Mutual Funds - Angel One

Dividend mutual funds have become increasingly popular among investors seeking a balance between income and capital appreciation. These funds offer a unique opportunity to benefit from both regular dividend payments and the potential for long-term capital growth.  What are Dividend Mutual Funds?  Dividend mutual funds are a type of equity fund that primarily invests in …

In the ever-evolving landscape of the Indian stock market, the behaviour of mutual funds often reflects significant trends and insights into the investment strategies adopted by institutional investors. November 2023 witnessed a dynamic interplay of buying patterns, sectoral preferences, and fund performances, offering a comprehensive snapshot of the market’s undercurrents. Nifty Midcap 100 According to …

Everyone is aware of the importance of an investment. They help in growing your wealth. Out of several investment options, mutual funds are a popular investment. There are several mutual funds available in the market. Every month new funds are launched, which are known as New Fund Offers (NFO). In this article, explore the NFOs …

During the initial stages of your investment journey, most people probably recommend trying mutual funds before diving directly into equities. You’ve likely heard this advice, and I received a similar suggestion from my mentor. The idea is to start with mutual funds, especially through Systematic Investment Plans (SIPs), before venturing into equities. Starting small is …

1. SBI Small Cap Fund Direct-Growth The SBI small-cap fund has an AUM of INR 9,620.21 cr and an expense ratio of 0.84% as of the 16th of August 2021, with a Net Asset Value (NAV) of INR 102.68. Due to the fund’s exceptionally high risk, the minimum SIP is INR 500. Growth and value …

Quantum Mutual Fund launched a new open-ended equity scheme named “Quant Commodities Fund” on December 8, 2023, through NFO, to generate long-term capital appreciation by investing predominantly in equity and equity-related securities of companies engaged in commodity and commodity-related sectors. This scheme (NFO) has an entry load of Nil and an exit load of 1% …

Understanding Fund of Funds (FoF) Fund of Funds (FoF), often dubbed the “super fund,” is a distinctive mutual fund category providing investors with a streamlined approach to diversify their investments. Instead of direct engagement with stocks or instruments, investors benefit from a single investment channel into a portfolio of various mutual funds. How FoF Works …

The State Bank of India (SBI) doesn’t need an introduction. It is one of the largest and oldest banks in India. Not just in banking but also in asset management, SBI holds a prominent name. SBI Mutual Fund house holds about Rs. 7,15,648 crore worth AUM (Assets Under Management). They have over 100 mutual fund …

WhiteOak Capital Mutual Fund has launched a new open-ended equity scheme called WhiteOak Capital Large & Mid Cap Fund. The NFO aims to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments of large and mid-cap companies. The scheme has an entry load of nil and an exit load …

Dive into the intriguing world of mutual fund schemes, where assets under management (AUM) act as musical notes, creating a symphony of investment choices. October 2023: AMFI Highlights Historic Milestone: Small Cap AAUM Surpasses Rs 2 Lakh Crore In a groundbreaking achievement, the Small Cap category achieves an All-Time High AAUM, crossing the remarkable milestone …