Nippon India Mutual Fund has announced the launch of its Nifty 500 Low Volatility 50 Index Fund, a passive investment scheme designed to replicate the performance of the Nifty 500 Low Volatility 50 Total Return Index (TRI). This open-ended index fund is aimed at investors seeking long-term capital growth through investments in a low-volatility equity …
Mutual funds held a significant stake in Tata Motors as of February. The data for March is yet to be released. Tata Motors share price experienced a 6% drop on Thursday. This followed US President Donald Trump’s tariff announcement. The tariff is 25% on imported cars and light trucks. It is set to take effect next week. …
Investing in mutual funds can be a good way to diversify your portfolio and gain exposure to a range of assets like stocks, bonds, or other securities. A mutual fund pools money from many investors to invest in a diversified portfolio of assets. A fund manager decides how the fund’s money is allocated based on …
SIPs have long been championed as a powerful tool for long-term wealth creation. But what happens when your financial goal is particularly ambitious—say ₹3 crore—and the timeline is just 10 years? Is such a target even feasible? Let’s explore 2 hypothetical scenarios using the calculator to understand how realistic this objective might be, and what …
When investing, finding the right balance between growth and stability can be challenging. Growth-oriented funds may offer high returns but often come with higher volatility. On the other hand, conservative funds offer more stability but may fall short on returns. Dividend yield mutual funds aim to bridge this gap. They invest in companies that consistently …
When selecting mutual funds, many investors prioritise historical performance. However, understanding how a fund performs in relation to risk offers deeper insight. Two key metrics that help evaluate this are Beta and Alpha. This article delves into the importance of these indicators and examines 5 equity mutual funds that display a favourable combination: low Beta …
In a move aimed at reducing costs for investors, Parag Parikh Flexi Cap Fund, managed by PPFAS Mutual Fund, has announced a reduction in the base Total Expense Ratio (TER) for its regular plan. The new base TER, which will be set at 1.15%, marks a decrease from the current 1.20%. This change is scheduled …
Kotak Mahindra Asset Management Company Ltd (KMAMC) has announced the launch of ‘Choti SIP’, allowing investors to start a Systematic Investment Plan (SIP) with a minimum monthly contribution of ₹250. The facility is applicable across all eligible schemes of Kotak Mutual Fund. Eligibility Criteria The Choti SIP is specifically for first-time mutual fund investors. To …
Understanding Lock-In for ELSS SIP Investments Tax-saving mutual funds, also known as equity-linked savings schemes (ELSS), come with a mandatory 3-year lock-in period. For investors using systematic investment plans, this lock-in applies separately to each instalment. How the Lock-In Works for ELSS SIPs Since each SIP investment is treated as a fresh contribution, the 3-year …
As we step into March 2025, India’s mutual fund landscape continues to evolve, shaped by economic developments, policy changes, and global market movements. Several equity mutual funds have delivered impressive returns based on a 5-year CAGR. From small-cap and mid-cap funds to sectoral and flexi-cap options. Let’s dive into the top 10 equity mutual funds …
