Economic Times
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
Even as retail investors continue to loosen purses for smallcap mutual funds, AMCs are sitting on a cash pile of Rs 17,500 crore. Fund managers have c
Bank of India Small Cap Fund, the topper in the list, offered 31.01% in a five year horizon. The scheme is benchmarked against Nifty Smallcap 250 - TR
Looking to invest in debt mutual funds? Choose from the top five funds: DSP Credit Risk Direct Plan(G), Invesco India Credit Risk Fund(G)-Direct Plan,
It sounds innocuous but the name itself reveals the art - or, science - of investing in stocks that are beginning their ascent from troughs.
Global equity funds are those that invest in the stocks of foreign companies. These overseas funds could be the country funds that invest in the econo
Bandhan Mutual Fund has filed a draft document with Sebi for the Nifty Midcap 150 Index Fund. Bandhan Nifty Midcap 150 Index Fund will be an open-ende
The investment objective of the scheme is to generate income / capital appreciation through investments in debt and money market instruments.
Here is a breakdown of how MTM (mark-to-market) and net inflows have contributed to the growth of equity AUM over different financial years, according
As per the scheme information document with data as on September 30, 2023, the scheme has 8,11,916 folios.
Large and midcap funds are a category where as per regulatory requirements, the fund manager has to invest at least 35% of the corpus in large-cap sto
The Nifty Microcap 250 index has surged over 100% in FY24, while during the same period, the Nifty50 index has gained 27%. It's noteworthy to know tha
"Investment committees were always aware of liquidity challenges but investors were not. Once this information is available to them, they can compare
"The appointment of a single fund manager for domestic and overseas/commodity funds is intended to reduce the cost of managing the fund," Anand Rathi
