Mid-cap mutual funds have gained attention for their impressive returns, striking a balance between risk and reward. This blog highlights top-performing mid-cap funds with a 3-year CAGR nearing 30%. We’ll delve into key metrics like AUM, NAV, and expense ratios, helping investors evaluate their potential in the ever-evolving market landscape. List of Top 5 Mid-Cap Mutual …
Axis Mutual Fund and ITI Mutual Fund announced income distribution under the Income Distribution cum Capital Withdrawal (IDCW) option for multiple schemes. Investors holding units in these funds as of March 11, 2025, the record date, will receive varying payouts per unit. Income Distribution: Axis Mutual Fund Under its IDCW plans, Axis Mutual Fund has …
Edelweiss Mutual Fund has launched the Edelweiss Low Duration Fund, an open-ended debt scheme investing primarily in low-duration debt and money market securities. The fund aims to generate income by maintaining a short investment horizon, with a short-term debt exposure. NFO Details The New Fund Offer (NFO) details are as follows: Issue Dates: March 11, …
Kotak Mahindra Mutual Fund has filed draft papers with SEBI for its new Exchange-Traded Fund (ETF), the Kotak Nifty 200 Quality 30 ETF. This open-ended scheme aims to mirror the Nifty 200 Quality 30 Index by investing in the same 30 stocks that make up the index, subject to tracking errors. Listing and Trading Upon …
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 …
