Economic Times
According to the Sebi mandate, large cap mutual funds are mandated to invest in top 100 companies by market capitalisation. Large companies fare bette
The scheme will be managed by Hardik Shah and does not have any exit load. The passive fund has a relatively high interest rate risk and relatively lo
Bandhan Mutual Fund has announced the launch of the Bandhan Long Duration Fund, an open-ended, long-term debt scheme that invests in instruments such
The market regulator Sebi informed mutual funds to frame a policy to protect the interest of investors of mid and small cap schemes.
DSP Mutual Fund has announced changes in fund managers for its two equity-oriented schemes: DSP Flexi Cap Fund and DSP Equity & Bond Fund.
UTI Flexi Cap Fund offered around 6.86% SIP returns in a three year period. A monthly SIP made in this fund would have now been Rs 3.99 lakh. The sche
Edelweiss Small Cap : This small-cap retains sizeable presence in mid caps apart from its small-cap tilt. It runs a highly diverisifed portfolio featu
Around six index funds were launched in February. Nippon India Mutual Fund came up with two new offerings in this category.
Nippon India Small Cap Fund had around 20% exposure to stocks from microcap 250 Index as a percentage of AUM. The scheme is the largest in the smallca
Motilal Oswal Mutual Fund and Samco Mutual Fund have filed draft documents with Sebi for a value fund and a thematic fund respectively.
Three sectoral, thematic fund categories have offered the highest returns in one-year horizon.
Bajaj Allianz Life has launched Bajaj Allianz Life Small Cap Quality Index Fund. The fund aims to leverage the growth opportunities in small cap eq
Out of 265 equity schemes that are there in the market, 13 offered returns ranging between 4-5.5% in February.
These smallcap schemes could be at risk as they have lesser exposure to large stocks, cash and cash equivalents (including T-bills), and higher exposu
Around 18 arbitrage funds, 11 equity savings funds, 10 balanced advantage/ dynamic asset allocation funds, and 4 aggressive hybrid funds made it to th
Midcap Mutual Funds: These funds are benchmarked against Nifty Midcap 150 - TRI whose returns are 56%.
Immediately, it is quite likely that most mutual funds will impose restrictions on incremental investments in mid-cap and small-cap schemes or even in
Tax-saving mutual funds, or ELSS, provide investors with tax benefits under Section 80C of the Income Tax Act, of 1961. The lock-in period inculcates
There were around 36 ELSS schemes that have completed three years in the market and 11 offered over 20% returns in the same period.
The total AUM of midcap category in January 2024 was Rs 2.90 lakh crore, whereas the total AUM for largecap funds stood at Rs 2.99 lakh crore. Mid and
