In January 2025, Gold Exchange-Traded Funds (ETFs) played a pivotal role in revitalising passive funds, leading to a significant surge in inflows. This growth not only contributed to a sharp increase in Assets Under Management (AUM) but also resulted in a notable rise in folio growth. As investors sought safer havens amid market volatility, Gold ETFs emerged …
Mutual funds strategically manage their cash holdings based on market conditions, liquidity needs, and investor inflows and outflows. By January 2025, 5 major mutual funds held over ₹15,000 crore in cash within their portfolios. While the overall cash allocation increased from 5.17% in December to 5.32% in January, the absolute cash holdings saw a marginal …
Mid-cap mutual funds have gained popularity for their potential to deliver higher returns by investing in companies poised for significant growth. Over the past 5 years, several mid-cap funds have delivered impressive returns of over 25% per annum, helping investors triple their wealth. Top 3 Mid-Cap Mutual Funds Based on 5-Year Annualised Returns Here, we …
Nifty Total Market Index Funds offer investors a unique opportunity to gain exposure to the entire Indian stock market across various segments. By tracking 750 stocks, including large, mid, small, and micro-cap stocks, these funds provide comprehensive diversification. With coverage of approximately 96% of the market capitalisation on the NSE, they ensure broad market participation …
Kotak Mahindra Mutual Fund is launching the Kotak Nifty Commodities Index Fund, an open-ended index fund that tracks the Nifty Commodities Index. The fund will be available for subscription from February 17, 2025, to March 3, 2025. Investment Objective The fund aims to provide returns that align with the Nifty Commodities Index, subject to tracking …
The Nifty Total Market Index Funds provide investors with a comprehensive way to invest in the Indian stock market by tracking the Nifty Total Market Index. This index covers 750 stocks from various segments, such as large-cap, mid-cap, small-cap, and microcap, through a single index. It incorporates all stocks from the Nifty 500 Index and …
A Vision for Financial Inclusion SBI Mutual Fund, in collaboration with SBI Bank, has introduced the ‘JanNivesh SIP’ scheme, allowing investments as low as ₹250 per month. SEBI Chairperson Madhabi Puri Buch described this initiative as a long-held aspiration, aimed at bringing wealth-creation opportunities to millions of Indian households. This micro-SIP initiative addresses a key …
Bandhan Mutual Fund has announced fundamental changes to its Bandhan Balanced Advantage Fund, which will take effect from March 19, 2025. The revisions primarily impact the fund’s asset allocation, derivatives exposure, and credit instruments, altering how the fund balances risk and return. Adjustments in Asset Allocation One of the key changes is in the fund’s …
Bandhan Mutual Fund has announced changes to the fundamental attributes of Bandhan Hybrid Equity Fund. These changes will come into effect from March 19, 2025. Fund name change: “Bandhan Hybrid Equity Fund” → “Bandhan Aggressive Hybrid Fund” New strategy: Introduction of exchange-traded derivatives for hedging Exit option: No exit load for investors who redeem/switch between …
The mutual fund industry has witnessed an interesting shift in investor preference during the April to December 2024 period. Traditionally, small-cap and mid-cap funds have been popular choices for high-growth potential. However, recent data indicates that thematic, multi-cap, and flexi-cap funds have attracted higher net inflows than small and mid-cap funds. Sectoral and Thematic Funds …
