Overview WhiteOak Capital has submitted paperwork to SEBI for a Special Opportunities Fund, an open-ended equity scheme following a special situations theme. Aims for long-term capital growth by targeting corporate restructurings, policy changes, and other unique events. Investment Objective The Whiteoak Capital Special Opportunities Fund goal is to achieve long-term capital appreciation by investing in …
HDFC Mutual Fund has launched a new open-ended equity scheme called HDFC Manufacturing Fund. This fund aims to provide long-term capital appreciation by primarily investing in stocks and related securities of companies involved in manufacturing activities. Thematic in nature, the scheme falls under the Equity Scheme category. HDFC Manufacturing Fund has a new fund offer …
A New Fund Offer (NFO) marks the beginning of a new mutual fund scheme. Through an NFO, the fund house invites investors to subscribe to units of the new scheme. It’s the initial phase when the fund is available for investment, usually with a set subscription period. Once this period ends, the NFO closes, and …
Planting the Seeds of Wealth Warren Buffett once said, “Somebody’s sitting in the shade today because someone planted a tree a long time ago.” This quote captures the essence of long-term investing. In a world where the attention span seems to be shrinking with each passing day, it’s easy to get caught up in the …
The stock markets have seen their fair share of volatility in recent weeks. Concerns over interest rate cuts, geopolitical tensions, and looming elections have all contributed to a somewhat unpredictable environment. If you’re an investor who wants a safer approach while navigating these uncertainties, you might want to consider a hybrid fund. In this blog, …
What is Kotak S&P BSE PSU Index Fund? Kotak S&P BSE PSU Index Fund is an open-ended scheme designed to replicate or track the S&P BSE PSU Index. The fund aims to provide investors with long-term capital growth and returns that align with the performance of the S&P BSE PSU Index, subject to tracking error. …
The growth of mutual funds in India has been remarkable. The total assets managed by these funds have grown tremendously. A good example is PPFAS Flexi Cap, which now manages over Rs 60,500 crore, a nearly 35-fold increase in the last five years. Despite this impressive expansion, some investors worry that the large size of …
Aditya Birla Sun Life Fixed Maturity Plan-Series UU (98 days) is a close-ended income scheme launched by Aditya Birla Sun Life Mutual Fund. It invests in fixed-income securities maturing within the 98-day scheme tenure and aims to generate income for investors. There is no guarantee of returns, and investors cannot redeem their units before maturity. …
A Mutual Fund Fact Sheet is an essential document for any investor looking to understand the nuances of a mutual fund scheme. This document is usually updated and released monthly by the mutual fund house, providing a snapshot of key data points that inform investors about the fund’s performance, strategy, and management. Here’s a breakdown …
The Mutual Fund industry in India is experiencing significant growth, particularly through Systematic Investment Plans (SIPs). According to the latest data from the Association of Mutual Funds in India (AMFI), there are now 8.40 crore SIP accounts, collecting a massive Rs 19,271 crore in March 2024. The figures highlight the increasing popularity of SIPs as …
