Introduction The New Fund Offer (NFO) for Bandhan Nifty 500 Value 50 Index Fund opens on October 14, 2024, and presents an excellent opportunity for investors seeking value-centric equity exposure. As a passive fund tracking the Nifty 500 Value 50 Index, it offers exposure to undervalued stocks within the larger Nifty 500 universe. Key Highlights …
The Nifty 50 Index Mutual Fund is a type of investment fund that mirrors the performance of the Nifty 50 Index, which represents the top 50 large-cap companies listed on the National Stock Exchange (NSE) of India. These funds aim to replicate the returns of the index by investing in the same stocks in the …
A Systematic Withdrawal Plan (SWP) is a financial tool that enables investors to withdraw a fixed amount at regular intervals from their mutual fund investments. This offers a steady income, similar to a salary, post-retirement or for other goals. SWPs provide financial security by allowing structured withdrawals while preserving capital, making it an ideal option …
SBI Mutual Fund, India’s largest asset management company (AMC), achieved a significant milestone in the September quarter (Q2 FY 2025), reaching an average asset under management (AAUM) of ₹10.99 lakh crore, as per data from the Association of Mutual Funds in India (AMFI). This marks a remarkable leap from ₹9.14 lakh crore at the end …
Gold Exchange Traded Funds (ETFs) is one of the ways to invest in gold. When looking into what is Gold ETF and Gold ETF meaning, it’s important to note that these funds are designed to track the price of gold, giving investors exposure to the metal’s value through a stock market investment. The full form …
Retirement is a significant life transition, especially when it comes to financial planning. For many senior citizens, ensuring a steady income post-retirement is essential for a comfortable lifestyle. This is where the Systematic Withdrawal Plan (SWP) in mutual funds can play a pivotal role. An SWP allows retirees to receive a fixed monthly income while …
Understanding Exchange-Traded Funds (ETFs) Exchange-Traded Funds (ETFs) offer investors a straightforward way to diversify their portfolios by tracking indices or sectors, such as the Nifty 50. ETFs blend the benefits of mutual funds with the flexibility of stocks, allowing you to hold a diversified set of assets that can be traded throughout the day on …
Bajaj Finserv Asset Management Ltd. recently filed a draft with the Securities and Exchange Board of India (SEBI) to launch the Bajaj Finserv ELSS Tax Saver Fund. This is an equity-linked savings scheme (ELSS) designed to generate long-term capital appreciation. Offering tax benefits under Section 80C of the Income Tax Act, 1961, this scheme aligns …
On October 23, 2024, the Securities and Exchange Board of India (SEBI) directed regulated entities—including recognised stock exchanges, clearing corporations, and depositories—to terminate any contracts with unregistered financial advisers, such as financial influencers, within three months. This circular follows SEBI’s June 27 decision to prohibit associations with unregistered content creators who provide advice or claims …
Introduction Systematic Withdrawal Plans (SWP) offer investors the ability to withdraw a fixed amount at regular intervals, making them perfect for those looking for a stable income source. In this article, we examine the top three SWP debt liquid funds where a Rs 10,00,000 investment provides Rs 30,000 in monthly withdrawals. We also analyse each …
