SBI Mutual Fund, India’s largest asset management company (AMC), achieved a significant milestone in the September quarter (Q2 FY 2025), reaching an average asset under management (AAUM) of ₹10.99 lakh crore, as per data from the Association of Mutual Funds in India (AMFI). This marks a remarkable leap from ₹9.14 lakh crore at the end …
Gold Exchange Traded Funds (ETFs) is one of the ways to invest in gold. When looking into what is Gold ETF and Gold ETF meaning, it’s important to note that these funds are designed to track the price of gold, giving investors exposure to the metal’s value through a stock market investment. The full form …
Retirement is a significant life transition, especially when it comes to financial planning. For many senior citizens, ensuring a steady income post-retirement is essential for a comfortable lifestyle. This is where the Systematic Withdrawal Plan (SWP) in mutual funds can play a pivotal role. An SWP allows retirees to receive a fixed monthly income while …
Understanding Exchange-Traded Funds (ETFs) Exchange-Traded Funds (ETFs) offer investors a straightforward way to diversify their portfolios by tracking indices or sectors, such as the Nifty 50. ETFs blend the benefits of mutual funds with the flexibility of stocks, allowing you to hold a diversified set of assets that can be traded throughout the day on …
Bajaj Finserv Asset Management Ltd. recently filed a draft with the Securities and Exchange Board of India (SEBI) to launch the Bajaj Finserv ELSS Tax Saver Fund. This is an equity-linked savings scheme (ELSS) designed to generate long-term capital appreciation. Offering tax benefits under Section 80C of the Income Tax Act, 1961, this scheme aligns …
On October 23, 2024, the Securities and Exchange Board of India (SEBI) directed regulated entities—including recognised stock exchanges, clearing corporations, and depositories—to terminate any contracts with unregistered financial advisers, such as financial influencers, within three months. This circular follows SEBI’s June 27 decision to prohibit associations with unregistered content creators who provide advice or claims …
Introduction Systematic Withdrawal Plans (SWP) offer investors the ability to withdraw a fixed amount at regular intervals, making them perfect for those looking for a stable income source. In this article, we examine the top three SWP debt liquid funds where a Rs 10,00,000 investment provides Rs 30,000 in monthly withdrawals. We also analyse each …
Introduction Axis Mutual Fund has filed a new offering, Axis Build India Fund, with SEBI. This thematic fund focuses on investing in companies that create and enable the development of real assets. These assets are essential for infrastructure, real estate, and logistics, aligning with India’s growth trajectory. Fund Objective The Axis Build India Fund aims …
For many investors, equity mutual funds represent a powerful way to harness long-term growth in the stock market. When selecting these funds, expense ratios play a key role. A lower expense ratio means lower fees, which leaves more of the fund’s returns in investors’ hands. This blog explores some of the top low-expense-ratio equity mutual …
Edelweiss Mutual Fund has recently filed a draft with the Securities and Exchange Board of India (SEBI) to launch the Edelweiss BSE Internet Economy ETF. This proposed open-ended exchange-traded fund aims to replicate the performance of the BSE Internet Economy Total Return Index. Below is a detailed overview of the scheme’s key features, investment objectives, …
