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 …
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 …
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 …
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 …
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 …
With recent declines in mid and small cap mutual funds, many investors are facing a crucial question: should you pause or continue your SIP (Systematic Investment Plan)? Small-cap stocks have dropped 18% in two months, while the mid-cap index has fallen 17.61% in eight weeks. Since February 7, the BSE Small-cap Index has dropped over …
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 …
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 …
A New Fund Offer (NFO) is the initial subscription period for a newly launched mutual fund, allowing investors to buy units at the base price before they get listed. Several NFOs are set to launch starting February 17, 2025, offering fresh investment opportunities across equity, debt, and hybrid categories. However, like any investment, NFOs come …
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 …
