Over the past 5 months, India’s equity markets have been experiencing a significant correction, driven by high valuations, geopolitical tensions, and persistent foreign institutional investor (FII) selling. The BSE Sensex declined by 12.2%, while the BSE Midcap and Smallcap indices saw even sharper falls of 18.6% and 20.5%, respectively. Despite this downturn, some equity mutual …
Tata Mutual Fund has decided to merge Tata Quant Fund into Tata Flexi Cap Fund, which will be effective from March 21, 2025. This means that the Tata Quant Fund will no longer exist after this date and its unitholders will be transferred to the Tata Flexi Cap Fund, as mentioned in various news reports. …
New Fund Offers (NFOs) enable mutual fund companies to introduce new investment schemes across equity, debt, and sector-focused categories. In March 2025, only 1 NFO will be available in the market. This article highlights the upcoming NFO for the month. Fund Name Initial Investment (₹) NFO Start Date NFO End Date Samco Large Cap Fund …
New Delhi [India], March 4 (ANI): The number of unique mutual fund investors in India is expected to grow by over 5 times from 4.5 crore to 26 crore by 2047 as the country moves towards its Viksit Bharat goal, according to a report by PwC. The report highlighted the increasing role of mutual funds …
The Indian equity market reached its peak in late September 2024, with several stocks across large-cap, mid-cap, and small-cap segments hitting lifetime highs. However, since then, a sharp downturn has led to a decline in equity mutual fund NAVs, ranging from 4% to 26% over the past five months. Among equity mutual funds, mid-cap and …
Passive investment strategies have long been perceived as a safer bet, particularly during periods of market downturns. The expectation has been that these funds, particularly low-volatility ones, would provide investors with a cushion against sharp declines. However, recent market corrections have painted a different picture, with passive funds failing to shield investors as effectively as …
Investment habits in India have undergone a significant transformation, driven by increasing financial literacy, rapid digitalisation, the rise of fintech platforms, and the proactive role of distributors. A recent AMFI-Crisil report highlights how investment preferences shift across different age groups, reflecting the evolving risk appetite of investors. The report indicates that younger investors tend to …
Tata Mutual Fund has declared an Income Distribution cum Capital Withdrawal (IDCW) under a few of its schemes. The record date for this distribution is set as March 5, 2025. Investors holding units on this date will receive the payout, while those purchasing units after this date will not be eligible. IDCW Amount Per Unit …
HDFC Mutual Fund has announced a name change for its HDFC Capital Builder Value Fund, which will now be called HDFC Value Fund. The change will take effect from March 15, 2025. Apart from the new name, there are no changes to the scheme’s structure, investment strategy, or terms. Fund Details The scheme follows a …
Tata Mutual Fund has filed a draft for the Tata BSE Quality Index Fund with the Securities and Exchange Board of India (SEBI). The fund is an open-ended index fund designed to replicate or track the BSE Quality Total Return Index (TRI). NFO Details The New Fund Offer (NFO) details are as follows: Fund Category: …
