The bull market rally that began after the COVID-19 lows witnessed a surge in ESG (environmental, social, and governance) investing in India. Investors shifted their focus from profitability to how companies achieve those profits. This led to a wave of ESG thematic offerings by fund houses in India, mirroring a global trend. However, three years …
Public sector undertakings (PSUs) have been market favourites for the past year because of the government’s focus on them. However, recent trends indicate a shift in sentiment. Mutual funds, which have traditionally held significant stakes in PSU companies, are now offloading their positions. Market’s Hype of PSUs PSU stocks were darlings of the Indian stock …
In the dynamic world of mutual funds, there have been some interesting updates that reveal the changing approaches and products of various investment firms. The shifts in the mutual fund landscape highlight the ongoing efforts by different fund houses to offer more diverse and tailored investment options to their clients. Let’s take a closer look …
The Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund, launched by Tata Mutual Fund on April 8, 2024, is an open-ended index fund that aims to mirror the performance of the Nifty500 Multicap Infrastructure 50:30:20 Index (TRI), allocating investments across large-cap, mid-cap, and small-cap companies in a 50:30:20 ratio. There is no guarantee that the fund …
In a financial landscape where equity indices are soaring, and gold is glimmering at record highs, the savvy investor seeks a strategy that harnesses the power of diversification. Enter the realm of multi-asset mutual funds, where the fusion of debt, equity, and other asset classes creates a potent concoction of potential returns and risk mitigation. …
In March 2024, the Association of Mutual Funds in India (AMFI) data points towards a notable change in investor preferences, with a shift in inflows from small-cap funds to large-cap funds. This shift is particularly significant as it marks the first outflow in at least 10 months from the small-cap category, indicating a potential revaluation …
Investing in Exchange-Traded Funds (ETFs) has become increasingly popular among investors seeking diversified exposure to various asset classes and market segments. ETFs are designed to track the performance of a specific index, providing investors with a convenient way to gain exposure to a particular market or sector. However, investors need to understand that the performance …
In a recent development, Motilal Oswal Mutual Fund has filed papers with SEBI for not one, not two, but five funds. Here are the names of the Five Mutual Fund Schemes for which Motilal Oswal Mutual Fund has filed papers with SEBI: Motilal Oswal Nifty MidSmall Financial Services Index Fund Motilal Oswal Nifty MidSmall Healthcare …
Mutual funds have become the talk of the town as many individuals are opting for this route for saving and wealth creation. However, there is a lot of talk about when one should start investing. Of course, the earlier you start, the better it is, but one thing still puzzles many: the mention of direct …
When it comes to investments, one crucial point to consider is liquidity. SEBI, India’s market regulator, has introduced stress tests for mutual funds to assess their ability to handle redemption requests during tough market times. In these tests, small-cap funds might take longer to fulfill redemption requests because selling shares of smaller companies can be …
