The mutual fund (MF) industry experienced remarkable growth in 2024 thanks to increased participation from retail investors. Systematic Investment Plan (SIP) contributions surged significantly, while the number of investors grew by nearly 10 million in the first 11 months of the year. SIP Contributions Reach New Heights Data from the AMFI (Association of Mutual Funds …
The ITI Bharat Consumption Fund, a thematic mutual fund, aims to generate long-term capital appreciation by investing in equity-related securities of companies engaged in India’s consumption-driven economy. This fund is designed for investors seeking exposure to the growing domestic consumption market. Structure and Investment Objective The ITI Bharat Consumption Fund operates as an open-ended equity …
UTI Mutual Fund has announced the launch of the UTI Quant Fund, an open-ended equity scheme based on a quantitative investment theme. The New Fund Offer (NFO) will open on January 2, 2025, and close on January 16, 2025, with continuous sales and repurchases starting from January 24, 2025. The fund aims to provide long-term …
Baroda BNP Paribas Mutual Fund has announced an update to its Focused Fund’s investment strategy, effective February 6, 2025. This change demonstrates the fund’s objective to adapt to market dynamics while continuing its emphasis on long-term wealth creation. With a broader portfolio scope and a regulatory-mandated exit window, investors have the flexibility to evaluate the …
In 2024, large-cap mutual funds have delivered impressive returns, with several funds surpassing the 20% mark. As investors continue to seek stable, long-term growth, funds like Invesco India Largecap and WhiteOak Capital stand out for their strong performance. This article highlights the top-performing large-cap mutual funds and provides a snapshot of the overall growth in …
In FY 2024, the growth of Systematic Investment Plans (SIPs) in India has been remarkable, reflecting a rise in retail participation in mutual funds. Net inflows reached nearly ₹2 lakh crore, up from ₹1.55 lakh crore in the previous year. Monthly contributions hit new highs throughout the year, crossing ₹21,000 crore in June and reaching …
As 2024 moves near to close, investors and financial experts are reflecting on the year’s market trends and the performance of various investment strategies. Among the most sought-after options for diversified portfolios, hybrid funds have attracted considerable attention. These funds, which combine equities and fixed-income securities, provide a balanced approach to managing risk while pursuing …
Debt funds are Mutual Fund schemes that invest in fixed-income securities such as government and corporate bonds, money market instruments, and corporate debt. These funds aim to provide capital appreciation and steady income, making them a suitable option for risk-averse investors. Known for their relatively stable returns, debt funds are less volatile compared to equity …
Sectoral and thematic funds can be a well-known investment choice for those looking to capitalise on specific market segments or themes. These funds gain attention due to their ability to target industries or trends poised for growth, such as technology, healthcare, or sustainability. While they offer high growth potential, they can also come with increased …
The investors are constantly looking for effective investment options and Equity Linked Savings Schemes (ELSS) have become one of the most popular and attractive investment vehicles in India. These mutual funds not only offer an opportunity for wealth creation but also help investors save taxes under Section 80C of the Income Tax Act. In this …
