In the ever-changing landscape of the Indian stock market, Flexi Cap funds have emerged as a popular choice for investors seeking diversification and growth potential. Offering the flexibility to invest across large, mid, and small-cap companies, these funds cater to a range of risk appetites. As we approach the end of FY 2024, let’s explore …
Dividend mutual funds have become increasingly popular among investors seeking a balance between income and capital appreciation. These funds offer a unique opportunity to benefit from both regular dividend payments and the potential for long-term capital growth. What is Dividend Mutual Funds? Dividend mutual funds are a type of equity fund that primarily invests in …
Flexi-cap funds offer investors the flexibility to invest across large, mid, and small-cap companies. But what if you could find a Flexi cap fund that consistently outperforms the market? This is where the concept of “alpha” comes in. Alpha refers to the return a fund generates beyond what’s expected from the market. Further ahead we’ll …
PGIM India Mutual Fund launched a new fund, PGIM India Retirement Fund (NFO), on March 26, 2024. This open-ended solution-oriented fund aims to provide investors with capital appreciation and income for their retirement through a mix of equity, equity-linked instruments, REITs, InvITs, and fixed-income securities. The minimum investment amount is Rs. 5,000 and there is …
Recently small-cap and mid-cap funds saw a significant drop in their respective NAVs after the regulator announced stress testing of small-cap and mid-cap funds. But in the last 4 days, the markets have recovered sharply while the mutual funds have also bounced back intensely. From the data, we found out that the thematic funds have …
On March 20, 2024, the Association of Mutual Funds India (AMFI) received a directive from the Securities and Exchange Board of India (SEBI) instructing a cessation of new investments in ETFs allocating funds to overseas markets. This action comes in response to the nearing breach of the upper limit for ETFs set by the Reserve …
Quant Prioritizes Risk Management for Investor Protection Quant Mutual Fund emphasizes risk management as a core principle. They utilize a suite of advanced tools to navigate both predictable and unforeseen risks. Their “Predictive Analytics” tools identify potential problems, while “Money Flow Analytics” allows them to adjust their holdings by rotating stocks and sectors to mitigate …
One of the most popular mutual fund houses, Quant Mutual Fund, with Rs 47,813 crore in assets under management as of December 31, 2023, has announced a reduction in the minimum redemption amount from Rs 1,000 to Re 1 across all plans and schemes, effective March 19, 2024. This change removes restrictions on redemption value, …
Feeling assured when we receive positive returns generated by our portfolio every year is natural. We certainly desire to safeguard our investments, whether in securities or mutual funds, to prevent them from declining in value from their purchase prices and leading to negative returns. The same principle applies to our investments in Mutual Funds, where …
Investors looking for growth opportunities may be pleased to learn that small-cap mutual funds invested through a Systematic Investment Plan (SIP) have shown promising results. According to recent data, SIP returns in small-cap funds have managed to outperform the returns delivered by the benchmark index, suggesting the potential for significant gains in this asset class. …
