Mutual Funds - Angel One

Mutual fund investors are always on the lookout for schemes that not only promise growth but also deliver consistently, even during volatile times. One such low-priced mutual fund scheme that has caught investors’ attention is the UTI Innovation Fund Direct – Growth. With its impressive one-month performance, this fund is emerging as a hidden gem …

Multi-Asset Allocation Mutual Funds are hybrid schemes that strategically invest across diverse asset classes, including equity, debt, cash, and commodities. These funds aim to provide investors with long-term capital growth and stable returns by leveraging the best opportunities across various instruments. The primary focus is on equity investments, allowing investors to benefit from market opportunities …

Investors often use the Systematic Withdrawal Plan (SWP) in mutual funds to ensure a steady monthly income. SWPs are particularly popular among senior citizens seeking a regular income stream post-retirement. While SWPs can be set up in equity, hybrid, or debt mutual funds based on individual risk appetite and financial goals, small-cap funds have demonstrated …

Kotak Mutual Fund has introduced the Kotak Crisil-IBX AAA Financial Services Index – Sep 2027 Fund, an open-ended Target Maturity Debt Index Fund. This fund will invest in the CRISIL-IBX AAA Financial Services Index – Sep 2027, which features relatively high interest rate risk and low credit risk. The new fund offer (NFO) opened for …

ITI Mutual Fund is ambitiously targeting an AUM of ₹1 trillion within the next 5 years. The fund manager attributes this optimistic outlook to the increasing popularity of mutual funds among Indian investors, particularly through systematic investment plans (SIPs). ITI MF’s AUM has experienced substantial growth, surging nearly 2.4 times to ₹8,791 crore in July …

A New Fund Offering (NFO) is when a mutual fund or Exchange-Traded Fund (ETF) is first made available to investors. It works similarly to an Initial Public Offering (IPO), where a company raises capital by selling its shares to the public. During an NFO, investors can purchase fund units at a fixed price. This offering …

SBI Mutual Fund House, India’s largest asset management company (AMC), has achieved a remarkable milestone this year by becoming the first mutual fund house in the country to surpass Rs 10 lakh crore in Average Asset Under Management (AAUM) as of June. With over 60 diverse schemes, SBI Mutual Fund has solidified its position as …

The Association of Mutual Funds in India (AMFI) has implemented new minimum standards to prevent front-running and market abuse by asset management companies (AMCs). These measures are in response to a recent circular issued by the Securities and Exchange Board of India (SEBI), which mandated AMCs to establish institutional mechanisms to deter such activities. The …

Investing in healthcare and pharmaceutical mutual funds is for investors looking to capitalise on the growth of the healthcare sector. With ongoing advancements in medical technology, an ageing population, and rising global health concerns, the healthcare and pharma industries can offer significant potential for long-term returns. Mutual funds in this sector provide investors with diversified …

Medium duration mutual funds in India are investment vehicles designed for investors seeking a balance between the stability of short-term funds and the higher returns potential of long-term investments. According to SEBI guidelines, medium duration mutual funds invest in debt and money market instruments with Macaulay duration of portfolio between 3 – 4 years. In …