Economic Times
Smallcap mutual funds made strides in FY2024, reducing the AUM gap with largecap peers through notable growth. The data analysis highlighted the impre
We considered equity categories such as large cap, large & mid-cap, mid cap, small cap, flexi cap, focused, contra, value-oriented, multi cap, and ELS
Out of 39 ELSS schemes, one scheme gave double digit return, 37 schemes gave single-digit return and one scheme gave negative return
Tax -saving mutual funds or Equity Linked Savings Schemes (ELSSs) help you to save income tax under Section 80C of the IT Act. You can invest a maximu
March witnessed the launch of 17 new mutual fund offers, with a focus on Fixed Maturity Plans. Apart from FMPs, ETFs, index funds, gilt fund, and long
Bandhan Mutual Fund has announced the launch of the Bandhan Innovation Fund, an open-ended thematic fund dedicated to investing in companies at the fo
Large & midcap schemes are benchmarked against NIFTY LargeMidcap 250 - TRI and S&P BSE 250 LargeMidCap Index - TRI. These benchmarks gave 4.13% and 4.
The objective of the scheme is to provide long-term growth in capital and income to investors by actively managing investments in a diversified portfo
Small cap schemes are benchmarked against Nifty Smallcap 100 - TRI, Nifty Smallcap 250 - TRI, and S&P BSE 250 Small Cap - TRI. Note, We considered ye
As per the Sebi mandate, large & mid cap schemes are open-ended equity schemes that will invest a minimum of 35% of total assets in large cap companie
The fund, which will be managed by Mihir Vora and Akash Manghani, will manage a portfolio of 40-50 stocks. The fund managers will combine investment p
Invesco could sell as much as 60% of Invesco Mutual Fund with assets under management (AUM) of more than ₹74,000 crore as of March 31. The mutual fu
307 schemes offered positive returns ranging between 0.01%-12.51% in March, according to the data by ACE MF
The investment objective will be to generate long-term capital appreciation by investing predominantly in equity and equity-related securities of comp
HDFC MF announced that fresh lumpsum investments (including additional purchases and switch-ins) will be discontinued. The fresh systematic transactio
A lumpsum investment of Rs 1 lakh in the scheme would have grown to nearly Rs 45 lakhs in 21 years, with a CAGR of 19.31% since inception. The scheme
Large cap schemes are benchmarked against NIFTY 100 - TRI, and S&P BSE 100 - TRI. The benchmarks offered 4.68%, and 4.15% respectively in the January-
The scheme will allocate 65-100% in equity and equity related instruments (of not exceeding 30 companies), 0-30% in debt and money market instruments,
According to the Sebi mandate, small cap schemes must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes a
It is important to note that from April 1, bank statements or utility bills will not be considered as officially valid documents to complete the KYC p
