Understanding Fund of Funds (FoF) Fund of Funds (FoF), often dubbed the “super fund,” is a distinctive mutual fund category providing investors with a streamlined approach to diversify their investments. Instead of direct engagement with stocks or instruments, investors benefit from a single investment channel into a portfolio of various mutual funds. How FoF Works …
The State Bank of India (SBI) doesn’t need an introduction. It is one of the largest and oldest banks in India. Not just in banking but also in asset management, SBI holds a prominent name. SBI Mutual Fund house holds about Rs. 7,15,648 crore worth AUM (Assets Under Management). They have over 100 mutual fund …
Dive into the intriguing world of mutual fund schemes, where assets under management (AUM) act as musical notes, creating a symphony of investment choices. October 2023: AMFI Highlights Historic Milestone: Small Cap AAUM Surpasses Rs 2 Lakh Crore In a groundbreaking achievement, the Small Cap category achieves an All-Time High AAUM, crossing the remarkable milestone …
In India’s dynamic financial landscape, a new force is making waves—the Millennial Investor. Born between 1980 and 1995, these individuals, now in their 30s and 40s, are reshaping investment trends by moving to a new trendy investment avenue in India: mutual funds! Traditionally, mutual funds were considered as a close-knit club for the financially savvy. …
Introduction In a move to promote greater transparency and empower investors, the Securities and Exchange Board of India (SEBI) recently released a consultation paper addressing the review of Total Expense Ratio (TER) charged by Asset Management Companies (AMCs) to unit holders of Mutual Funds. With the aim of fostering transparency and benefiting investors through economies …
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 …
Mutual funds are an investment tool where you invest in a shared pool overseen by experts from asset management companies. It is a way to get exposure in the stock market without increasing risk exposure. Depending on your risk tolerance and investment horizon, you can select a mutual fund that fits your investment style. Also …
In a strategic move, Motilal Oswal Asset Management Company (MOAMC) has introduced its latest investment avenue, the “Motilal Oswal Small Cap Fund.” After a hiatus of 7 years, MOAMC is making a splash in the active fund arena, aiming to provide investors with a distinctive entry point into the promising small-cap segment. Key Fund Essentials …
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 …
Canara Robeco Small Cap Fund is an open-ended equity scheme predominantly investing in small-cap stocks. The fund was launched on February 15, 2019, and has since delivered impressive returns to its investors. As of November 30, 2023, the fund has an NAV of Rs 30.87 and has provided an average annual return of 26.53% since …
