial 83% …

Low risk, high return investments: Do they even exist?

Low risk, high return investments: Do they even exist?

22 August 2022

Risk and investment go hand-in-hand. It is believed that the higher the risk, the greater your returns are. On the other hand, it’s believed that the returns will be low if an investment is a low risk. But that doesn’t always have to be true. There are low-risk, high-return investments that are capable of generating …

Having ideal fund to invest in, but market volatility is holding you back?

Having ideal fund to invest in, but market volatility is holding you back?

14 March 2024

The Indian markets are volatile these days, and typically after a good run-up, we also feel a sort of dry spell. Similarly, the market also experiences a pause in its pace and becomes volatile, trading within a range. This can leave investors feeling confused about the market’s next move. If you’re experiencing the same sentiments …

Flex STPs in Mutual Funds: Using Them Effectively

Flex STPs in Mutual Funds: Using Them Effectively

26 March 2024

Mutual funds have long been hailed as sturdy vehicles for wealth creation among retail investors in India. While the monthly Systematic Investment Plans (SIPs) have garnered significant popularity, there’s another tool in the investor’s arsenal that’s gaining attention, especially in today’s buoyant equity markets – the Flexible Systematic Transfer Plan, affectionately known as Flex STP …

Exploring the world of overnight funds: Gateway to low-risk with better liquidity investing

Exploring the world of overnight funds: Gateway to low-risk with better liquidity investing

1 November 2023

Equities and similar investments have always been liked because they can make more money compared to other options. However, debt funds have their charm too because they combine safety and stability, which can be a good addition to your investment mix. Among the various types of debt funds, overnight funds emerge as a prime choice …

Mutual fund update: Equity funds inflow rises 28% in January

Mutual fund update: Equity funds inflow rises 28% in January

8 February 2024

In January, equity funds experienced a remarkable surge in inflows, reaching their highest levels in 22 months. This surge was primarily driven by investments in multi- and small-cap schemes, propelled by the buoyant market conditions. Record-Breaking Inflows According to data released by the Association of Mutual Funds in India (AMFI), net investments into equity and …

Diwali Delight: Mutual Fund Investment That Lights Up Your Portfolio

Diwali Delight: Mutual Fund Investment That Lights Up Your Portfolio

11 November 2023

Diwali, the festival of lights, ushers in a season of celebration, positivity, and the promise of new beginnings. In the spirit of illumination and financial well-being, there’s no better occasion than Diwali to shed light on a financial avenue that has the potential to brighten your financial future with mutual fund investments.  Mutual funds are …

Dividend mutual funds: Upcoming dividends announced by these funds

Dividend mutual funds: Upcoming dividends announced by these funds

12 December 2023

Dividend mutual funds have become increasingly popular among investors seeking a balance between income and capital appreciation. These funds offer a unique opportunity to benefit from both regular dividend payments and the potential for long-term capital growth.  What are Dividend Mutual Funds?  Dividend mutual funds are a type of equity fund that primarily invests in …

Open Free Demat Account!

Join our 3 Cr+ happy customers

+91
Open Free Demat Account!
Join our 3 Cr+ happy customers