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 …
The recent recovery in the Indian stock markets has brought renewed attention to the Defence sector, once a favourite among investors. After a phase of sharp corrections, most Defence stocks have shown a strong bounce back over the past week, regaining their lost glory. Amid this resurgence, the performance of sectoral mutual funds focused on …
As the Indian real estate sector experiences a resurgence, driven by rising demand in both residential and commercial spaces, real estate mutual funds have become an increasingly appealing option for investors. The sector has benefitted from strong government initiatives and increased urbanisation, which have boosted infrastructure development. With the commercial and residential markets witnessing a …
Kotak Mutual Fund has submitted draft documents to SEBI for the launch of three new funds: Kotak Nifty 100 Equal Weight ETF, Kotak Nifty AAA Financial Services Bond Mar 2028 Index Fund, and Kotak MSCI India ETF. Kotak Nifty 100 Equal Weight ETF This open-ended scheme aims to replicate or track the Nifty 100 Equal …
Bank of India Mutual Fund has filed draft documents with the market regulator SEBI to launch the Bank of India Money Market Fund, which is an open-ended debt scheme investing in money market instruments. The scheme will be managed by Mithraem Bharucha, having more than 15 years of experience in the Fixed Income market domain. …
The banking and financial services sector has consistently been a cornerstone of economic growth, offering resilience and opportunities for wealth creation. For investors looking to capitalise on this dynamic sector, mutual funds focused on banks and financial services provide a diversified and professionally managed way to tap into its potential. In this article, check the …
A New Fund Offer (NFO) is the initial launch of a mutual fund scheme by an asset management company (AMC), allowing investors to buy units at a fixed price, during the offer period. Similar to an IPO for stocks, NFOs are introduced to raise capital for new schemes or to tap into emerging investment opportunities, …
The stock market often witnesses bouts of volatility triggered by domestic and global factors, including geopolitical tensions. During such turbulent times, mid and small-cap stocks can cause significant disruptions to investment portfolios. However, large-cap stocks often act as a safety net, offering stability and the potential to generate alpha returns. They are particularly attractive to …
