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 …
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 …
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 …
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 …
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. …
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 …
Nippon India Mutual Fund has filed a draft Scheme Information Document (SID) with the Securities and Exchange Board of India (SEBI) for its upcoming offering—Nippon India Nifty 500 Quality 50 Index Fund. This open-ended equity scheme will passively track the Nifty 500 Quality 50 TRI and aims to provide exposure to high-quality companies through a …
ICICI Prudential Mutual Fund has announced the launch of its Nifty Private Bank Index Fund, an open-ended index scheme tailored to replicate the Nifty Private Bank TRI. This fund offering is crafted for investors seeking long-term wealth creation by passively investing in India’s leading private-sector banks. Objective of the Scheme The fund’s investment objective is …
DSP Mutual Fund has filed draft documents with SEBI for a new scheme: the DSP CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund. The fund falls under the index fund category and will be structured as an open-ended constant maturity index fund. Fund Objective and Structure The investment objective is to track the …
DSP Mutual Fund has filed draft documents with SEBI for the launch of the DSP Silver ETF Fund of Fund, an open-ended scheme that will invest in units of the existing DSP Silver ETF. The scheme is to provide returns that closely correspond to the performance of physical silver, without directly investing in it. Fund …
