Economic Times
Mutual funds that have been following the value investing strategy have offered handsome returns in the last year. However, fund houses that had been
In a roll-down approach, a fund maintains a portfolio of bonds that all mature at the same future date. As the maturity date draws nearer, the tenure
Managing over Rs.23,000 crore in assets, there are 22 healthcare sector funds today. Eight of these are passively managed, which means that they track
SUNDARAM ELSS TAX SAVER FUND: It takes a large-cap tilt like many of its peers in the tax-saving fund category. It has a preference for growth-oriente
ICICI Prudential Mutual Fund recruited by S Naren, previously at Mckinsey, Bernstein, Credit Suisse, IIT Delhi mechanical engineering, IIM Bangalore m
Meanwhile, total count for schemes which are three years or older but have not completed 5 years are 9. There are five schemes which have been in ince
The fund house added Crompton Greaves Consumer Electricals (120,97,771 shares), Piramal Pharma (137,42,958 shares), Whirlpool India (18,51,815)
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
