Economic Times
Balanced advantage funds invest in a mix of stocks, debt, and arbitrage opportunities. These funds decide their equity exposure depending on key marke
Of the unique stocks held by mutual funds in March, we filtered out those with a market value of over Rs 100 crore.
The cash holding by the mutual funds as a percentage of total AUM decreased last month after increasing for two consecutive months.
Arbitrage funds look for arbitrage opportunities available between the cash and derivatives markets. In other words, the fund managers in these scheme
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Large cap schemes have struggled a lot to beat their respective benchmarks since Sebi introduced total return index (TRI) in February 2018. Large cap
As per Sebi norms, these schemes must invest 65-80% in stocks, and 20-35% in debt. This mixed portfolio helps to deal with the market volatility bette
Nippon India Small Cap Fund: This small-cap fund’s asset base continues to grow, which has led to its portfolio size ballooning to nearly 200 stocks
The two categories gave similar returns in one year (April 2023 to April 2024) period as well.
Five index funds were also launched in March. These funds were from Axis Mutual Fund, HDFC Mutual Fund, ICICI Prudential Mutual Fund, Kotak Mutual Fun
Smallcaps saw outflows (Rs 1 billion) for the first time since September 2021 (31 months), suggesting a possibility of lumpsum withdrawals by investor
Trailing returns have a recency bias and point-to-point returns are specific to the period taken for analysis.
Launched in October 1996, the scheme manages assets worth Rs 17,349 crore as of March 31. The fund has invested 30.52% in largecap, and 65.20% in smal
The market regulator has asked the MF houses to publish the stress test results on their respective websites by the 15th of every month. The main purp
Around 81% of smallcap mutual funds have underperformed their benchmarks in 2024. Only five out of 27 schemes managed to outperform. The smallcap spac
Value investors buy such stocks and wait for the market to discover these stocks. When the discovery happens, the stock prices will go up, and value i
This eye-popping pace of decade-long expansion, evident in the financialisation of savings in a country that had largely preferred bullion and propert
As valuations in the mid-cap and small-cap spaces are rich, with short odds on a retreat in the coming months, investors would be better off buying in
Mutual fund SIP inflows surged to Rs 2 lakh crore in 2023-24, up 28% YoY. SIP book touched Rs 19,270 crore in March 2024. Industry aims for Rs 25,000
The lowest returns have been given by Mahindra Manulife Arbitrage Fund-Reg(G), Bank of India Arbitrage Fund-Reg(G) and Bajaj Finserv Arbitrage Fund-Re
