Samco Mutual Fund launched the Samco Arbitrage Fund with the goal of investing in arbitrage opportunities between the spot and futures prices of exchange-traded stocks as well as within the derivative segment, contingent on the scheme’s asset allocation pattern and investment objective. The scheme may make investments in debt and money market securities if the …
Axis Mutual Fund is set to launch the Axis CRISIL-IBX AAA Bond Financial Services – Sep 2027 Index Fund, an open-ended target maturity index fund that’s all about safety, stability, and sticking to the plan. Targeting bonds with the highest AAA rating in the financial services sector, this fund promises moderate risk while focusing on …
The rally from COVID-19 lows marked a turning point for small-cap mutual funds, driving significant attention toward their potential to deliver impressive gains. Over the past five years, a select group of small-cap mutual funds have demonstrated exceptional resilience, consistently delivering positive returns each year from 2020 to 2024. In this article, we highlight 10 …
Value mutual funds embody the essence of value investing by pooling investments in stocks that exhibit strong fundamentals yet trade at discounted prices. These funds are open-ended equity schemes that adhere to a value-based investment strategy. Top 2 Performing Value Mutual Funds of 2024 Scheme Name Return (%) 1W 1M 3M 6M 1Y Quant …
Top Performing Small-Cap Mutual Funds: Direct vs. Regular Plans The table below highlights two high-performing small-cap mutual fund schemes and compares their direct and regular plans based on NAV, 5-year CAGR, and assets under management (AUM): Scheme Name Benchmark NAV Regular in Rs NAV Direct in Rs Return 5 Year (%) Regular Return 5 …
The Kotak CRISIL-IBX AAA Financial Services Index – Dec 2026 Fund is a targeted maturity fund introduced by Kotak Mahindra Mutual Fund. This debt mutual fund aims to replicate the performance of the CRISIL-IBX AAA Financial Services Index. With a primary focus on AAA-rated bonds, it seeks to provide predictable returns by investing in financial …
Canara Robeco Mutual Fund, an asset management company (AMC) that provides a range of mutual fund schemes designed to support investors in building and growing their wealth has declared income distribution under select schemes, offering details for investors to stay informed about their portfolios. Here’s a breakdown of the key announcements. Distribution Details Canara Robeco …
Axis Mutual Fund has announced a name change for one of its fixed-maturity debt schemes. The fund, currently called the Axis CRISIL IBX AAA NBFC Index – Jun 2027 Fund, will be renamed Axis CRISIL IBX AAA Bond NBFC – Jun 2027 Index Fund, effective December 5, 2024. This update aligns the fund’s name more …
Investing in the stock market can seem daunting, especially for beginners. However, mutual funds offer a simplified way to start your investment journey. What’s more exciting is that you can begin with as little as ₹100 per month through Systematic Investment Plans (SIPs). This removes any significant entry barriers and makes investing accessible for everyone. …
Systematic Withdrawal Plans (SWPs) are increasingly becoming a go-to option for retirees and investors seeking consistent monthly income while keeping their capital exposed to growth opportunities. SWPs allow investors to withdraw a fixed amount periodically, ensuring financial stability alongside potential capital appreciation. This blog delves into the top 4 equity large and midcap mutual funds …
