Mutual Funds - Angel One

Small-cap mutual fund schemes have recently captured the attention of investors for various reasons. The surge in returns over the past few years, coupled with concerns about valuations, and regulatory interventions highlighting the need for more transparency regarding associated risks, have all contributed to the spotlight on these funds. Delving into Quant Small Cap Fund …

ELSS stands for Equity Linked Savings Scheme. ELSS funds are a category of mutual funds that primarily invest in equity and equity-related instruments. They are known for their tax-saving benefits under Section 80C of the Income Tax Act in India. ELSS funds offer investors the dual benefit of potential capital appreciation from investing in equity …

Mahindra Manulife mutual fund filed a draft to launch Mahindra Manulife Build India Fund on April 2, 2024. Mahindra Manulife Build India Fund is an open-ended equity scheme aimed at capital appreciation by primarily investing in equity and equity-related securities of companies operating in the manufacturing and infrastructure sectors. The scheme is designed to cater …

Investment decisions can indeed be complex, often entailing a series of challenging questions that demand careful consideration. One such dilemma frequently encountered by investors is the choice between stability and growth when selecting mutual funds. Should one opt for large-cap funds for stability or small-cap schemes for aggressive growth, or select any mid-cap schemes? The …

When you invest in a mutual fund, you assemble a collection of assets. Fund managers play a crucial role in this process, deciding what to buy and sell after thorough research and analysis. Passive management involves mirroring a widely recognized index, with the fund’s components selected to align with that index. In contrast, active management …

FY24 proved lucrative for investors, witnessing notable gains across various indices. The Nifty 50 index soared by approximately 28.6%, while the Bank Nifty exhibited a more modest rise of about 16.1%. However, the spotlight was on the broader markets, with the Nifty Mid-Cap and Nifty Small-Cap indices showcasing remarkable gains of over 60%. Expectation of …

What Is a New Fund Offering? A New Fund Offering (NFO) is the initial offer of a mutual fund or Exchange-Traded Fund (ETF) to investors. It is similar to an Initial Public Offering (IPO), where a company raises money from the public by selling shares. During an NFO, investors can buy units of the fund …

Flexi-cap funds offer investors the flexibility to invest across large, mid, and small-cap companies. But what if you could find a Flexi cap fund that consistently outperforms the market? This is where the concept of “alpha” comes in. Alpha refers to the return a fund generates beyond what’s expected from the market. Further ahead we’ll …

The financial year 2023-2024 (FY 2024) was a dynamic one for the Indian mutual fund industry. While some categories witnessed stellar growth, others experienced subdued returns. We explore the top 5 performers, unveiling the equity mutual fund categories that delivered exceptional returns for investors throughout FY 2024. Category Name 6-Months Ret (%) 1-Year Ret (%) …

Dividend mutual funds have become increasingly popular among investors seeking a balance between income and capital appreciation. These funds offer a unique opportunity to benefit from both regular dividend payments and the potential for long-term capital growth. What is Dividend Mutual Funds? Dividend mutual funds are a type of equity fund that primarily invests in …