In November, about 86% of equity mutual funds outperformed their respective benchmarks, as per an analysis of their performance. Out of 277 funds reviewed, 237 managed to surpass their benchmarks, leaving 40 funds trailing behind. Top-Performing Fund Categories Contra Funds: All 3 contra funds outperformed their benchmarks, recording a 100% success rate. Small-Cap Funds: With …
Axis Mutual Fund has announced a name change for one of its fixed-maturity debt schemes. The fund, currently called the Axis CRISIL IBX AAA NBFC Index – Jun 2027 Fund, will be renamed Axis CRISIL IBX AAA Bond NBFC – Jun 2027 Index Fund, effective December 5, 2024. This update aligns the fund’s name more …
Canara Robeco Mutual Fund, an asset management company (AMC) that provides a range of mutual fund schemes designed to support investors in building and growing their wealth has declared income distribution under select schemes, offering details for investors to stay informed about their portfolios. Here’s a breakdown of the key announcements. Distribution Details Canara Robeco …
The Kotak CRISIL-IBX AAA Financial Services Index – Dec 2026 Fund is a targeted maturity fund introduced by Kotak Mahindra Mutual Fund. This debt mutual fund aims to replicate the performance of the CRISIL-IBX AAA Financial Services Index. With a primary focus on AAA-rated bonds, it seeks to provide predictable returns by investing in financial …
Top Performing Small-Cap Mutual Funds: Direct vs. Regular Plans The table below highlights two high-performing small-cap mutual fund schemes and compares their direct and regular plans based on NAV, 5-year CAGR, and assets under management (AUM): Scheme Name Benchmark NAV Regular in Rs NAV Direct in Rs Return 5 Year (%) Regular Return 5 …
Kotak Mahindra Mutual Fund has unveiled its latest offering, the Kotak Nifty 50 Equal Weight Index Fund, which brings a fresh perspective to index investing. This open-ended scheme is designed to replicate or track the Nifty 50 Equal Weight Index, providing investors with exposure to a diversified basket of India’s top 50 companies. Unlike the …
Kotak Mutual Fund is set to launch the Kotak Nifty 100 Equal Weight Index Fund, which aims to replicate and track the Nifty 100 Equal Weight Index. This fund will follow a passive investment strategy, allocating between 80-100% of its assets in equity and equity-related securities, in the same proportion as the Nifty 100 Equal …
Flexi-cap funds are a type of equity mutual fund that offers the flexibility to invest across companies of different market capitalisations, large-cap, mid-cap, and small-cap, without any predetermined allocation limits. This versatility allows fund managers to adapt to changing market conditions, capitalising on growth opportunities across segments while mitigating risks. In this article, check the …
Value mutual funds embody the essence of value investing by pooling investments in stocks that exhibit strong fundamentals yet trade at discounted prices. These funds are open-ended equity schemes that adhere to a value-based investment strategy. Top 2 Performing Value Mutual Funds of 2024 Scheme Name Return (%) 1W 1M 3M 6M 1Y Quant …
The rally from COVID-19 lows marked a turning point for small-cap mutual funds, driving significant attention toward their potential to deliver impressive gains. Over the past five years, a select group of small-cap mutual funds have demonstrated exceptional resilience, consistently delivering positive returns each year from 2020 to 2024. In this article, we highlight 10 …
