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Mutual Funds returns

As on : May 04, 2024




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Why I hold a passive-only mutual fund portfolio: Vishal Jain, CEO, Zerodha Fund House

Vishal Jain of Zerodha Fund House on why he actively favours the passive route




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Should you invest in the Mirae Asset’s new mid and small cap factor ETF

Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF offers a blend of passive and smart-beta investing




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Back to Basics: What should you know about Exchange Traded Funds?

Navigating the intricacies of ETF-investing involves understanding the disparity between an ETF’s market price and its Net Asset Value (NAV)




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Should you invest in ICICI Prudential Credit Risk Fund?

Credit risk funds, which invest at least 65 per cent of their portfolio in corporate bonds rated AA or below, offer a shot at high accrual returns




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Mutual Funds returns

As on : May 11, 2024




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Baroda BNP Paribas Retirement fund: Should you invest in the NFO?

The hybrid fund offering would take a flexicap approach to stocks and duration management for bonds




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In debt funds, the focus is on high-quality credit strategies: Rahul Goswami, CIO-India Fixed Income, Franklin Templeton Mutual Fund

Rahul Goswami, CIO &MD - India Fixed Income, Franklin Templeton Asset Management, on what investors can expect on the debt side from the AMC and on his rate cut expectations




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Mutual Funds returns

As on : May 18, 2024




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MF shareholding trends

Prime Mutual Funds Database has recently released its monthly tracker of mutual funds for April




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Why this equity savings fund is well-suited for volatile markets

HDFC Equity Savings fund delivers robust risk-adjusted returns by juggling stocks, bonds and derivatives




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Mutual Funds returns

As on : May 25, 2024




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Past performance not a guarantee for future returns

Sectoral funds usually are cyclical, which means their performance can swing significantly




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Mutual Funds returns

As on : Jun 01, 2024




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Markets correlate with economic performance, not political dispensation: Ashish Somaiyaa, CEO, WhiteOak Capital AMC

Ashish Somaiyaa, CEO, WhiteOak Capital AMC, on the impact of elections on the market and more




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Index funds to capitalise on corrections

Buying passive mutual funds, which simply mirror the basket of stocks making up an index, can help capitalising on a correction




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Mutual Funds returns

As on : Jun 08, 2024




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Aditya Birla Sun Life Quant Fund: Should you invest in the NFO?

The ABSL Quant Fund is open for subscription until June 24 with a minimum investment of ₹500




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Why this dividend yield fund may suit investors seeking lower volatility

Since its inception in December 2020, HDFC Dividend Yield fund has outperformed the broader markets convincingly




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Three key MF inflow trends in May 2024

Monthly investments via SIPs crossed the ₹20,000-crore mark for the second successive month.




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Mutual Funds returns

As on : Jun 15, 2024




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North prefers equity, South less of it, East and West a mix

Pan-India, the diversity ties in with the fact that B30 cities are aggressive on equity compared to T30




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Why this consumption thematic fund is an attractive investment now

Nippon India Consumption fund has been a consistent outperformer across market cycles




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Should you subscribe to the Motilal Oswal Nifty India Defence Index fund NFO?

Exposure to indigenised defence spending through a passive fund




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Mutual Funds returns

As on : Jun 22, 2024




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Mutual Funds and NRIs: If you are a non-resident Indian, here is how you can partake in the India growth story

If you’re a Non-Resident Indian eyeing India’s growth story, here are the basics that matter




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How NRIs can make the most of mutual fund platforms

From WhatsApp support to chatbot help, many options are available for those residing abroad




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Why this consistent ultra short-term fund is a worthy debt investment

ICICI Prudential Ultra Short-Term fund can make the most of persistently high short-term interest rates




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Quant MF under SEBI scrutiny: Deep dive into their mid- & small-cap schemes

A look at the stock positions of Quant Mutual Fund’s Mid- and Small-cap schemes, stress-test results (as of May 2024) and adjusted Net Asset Value (NAV)




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Mutual Funds returns

As on : Jun 29, 2024




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Why this fund is a good option for investors wanting to play the consumption theme

Performance, portfolio composition and downside protection are three reasons that work for Mirae Asset Great Consumer Fund




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Mutual Funds returns

As on : Jul 06, 2024




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At ₹40,608 crore, MFs asset and equity inflows hit a new high in June

Industry AUM crosses ₹60 lakh-crore on new fund offers, mark-to-market gain




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Mutual Funds returns

As on : Jul 13, 2024




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Not devoid of stock ideas, though markets aren’t cheap: Neelesh Surana, CIO, Mirae Asset Mutual Fund

Open to spinning off passive fund business under MF Lite, says Swarup Mohanty, Vice-Chairman and CEO, Mirae Asset Investment Managers




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Insurance of bank balance: some useful perspectives

The basis of safety or comfort with a bank should not be DICGC cover but overall fundamental quality of the bank; preferably bank with institutions where you would not require this coverage




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Understand Information Ratio

The volatility (fluctuation) of alpha is considered as a risk measure; if you divide a fund’s alpha by the volatility of its alpha, you get IR; the ratio could help individuals with their investment choices




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43% of equity MF schemes fail to beat benchmark indices

Multi-cap and Focused funds were the best performers with 75 per cent and 64 per cent or 18 each of the 24 and 28 schemes beat their respective benchmark




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SBI Contra fund: Why this long-term outperformer is a worthy investment

A multi-cap and contrarian approach helps the fund figure among the best across equity categories




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Mutual Funds returns

As on : Jul 20, 2024




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A new asset class?

SEBI’s proposal to introduce an investment product that fits between MFs and PMS is an investment vehicle that could invest in asset classes such as equity and bonds and their derivatives




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Snatching value back from a fire

When you suddenly cannot afford to continue paying the premiums on a life policy, you may still be able to protect value. A new measure from IRDAI helps you in this quest 




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S&P 500’s 7 shooting stars

Despite historically high interest rates typically leading to poor stock performance, S&P 500 has defied the trend with a remarkable 24.5% return, driven by the ‘magnificent seven’ tech giants




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Edelweiss Business Cycle NFO: Should you invest?

The new fund seeks to combine multiple factors to make the most of business cycles




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Picking a pharma and healthcare fund post-Covid

Despite the run-up in valuations, the healthcare sector does have a strong investment case




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Navi Nifty 500 Multicap 50:25:25 Index Fund: Should you subscribe?

The only fund tracking the Nifty 500 Multicap 50:25:25 Index till date. But does it offer some unique value proposition?




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Mutual Funds returns

As on : Jul 27, 2024




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Prudent crosses ₹1 lakh crore in MF Assets Under Management

Prudent became the second non-banking mutual fund distributor to achieve this milestone last Friday




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Kotak Nifty Midcap 50 Index Fund: Just another Midcap Index Fund?

Only the second fund to give exposure to the Nifty Midcap 50 Index, how does it differ from other funds giving exposure to Midcaps?




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Mutual Funds returns

As on : Aug 03, 2024