Mutual Funds - Angel One

For many investors, equity mutual funds represent a powerful way to harness long-term growth in the stock market. When selecting these funds, expense ratios play a key role. A lower expense ratio means lower fees, which leaves more of the fund’s returns in investors’ hands.  This blog explores some of the top low-expense-ratio equity mutual …

Mid cap funds are pooled investments focusing on companies with a market capitalisation in the mid-range of listed stocks ranging between ₹5,000 to ₹20,000 crore. These mid-sized companies typically offer higher returns than large-cap firms while presenting lower risks compared to small-cap funds. For those seeking investment options, here is a guide to the top …

Edelweiss Mutual Fund is entering the consumption-focused investment space with its new Edelweiss Consumption Fund, which recently filed for approval with the Securities and Exchange Board of India (SEBI). The fund will tap into India’s expanding consumer market by targeting companies within key consumption-driven sectors. As an open-ended equity scheme, it focuses on companies that …

Introduction Axis Mutual Fund has filed a new offering, Axis Build India Fund, with SEBI. This thematic fund focuses on investing in companies that create and enable the development of real assets. These assets are essential for infrastructure, real estate, and logistics, aligning with India’s growth trajectory. Fund Objective The Axis Build India Fund aims …

Introduction Systematic Withdrawal Plans (SWP) offer investors the ability to withdraw a fixed amount at regular intervals, making them perfect for those looking for a stable income source. In this article, we examine the top three SWP debt liquid funds where a Rs 10,00,000 investment provides Rs 30,000 in monthly withdrawals. We also analyse each …

On October 23, 2024, the Securities and Exchange Board of India (SEBI) directed regulated entities—including recognised stock exchanges, clearing corporations, and depositories—to terminate any contracts with unregistered financial advisers, such as financial influencers, within three months. This circular follows SEBI’s June 27 decision to prohibit associations with unregistered content creators who provide advice or claims …

A Systematic Withdrawal Plan (SWP) is a financial tool that enables investors to withdraw a fixed amount at regular intervals from their mutual fund investments. This offers a steady income, similar to a salary, post-retirement or for other goals. SWPs provide financial security by allowing structured withdrawals while preserving capital, making it an ideal option …

In recent years, a quiet revolution has been taking place in the investment world, as more and more investors are ditching intermediaries and turning to Direct Mutual Fund (MF) Plans. The numbers tell the story: as of September 2024, the assets under management (AUM) for direct plans in the mutual fund industry have reached a …

Key Highlights of Mutual Fund Acquisitions in September In September, mutual funds expanded their portfolios by adding eleven new stocks, with Bajaj Housing Finance Ltd emerging as the top pick. Mutual funds acquired 11.29 crore shares of the company, investing a substantial Rs 1,740 crore. Other significant investments included PN Gadgil Jewellers and SpiceJet Ltd, …

Introduction Bank of India Mutual Fund has introduced its latest offering—the Bank of India Consumption Fund. This open-ended equity scheme focuses on capturing growth opportunities in India’s booming consumption-driven sectors. The fund has already been filed with SEBI, aligning with its thematic approach to offer long-term capital appreciation by investing in companies engaged in consumption …