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Mutual Funds returns

As on : Apr 27, 2024




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HDFC Manufacturing Fund: Should you invest in the NFO?

Investing in manufacturing, while promising, requires caution due to its cyclical nature and external dependencies, advising investors to allocate only a portion of their portfolio to this sector for diversification




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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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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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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