Helios Mutual Fund has launched the Helios Mid Cap Fund, an open-ended equity scheme that primarily invests in mid-cap stocks. The New Fund Offer (NFO) period starts on February 20, 2025, and closes on March 6, 2025. The fund has a very high risk level and is managed by Alok Bahi. Fund Category: Equity – …
India’s rapid economic growth has positioned it as one of the most promising markets globally, with projections suggesting the country will become the third-largest economy in the world by 2030. With a GDP growth rate forecasted between 6.3% and 6.8% for FY26 by the Economic Survey, the continued expansion across various sectors is set to …
For retirees, a Systematic Withdrawal Plan (SWP) is an effective way to generate a stable monthly income while keeping their capital invested in growth-oriented mutual funds. Aggressive hybrid funds are an attractive option for SWP, balancing high equity exposure with debt stability. In this article, we shared the top 3 aggressive hybrid funds that can …
The mutual fund industry has witnessed an interesting shift in investor preference during the April to December 2024 period. Traditionally, small-cap and mid-cap funds have been popular choices for high-growth potential. However, recent data indicates that thematic, multi-cap, and flexi-cap funds have attracted higher net inflows than small and mid-cap funds. Sectoral and Thematic Funds …
Bandhan Mutual Fund has announced changes to the fundamental attributes of Bandhan Hybrid Equity Fund. These changes will come into effect from March 19, 2025. Fund name change: “Bandhan Hybrid Equity Fund” → “Bandhan Aggressive Hybrid Fund” New strategy: Introduction of exchange-traded derivatives for hedging Exit option: No exit load for investors who redeem/switch between …
Bandhan Mutual Fund has announced fundamental changes to its Bandhan Balanced Advantage Fund, which will take effect from March 19, 2025. The revisions primarily impact the fund’s asset allocation, derivatives exposure, and credit instruments, altering how the fund balances risk and return. Adjustments in Asset Allocation One of the key changes is in the fund’s …
A Vision for Financial Inclusion SBI Mutual Fund, in collaboration with SBI Bank, has introduced the ‘JanNivesh SIP’ scheme, allowing investments as low as ₹250 per month. SEBI Chairperson Madhabi Puri Buch described this initiative as a long-held aspiration, aimed at bringing wealth-creation opportunities to millions of Indian households. This micro-SIP initiative addresses a key …
The Nifty Total Market Index Funds provide investors with a comprehensive way to invest in the Indian stock market by tracking the Nifty Total Market Index. This index covers 750 stocks from various segments, such as large-cap, mid-cap, small-cap, and microcap, through a single index. It incorporates all stocks from the Nifty 500 Index and …
With recent declines in mid and small cap mutual funds, many investors are facing a crucial question: should you pause or continue your SIP (Systematic Investment Plan)? Small-cap stocks have dropped 18% in two months, while the mid-cap index has fallen 17.61% in eight weeks. Since February 7, the BSE Small-cap Index has dropped over …
Kotak Mahindra Mutual Fund is launching the Kotak Nifty Commodities Index Fund, an open-ended index fund that tracks the Nifty Commodities Index. The fund will be available for subscription from February 17, 2025, to March 3, 2025. Investment Objective The fund aims to provide returns that align with the Nifty Commodities Index, subject to tracking …
