The passive space in the mutual fund industry has grown at a very fast pace over the past few years. Passive assets under management (AUM) have multiplied 4.5 times in the last 4 years from Rs 1.9 lakh crores to Rs 8.8 lakh crores. Institutional investors account for a significant portion of passive AUM especially...Read More

Motilal Oswal Midcap Fund has an enviable wealth creation track record. If you had invested Rs 10 lakhs in Motilal Oswal Midcap Fund at the time of its inception, your investment would have grown in value to Rs 74 lakhs as on 31st January 2023 (see the chart below). The CAGR return of this scheme since inception...Read More

Motilal Oswal Mutual Fund has launched a large cap fund New Fund Offer (NFO), Motilal Oswal Large Cap Fund. The NFO was launched on 17th January 2023 and will remain open for subscription till 31st January. Motilal Oswal is one of the most respected names in the asset management industry and has in its product...Read More

Small cap funds have outperformed large and midcaps in 2024. On a November YTD basis, Nifty Small Cap 250 TRI has given around 40% returns (as on 30th November 2023). Consequently, as a fund category, small caps have received huge investor interest. As per AMFI quarterly data, small cap funds have received the...Read More

We are in the third quarter of this financial year (FY 2023-24 / AY 2024-25). If you have not made you tax planning investments in this financial year, now is a good time to plan your 80C investments. You can claim up to Rs 150,000 deduction from your taxable income by investing in schemes eligible under Section...Read More

The stock market has rallied strongly in 2023. The Nifty 50 index has rallied from 18,000 levels at the beginning of the year to over 20,000 (as on 13th September 2023). Since the market is at all time high, many investors are turning their attention to asset allocation. Hybrid mutual funds provide a...Read More

When it comes to index funds, most investors usually think about Nifty 50 Index funds or Nifty Index Funds. There are several reasons why Nifty Index Funds are popular. The Nifty 50 Index is also known as the barometer of the stock market in India. The index comprises the largest 50 companies by market...Read More

Motilal Oswal large and midcap Fund has completed 3.8 years since launch. Though we usually review funds that have completed at least 5 years, Motilal Oswal large and midcap fund has caught our attention because it has been the best performing fund in the large and midcap category in the last one year (see our Best...Read More

Motilal Oswal Midcap Fund was launched in Feb 2014. Since inception, the fund has given returns of 20%. To make it simpler, an investor who would have invested Rs 1 lakh when the fund was launched would be standing at Rs 5.65 lakh in their portfolio. This is phenomenal because if someone had invested...Read More