The year 2024 has been transformative for the mutual fund industry in India, with notable surges in Assets Under Management (AUM) across categories. Equity and hybrid schemes have emerged as the biggest gainers, reflecting evolving investor preferences amidst a dynamic market environment. This blog analyses key trends using data from the Association of Mutual Funds …
Exchange-Traded Funds (ETFs) have gained remarkable popularity among Indian investors, becoming a preferred choice for broad market exposure. Over the past few years, retail investor folios in ETF schemes, including Gold ETFs, have crossed a significant milestone of 2.5 crore as of December 2024. With ETFs now constituting nearly 12% of the total mutual fund …
Systematic Investment Plans (SIPs) are a popular and convenient way to invest in mutual funds, allowing individuals to invest surplus funds gradually. SIPs enable investors to stay committed to their financial strategy while leveraging the power of compounding. Compounding, often called the eighth wonder of the world, allows investments to grow exponentially over time. This …
Introduction Equity mutual funds have consistently attracted investors due to their potential for long-term wealth creation. Among these, several schemes have surpassed the ₹50,000 crore mark in Assets Under Management (AUM). This article explores 11 such mutual funds, highlighting their latest AUM. 1. HDFC Balanced Advantage Fund The largest equity mutual fund, HDFC Balanced Advantage …
Minda Corporation Limited (Minda Corp), the flagship company of the Spark Minda Group, has formed a strategic partnership with Flash Electronics. This collaboration aims to establish the fastest-growing EV platform in India. As of 11:30 AM on January 15, 2025, Minda Corp’s share price surged by 5%. Complementary Expertise for a Synergetic Partnership Minda Corp, …
Bandhan Mutual Fund has launched its Fixed Maturity Plan (FMP) – Series 209, a close-ended debt scheme with a tenure of 93 days. Units are priced at ₹10 during the New Fund Offer (NFO) period. Notably, the scheme will be listed on the Bombay Stock Exchange (BSE), ensuring liquidity for investors seeking to exit before …
Investing in New Fund Offers (NFOs) can be an attractive opportunity for investors looking to diversify their portfolios and tap into emerging market trends. NFOs, which are essentially mutual funds making their debut in the market, present a chance to invest in a fund from the very beginning, often at a lower price. However, like …
Lump sum investments are a popular choice for individuals with a substantial amount of money to invest and a long-term financial goal. They offer the potential for significant wealth creation over time but also come with inherent risks due to market volatility. This article explores how a ₹6.5 lakh lump sum investment in mutual funds …
The mutual fund industry witnessed a notable increase in cash holdings in December 2024. The total cash pile of mutual funds rose by ₹6,937 crore on a monthly basis, from ₹1.80 lakh crore in November to about ₹1.87 lakh crore in December. This rise highlights changing trends in cash allocation and equity asset management among …
According to a report, asset management companies (AMCs) launched 239 new fund offerings (NFOs) in 2024, collecting ₹1.18 trillion. Sectoral and thematic equity funds emerged as investor favourites. NFO Growth Over the Years The NFO market has grown significantly in recent years. In comparison: 2024: 239 NFOs raised ₹1.18 trillion. 2023: 212 NFOs collected ₹63,854 …
