When investors choose mutual funds, they often focus on returns. However, experienced investors also consider other parameters like rolling returns and volatility. One crucial factor that many investors overlook is the number of stocks in a fund’s portfolio. Let’s explore whether the number of stocks affects a fund’s performance and if it should be a …
Canara Robeco Manufacturing Fund is a new open-ended equity mutual fund scheme launched by Canara Robeco Mutual Fund on February 16, 2024. It aims to generate long-term capital appreciation by investing primarily in stocks and equity-related instruments of companies in the manufacturing sector. The minimum investment amount is Rs 5,000 and there is no entry …
Investing in mutual funds can be a powerful way to grow your wealth, but deciphering the various terms and figures thrown around can feel like navigating a financial labyrinth. This article demystifies key concepts like CAGR, XIRR, exit loads, expense ratios, and other essential elements to help you understand your mutual fund returns better. Understanding …
In mutual funds, investors often rely on historical performance to guide their decisions. However, a recent analysis of 146 equity mutual fund schemes has shed light on a concerning trend: around 60 schemes have failed to beat their respective benchmarks over three, five, seven, and 10-year periods. Approximately 41% of the funds have underperformed, indicating …
Value investing thrives on the principle of identifying undervalued stocks, those trading below their intrinsic worth. By leveraging this perceived market inefficiency, investors aim to reap the benefits when the stock price eventually reflects the company’s true value. This long-term approach involves meticulous research and analysis to uncover hidden gems with the potential for significant …
What if you were allowed to start investing in mutual funds with just Rs 100? It’s interesting, right? Well, the dreams of various investors have come true, thanks to a groundbreaking initiative by Tata Mutual Funds. Now, you can kickstart your investment journey with a mere Rs 100 through their Systematic Investment Plan (SIP). Tata …
The HSBC Multi Asset Allocation Fund is a newly launched open-ended scheme aiming for long-term capital growth and income through investments in equities, debt, and gold/silver ETFs. Launched on February 8th, 2024, the offer closes on February 22nd. The minimum investment is Rs 5,000, and there’s an exit load of 1% for units redeemed/switched above …
There is a widespread belief that the Asset Management Company (AMC) business in India is on the brink of a significant upswing. To provide a clearer perspective on this, we have conducted a comprehensive analysis based on the AUM data released for December 2023. Our analysis includes a comparative study on a year-on-year basis. While …
When considering tax-saving options in investment, one standout choice to keep in mind is ELSS funds. The dynamic feature of offering a tax-saving option sets ELSS funds apart from various categories available in the mutual fund space. In this article, we will delve into ELSS funds along with the funds that have outperformed their benchmark …
Mutual Funds Flock to Banking and Auto Stocks Mutual funds displayed a strong preference for banking and auto stocks in January. HDFC Bank emerged as the top pick, attracting a staggering Rs 13,977.50 crore in net purchases. This surge in buying reflects investors’ confidence in the bank’s robust financial performance and growth prospects. Other banking …
