Economic Times
In August, around 86% of large and mid cap mutual funds outperformed their benchmarks. Out of 29 funds, 25 exceeded expectations, with notable returns
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
Financial planners suggest equity investors build a core and satellite portfolio, combining active and passive strategies. The core should be long-ter
Retirement mutual fund’s assets under management (AUM) has increased by over 256% in the last five years to touch Rs 29,903.39 crore in July 2024, a
Motilal Oswal Mutual Fund has introduced the Motilal Oswal Nifty 500 Momentum 50 Index Fund, an open-ended fund tracking the Nifty 500 Momentum 50 Tot
PSU theme-based mutual funds have shown impressive performance, offering an average return of 84.63% over the past year. The CPSE ETF led with a 106.5
HSBC India Export Opportunities Fund aims to generate long-term capital growth from an actively managed portfolio of equity and equity-related securit
Edelweiss Mutual Fund CEO Radhika Gupta announced that investors can start a SIP with just Rs 100, making it more accessible. She highlighted the avai
In August, around 11 passive mutual funds lost over 2%, with defense, PSU banks, PSU stocks, and real estate being the hardest-hit sectors. Of approxi
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
Investors are increasingly contributing to systematic investment plans (SIP), with inflows reaching Rs 23,332 crore in July 2024. To increase SIP cont
In the past five years, nearly half of all smallcap funds have delivered impressive SIP returns exceeding 35%.
The 12-month cumulative rolling investment by domestic mutual funds reached a record high of Rs 3.3 lakh crore ($39 billion) in August, according to S
The HDFC Nifty India Digital Index Fund is an open-ended scheme aiming to replicate the Nifty India Digital Index (TRI) and generate returns aligned w
The fund house has announced its decision to resume subscriptions for Kotak Global Emerging Market Fund, including lump sum investments, new systemati
The new fund, aiming to mirror the Nifty Midcap 150 Index, will accept subscriptions until September 13. It will be available for regular buying and s
Canara Robeco Value Fund, an open-ended equity scheme, has completed three years with assets under management of Rs. 1,308.77 crore as of August 31, 2
In August, defensive approach-based mutual funds outperformed, with the pharma & healthcare, technology, and consumption sectors showing strong return
According to the Sebi mandate, the large cap mutual funds are mandated to invest in top 100 companies by market capitalisation. Large companies fare b
The UTI Nifty200 Quality 30 Index Fund will be benchmarked against the Nifty200 Quality 30 TRI, while the UTI Nifty Private Bank Index Fund will be be
