In a significant move to safeguard investor interests and enhance transparency in the mutual fund ecosystem, the Securities and Exchange Board of India (SEBI) has introduced the Mutual Fund Investment Tracing and Retrieval Assistant (MITRA). This new platform is designed to help investors trace and recover their inactive and unclaimed mutual fund folios. The Growing …
Small-cap mutual funds have garnered significant attention for their ability to generate high returns by investing in companies with strong growth potential. Despite market fluctuations, these funds have continued to attract investors looking to capitalise on emerging opportunities within the small-cap space. According to the Association of Mutual Funds in India (AMFI), inflows into small-cap …
The Nifty Total Market Index Funds offer investors a broad-based approach to the Indian stock market by tracking the Nifty Total Market Index, which represents 750 stocks across large-cap, mid-cap, small-cap, and microcap segments through a single index. This index includes all stocks from the Nifty 500 Index and the Nifty Microcap 250 Index, with …
ICICI Prudential Mutual Fund has filed a draft for the ICICI Prudential Active Momentum Fund, an open-ended equity scheme that follows a momentum-based investing strategy. The fund aims to invest in equity and equity-related instruments of companies exhibiting momentum factors. Investment Allocation The scheme’s allocation will be: 80-100% in equity and equity-related instruments reflecting momentum …
Bandhan Mutual Fund has introduced the Bandhan CRISIL-IBX Financial Services 3-6 Months Debt Index Fund, an open-ended index fund that tracks the CRISIL-IBX Financial Services 3-6 Months Debt Index. The fund aims to deliver returns in line with the benchmark by investing in short-term financial instruments while keeping interest rates and credit risk relatively low. …
In January 2025, Gold Exchange-Traded Funds (ETFs) played a pivotal role in revitalising passive funds, leading to a significant surge in inflows. This growth not only contributed to a sharp increase in Assets Under Management (AUM) but also resulted in a notable rise in folio growth. As investors sought safer havens amid market volatility, Gold ETFs emerged …
Mutual funds strategically manage their cash holdings based on market conditions, liquidity needs, and investor inflows and outflows. By January 2025, 5 major mutual funds held over ₹15,000 crore in cash within their portfolios. While the overall cash allocation increased from 5.17% in December to 5.32% in January, the absolute cash holdings saw a marginal …
Mid-cap mutual funds have gained popularity for their potential to deliver higher returns by investing in companies poised for significant growth. Over the past 5 years, several mid-cap funds have delivered impressive returns of over 25% per annum, helping investors triple their wealth. Top 3 Mid-Cap Mutual Funds Based on 5-Year Annualised Returns Here, we …
Nifty Total Market Index Funds offer investors a unique opportunity to gain exposure to the entire Indian stock market across various segments. By tracking 750 stocks, including large, mid, small, and micro-cap stocks, these funds provide comprehensive diversification. With coverage of approximately 96% of the market capitalisation on the NSE, they ensure broad market participation …
Kotak Mahindra Mutual Fund is launching the Kotak Nifty Commodities Index Fund, an open-ended index fund that tracks the Nifty Commodities Index. The fund will be available for subscription from February 17, 2025, to March 3, 2025. Investment Objective The fund aims to provide returns that align with the Nifty Commodities Index, subject to tracking …
