Economic Times
Radhika Gupta advises investors to avoid narrow theme based funds and opt for diversified 'dal-chawal' funds like balanced advantage and aggressive hy
PSU mutual funds, which showed strong returns of around 97% in the last year, experienced a decline of about 3% in the past month. Analysts attribute
AMFI updated market cap categories: large cap threshold at Rs 84,300 crore, mid cap at Rs 27,600 crore, effective till January 2025. Stocks moving: He
Sensex reaches 80,000 milestone, prompting mutual fund investors to reassess equity allocation. Experts recommend diversification and systematic inves
As per the Sebi mandate, large & mid cap schemes are open-ended equity schemes that invest a minimum of 35% of total assets in large cap companies, an
HDFC Silver ETF FoF led the category with a 15.50% return over the last three months.
Two sectoral/thematic mutual fund categories delivered more than 35% return in 2024 so far, an analysis by ETMutualFunds showed.
SBI Contra Fund marks 25 years with impressive returns, outperforming its benchmark consistently. Managed by Dinesh Balachandran and Pradeep Kesavan,
Rs 10,000 SIP in ICICI Prudential BSE Sensex ETF: Rs 1.55 crore (XIRR 14.62%). HDFC Index Fund-BSE Sensex: Rs 1.47 crore (XIRR 13.70%). Tata BSE Sense
In the first half of 2024, 13 international equity mutual funds had negative returns. HSBC Brazil Fund lost 19.65%, Mahindra Manulife Asia Pacific REI
Small cap schemes invest in very small companies or their stocks. According to the Sebi mandate, small cap schemes must invest in companies that are r
Earlier, mutual fund schemes were not allowed to invest more than 25 per cent of their net asset value (NAV) in group companies of the sponsor.
Experts advocate cautious investment in multi-asset schemes like ICICI Pru Multi Asset and Kotak Multi Asset Allocator, especially in uncertain market
The asset manager's president Avinash Satwalekar said Franklin Templeton has crossed the Rs 1 lakh crore assets under management milestone around ten
Seven equity mutual funds have delivered over 20% returns based on daily rolling returns over the past three and five years, as per ACE MF data.
Quant, Nippon India, and SBI smallcap funds together attracted a staggering 61% of all investments in the category.
Geojit Financial Services' Dr. V K Vijayakumar anticipates HDFC Bank's augmented Nifty weight to fuel additional delivery based buying, boosting the s
Aditya Birla Sun Life Quant Fund's NFO raised Rs 2,416 crore, attracting 1,23,762 investors. It's an open-ended equity scheme based on Quant themes. N
Top 10 passive funds and ETFs saw returns of up to 36% in the first half of 2024, with a focus on auto sector funds. Notable performers included ICICI
Mid cap schemes invest in mid cap stocks or in stocks of medium-sized companies. As per Sebi norms, mid cap schemes are mandated to invest in companie
