Anand Vardarajan, Chief Business Officer (CBO) at Tata Asset Tata Asset Management’s Chief Business Officer (CBO), Anand Vardarajan, emphasised the fund’s potential to provide higher returns than the Nifty200 Index. The goal of this approach, according to Vardarajan, is to acquire more alpha by identifying the top 30 stocks with the greatest potential. He continued …
The Motilal Oswal Nifty India Defence Index Fund is a type of passive investment that tracks the performance of the top firms in India’s defence sector. It offers a larger return than other funds, but the risk is higher because just one sector is taken into account when making an investment. Swapnil P Mayekar is …
July 2024 was a stellar month for small-cap stocks in India, with the Nifty Smallcap 250 Index surging by nearly 5% and touching an all-time high of 18,038.10. This marked the second consecutive month of gains for the index, significantly outperforming the frontline indices. The remarkable performance of small-cap stocks caught the attention of mutual …
Aditya Birla Sun Life Mutual Fund, a joint venture between Aditya Birla Group and Sun Life Financial has recently launched the Aditya Birla Sun Life Nifty India Defence Index Fund, offering investors an opportunity to directly engage with the financial journey of India’s defense sector. This new open-ended index fund aims to track the Nifty …
Franklin Templeton Investments was established in 1947. Asset management services have been offered by the company to retail, institutional, and high-value clients since its foundation.Mutual funds and other investment vehicles such as exchange-traded funds (ETFs), private funds, and separately managed accounts are all offered by it. The company offers schemes like equity, fixed income, multi-asset, …
On August 06, 2024, HDFC Mutual Fund launched an index fund, HDFC Nifty500 Multicap 50:25:25 Index Fund. HDFC Nifty500 Multicap 50:25:25 Index Fund is an open-ended scheme replicating/tracking Nifty500 Multicap 50:25:25 Index. Investment Objective HDFC Nifty500 Multicap 50:25:25 Index Fund is likely to generate returns that are commensurate (before fees and expenses) with the performance …
Balancing Stability and Growth with Multicap Funds Multicap mutual funds are designed to offer the best of both worlds by allocating investments across large, mid, and small-cap companies. This strategy provides a blend of stability and potential for growth, making them a favored choice for investors. The Association of Mutual Funds in India (AMFI) mandates …
When it comes to dividend mutual funds, many experts suggest that investors should not rely solely on these payouts. Instead, they recommend that investors withdraw the required amount personally, as dividends are typically paid out of profits, which may not be available during bear markets. Despite this, many investors still seek the best dividend-paying mutual …
Sectoral and thematic funds have emerged as the dominant investing categories, attracting significant inflows and outperforming traditional large-cap active funds. A recent report from DSP Mutual Fund reveals that these funds have delivered impressive returns, averaging 24 %, with some top performers reaching up to 40 %. In contrast, large-cap active funds have witnessed a …
Mutual funds demonstrated increased activity in July, actively participating in both anchor books of newly listed companies and initial public offerings (IPOs). Emcure Pharmaceuticals emerged as the most popular choice among mutual funds, with a significant portion of their investments allocated to this newly listed company. Data reveals that mutual funds purchased 6.59 million shares …
