Economic Times
Focused funds carefully allocate holdings, while thematic funds invest in specific themes. ETMarkets analysis reveals top performers in each category,
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
We considered all equity categories such as large cap, mid cap, multi cap small cap, flexi cap, focused funds, ELSS, large & mid cap, value, contra, a
Pure debt schemes no longer enjoy indexation benefits after the govt scrapped it in Budget 2023-24, but investments in hybrid funds that have an
Here are the mid cap stocks mutual funds added in February, according to the Mutual Funds Insight report by Nuvama.
The exit load for midcap and smallcap funds is changed to 1% if redeemed on or before one year from the date of allotment.
These 11 equity mutual funds were from large cap, mid cap, large & mid cap, ELSS, flexi, value, multi cap, and focused fund categories.
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
