Mutual funds have become the talk of the town as many individuals are opting for this route for saving and wealth creation. However, there is a lot of talk about when one should start investing. Of course, the earlier you start, the better it is, but one thing still puzzles many: the mention of direct …
When it comes to investments, one crucial point to consider is liquidity. SEBI, India’s market regulator, has introduced stress tests for mutual funds to assess their ability to handle redemption requests during tough market times. In these tests, small-cap funds might take longer to fulfill redemption requests because selling shares of smaller companies can be …
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 …
The Indian MF industry has witnessed phenomenal expansion in the past decade. As of March 31, 2024, the industry’s AUM stood at a staggering Rs 55 trillion, reflecting a more than six-fold increase from Rs 8.25 trillion in March 2014. This growth is mirrored in the investor base, which has surged from 3.8 crore to …
Although previous performance does not guarantee future outcomes, funds with a track record of consistently high returns are always appealing to investors. This article examines the Nippon India Small Cap Fund and the SBI Small Cap Fund, two mutual funds whose start dates are more than ten years apart. We’ll examine their prior performance to …
Small-cap mutual funds offer the potential for high growth, but expense ratios can eat into those returns. This article dives into the current landscape, revealing the top 3 small-cap mutual funds with both the highest and lowest expense ratios in April 2024. Expense Ratio Annual fund operating expenses, often referred to as the expense ratio, …
Investment decisions can indeed be complex, often entailing a series of challenging questions that demand careful consideration. One such dilemma frequently encountered by investors is the choice between stability and growth when selecting mutual funds. Should one opt for large-cap funds for stability or small-cap schemes for aggressive growth, or select any mid-cap schemes? The …
Small-cap mutual fund schemes have recently captured the attention of investors for various reasons. The surge in returns over the past few years, coupled with concerns about valuations, and regulatory interventions highlighting the need for more transparency regarding associated risks, have all contributed to the spotlight on these funds. Delving into Quant Small Cap Fund …
Investors looking for income from their mutual fund investments should be interested in the Bandhan Flexi Cap Reg IDCW Fund. This fund has reportedly distributed a dividend yield of 12.52%, which is a high number compared to the average mutual fund dividend yield. However, it’s important to understand that dividend yield is just one factor …
The yellow metal has captured widespread attention, surging approximately 9% since the beginning of the year and reaching new highs. This remarkable ascent can be attributed to investors flocking to gold as a hedge against inflation and escalating geopolitical uncertainties. Moreover, anticipation of a decline in US interest rates has fueled optimism about gold, as …
