Data from the Association of Mutual Funds in India (AMFI) reveals that SIP contributions in mutual funds have been steadily increasing year-on-year since FY21, with the SIP investments in April 2024 alone amounting to Rs. 20,371 crore. This demonstrates that mutual funds have rapidly become one of the most popular investment options in India. With …
In the dynamic landscape of mutual funds, large-cap funds have long been favored for their stability and potential for steady growth. Amidst market fluctuations and economic uncertainties, certain funds have consistently stood out, delivering impressive returns and capturing investor confidence. Here’s a closer look at the top five best-performing large-cap mutual funds of 2024, showcasing …
Parag Parikh Flexi Cap Fund (PPFCF) is an open-ended, equity-oriented scheme designed to provide investors with flexibility in their portfolios. The fund mandates a minimum investment of 65% in Indian equities, with up to 35% allocated to overseas equity securities and domestic debt/money market securities. Core Portfolio Strategy The core portfolio of PPFCF consists of …
Flexi cap funds are a popular investment choice due to their ability to invest across different market capitalisations, offering a diversified exposure to large, mid, and small-cap stocks. This flexibility allows fund managers to adapt to market conditions and optimise returns. In this article, we will analyse the top five flexi cap funds with the …
Motilal Oswal Nifty India Defence Index Fund, launched by Motilal Oswal Mutual Fund, is an open-ended index fund that tracks the Nifty India Defence Total Return Index. The fund aims to mirror the performance of the Indian defence sector by investing in the companies that comprise the index. Investors can participate with a minimum investment …
Bajaj Finserv has recently filed a draft with SEBI for its new Bajaj Finserv Large Cap Fund. This fund is an open-ended equity scheme predominantly investing in large-cap stocks, aimed at long-term wealth creation. Fund Overview Scheme Type:Bajaj Finserv Large Cap Fund is categorized as a large cap fund. It primarily invests in equity and …
Several mutual funds have witnessed significant outflows in 2024 (up to May 31st) despite delivering attractive returns of at least 19.1% in the last 12 months. Here we explore the top 3 such mutual funds and investigate the reasons behind investor redemptions even though the funds have outperformed the market benchmark. While the funds have …
In May 2024, retail investors faced significant market volatility, leading to a record number of systematic investment plan (SIP) stoppages. Data from the Association of Mutual Funds in India (AMFI) showed that 43.9 lakh SIPs were either discontinued or had their tenures completed. This surge in stoppages coincided with the Lok Sabha elections, which brought …
Axis Mutual Fund has recently filed a draft paper with SEBI for the launch of Axis Nifty 500 Index Fund. This is an open-ended index fund designed to track the Nifty 500 Total Returns Index (TRI). Let’s dive into the details of this new investment opportunity. Overview of Axis Nifty 500 Index Fund The Axis …
On June 4, the Indian equity markets experienced a sharp downturn, presenting a buying opportunity for many investors. However, several mutual fund investors who placed buy orders before the deadline were dismayed to find that their transactions were processed at the next day’s Net Asset Value (NAV), resulting in significant notional losses. The rebound of …
