The recent stock market turmoil has significantly impacted small-cap stocks, with many declining by up to 50%. As of February 24, 2025, the small-cap index has dropped by 17.5% year-to-date, affecting the returns of several small-cap mutual funds. However, despite this correction, some funds have demonstrated impressive long-term performance. For investors looking at historical trends, …
WhiteOak Capital Mutual Fund has introduced the WhiteOak Capital Equity Savings Fund, an open-ended hybrid scheme. The New Fund Offer (NFO) opens on February 25, 2025, and closes on March 5, 2025. This fund aims to balance capital appreciation and stability by investing across equity, arbitrage, and debt instruments. Investment Objective and Strategy The scheme …
Investing is a journey that can feel like navigating a maze—there are numerous options to choose from, each promising to lead you to financial success. Among the most popular choices are Exchange-Traded Funds (ETFs) and actively managed mutual funds. But, the question remains: Can active managers beat the market? And how do ETFs stack up …
HSBC Mutual Fund has declared income distribution under the Income Distribution cum Capital Withdrawal (IDCW) option for 4 of its schemes. The record date for this is February 25, 2025, meaning investors holding units in these schemes on this date will receive the payout. Details of Income Distribution The announced distribution per unit varies across …
The Bandhan CRISIL IBX 10:90 Gilt Plus SDL Index – Dec 2029 Fund is an open-ended target maturity index fund that primarily invests in government securities (G-Secs) and state development loans (SDLs). It aims to mirror the performance of the CRISIL IBX 10:90 Gilt + SDL Index – Dec 2029, with a passive investment approach …
Franklin Templeton Mutual Fund is introducing the Franklin India Low Duration Fund, an open-ended low-duration debt scheme. The New Fund Offer (NFO) will be open from February 25, 2025, to March 5, 2025. The scheme will reopen for continuous purchases and redemptions on March 7, 2025. Plans, Options & Other Details Plans: Regular and Direct …
UTI Mutual Fund filed a draft offer document with SEBI yesterday, February 24, 2025, for the launch of UTI Income Plus Arbitrage Active Fund of Fund, an open-ended Fund of Funds (FoF). The scheme will invest in a combination of debt-oriented mutual funds and arbitrage mutual funds. Fund Details NFO Price: ₹10 per unit Minimum …
The Nifty Total Market Index is designed to track the performance of 750 stocks across large, mid, small, and microcap segments via a single index. It includes all stocks from the Nifty 500 Index and the Nifty Microcap 250 Index, with stock weights determined by free-float market capitalisation. This broad-based index offers investors exposure to …
Edelweiss Mutual Fund has placed investment restrictions on seven of its schemes that invest in global markets. The new limit will be effective from February 27, 2025, capping daily investments at ₹1 lakh per PAN for lumpsum, switch-in, SIP (Systematic Investment Plan), and STP (Systematic Transfer Plan) transactions. Reason for Subscription Limits The fund house …
Axis Asset Management Company Ltd has introduced the Axis Nifty AAA Bond Financial Services – Mar 2028 Index Fund is an open-ended target maturity index fund investing in AAA-rated financial services bonds that form part of the Nifty AAA Financial Services Bond Mar 2028 Index. The fund follows a passive investment approach, tracking the index …
