Mutual Funds - Angel One

PGIM India Mutual Fund launched a new fund, PGIM India Retirement Fund (NFO), on March 26, 2024. This open-ended solution-oriented fund aims to provide investors with capital appreciation and income for their retirement through a mix of equity, equity-linked instruments, REITs, InvITs, and fixed-income securities. The minimum investment amount is Rs. 5,000 and there is …

Bajaj Finserv, a renowned name in the financial sector, has filed with SEBI to introduce a new mutual fund scheme – the Bajaj Finserv Multi Asset Allocation Fund (BFMAAF). This scheme, designed as an open-ended investment avenue, seeks to offer investors a diversified portfolio across various asset classes, aiming to provide income generation from fixed-income …

Recently small-cap and mid-cap funds saw a significant drop in their respective NAVs after the regulator announced stress testing of small-cap and mid-cap funds. But in the last 4 days, the markets have recovered sharply while the mutual funds have also bounced back intensely. From the data, we found out that the thematic funds have …

On March 20, 2024, the Association of Mutual Funds India (AMFI) received a directive from the Securities and Exchange Board of India (SEBI) instructing a cessation of new investments in ETFs allocating funds to overseas markets. This action comes in response to the nearing breach of the upper limit for ETFs set by the Reserve …

Quant Prioritizes Risk Management for Investor Protection Quant Mutual Fund emphasizes risk management as a core principle. They utilize a suite of advanced tools to navigate both predictable and unforeseen risks. Their “Predictive Analytics” tools identify potential problems, while “Money Flow Analytics” allows them to adjust their holdings by rotating stocks and sectors to mitigate …

One of the most popular mutual fund houses, Quant Mutual Fund, with Rs 47,813 crore in assets under management as of December 31, 2023, has announced a reduction in the minimum redemption amount from Rs 1,000 to Re 1 across all plans and schemes, effective March 19, 2024. This change removes restrictions on redemption value, …

Mutual funds have long been hailed as sturdy vehicles for wealth creation among retail investors in India. While the monthly Systematic Investment Plans (SIPs) have garnered significant popularity, there’s another tool in the investor’s arsenal that’s gaining attention, especially in today’s buoyant equity markets – the Flexible Systematic Transfer Plan, affectionately known as Flex STP …

When planning for retirement, ensuring a steady income stream is crucial for financial stability and peace of mind. Two common methods employed for generating regular income from mutual funds are Systematic Withdrawal Plans (SWP) and Income Distribution Cum Withdrawal (IDCW) plans. Let’s delve into the specifics of each Systematic Withdrawal Plan (SWP) A Systematic Withdrawal …

In the world of investing, where growth potential is king, many investors turn to mutual funds focused on companies with high Price-to-Earnings (PE) ratios. These funds, often targeting sectors known for explosive innovation and disruption, promise the potential for significant returns. But with great reward comes great risk. The PE ratio of a stock provides …

Feeling assured when we receive positive returns generated by our portfolio every year is natural. We certainly desire to safeguard our investments, whether in securities or mutual funds, to prevent them from declining in value from their purchase prices and leading to negative returns. The same principle applies to our investments in Mutual Funds, where …