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 analyzes key metrics such as sharpe ratio and sectoral allocation. Performance Analysis: Over the past week, WhiteOak Capital Mid Cap Fund returned -2.06%, showing a positive delta of 2.25% with respect to NIFTY Midcap 150. The performance over the longer durations is mentioned below: Period Mutual Fund Returns NIFTY Midcap 150 Performance Performance Difference 6 Months 7.82% -3.63% 11.45% 1 Year 32.67% 17.62% 15.05% 3 Years 0.00% 73.39% -73.39% 5 Years 0.00% 219.09% -219.09% Top Holdings of the Fund Below is the list of top holdings in the fund: Sector Allocation of the Fund Sector Name Weightage Software & Programming 8.73% Investment Services 6.47% Electronic Instr.

Capital Cap Mid Nifty Midcap Whiteoak Fund Performance Top Holdings Sharpe Ratio Whiteoak Capital Mid Cap Fund  services  analysis  whiteoak  mid  sharpe  review  fund  performance  cap  midcap  000  capital

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Aditya Birla Sun Life Small Cap Fund performance review analysis for January
36 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
36 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
38 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
38 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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38 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 …

Taurus Discovery (Midcap) Fund performance review analysis for January
38 minutes ago

Taurus Discovery (Midcap) Fund performance review analysis for January

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Taurus Discovery Fund - Direct Plan-Growth Option performance review analysis for January: Taurus Discovery Fund - Direct Plan-Growth Option, managed by the seasoned fund managers Anuj Kapil,Hemanshu Srivastava, remains a prominent player in the Mid-Cap. This detailed review of Taurus Discovery Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes key metrics such as …

HSBC Small Cap Equity Fund performance review analysis for January
38 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 …

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 …

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
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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 …

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 …

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: These equity schemes across market cap gave highest returns in the past 1 year. Do you own any?
2 weeks, 3 days ago

Best Mutual Funds: These equity schemes across market cap gave highest returns in the past 1 year. Do you own any?

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Before you invest in a mutual fund, it is natural to evaluate its past returns and compare the same with its peers in the same category. Large cap fund 1-year-return AUM WhiteOak Capital Large Cap Fund 21.85 684.51 Nippon India Large Cap Fund 19.75 35,779.52 Invesco India Largecap Fund 21.00 1,319.26 Baroda BNP Paribas Large Cap Fund 21.35 2,421.62 DSP …

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 …

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

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

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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 month ago

WhiteOak Capital Balanced Hybrid Fund performance review analysis for December

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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 …

Market Outlook: Mid and small-caps outperform Nifty 50 in 2024: Will the trend continue in 2025?
1 month ago

Market Outlook: Mid and small-caps outperform Nifty 50 in 2024: Will the trend continue in 2025?

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Mid-cap and small-cap stocks have long attracted investors due to their high return potential. Similarly in the last one year, the mid-cap and small-cap indices have advanced 32 per cent and 35 per cent, respectively while the Nifty has added around 18 per cent. After a stellar run in 2024, the question remains whether the mid-cap and small-cap rally will …

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 …

These three mid cap stocks pay large dividends. Top mutual funds love them.
2 months ago

These three mid cap stocks pay large dividends. Top mutual funds love them.

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While blue-chip stocks often hog the spotlight, the mid cap segment has been flourishing quietly, delivering impressive growth in recent years. With a market cap of ₹8,856 crore and a dividend yield of 3.99%, Gujarat Pipavav Port Ltd is a strong candidate for dividend-focused investors seeking both stable income and growth potential. View Full Image Gujarat Pipavav Port Ltd Share …

Best Mutual Funds: These 7 large cap schemes gave over 35% return in the past 1 year. Check full list here
2 months ago

Best Mutual Funds: These 7 large cap schemes gave over 35% return in the past 1 year. Check full list here

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It is common among investors to examine the past returns of a scheme before deciding to invest. Large cap funds Large cap mutual funds refer to the schemes which invest a minimum of 80 percent of their assets in large cap stocks. As we can see in the table below, seven large cap funds have delivered as high as 35 …

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 …

Your Question Answered: I want to invest in Nifty Midcap 150 Index. Please elaborate its pros and cons
4 months, 1 week ago

Your Question Answered: I want to invest in Nifty Midcap 150 Index. Please elaborate its pros and cons

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I am a young professional working in the accounts team of an MNC. Nifty Midcap 150 Index The Nifty Midcap 150 Index, a barometer of India's mid-sized companies' market performance, is a pivotal index for investors looking to tap into the growth potential of midcap stocks. Investment and opportunities Investing in the Nifty Midcap 150 Index tracking mutual funds can …

Best mutual funds to invest in large-cap, mid-cap and small-cap categories based on their past 3-year returns
5 months, 3 weeks ago

Best mutual funds to invest in large-cap, mid-cap and small-cap categories based on their past 3-year returns

Live Mint  

At the time of investing in a mutual fund, investors tend to evaluate the past returns of different schemes in the same category to make a comparative analysis. Large Cap Funds 3-year-return Baroda BNP Paribas Large Cap Fund 20.16 Nippon India Large Cap Fund 24.93 JM Large Cap Fund 21.97 ICICI Prudential Bluechip Fund 21.80 HDFC Top 100 Fund 21.58 …

57% of equity MFs outperformed respective benchmarks in June; Multi Cap Funds lead: PL Wealth Management
5 months, 4 weeks ago

57% of equity MFs outperformed respective benchmarks in June; Multi Cap Funds lead: PL Wealth Management

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PL Wealth Management found that 57% of equity funds outperformed benchmarks in June, with Multi Cap Funds leading. PL Wealth Management, the wealth management arm of Prabhudas Lilladher, in its latest mutual fund performance analysis, observed that 57 percent of equity funds outperformed their respective benchmarks in June. Source: PL AMFI June data In the previous month, inflows into equity …

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 …

Sectoral, small-cap mutual funds witness highest inflow, shows AMFI January data
11 months ago

Sectoral, small-cap mutual funds witness highest inflow, shows AMFI January data

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Inflows into equity mutual funds hit ₹21,780 crore over December’s inflows of ₹16,997 crore, reporting an increase of 28 percent over the preceding month, shows the latest data released by the Association of Mutual Funds in India. These funds saw maximum inflows Sectoral mutual funds saw an inflow of ₹4,805 crore, smallcaps witnessed an inflow of ₹3,257 crore and multicaps …

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

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

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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 …

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

Live Mint  

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 …

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