Mutual Funds - Angel One

Selecting a portfolio of four to five mutual funds from the vast array of options can be a challenging task. To simplify the process, a good starting point is to identify the appropriate mutual fund categories. Today, we’ll delve into the world of Value Funds, a subset of equity mutual funds. We will explore what …

In the ever-evolving landscape of investment opportunities, the Parag Parikh Arbitrage Fund (PPAF) emerges as a promising option for those seeking steady income and relatively low-risk investment strategies. This open-ended scheme, offered by Parag Parikh Financial Advisory Services Ltd., is currently open for subscription until October 27, 2023, with allotment scheduled for November 2 and …

Systematic Investment Plans (SIPs) have long been a favoured investment approach among Indian investors, offering a disciplined way to grow wealth over time. In this article, we will delve into the fascinating world of SIPs by pitting two IT giants against each other: Tata Consultancy Services (TCS) and Infosys. Through meticulous calculations and analysis of …

The Asset Management Company (AMC) industry plays a crucial role in the world of finance. AMCs are responsible for managing and investing assets on behalf of their clients, which can include individuals, institutions, and governments. This blog aims to provide an in-depth analysis of the AMC industry, shedding light on its key trends, challenges, and …

Small-cap funds are equity mutual funds that invest in companies with a small market capitalization. Market capitalization refers to the total value of a company’s outstanding shares, calculated by multiplying the share price by the number of shares outstanding. Small-cap companies are typically defined as those with a market capitalization of less than Rs 5,000 …

NFO, commonly known as New Fund Offering, means the initial offering of units or shares of a mutual fund or Exchange-Traded Fund (ETF) to the public for subscription. It is essentially the process through which a new investment fund is launched and made available for investors. The process of NFO is similar to the IPO, …

Over the past decade, the financial industry has witnessed an extraordinary surge in the Assets Under Management (AUM) of mutual funds. This monumental growth has not only reshaped the investment landscape but also redefined the way individuals approach wealth accumulation. Mutual funds once considered a relatively obscure investment vehicle, have steadily risen to prominence, attracting …

The mutual fund industry in India witnessed a net inflow of Rs 14,091.2 crore in September 2023, lower than the net inflow of Rs 20,245.26 crore in August 2023. However, equity-oriented schemes continued to witness net inflows in September 2023, marking the 31st consecutive month of net inflows. While under Income/Debt Oriented Schemes, net inflow …

A Systematic Investment Plan (SIP) is a highly organized method for building a substantial fund, tailored to meet various objectives. It not only serves as a valuable resource during unforeseen emergencies but also fosters a sense of financial security for future endeavors. SIP involves an automated process where a system-generated order is essential for authorizing …

In a groundbreaking move to enhance investor protection and streamline dispute resolution in the Indian securities market, the Securities and Exchange Board of India (SEBI) unveiled its Common Online Dispute Resolution Portal (ODR Portal) on July 31, 2023. This visionary initiative is poised to bridge the gap between online conciliation and arbitration, offering a robust …