In the first three quarters of FY 2024, the mutual fund industry witnessed significant activity. Over this period, a total of 122 mutual fund schemes were operational through new fund offers (NFO), comprising a diverse range of investment options across debt, equity, hybrid, solution-oriented, and other specialized categories. The cumulative funds mobilized during this period …
In the ever-changing landscape of the Indian stock market, Flexi Cap funds have emerged as a popular choice for investors seeking diversification and growth potential. Offering the flexibility to invest across large, mid, and small-cap companies, these funds cater to a range of risk appetites. As we approach the end of FY 2024, let’s explore …
Equity-linked saving Schemes (ELSS) are popular investment options that offer tax deductions along with the potential for capital appreciation. But with a plethora of ELSS funds available, choosing the right one can be tricky. To help you navigate this decision, we’ll explore the top 3 best and worst performers. Remember, past performance isn’t a guarantee …
Investors looking for growth opportunities may be pleased to learn that small-cap mutual funds invested through a Systematic Investment Plan (SIP) have shown promising results. According to recent data, SIP returns in small-cap funds have managed to outperform the returns delivered by the benchmark index, suggesting the potential for significant gains in this asset class. …
Feeling assured when we receive positive returns generated by our portfolio every year is natural. We certainly desire to safeguard our investments, whether in securities or mutual funds, to prevent them from declining in value from their purchase prices and leading to negative returns. The same principle applies to our investments in Mutual Funds, where …
In the world of investing, where growth potential is king, many investors turn to mutual funds focused on companies with high Price-to-Earnings (PE) ratios. These funds, often targeting sectors known for explosive innovation and disruption, promise the potential for significant returns. But with great reward comes great risk. The PE ratio of a stock provides …
While conservative mutual funds prioritize capital preservation, some offer a touch more growth potential by including a strategic allocation to stocks. This article explores the most conservative mutual funds that lean towards large-cap stocks, aiming to provide investors with a balanced approach that prioritizes stability while offering the possibility of higher returns compared to purely …
When planning for retirement, ensuring a steady income stream is crucial for financial stability and peace of mind. Two common methods employed for generating regular income from mutual funds are Systematic Withdrawal Plans (SWP) and Income Distribution Cum Withdrawal (IDCW) plans. Let’s delve into the specifics of each Systematic Withdrawal Plan (SWP) A Systematic Withdrawal …
PGIM India Mutual Fund launched a new fund, PGIM India Retirement Fund (NFO), on March 26, 2024. This open-ended solution-oriented fund aims to provide investors with capital appreciation and income for their retirement through a mix of equity, equity-linked instruments, REITs, InvITs, and fixed-income securities. The minimum investment amount is Rs. 5,000 and there is …
Mutual funds have long been hailed as sturdy vehicles for wealth creation among retail investors in India. While the monthly Systematic Investment Plans (SIPs) have garnered significant popularity, there’s another tool in the investor’s arsenal that’s gaining attention, especially in today’s buoyant equity markets – the Flexible Systematic Transfer Plan, affectionately known as Flex STP …
