WhiteOak Capital Mutual Fund files for bluechip fund
2 years, 9 months ago

WhiteOak Capital Mutual Fund files for bluechip fund

Live Mint  

WhiteOak Capital Mutual Fund has filed a scheme information document with market regulator Securities Exchange Board of India for a large-cap fund, WhiteOak Capital Bluechip Fund, an open-ended equity that predominantly invests in large-cap stocks. As per the Sebi's mandate for large-cap funds, 80% of the total assets of the scheme shall be invested in the large-cap stocks. The SID mentions that since the fund’s strategy is to invest in a diversified portfolio of large-cap companies across sectors, S&P BSE 100 TRI, which comprises of large-cap companies across sectors, is an appropriate representation of the Indian large-cap segment. The minimum application amount during the new fund offer period, once announced, and during the ongoing offer period is set at ₹500.

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

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

Live Mint  

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 …

WhiteOak Capital Banking & Financial Services Fund performance review analysis for December
1 week, 4 days ago

WhiteOak Capital Banking & Financial Services Fund performance review analysis for December

Live Mint  

WhiteOak Capital Banking & Financial Services Fund Direct Growth performance review analysis for December: WhiteOak Capital Banking & Financial Services 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 Sector - Financial Services. WhiteOak Capital Banking & Financial Services Fund boasts an impressive AUM of ₹282.29 crore. Performance …

WhiteOak Capital Balanced Hybrid Fund performance review analysis for December
1 week, 4 days ago

WhiteOak Capital Balanced Hybrid Fund performance review analysis for December

Live Mint  

WhiteOak Capital Balanced Hybrid Fund Direct Growth performance review analysis for December: WhiteOak Capital Balanced Hybrid 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 Balanced Allocation. WhiteOak Capital Balanced Hybrid Fund boasts an impressive AUM of ₹146.85 crore. Performance Analysis: Over the past week, WhiteOak Capital Balanced …

Weekend Wrap: From Swiggy to Zomato, top market movers and news of week
1 month, 1 week ago

Weekend Wrap: From Swiggy to Zomato, top market movers and news of week

Live Mint  

Top News The Securities and Exchange Board of India, in its recent circular, has introduced an abridged Common Application Form for certain Foreign Portfolio Investors. Franklin AMC has launched new fund offers In the mutual fund space, Franklin Templeton Asset Management Company has launched a New Fund Offer for the Franklin India Arbitrage Fund. These developments across regulatory reforms, capital …

SIP Emerges as a Safe Investment Amidst Market Fluctuations | Paisa Live
Trending News
1 month, 1 week ago

SIP Emerges as a Safe Investment Amidst Market Fluctuations | Paisa Live

ABP News  

Amid fluctuations in the stock market, investments in Systematic Investment Plans are witnessing a rapid surge. For the first time in October, the monthly mutual fund SIP investments crossed the ₹25,000 crore mark. According to reports, the total amount of SIPs in October reached ₹25,323 crore, marking a significant milestone in the Indian mutual fund industry. SIPs allow investors to …

Magic of Compounding: Monthly SIP of ₹12,000 into this Mutual Fund Would Have Grown to ₹1 Crore Now
1 month, 3 weeks ago

Magic of Compounding: Monthly SIP of ₹12,000 into this Mutual Fund Would Have Grown to ₹1 Crore Now

Live Mint  

The article showcases the potential of compounding over a long period of time. It focuses on the ICICI Prudential Bluechip Fund, a large cap scheme launched in 2008. By examining the monthly SIPs of ₹12,000 over a period of 10 years, the article demonstrates how an investor could have grown their wealth significantly through systematic investment. The calculations illustrate that …

Capitalmind receives SEBI’s in-principle nod to launch a mutual fund
3 months, 4 weeks ago

Capitalmind receives SEBI’s in-principle nod to launch a mutual fund

Live Mint  

Bengaluru-based investment management firm Capitalmind Financial Services Private Limited has received in-principle approval from the Securities and Exchange Board of India to launch new mutual fund. As of March 31, 2024, there are 74.6 crore PAN cardholders in India, but only 4.5 crore unique mutual fund investors, highlighting a considerable growth opportunity. Our goal is to serve the rapidly growing …

'Chota Recharge' Of Mutual Funds: Sebi Plans Game Changer Rs 250 SIP, Check Details Here
1 year ago

'Chota Recharge' Of Mutual Funds: Sebi Plans Game Changer Rs 250 SIP, Check Details Here

News 18  

Sebi chairperson Madhabi Puri Buch recently said the capital markets regulator wishes to sachetise mutual fund investments going forward. Buch said the mutual fund industry feels investments of Rs 500 per month in a systematic investment plan are viable, but Rs 250 are not and the focus will be to try to look at ways of making such investments rewarding. …

₹250 monthly SIPs? What SEBI chairperson said about mutual funds
1 year ago

₹250 monthly SIPs? What SEBI chairperson said about mutual funds

Hindustan Times  

Seeing the rising investments in systematic investment plans, Securities and Exchange Board of India chairperson Madhabi Puri Buch talked about how the regulator is working with mutual funds to bring down the minimum costs of SIPs. SEBI chairperson Madhabi Puri Buch talked about making ₹ 250 SIPs viable soon; SIPs in mutual funds are showing tremendous growth in the last …

NFO Alert: All you need to know about WhiteOak Capital Large and Mid Cap Fund
1 year ago

NFO Alert: All you need to know about WhiteOak Capital Large and Mid Cap Fund

Live Mint  

WhiteOak Mutual Fund announced the launch of the WhiteOak Capital Large & Mid Cap Fund, an open-ended equity scheme investing in both large-cap and mid-cap stocks. The factor diversified balanced portfolio of WhiteOak Capital Large & Midcap Fund is a desirable option for investors to participate in the long-term value creation of the Indian market.” How may one invest in …

NFO Alert: Bank of India Mutual Fund launches the Multicap Fund; all you need to know
1 year, 10 months ago

NFO Alert: Bank of India Mutual Fund launches the Multicap Fund; all you need to know

Live Mint  

Bank of India Mutual Fund announced the launch of the Bank of India Multicap Fund, an open-ended equity scheme investing in equity and equity-related securities across various market capitalisation. The investment objective of this actively managed equity fund scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity-related instruments across large-cap, mid-cap …

How much mutual fund SIP should you make to accumulate ₹3 Cr in 20 years?
1 year, 11 months ago

How much mutual fund SIP should you make to accumulate ₹3 Cr in 20 years?

Live Mint  

Mutual funds, one of the best and most used forms of long-term investment, have consistently proven superior performance in terms of returns. However, to build wealth over a long period of 20 or more years, conservative investors should consider investing in Equity large-cap Fund or Equity index funds. “For an individual with a conservative risk profile who plans to accumulate …

Recent IPOs that mutual funds participated in
1 year, 11 months ago

Recent IPOs that mutual funds participated in

Live Mint  

In December, Mutual Funds deployed ₹147 bn and alongside foreign institutional investors sold ₹63 bn in the Indian secondary market, highlighted data analysed by domestic brokerage and research firm Edelweiss. After a dull period in the number of public issues in 2022, the last two months of the year witnessed many companies launching their initial share sales and debuting in …

Mutual funds: Which SIP freqency to select for becoming crorepati?
2 years, 1 month ago

Mutual funds: Which SIP freqency to select for becoming crorepati?

Live Mint  

Becoming a crorepati when you hit retirement would be like a dream come true. You don't even need to burden yourself with a lumpsum investment amount, you can even become a crorepati by investing ₹1,000 on a daily basis. To provide a holistic picture to investors and help them make better-informed decisions for their investments via SIPs, WhiteOak Capital Mutual …

WhiteOak Capital kicks off NFO season with flexi cap fund
2 years, 5 months ago

WhiteOak Capital kicks off NFO season with flexi cap fund

Live Mint  

WhiteOak Capital Mutual Fund has announced the launch of its first equity new fund offer, the WhiteOak Capital Flexi Cap Fund. Fund strategy As a flexi cap fund, the WhiteOak Capital fund will invest 65% or more of its net assets in equity—large, mid and small stocks. According to the AMC, the fund will focus on building a well-balanced portfolio …

₹10,000 monthly turns to ₹11.98 lakh in 5 years in this mutual fund SIP plan
2 years, 9 months ago

₹10,000 monthly turns to ₹11.98 lakh in 5 years in this mutual fund SIP plan

Live Mint  

Mutual funds SIP is one of the investment tool that helps an investor overcome volatility of the equity markets without bothering about the right time to start. In last one year, this mutual fund scheme has given 6.85 per cent absolute return to SIP investors whereas annualised return in this period stands at 12.98 per cent. In last 2 years, …

WhiteOak Capital MF files for its first scheme
2 years, 10 months ago

WhiteOak Capital MF files for its first scheme

Live Mint  

WhiteOak Capital Asset Management Ltd Ltd) has applied for WhiteOak Capital Global Emerging Market Fund with the market regulator Securities and Exchange Board of India. This would be the first scheme that WhiteOak Capital MF has applied for after it changed the name from YES Mutual Fund in January 2022. WhiteOak Capital Global Emerging Market Fund is an open-ended equity …

Pension calculator: SIP you need to get ₹1 lakh monthly income post-retirement
3 years, 2 months ago

Pension calculator: SIP you need to get ₹1 lakh monthly income post-retirement

Live Mint  

Pension calculator: Sakshi Tyagi is a 35 year old IT professional. To achieve this ambitious target of ₹1 lakh monthly income post-retirement, one can look at creating a corpus of around ₹13 crore that can be invested in SWP for next 25 years. " Vinit Khandare of MyFundBazaar India advised investors like Sakshi to go for equity mutual funds SIP …

Stocks to Watch: HDFC Bank, Zee Entertainment, Piramal Enterprise, Max Healthcare and More
3 years, 2 months ago

Stocks to Watch: HDFC Bank, Zee Entertainment, Piramal Enterprise, Max Healthcare and More

News 18  

Indian markets on Thursday, tracking global cues is expected to open in the negative territory. HDFC AMC: Foreign promoter Standard Life Investments sold 1,06,50,000 equity shares in the company at Rs 2,873.79 per share, whereas T Rowe Price Emerging Markets Stock Fund acquired 15,19,557 equity shares at Rs 2,871.05 per share on the BSE, the bulk deals data showed Max …

Mutual fund calculator: How much SIP will be required to get 2.5 lakh monthly
3 years, 5 months ago

Mutual fund calculator: How much SIP will be required to get 2.5 lakh monthly

India Today  

The Systematic Investment Plan, famously known as SIP, is a disciplined way of investing in mutual funds. In such a scenario, if the inflation growth is at 6 to 6.5 per cent per annum, the monthly Rs 40,000 expense is expected to go up to around Rs 2.5 lakh per month after 30 years or post-retirement. - In order to …

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