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Asset classes refer to categories of investments that have the same fundamental characteristics. The four common asset classes are equity, debt, gold and real estate. Equity and debt are financial assets. Gold and real estate can be in form of physical assets (e.g. gold jewellery, gold bars,residential or...

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Many mutual fund investors may have come across a new term IDCW over the past couple of months. Many investors may have received emails from Asset Management Companies notifying about the change in terminology. Some investors may be aware what IDCW is, but there may be many investors who do not know what...

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Dynamic Asset Allocation changes equity and debt allocations of the portfolio based on market conditions. Dynamic Asset Allocation models usually increase asset allocation to equity and reduce allocation to debt, if equity valuations fall. If equity valuations increase, then dynamic asset allocation models...

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Flexicap funds are diversified equity mutual fund schemes which can invest across market cap segments. There are no upper or lower limits with respect to allocations to any market cap segment. The fund managers of these schemes can invest any percentage of their assets in any market cap segment viz. large cap, midcap and small...

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Nippon India Focused Equity Fund has given 65% return in the last one year (as on 19th July 2021); it has been one of the best performing focused equity funds. The scheme underperformed in 2018 and 2019, but has come back strongly in the last 2 years. The long term track record of the scheme is also very...

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Consistency is one of the most important attributes of fund performance. Many mutual fund schemes can deliver good performance i.e. beat market returns in certain market conditions but they may not be able to outperform in certain market conditions. For example, a high beta stock can deliver high returns in bull markets but see...

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India's retail inflation spiked up to 6.26% in the month of June2021 from 4.23% in April and 6.30% in May 2021, as per data released by the Government recently (Source: Ministry of Statistics and Programme Implementation, Government of India, 13.07.2021. The spike in inflation is attributed to higher international crude price and...

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Rs 1 lakh invested in Nippon India Large Cap Fund 10 years back would have multiplied more than 3.4 times (as on 31st May 2021) and grown to a value of Rs 3.4 lakhs. The scheme outperformed its benchmark index S&P BSE 100 TRI. The CAGR return of the scheme over the last 10 years was 12.9%, while that of...

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Sundaram Global Brand Fund, erstwhile Sundaram Global Advantage Fund, is a fund of fund which invests in shares of leading global brands. The past history of Sundaram Global Advantage fund is irrelevant for the purposes of this fund review because the fundamental attributes of the scheme was changed when the...

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SBI Mutual Fund is launching a New Fund Offer of an Exchange Traded Fund (ETF) which will track the Nifty India Consumption Index. The NFO – SBI ETF CONSUMPTION - Opens on 30th June 2021 and closes on 14th July 2021. Investors can subscribe to units of this ETF during the NFO period. Upon the closure of the NFO, the...

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