If you are a mutual fund investor, you are likely familiar with Systematic Investment Plans (SIPs). Over the years, SIPs have emerged as a preferred method for investing in mutual funds, particularly equity funds. They offer several benefits, including: Affordability: Small, periodic investments can accumulate into a significant corpus over time. Rupee Cost Averaging: Investments …
Exchange-traded funds (ETFs) are investment vehicles designed to track specific indices, assets, or sectors, allowing investors to gain exposure to a diversified portfolio without directly purchasing individual stocks. Unlike stock investments, which can be highly volatile, ETFs provide built-in diversification, reducing overall risk. In periods of market highs, investors often seek stability. While equities, such …
Dividend yield mutual funds primarily invest in companies that distribute a portion of their earnings to shareholders in the form of dividends. These companies usually have strong balance sheets and stable business models, ensuring consistent performance despite market volatility. Investors in these funds benefit not only from potential capital appreciation but also from periodic dividend …
Small-cap mutual funds invest at least 65% of their total assets in equity and equity-related securities of small-cap companies. These companies typically ranked outside the top 250 by market capitalisation. However, the exact classification may vary across different financial institutions. For investors looking to start a Systematic Investment Plan (SIP) with a small amount, there …
Axis Mutual Fund has filed a draft for the Axis Nifty500 Value 50 ETF, an open-ended exchange-traded fund designed to replicate the Nifty500 Value 50 TRI index. This ETF will track a basket of 50 stocks selected from the Nifty 500 based on their value scores. NFO Details The New Fund Offer (NFO) details are …
HDFC Mutual Fund and Nippon India Mutual Fund have announced income distribution under the IDCW (Income Distribution cum Capital Withdrawal) option for select schemes. The record date for both fund houses is March 6, 2025. HDFC Mutual Fund Income Distribution HDFC Mutual Fund has declared income distribution under three schemes. The HDFC ELSS Tax Saver …
ICICI Prudential Mutual Fund has launched the ICICI Prudential BSE Liquid Rate ETF, an open-ended Exchange-Traded Fund (ETF) that aims to provide returns before expenses in line with the BSE Liquid Rate Index, subject to tracking errors. The ETF is categorised under Debt: Liquid and follows a growth plan. NFO Details The New Fund Offer …
The Association of Mutual Funds in India (AMFI) has unveiled its ambitious vision document, The Mutual Funds Route to Viksit Bharat @2047, outlining the expected growth trajectory of the Indian mutual fund industry. According to the report, the industry is projected to outpace India’s GDP by 2047, reflecting significant expansion in retail participation, assets under …
A few months ago, the Indian stock market was hitting record highs. However, since September last year, indices have faced a consistent decline. The Nifty 50 and Sensex have fallen sharply from their peaks, while mid-cap and small-cap indices have also witnessed significant corrections. In just 5 months, investors have collectively lost a staggering ₹94 …
Over the past 5 months, India’s equity markets have been experiencing a significant correction, driven by high valuations, geopolitical tensions, and persistent foreign institutional investor (FII) selling. The BSE Sensex declined by 12.2%, while the BSE Midcap and Smallcap indices saw even sharper falls of 18.6% and 20.5%, respectively. Despite this downturn, some equity mutual …
