The growth of mutual funds in India has been remarkable. The total assets managed by these funds have grown tremendously. A good example is PPFAS Flexi Cap, which now manages over Rs 60,500 crore, a nearly 35-fold increase in the last five years. Despite this impressive expansion, some investors worry that the large size of …
The Indian mutual fund industry witnessed a substantial surge in assets under management (AUM) over the past year. According to the Association of Mutual Funds in India (AMFI), total AUM increased by 40.70% from ₹46.94 lakh crore in August 2023 to ₹66.04 lakh crore in August 2024. This growth was primarily driven by increased investments …
While conservative mutual funds prioritize capital preservation, some offer a touch more growth potential by including a strategic allocation to stocks. This article explores the most conservative mutual funds that lean towards large-cap stocks, aiming to provide investors with a balanced approach that prioritizes stability while offering the possibility of higher returns compared to purely …
In 2023, the Nifty 50 index saw a 19.42% increase in returns compared to the previous year. Since 2016, the Nifty 50 has shown positive annual returns each year. Nifty 50 index is a key indicator of the Indian stock market, reflecting the performance of the 50 largest companies listed on the National Stock Exchange …
Small-cap funds are equity mutual funds that invest in companies with a small market capitalization. Market capitalization refers to the total value of a company’s outstanding shares, calculated by multiplying the share price by the number of shares outstanding. Small-cap companies are typically defined as those with a market capitalization of less than Rs 5,000 …
Investing in mutual funds can be an effective way to meet both short-term and long-term financial goals. For those who seek a regular income stream along with capital appreciation, dividend yield mutual funds offer a compelling investment opportunity. Over the past five years, several dividend yield mutual funds have delivered impressive returns on Systematic Investment …
Bandhan Innovation Fund is a new open-ended equity thematic scheme launched by Bandhan Mutual Fund on April 10, 2024. The scheme aims to generate long-term capital appreciation by investing in companies following innovation themes. There is no assurance that the investment objective of the scheme will be achieved. The minimum subscription amount is Rs. 1,000. …
Recently Motilal Oswal Mutual Fund filed DRHP to launch 5 mutual funds while just before that Tata Mutual Fund filed DRHP for 6 new funds. There is a long way to for the new fund offerings which give investors a wide spectrum to invest according to their preferences and sector allocation. A New Fund Offer …
Quant Mutual Fund has achieved an incredible feat, surpassing the Rs 1 lakh crore Money under Management (MuM) as of the end of September 2024. This phenomenal growth is not just an ordinary achievement; it represents a staggering increase of 60,743% since 2019. Let’s delve into the journey, the highlights, and the key portfolio changes …
The investment landscape in India is about to witness a major transformation with the anticipated launch of Mutual Fund Lite, a revolutionary asset class designed to fill the gap between mutual funds (MFs) and portfolio management services (PMS). On September 30, the Securities and Exchange Board of India (Sebi) is expected to approve this new …
