Equity Savings Funds are hybrid mutual funds that aim to strike a balance between returns and risk. These funds allocate investments almost equally across three segments: Equity for capital appreciation, Fixed deposit-like instruments for stability, and Hedging instruments for reducing risks. Let’s explore the top 5 equity savings hybrid SWP options for moderate-risk investors in …
Systematic Withdrawal Plans (SWPs) are increasingly becoming a go-to option for retirees and investors seeking consistent monthly income while keeping their capital exposed to growth opportunities. SWPs allow investors to withdraw a fixed amount periodically, ensuring financial stability alongside potential capital appreciation. This blog delves into the top 4 equity large and midcap mutual funds …
Samco Mutual Fund is to introduce the Samco Multi Asset Allocation Fund, an open-ended investment scheme designed to offer diversified exposure across asset classes. The New Fund Offer (NFO) is scheduled to open on December 4, 2024, and will close on December 18, 2024. Investment Focus & Benchmark The fund is structured to invest in …
SBI Mutual Fund, one of the very well-known asset managers with assets worth ₹11 lakh crore, is set to launch its first-ever quant fund, SBI Quant Fund. The open-ended equity scheme will employ a quantitative investing approach and be available through a New Fund Offer (NFO) from December 4 to December 18, 2024. What is …
Investing in the stock market can seem daunting, especially for beginners. However, mutual funds offer a simplified way to start your investment journey. What’s more exciting is that you can begin with as little as ₹100 per month through Systematic Investment Plans (SIPs). This removes any significant entry barriers and makes investing accessible for everyone. …
In November, about 86% of equity mutual funds outperformed their respective benchmarks, as per an analysis of their performance. Out of 277 funds reviewed, 237 managed to surpass their benchmarks, leaving 40 funds trailing behind. Top-Performing Fund Categories Contra Funds: All 3 contra funds outperformed their benchmarks, recording a 100% success rate. Small-Cap Funds: With …
Axis Mutual Fund has announced a name change for one of its fixed-maturity debt schemes. The fund, currently called the Axis CRISIL IBX AAA NBFC Index – Jun 2027 Fund, will be renamed Axis CRISIL IBX AAA Bond NBFC – Jun 2027 Index Fund, effective December 5, 2024. This update aligns the fund’s name more …
Canara Robeco Mutual Fund, an asset management company (AMC) that provides a range of mutual fund schemes designed to support investors in building and growing their wealth has declared income distribution under select schemes, offering details for investors to stay informed about their portfolios. Here’s a breakdown of the key announcements. Distribution Details Canara Robeco …
The Kotak CRISIL-IBX AAA Financial Services Index – Dec 2026 Fund is a targeted maturity fund introduced by Kotak Mahindra Mutual Fund. This debt mutual fund aims to replicate the performance of the CRISIL-IBX AAA Financial Services Index. With a primary focus on AAA-rated bonds, it seeks to provide predictable returns by investing in financial …
Top Performing Small-Cap Mutual Funds: Direct vs. Regular Plans The table below highlights two high-performing small-cap mutual fund schemes and compares their direct and regular plans based on NAV, 5-year CAGR, and assets under management (AUM): Scheme Name Benchmark NAV Regular in Rs NAV Direct in Rs Return 5 Year (%) Regular Return 5 …
