Despite passive investing gaining traction, its share in mutual fund (MF) assets under management (AUM) fell to 16.6% by the end of 2024, down from 17.7% in March 2023. This decline occurred even as inflows, account additions, and new fund launches hit record levels during the year. Smallcap and Midcap Outperformance Affects Passive Funds Over …
As of January 21, 2025, a few of large-cap equity funds have shown impressive growth, with a 5-year compound annual growth rate (CAGR) nearing 20%. These funds, such as Nippon India Large Cap Fund and ICICI Prudential Bluechip Fund, have been able to deliver strong returns over the period, reflecting their consistent performance in the large-cap sector. …
If you’ve been considering starting your Systematic Investment Plan (SIP), now is an excellent time to make the move. The Securities and Exchange Board of India (SEBI) is encouraging Asset Management Companies (AMCs) to roll out SIP options with a minimum investment of just Rs. 250 (approximately $3 USD). Why This Matters? This initiative is …
When we think of mutual fund investments, the perception often leans toward needing a substantial initial sum. However, the landscape has evolved, and today, investors can begin their journey with just ₹100 via a Systematic Investment Plan (SIP). This move, propelled by SEBI’s regulatory efforts, aims to democratise investing by making mutual funds more accessible …
LIC Mutual Fund is launching an investment opportunity through its LIC MF Multi Asset Allocation Fund- Direct (G), an open-ended scheme to provide diversified exposure to equity, debt, and gold assets. The New Fund Offer (NFO) opens on January 24, 2025, and closes on February 7, 2025, with the scheme reopening for continuous sale and …
Axis Mutual Fund is launching the Axis Nifty500 Momentum 50 Index Fund, an open-ended index fund tracking the Nifty500 Momentum 50 TRI. The New Fund Offer (NFO) will be open from January 24, 2025, to February 7, 2025, and will re-open for continuous subscriptions within five business days after allotment. Investment Objective The scheme will …
The Securities and Exchange Board of India (SEBI) has taken another significant step towards ensuring greater transparency and investor awareness in the mutual fund industry. In a circular issued on 17 January 2025, SEBI mandated the daily disclosure of the Information Ratio (IR) for equity-oriented mutual fund schemes. This move seeks to provide investors with …
Baroda BNP Paribas is introducing its Energy Opportunities Fund, a sectoral and thematic equity scheme, focusing on India’s energy sector. The New Fund Offer (NFO) opens on January 21, 2025, and closes on February 4, 2025, with a minimum investment requirement of ₹1,000. The fund is for investors seeking exposure to energy-related industries. Structure and …
SBI Mutual Fund has announced the launch of the SBI Nifty Bank Index Fund, an open-ended equity scheme that mirrors the performance of the Nifty Bank Index. The New Fund Offer (NFO) will open for subscription on January 20, 2024, and close on January 31, 2024, with the fund reopening for continuous sale and repurchase …
Union Mutual Fund has submitted a draft with SEBI to launch the Union Gold ETF, an open-ended scheme aiming to replicate the domestic prices of physical gold. Launched for investors seeking returns aligned with gold prices, the fund has a risk-o-meter labelled as “high risk,” showcasing the volatility in gold markets. Features of the ETF …
