Page 3 - Mutual Funds Investors

Small-cap funds grow six-fold in 5 years, Bandhan tops list with 30% return

In the last five years, from November 2019 to November 2024, the Assets Under Management (AUM) of small-cap mutual funds have surged sixfold, growing at an average annual rate of 48%.

India's first MF based on BSE Select Biz Groups Index is here: Worth it?

The fund opened for subscription on November 25, 2024, and closes on December 9, 2024.

MF performance report: Mid Cap, Multi Cap, Value Funds lead in 1-yr returns

Mid Cap Funds recorded a stellar 1-year return of 45.50%, while Multi Cap Funds posted an impressive 40.21% return over the same period.

PGIM India Healthcare fund NFO: High-risk bet on long-term growth

The fund will focus on capitalising on India's growing healthcare sector

Price corrections: Immediate impact of market drops on mutual funds decoded

There have been 4 times in the past 30+ years that the Indian equity market had a steep fall

Domestic investors lead as mutual fund inflows push DII share to new height

Share of Domestic Institutional Investors (DIIs) as a whole increased to an all-time high of 16.46 per cent (up from 16.25 per cent) with a net inflow of Rs 1,03,625 crore during the quarter.

Shriram AMC launches new liquid fund meant for low-risk investors

Scheme will invest in very short term debt and money market instruments up to 91 days, according to asset manager

Edelweiss launches Nifty500 Multicap Momentum Quality 50 Index Fund and ETF

The index selects the top 10 large-cap, 15 mid-cap, and 25 small-cap stocks from their respective universes

MF trends decoded: More than 50% of new investors from smaller cities

While smaller cities contribute a significant number of new investors, their overall AUM remains lower compared to larger urban centers.

67% of equity MFs outperform respective benchmarks in August 2024

For the month ended August, 2024, monthly returns of Nifty 50 TRI, Nifty Midcap 150 TRI & Nifty Small Cap 250 TRI were 1.74%, 0.90% & 1.17% respectively.

88% of top 25 MF schemes close higher in August, Axis Bluechip Fund leads

On an MoM basis, the weights of Technology, Healthcare, Retail,Consumer, NBFCs, and Telecom increased

What's a dal-chawal' fund and why should it make up 80% of your portfolio?

The term "dal chawal funds" was coined by Radhika Gupta, CEO of Edelweiss Mutual Fund, in response to the numerous investment scams that have plagued the Indian stock market.

Quant, Nippon's BAFs: Why some MFs are paring equity despite bull run

Out of 29 BAFs analyzed by Value Research, 14 have reduced their net equity allocation since December 2023.

Map for new investors; Southern food charm: Top personal finance stories

Our weekly newsletter recommends how to begin investing in mutual funds and why South Indian food is not just idli-dosa

Mid-caps rule: Here are the top-performing mutual funds in last one year

Mid and Small Cap funds emerged as the top performers, delivering returns of 51.36% and 47.37% respectively, over the past year

Tata Nifty200 Alpha 30 Index Fund launched: Everything you should know

By investing in this fund, investors can potentially benefit from the outperformance of high-alpha stocks within the Nifty 200 index.

Asian Paints, Adani Enterprises among top stocks bought by MFs in July

In the Nifty Midcap 100 space, mutual funds were net buyers in 59 per cent of the stocks

Tax reckoner 2024-25: Snapshot of income tax rates specific to Mutual Funds

The withholding tax rate on mutual fund income for resident individuals has been set at 10%

Equity AUM surges 8.7%: Here is what mutual funds are buying and selling

In June, MFs showed interests in Technology, Telecom, Private Banks, Autos, Consumer Durables, Chemicals, and Insurance, leading to a MoM rise in their weights

New NFOs drive record inflows in sectoral mutual funds: Should you invest?

The launch of 17 new open-ended mutual funds in June 2024 played a pivotal role in driving inflows.