Latest Saving, Investing & Mutual Fund Articles

PGIM India Midcap Opportunities fund recently entered the Rs 10,000 crores AUM club. Out of 29 midcap schemes only 8 schemes can boast of this achievement. As a result of its long-term performance track record, the popularity of PGIM India Midcap opportunities fund has increased among investors. The scheme...

Stock market capped of the year 2023 with Nifty and Sensex making record highs in December. The markets cheered Fed’s indication in its December FOMC meeting that there will be multiple rate cuts in 2024. India was the standout outperformer in the emerging markets pack; in CY 2023...

Post the COVID-19 2020 market crash, small cap funds emerged strongly and outperformed in 3 out of the 4 years since then. With the exception of 2022 small cap funds as a category has beaten returns of large cap and mid cap category. After the correction in 2022, the year 2023 saw a huge...

PGIM MF has announced the launch of PGIM India Large and Midcap Fund. The NFO will open for subscription on 24th January 2024. The large and midcap funds category has seen phenomenal growth in assets under management (AUM) from ~41,000 crores in 2018 to ~1,88,000 crores in 2023 growth of 30% compounded annual...

Equity markets have rallied in the last 2 months or so. In the December FOMC meeting the US Federal Reserve indicated that there will be multiple rate cuts in 2024, which has lowered US Treasury Bond yields and provided tailwinds to the rally in equities. Nifty and Sensex are trading at their all-time highs. While Nifty...

2024 has begun on a very bullish note for the equity market with the Nifty 50 climbing over the 22,000 level. With China underperforming and India outperforming, India is expected to higher share of FII’s emerging market allocations, of which a large percentage is likely to go into the Nifty 50 stocks. SBI MF has launched...

We are in now in the final quarter of FY 2023-24 / AY 2024-25. If you have not done your tax planning for Assessment Year 2024-25 (FY 2023-24), then it still not too late; January and February 2024 is still a good time to start your tax planning. Section 80C of Income Tax Act of 1961 allows taxpayers to claim deduction...

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...

The last 5 years have seen tremendous growth in Exchange Traded Funds (ETF) assets under management. As per AMFI December data, ETF AUM as on 31st December 2023, stood at around Rs 6.5 lakh crores (growing at a CAGR of 42% over the last 5 years, source: AMFI). While a large percentage of ETF...

Of late, Arbitrage funds have been gaining popularity amongst investors this year. As per AMFI November data, arbitrage funds received the highest monthly inflows (Rs 9,404 crores in November 2023) among all mutual fund categories. Arbitrage funds are low risk investment options for parking your short-term...