ITI Flexi Cap Fund performance review analysis for January
2 days ago

ITI Flexi Cap Fund performance review analysis for January

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ITI Flexi Cap Fund Direct Growth performance review analysis for January: ITI Flexi Cap Fund Direct Growth, managed by the seasoned fund managers Dhimant Shah,Rohan Korde, remains a prominent player in the Flexi Cap. This detailed review of ITI Flexi Cap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as sharpe ratio and sectoral allocation. Performance Analysis: Over the past week, ITI Flexi Cap Fund returned -5.52%, showing a negative delta of -2.40% with respect to NIFTY 500. The performance over the longer durations is mentioned below: Period Mutual Fund Returns NIFTY 500 Performance Performance Difference 6 Months -3.65% -7.23% 3.58% 1 Year 21.46% 8.28% 13.18% 3 Years 0.00% 36.96% -36.96% 5 Years 0.00% 114.41% -114.41% Top Holdings of the Fund Below is the list of top holdings in the fund: Sector Allocation of the Fund Sector Name Weightage Regional Banks 12.04% Construction Services 6.93% Electronic Instr.

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Aditya Birla Sun Life Small Cap Fund performance review analysis for January
39 minutes ago

Aditya Birla Sun Life Small Cap Fund performance review analysis for January

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Aditya Birla Sun Life Small Cap Fund Direct Plan Growth performance review analysis for January: Aditya Birla Sun Life Small Cap Fund Direct Plan Growth, managed by the seasoned fund managers Abhinav Khandelwal,Dhaval Joshi, remains a prominent player in the Small-Cap. Aditya Birla Sun Life Small Cap Fund boasts an impressive AUM of ₹5100.07 crore. This detailed review of Aditya …

PGIM India Flexi Cap Fund performance review analysis for January
39 minutes ago

PGIM India Flexi Cap Fund performance review analysis for January

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PGIM India Flexi Cap Fund Direct Growth performance review analysis for January: PGIM India Flexi Cap Fund Direct Growth, managed by the seasoned fund managers Vinay Paharia,Puneet Pal,A. This detailed review of PGIM India Flexi Cap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as sharpe ratio and sectoral allocation. Performance …

Union Multicap Fund performance review analysis for January
41 minutes ago

Union Multicap Fund performance review analysis for January

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Union Multicap Fund Direct Growth performance review analysis for January: Union Multicap Fund Direct Growth, managed by the seasoned fund managers Harshad Patwardhan,Sanjay Bembalkar, remains a prominent player in the Multi-Cap. This detailed review of Union Multicap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as sharpe ratio and sectoral allocation. …

Mirae Asset Midcap Fund performance review analysis for January
41 minutes ago

Mirae Asset Midcap Fund performance review analysis for January

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Mirae Asset Midcap Fund Direct Growth performance review analysis for January: Mirae Asset Midcap Fund Direct Growth, managed by the seasoned fund managers Ankit Jain, remains a prominent player in the Mid-Cap. This detailed review of Mirae Asset Midcap Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes key metrics such as sharpe ratio …

Samco Flexi Cap Fund performance review analysis for January
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41 minutes ago

Samco Flexi Cap Fund performance review analysis for January

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Samco Flexi Cap Fund Direct Growth performance review analysis for January: Samco Flexi Cap Fund Direct Growth, managed by the seasoned fund managers Nirali Bhansali,Dhawal Dhanani,Umeshkumar Mehta, remains a prominent player in the Flexi Cap. This detailed review of Samco Flexi Cap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as …

HSBC Small Cap Equity Fund performance review analysis for January
41 minutes ago

HSBC Small Cap Equity Fund performance review analysis for January

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HSBC Small Cap Equity Fund Direct Growth performance review analysis for January: HSBC Small Cap Equity Fund Direct Growth, managed by the seasoned fund managers Ankur Arora, remains a prominent player in the Small-Cap. This detailed review of HSBC Small Cap Equity Fund evaluates its recent performance, comparing it to the NIFTY Smallcap 100 index, and analyzes key metrics such …

PGIM India Midcap Opportunities Fund performance review analysis for January
2 days ago

PGIM India Midcap Opportunities Fund performance review analysis for January

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PGIM India Midcap Opportunities Fund Direct Growth performance review analysis for January: PGIM India Midcap Opportunities Fund Direct Growth, managed by the seasoned fund managers Vinay Paharia,Puneet Pal,Utsav Mehta,Vivek Sharma, remains a prominent player in the Mid-Cap. This detailed review of PGIM India Midcap Opportunities Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes …

ICICI Prudential Midcap Fund performance review analysis for January
2 days ago

ICICI Prudential Midcap Fund performance review analysis for January

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ICICI Prudential MidCap Fund Direct Plan Growth performance review analysis for January: ICICI Prudential MidCap Fund Direct Plan Growth, managed by the seasoned fund managers Lalit Kumar,Sharmila D’mello, remains a prominent player in the Mid-Cap. This detailed review of ICICI Prudential Midcap Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes key metrics such …

Sundaram Select Micro Cap Series XVI performance review analysis for January
2 days ago

Sundaram Select Micro Cap Series XVI performance review analysis for January

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Sundaram Select Micro Cap Series XVI Direct Growth performance review analysis for January: Sundaram Select Micro Cap Series XVI Direct Growth, managed by the seasoned fund managers Sudhir Kedia,Rohit Seksaria, remains a prominent player in the Small-Cap. Sundaram Select Micro Cap Series XVI boasts an impressive AUM of ₹136.39 crore. This detailed review of Sundaram Select Micro Cap Series XVI …

Quant Mid Cap Fund performance review analysis for January
2 days ago

Quant Mid Cap Fund performance review analysis for January

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Quant Mid Cap Fund Growth Option Direct Plan performance review analysis for January: Quant Mid Cap Fund Growth Option Direct Plan, managed by the seasoned fund managers Sanjeev Sharma,Vasav Sahgal,Ankit A. Pande, remains a prominent player in the Mid-Cap. This detailed review of Quant Mid Cap Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and …

Motilal Oswal Multi Cap Fund performance review analysis for January
2 days ago

Motilal Oswal Multi Cap Fund performance review analysis for January

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Motilal Oswal Multi Cap Fund Direct Growth performance review analysis for January: Motilal Oswal Multi Cap Fund Direct Growth, managed by the seasoned fund managers Ajay Khandelwal,Niket Shah,Rakesh Shetty,Atul Mehra,Sunil Sawant, remains a prominent player in the Multi-Cap. This detailed review of Motilal Oswal Multi Cap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes …

DSP Flexi Cap Fund performance review analysis for January
Trending News
2 days ago

DSP Flexi Cap Fund performance review analysis for January

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DSP Flexi Cap Fund Direct Plan Growth performance review analysis for January: DSP Flexi Cap Fund Direct Plan Growth, managed by the seasoned fund managers Bhavin Gandhi, remains a prominent player in the Flexi Cap. This detailed review of DSP Flexi Cap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as …

Kotak Flexicap Fund performance review analysis for January
2 days ago

Kotak Flexicap Fund performance review analysis for January

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Kotak Flexicap Fund Direct Growth performance review analysis for January: Kotak Flexicap Fund Direct Growth, managed by the seasoned fund managers Harsha Upadhyaya, remains a prominent player in the Flexi Cap. This detailed review of Kotak Flexicap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as sharpe ratio and sectoral allocation. …

BNP Paribas Multi Cap Fund performance review analysis for January
2 days ago

BNP Paribas Multi Cap Fund performance review analysis for January

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BNP Paribas Multi Cap Fund Direct Plan Growth Option performance review analysis for January: BNP Paribas Multi Cap Fund Direct Plan Growth Option, managed by the seasoned fund managers Karthikraj Lakshmanan,Chockalingam Narayanan, remains a prominent player in the Multi-Cap. BNP Paribas Multi Cap Fund boasts an impressive AUM of ₹561.51 crore. This detailed review of BNP Paribas Multi Cap Fund …

Bajaj Finserv Flexi Cap Fund performance review analysis for January
5 days ago

Bajaj Finserv Flexi Cap Fund performance review analysis for January

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Bajaj Finserv Flexi Cap Fund Direct Growth performance review analysis for January: Bajaj Finserv Flexi Cap Fund Direct Growth, managed by the seasoned fund managers Nimesh Chandan,Siddharth Chaudhary,Sorbh Gupta, remains a prominent player in the Flexi Cap. Bajaj Finserv Flexi Cap Fund boasts an impressive AUM of ₹3976.32 crore. This detailed review of Bajaj Finserv Flexi Cap Fund evaluates its …

HSBC Midcap Fund performance review analysis for January
5 days ago

HSBC Midcap Fund performance review analysis for January

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HSBC Midcap Fund Direct Plan Growth performance review analysis for January: HSBC Midcap Fund Direct Plan Growth, managed by the seasoned fund managers Venugopal Manghat,Cheenu Gupta,Sonal Gupta, remains a prominent player in the Mid-Cap. This detailed review of HSBC Midcap Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes key metrics such as sharpe …

Tata Mid Cap Growth Fund performance review analysis for January
5 days ago

Tata Mid Cap Growth Fund performance review analysis for January

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Tata Mid Cap Growth Fund Direct Plan Growth performance review analysis for January: Tata Mid Cap Growth Fund Direct Plan Growth, managed by the seasoned fund managers Satish Mishra, remains a prominent player in the Mid-Cap. This detailed review of Tata Mid Cap Growth Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes key …

Kotak Small Cap Fund performance review analysis for January
5 days ago

Kotak Small Cap Fund performance review analysis for January

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Kotak Small Cap Direct Growth performance review analysis for January: Kotak Small Cap Direct Growth, managed by the seasoned fund managers Harish Bihani, remains a prominent player in the Small-Cap. This detailed review of Kotak Small Cap Fund evaluates its recent performance, comparing it to the NIFTY Smallcap 100 index, and analyzes key metrics such as sharpe ratio and sectoral …

SBI Multicap Fund performance review analysis for January
5 days ago

SBI Multicap Fund performance review analysis for January

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SBI Multicap Fund Direct Growth performance review analysis for January: SBI Multicap Fund Direct Growth, managed by the seasoned fund managers R. Srinivasan,Saurabh Pant,Pradeep Kesavan, remains a prominent player in the Multi-Cap. This detailed review of SBI Multicap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as sharpe ratio and sectoral …

Nippon India Flexi Cap Fund performance review analysis for January
5 days ago

Nippon India Flexi Cap Fund performance review analysis for January

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Nippon India Flexi Cap Fund Direct Growth performance review analysis for January: Nippon India Flexi Cap Fund Direct Growth, managed by the seasoned fund managers Meenakshi Dawar,Dhrumil Shah,Kinjal Desai,Nikhil Rungta, remains a prominent player in the Flexi Cap. Nippon India Flexi Cap Fund boasts an impressive AUM of ₹8538.68 crore. This detailed review of Nippon India Flexi Cap Fund evaluates …

ICICI Pru Multicap Fund performance review analysis for January
5 days ago

ICICI Pru Multicap Fund performance review analysis for January

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ICICI Prudential Multicap Fund Direct Plan Growth performance review analysis for January: ICICI Prudential Multicap Fund Direct Plan Growth, managed by the seasoned fund managers Sankaran Naren,Anand Sharma,Sharmila D’mello, remains a prominent player in the Multi-Cap. This detailed review of ICICI Pru Multicap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such …

Quant Large and Mid Cap Fund performance review analysis for January
5 days ago

Quant Large and Mid Cap Fund performance review analysis for January

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Quant Large and Mid Cap Fund Growth Option Direct Plan performance review analysis for January: Quant Large and Mid Cap Fund Growth Option Direct Plan, managed by the seasoned fund managers Sanjeev Sharma,Vasav Sahgal,Ankit A. Pande, remains a prominent player in the Large & Mid-Cap. This detailed review of Quant Large and Mid Cap Fund evaluates its recent performance, comparing …

WhiteOak Capital Mid Cap Fund performance review analysis for January
5 days ago

WhiteOak Capital Mid Cap Fund performance review analysis for January

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WhiteOak Capital Mid Cap Fund Direct Growth performance review analysis for January: WhiteOak Capital Mid Cap Fund Direct Growth, managed by the seasoned fund managers Piyush Baranwal,Ramesh Mantri,Trupti Agrawal,Dheeresh Pathak,Naitik Shah, remains a prominent player in the Mid-Cap. This detailed review of WhiteOak Capital Mid Cap Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and …

PGIM India Midcap Opportunities Fund performance review analysis for January
5 days ago

PGIM India Midcap Opportunities Fund performance review analysis for January

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PGIM India Midcap Opportunities Fund Direct Growth performance review analysis for January: PGIM India Midcap Opportunities Fund Direct Growth, managed by the seasoned fund managers Vinay Paharia,Puneet Pal,Utsav Mehta,Vivek Sharma, remains a prominent player in the Mid-Cap. This detailed review of PGIM India Midcap Opportunities Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes …

SBI Flexicap Fund performance review analysis for January
5 days ago

SBI Flexicap Fund performance review analysis for January

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SBI Flexicap Fund Direct Growth performance review analysis for January: SBI Flexicap Fund Direct Growth, managed by the seasoned fund managers R. Srinivasan,Pradeep Kesavan, remains a prominent player in the Flexi Cap. This detailed review of SBI Flexicap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as sharpe ratio and sectoral …

Sundaram Select Micro Cap Series XIV performance review analysis for January
5 days ago

Sundaram Select Micro Cap Series XIV performance review analysis for January

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Sundaram Select Micro Cap Series XIV Direct Growth performance review analysis for January: Sundaram Select Micro Cap Series XIV Direct Growth, managed by the seasoned fund managers Sudhir Kedia,Rohit Seksaria, remains a prominent player in the Small-Cap. Sundaram Select Micro Cap Series XIV boasts an impressive AUM of ₹216.07 crore. This detailed review of Sundaram Select Micro Cap Series XIV …

Axis Small Cap Fund performance review analysis for January
5 days ago

Axis Small Cap Fund performance review analysis for January

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Axis Small Cap Fund Direct Growth performance review analysis for January: Axis Small Cap Fund Direct Growth, managed by the seasoned fund managers Tejas Sheth,Mayank Hyanki,Krishnaa N, remains a prominent player in the Small-Cap. This detailed review of Axis Small Cap Fund evaluates its recent performance, comparing it to the NIFTY Smallcap 100 index, and analyzes key metrics such as …

Bajaj Finserv Large and Mid Cap Fund performance review analysis for January
5 days ago

Bajaj Finserv Large and Mid Cap Fund performance review analysis for January

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Bajaj Finserv Large and Mid Cap Fund Direct Growth performance review analysis for January: Bajaj Finserv Large and Mid Cap Fund Direct Growth, managed by the seasoned fund managers Nimesh Chandan,Siddharth Chaudhary,Sorbh Gupta, remains a prominent player in the Large & Mid-Cap. Bajaj Finserv Large and Mid Cap Fund boasts an impressive AUM of ₹1641.04 crore. The fund manager may …

Top Mutual Funds: These are the best small-cap MFs to invest in 2025. Do you own any?
1 week, 3 days ago

Top Mutual Funds: These are the best small-cap MFs to invest in 2025. Do you own any?

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Top Mutual Funds: While Indian stock markets remain bullish, analysts point to small-cap mutual funds as appealing investment possibilities. At the forefront of this group are the Bandhan Small Cap Fund, ITI Small Cap Fund, and Invesco India Smallcap Fund. Close behind are Nippon India Small Cap Fund, Quant Small Cap Fund, Tata Small Cap Fund, and Franklin India Smaller …

Best Mutual Funds 2024: THESE large cap, mid cap, small cap schemes beat the benchmark index in past 1 year
4 weeks, 1 day ago

Best Mutual Funds 2024: THESE large cap, mid cap, small cap schemes beat the benchmark index in past 1 year

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If you are planning to invest in a mutual fund, then it is recommended to examine the past returns of that scheme vis-a-vis other schemes in the same category. Here we list out the schemes which have managed to beat the benchmark returns Large cap funds Large Cap schemes 1-year-return Aditya Birla Sun Life Frontline Equity Fund 24.48 Bandhan Large …

HDFC Nifty Midcap 150 Index Fund performance review analysis for December
1 month ago

HDFC Nifty Midcap 150 Index Fund performance review analysis for December

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HDFC NIFTY Midcap 150 Index Fund Direct Growth performance review analysis for December: HDFC NIFTY Midcap 150 Index Fund Direct Growth, managed by the seasoned fund managers Arun Agarwal,Nirman Morakhia, remains a prominent player in the Index Funds. HDFC Nifty Midcap 150 Index Fund boasts an impressive AUM of ₹246.47 crore. Performance Analysis: Over the past week, HDFC Nifty Midcap …

LIC MF Midcap Fund performance review analysis for December
1 month ago

LIC MF Midcap Fund performance review analysis for December

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LIC MF Midcap Fund Direct Growth performance review analysis for December: LIC MF Midcap Fund Direct Growth, managed by the seasoned fund managers Karan Doshi,Dikshit Mittal, remains a prominent player in the Mid-Cap. Under the guidance of Karan Doshi,Dikshit Mittal, the fund adheres to its objective of the objective of the scheme is to provide investors with the opportunities for …

Axis Nifty 100 Index Fund performance review analysis for December
1 month ago

Axis Nifty 100 Index Fund performance review analysis for December

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Axis Nifty 100 Index Fund Direct Growth performance review analysis for December: Axis Nifty 100 Index Fund Direct Growth, managed by the seasoned fund managers Ashish Naik,Karthik Kumar, remains a prominent player in the Index Funds. Axis Nifty 100 Index Fund boasts an impressive AUM of ₹1662.06 crore. Performance Analysis: Over the past week, Axis Nifty 100 Index Fund returned …

Best mutual funds: These ten large-cap equity mutual funds have given alpha returns in five years. Do you own any?
1 month, 3 weeks ago

Best mutual funds: These ten large-cap equity mutual funds have given alpha returns in five years. Do you own any?

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Several top-performing mutual funds in India, focusing on large-cap blue-chip stocks, have surpassed their respective benchmarks. The Nippon India Large Cap Fund is one of the top performers, exceeding the BSE 100 Total Return Index with a return of 19.22% compared to 17.16%. With an outstanding return of 19.47%, the ICICI Prudential Bluechip Fund outperformed the NIFTY 100 Total Return …

Best Mutual Funds: 10 flexi cap schemes gave over 15% annualised return in the past 3 years. Do you own any?
1 month, 4 weeks ago

Best Mutual Funds: 10 flexi cap schemes gave over 15% annualised return in the past 3 years. Do you own any?

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Before investing in a mutual fund scheme, it is common among investors to examine the past returns. There are around 10 flexi cap mutual funds which gave over 15 percent annualised return in the past three years. Flexi cap funds 3-year-return AUM Bank of India Flexi Cap Fund 19.31 1,897 Edelweiss Flexi Cap Fund 15.60 2,336 Franklin India Flexi Cap …

Multi-Cap Funds vs Flexi-Cap: Exploring the Distinctions and Implications for Investors
2 months, 2 weeks ago

Multi-Cap Funds vs Flexi-Cap: Exploring the Distinctions and Implications for Investors

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Multi-cap funds in India are gaining popularity due to their diversified approach that covers various market segments. While flexi-cap funds offer flexibility in allocation, multi-cap funds adhere to a 25% minimum allocation to large, mid, and small-cap stocks, providing a balanced approach to growth and diversification. The growing interest in multi-cap funds is driven by market valuations and the preference …

Inflows into equity mutual funds surged for 35th month in a row: Report
10 months, 2 weeks ago

Inflows into equity mutual funds surged for 35th month in a row: Report

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Thanks to a considerable surge in mutual fund inflows, total mutual funds’ assets under management hit a whopping ₹52.74 lakh crore last month against ₹50.78 lakh crore in December 2023. Top performing funds across market cap In the last one year, the top-performing large cap schemes which gave highest returns include Nippon India Large Cap Fund, Kotak Bluechip Fund and …

NFO Alert: All you need to know about Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
11 months ago

NFO Alert: All you need to know about Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF

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Mirae Asset Mutual Fund announced the launch of the Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF, an open-ended scheme replicating/tracking the Nifty Smallcap 250 Momentum Quality 100 Total Return Index. This is an open-ended exchange-traded fund scheme replicating/tracking the Nifty Smallcap 250 Momentum Quality 100 Total Return Index. The investment objective of the scheme is to generate returns, …

These 7 flexi-cap mutual funds gave over 18% annualised return in past 5 years
11 months, 3 weeks ago

These 7 flexi-cap mutual funds gave over 18% annualised return in past 5 years

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Before investing in a mutual fund scheme, investors often weigh the pros and cons of several factors. Here, we list out the top performing flexi cap mutual fund schemes based on their annualised returns in the past five years. The AUM of flexi cap fund category is highest among all equity fund categories such as value, focused, large cap, multi …

Best flexi cap mutual funds: Top 6 schemes beat the benchmark index returns
1 year, 2 months ago

Best flexi cap mutual funds: Top 6 schemes beat the benchmark index returns

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Flexi cap funds refer to the mutual fund schemes that are mandated to invest their assets across large cap, mid cap and small cap stocks with a minimum of 65 percent of assets in equity and equity-related instruments. These flexi cap mutual funds delivered maximum returns in the past three years: Flexi cap funds 3-year-returns Benchmark HDFC Flexi Cap Fund …

Mutual Funds: Top-performing large, mid and small-cap funds in last 10 years
1 year, 2 months ago

Mutual Funds: Top-performing large, mid and small-cap funds in last 10 years

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With so many mutual fund houses launching new fund offers every month and the old ones plying in the market to create wealth, many old and new investors are eager to know which of them can help them create wealth. Large-cap funds 10-year returns Nippon India Large Cap Fund 17.94 Mirae Asset Large Cap Fund 17.77 SBI Blue Chip Fund …

Top Mutual Funds: These small-cap funds gave up to 42% returns in just one year
1 year, 3 months ago

Top Mutual Funds: These small-cap funds gave up to 42% returns in just one year

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Small-cap mutual funds have given stellar returns to investors in the last year. With a gain of 42.46 per cent, Quant Smallcap Fund Dir emerged as the top gainer. It was followed by HDFC Smallcap Dir and Franklin India Smaller Companies Fund as per data available on Value Research. 10 small-cap funds delivered the best return in one year Quant …

Motilal MF’s new micro-cap index fund tests the limits
1 year, 6 months ago

Motilal MF’s new micro-cap index fund tests the limits

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Motilal Oswal Mutual Fund recently introduced India’s first passive micro-cap index fund—Motilal Oswal Nifty Microcap 250 Index Fund. Funds in India Currently, while there are no open-ended equity mutual funds in India specifically focusing on micro-cap stocks, note that the existing small-cap funds have about 10% to 45% exposure to stocks ranked beyond NSE 500 depending on the fund we …

NFO Alert: HDFC Mutual Fund launches NIFTY Smallcap 250 Index Fund; all you need to know
1 year, 9 months ago

NFO Alert: HDFC Mutual Fund launches NIFTY Smallcap 250 Index Fund; all you need to know

Live Mint  

HDFC Mutual Fund announced the launch of the HDFC NIFTY Smallcap 250 Index Fund, an open-ended index fund scheme replicating/tracking the NIFTY Smallcap 250 Index. The investment objective of the scheme is to generate returns that are commensurate with the performance of the NIFTY Smallcap 250 Index TRI, subject to tracking error. Under normal circumstances, the asset allocation of the …

NFO Alert: HDFC Mutual Fund launches NIFTY Midcap 150 Index Fund; all you need to know
1 year, 9 months ago

NFO Alert: HDFC Mutual Fund launches NIFTY Midcap 150 Index Fund; all you need to know

Live Mint  

HDFC Mutual Fund announced the launch of the HDFC NIFTY Midcap 150 Index Fund, an open-ended index fund scheme replicating/tracking the NIFTY Midcap 150 Index. The investment objective of the scheme is to generate returns that are commensurate with the performance of the NIFTY Midcap 150 Index TRI, subject to tracking error. Under normal circumstances, the asset allocation of the …

These ten 5-star rated equity mutual funds give up to 30% return in 2022
2 years ago

These ten 5-star rated equity mutual funds give up to 30% return in 2022

Live Mint  

Mutual funds: As we are about to usher in 2023, mutual fund investors are advised to look at the performance of top-rated funds as all top rated funds have delivered returns to their reputations. 2] ABSL Medium Term Direct Fund: This equity fund has delivered 25.73 per cent return to a one time upfront investor in last one year whereas …

Mutual fund makes your money 8 times in 12 years. What are its top 10 holdings?
2 years, 2 months ago

Mutual fund makes your money 8 times in 12 years. What are its top 10 holdings?

Live Mint  

The ratings for SBI Small Cap Fund are 4-stars from Value Research and 5-stars from Morningstar. Top 10 holdings of SBI Small Cap Fund Equity Shares Of Total AUM Vedant Fashions Ltd. 3.73 Blue Star Ltd 3.49 Fine Organic Industries Ltd 3.37 Rajratan Global Wire Ltd 3.12 Sheela Foam Ltd 3.11 Carborundum Universal Ltd 3.06 Lemon Tree Hotels Ltd. 2.99 …

How Sapient Wealth’s Amit Bivalkar aced 14% returns
2 years, 4 months ago

How Sapient Wealth’s Amit Bivalkar aced 14% returns

Live Mint  

Amit Bivalkar, the founder of Sapient Wealth, has built one of India’s largest wealth management businesses with assets under management of ₹12,000 crore within a span of just 13 years. In this interview with Mint, he shares his journey of building Sapient Wealth brick by brick over the years and also throws light on his own investment strategy. So, everybody …

3 mutual fund trends to show what FY19 meant for investors
5 years, 9 months ago

3 mutual fund trends to show what FY19 meant for investors

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The financial year gone by, FY19, has been a landmark one for the mutual funds industry as well as investors. Interest rates rose sharply in the first two quarters of FY19, but moderated and reversed in the last two, spurring a rally in long-duration funds, even as their credit risk peers languished. On the other hand, smart beta ETFs tracking …

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