Economic Times
While a midcap fund can redeem 50% of its portfolio in about a day, there are some small cap funds that could take as many as 60 days to redeem half t
The largest scheme in the smallcap category, Nippon India Small Cap will take 27 days to liquidate 50% portfolio, while Quantum Smallcap Fund, the sma
Following Sebi's order, mutual funds started reporting the results of stress tests in small and midcap funds to see if they can manage huge redemption
DSP Mutual Fund, which released its stress report on Friday, highlighted that DSP Small Cap will be able to liquidate 25% of the portfolio in 16 days
Quantum AMC said it maintains a minimum threshold liquidity of Rs 2 crore average liquidity over the last 12 months to be met for stocks to be part of
Mutual funds disclose stress test reports to show days to liquidate mid and small cap schemes. Sebi policy safeguards small investors, focusing on liq
The regulator is concerned that retail investors’ overexuberance has led to bubble formation in pockets of the market. The report card is an evaluat
We considered all the small cap schemes that have been in the market for five years for the study. We considered regular and growth options. We consid
The number of days that will be required to liquidate 50% and 25% of the portfolio for Nippon India Growth Fund is seven and four days respectively.
Nair who was earlier the head of sales and distribution at HSBC Mutual Fund has worked with fund houses like Invesco MF, Kotak MF and Kothari Pioneer
Quant Mutual Fund became the first mutual fund to disclose stress test results. According to the stress test result by the fund house, the trailing 12
The net inflows into smallcap mutual funds increased by 30% on a year-on-year basis. The inflows were Rs 2,922 crore in February 2024 against Rs 2,246
According to the study, AUM (assets under management) of equity mutual funds has surged by 2.76% to Rs 23.12 lakh crore in February from Rs 22.50 lakh
Kotak Gilt Fund, India's first Gilt fund, celebrates 25 years with a 8.99% CAGR. Nilesh Shah said the fund offers daily liquidity, sovereign credit, a
HDFC Top 100 Fund, a flagship scheme of HDFC Mutual Fund, completed 27 years with a CAGR of 19%. A monthly SIP of Rs 10,000 grew to Rs 7.98 crore, nav
The MNC theme based schemes are benchmarked against NIFTY MNC - TRI. NIFTY MNC - TRI offered 8.55% in a three month horizon. The five schemes in the M
According to Sebi norms, focused equity mutual fund schemes must invest in a portfolio of maximum 30 stocks. These schemes have no other restrictions
The other fund houses to limit/discontinue subscriptions in smallcap schemes are Kotak Mutual Fund, Nippon India Mutual Fund, SBI Mutual Fund and Tata
Axis ELSS Tax Saver Fund, the largest scheme in the ELSS category based on assets managed, failed to beat its respective benchmark and category averag
Active mutual fund themes: Out of the six active schemes, one was launched in February this year. The highest three-month returns have been given by
