Mutual Funds - Angel One - Page 255

Overview of 2024’s Mutual Fund Schemes Indian mutual funds in 2024 have launched schemes that align with market demand for flexibility and sectoral investments, bringing in a mix of open-ended and close-ended schemes. Here, we dive into the number of schemes launched in each category and the total funds mobilised from January to September. Open-Ended …

The UTI Nifty Midcap 150 Quality 50 Index Fund—Regular Plan invests in a diverse portfolio of midcap companies that demonstrate quality attributes in an effort to give investors long-term capital appreciation. The fund focuses on businesses that are part of the Nifty Midcap 150 Quality 50 Index and employs a thematic equity approach. The fund, …

UTI Mutual Fund is set to launch the UTI Nifty Alpha Low-Volatility 30 Index Fund, an open-ended equity fund in the large-cap category. The New Fund Offer (NFO) will be open for subscription from November 11, 2024, to November 25, 2024. Fund Overview This is an open-ended equity fund in the large-cap category, designed to …

Tata Asset Management is all set to launch its latest offering, the Tata India Innovation Fund, with subscriptions opening from November 11 to 25, 2024. This open-ended fund is built to tap into India’s booming innovation scene, investing in companies at the cutting edge of technology, from artificial intelligence and machine learning to digital transformation. …

A well-known brand in the Indian asset management market, Edelweiss Mutual Fund is renowned for its cutting-edge products designed to satisfy a wide range of investor demands. The mutual fund division of Edelweiss Asset Management Limited is a division of the broader Edelweiss Group, which offers financial services like insurance, wealth management, and credit. Edelweiss …

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 …