business and finance

Past performance not a guarantee for future returns

Sectoral funds usually are cyclical, which means their performance can swing significantly




business and finance

Mutual Funds returns

As on : Jun 01, 2024




business and finance

Markets correlate with economic performance, not political dispensation: Ashish Somaiyaa, CEO, WhiteOak Capital AMC

Ashish Somaiyaa, CEO, WhiteOak Capital AMC, on the impact of elections on the market and more




business and finance

Index funds to capitalise on corrections

Buying passive mutual funds, which simply mirror the basket of stocks making up an index, can help capitalising on a correction




business and finance

Mutual Funds returns

As on : Jun 08, 2024




business and finance

Aditya Birla Sun Life Quant Fund: Should you invest in the NFO?

The ABSL Quant Fund is open for subscription until June 24 with a minimum investment of ₹500




business and finance

Why this dividend yield fund may suit investors seeking lower volatility

Since its inception in December 2020, HDFC Dividend Yield fund has outperformed the broader markets convincingly




business and finance

Three key MF inflow trends in May 2024

Monthly investments via SIPs crossed the ₹20,000-crore mark for the second successive month.




business and finance

Mutual Funds returns

As on : Jun 15, 2024




business and finance

North prefers equity, South less of it, East and West a mix

Pan-India, the diversity ties in with the fact that B30 cities are aggressive on equity compared to T30




business and finance

Why this consumption thematic fund is an attractive investment now

Nippon India Consumption fund has been a consistent outperformer across market cycles




business and finance

Should you subscribe to the Motilal Oswal Nifty India Defence Index fund NFO?

Exposure to indigenised defence spending through a passive fund




business and finance

Mutual Funds returns

As on : Jun 22, 2024




business and finance

Mutual Funds and NRIs: If you are a non-resident Indian, here is how you can partake in the India growth story

If you’re a Non-Resident Indian eyeing India’s growth story, here are the basics that matter




business and finance

How NRIs can make the most of mutual fund platforms

From WhatsApp support to chatbot help, many options are available for those residing abroad




business and finance

Why this consistent ultra short-term fund is a worthy debt investment

ICICI Prudential Ultra Short-Term fund can make the most of persistently high short-term interest rates




business and finance

Quant MF under SEBI scrutiny: Deep dive into their mid- & small-cap schemes

A look at the stock positions of Quant Mutual Fund’s Mid- and Small-cap schemes, stress-test results (as of May 2024) and adjusted Net Asset Value (NAV)




business and finance

Mutual Funds returns

As on : Jun 29, 2024




business and finance

Why this fund is a good option for investors wanting to play the consumption theme

Performance, portfolio composition and downside protection are three reasons that work for Mirae Asset Great Consumer Fund




business and finance

Mutual Funds returns

As on : Jul 06, 2024




business and finance

At ₹40,608 crore, MFs asset and equity inflows hit a new high in June

Industry AUM crosses ₹60 lakh-crore on new fund offers, mark-to-market gain




business and finance

Mutual Funds returns

As on : Jul 13, 2024




business and finance

Not devoid of stock ideas, though markets aren’t cheap: Neelesh Surana, CIO, Mirae Asset Mutual Fund

Open to spinning off passive fund business under MF Lite, says Swarup Mohanty, Vice-Chairman and CEO, Mirae Asset Investment Managers




business and finance

Insurance of bank balance: some useful perspectives

The basis of safety or comfort with a bank should not be DICGC cover but overall fundamental quality of the bank; preferably bank with institutions where you would not require this coverage




business and finance

Understand Information Ratio

The volatility (fluctuation) of alpha is considered as a risk measure; if you divide a fund’s alpha by the volatility of its alpha, you get IR; the ratio could help individuals with their investment choices




business and finance

43% of equity MF schemes fail to beat benchmark indices

Multi-cap and Focused funds were the best performers with 75 per cent and 64 per cent or 18 each of the 24 and 28 schemes beat their respective benchmark




business and finance

SBI Contra fund: Why this long-term outperformer is a worthy investment

A multi-cap and contrarian approach helps the fund figure among the best across equity categories




business and finance

Mutual Funds returns

As on : Jul 20, 2024




business and finance

A new asset class?

SEBI’s proposal to introduce an investment product that fits between MFs and PMS is an investment vehicle that could invest in asset classes such as equity and bonds and their derivatives




business and finance

Snatching value back from a fire

When you suddenly cannot afford to continue paying the premiums on a life policy, you may still be able to protect value. A new measure from IRDAI helps you in this quest 




business and finance

S&P 500’s 7 shooting stars

Despite historically high interest rates typically leading to poor stock performance, S&P 500 has defied the trend with a remarkable 24.5% return, driven by the ‘magnificent seven’ tech giants




business and finance

Edelweiss Business Cycle NFO: Should you invest?

The new fund seeks to combine multiple factors to make the most of business cycles




business and finance

Picking a pharma and healthcare fund post-Covid

Despite the run-up in valuations, the healthcare sector does have a strong investment case




business and finance

Navi Nifty 500 Multicap 50:25:25 Index Fund: Should you subscribe?

The only fund tracking the Nifty 500 Multicap 50:25:25 Index till date. But does it offer some unique value proposition?




business and finance

Mutual Funds returns

As on : Jul 27, 2024




business and finance

Prudent crosses ₹1 lakh crore in MF Assets Under Management

Prudent became the second non-banking mutual fund distributor to achieve this milestone last Friday




business and finance

Kotak Nifty Midcap 50 Index Fund: Just another Midcap Index Fund?

Only the second fund to give exposure to the Nifty Midcap 50 Index, how does it differ from other funds giving exposure to Midcaps?




business and finance

Mutual Funds returns

As on : Aug 03, 2024




business and finance

ICICI Prudential Flexicap Fund: A steady outperformer for the long term

ICICI Prudential Flexicap’s performance over the past three years places it in the top-quartile of its category




business and finance

Why this value fund may be a good investment for the long term

Nippon India Value has consistently outperformed its benchmark and delivered optimal risk-adjusted returns




business and finance

SBI Innovative Opportunities Fund: What you should know

The recently-launched fund, open till August 12, is a high risk and unknown rewards scenario




business and finance

Mutual Funds returns

As on : Aug 10, 2024




business and finance

ICICI Pru Equity & Debt Fund review: A slight tilt to safety

Broad portfolio of holdings in equity and debt to limit portfolio downside during corrections from the peaks




business and finance

Mutual Funds returns

As on : Aug 17, 2024




business and finance

Franklin Templeton India makes a debt fund comeback: Should you invest in its ultra short duration NFO?

The ultra short duration scheme is a new offering from the fund house after a long gap




business and finance

CPSE ETF: Take money off the table

With PSU stocks catching the market’s fancy, this ETF has seen its NAV more than double from ₹47 a year ago to over ₹102.8 now




business and finance

What you need to know about SWP

Guide to withdrawing a fixed sum from MF investments at regular intervals for a fixed period




business and finance

Mutual Funds returns

As on : Aug 24, 2024




business and finance

Baroda BNP Paribas Dividend Yield NFO: Should you invest?

The new fund will invest in companies with healthy cashflows and look to avoid dividend traps




business and finance

Back to Basics: Have you filed in nomination for your MF?

Non-submission of ‘choice of nomination’ shall not result in freezing of MF folios for existing investors. But, you have more to lose not doing it