Latest Saving, Investing & Mutual Fund Articles

32 Downloaded
1575 Viewed

Passive funds invest in a basket of securities which track a market index. Weights of securities in the fund mirror the weights of the constituents in the index. Unlike actively managed mutual funds, a passive fund does not aim to beat the market. In other words, passive funds give market returns subject to tracking error (we will...

24 Downloaded
646 Viewed

Indian equities have enjoyed a terrific bull run since the crash in March 2020 in the wake of COVID-19 pandemic. In the last one year (ending 31st August 2021) Nifty 50 TRI has given 51% returns, while the broader market (Nifty 500 TRI) has given 56% returns. The Indian economy is also showing strong signs of recovery from the COVID...

12 Downloaded
757 Viewed

As per AMFI data, August 2021 saw net monthly outflow (redemptions exceeding purchases) in the small cap equity mutual funds category for the first time since February 2021. Redemptions may be caused by a variety of reasons but the fall in the Nifty Small Cap 250 Total Returns Index may have been one of the...

14 Downloaded
1489 Viewed

Nippon India Passive Flexi cap Fund of Funds is a fund of funds (FOF) which invests across all three market cap segments i.e. large cap, midcap and small cap. The fund was launched in December 2020 and has given 33% CAGR returns since inception (as on 3rd September 2021). The fund of funds follows a passive strategy by...

34 Downloaded
1450 Viewed

It's 7 am; I get a reminder from Alexa to buy litter for my cat online. Here I go on Amazon and place my order. While I am browsing my Twitter feed for the latest news my Nescafe is brewing. With a hot cup of coffee, I start my day. Wear my smart watch and head out for a walk. While I am walking, I get a reminder on Microsoft Teams...

44 Downloaded
1982 Viewed

Systematic Withdrawal Plans(SWP) is a mutual fund investment solution which gives fixed cash-flows at regular intervals. You can specify the amount, the intervals (e.g. monthly, quarterly, annual etc.) and day of the month, quarter etc., when SWP takes place and the amount credited to your bank account. You need to...

9 Downloaded
949 Viewed

Have you heard from anyone saying that he has been allotted all the shares he subscribed for in a good company IPO and also made maximum gains from that investment? Most likely not. Many of us who participate for an IPO experience challenges like Good company IPOs are normally oversubscribed...

33 Downloaded
1737 Viewed

As per SEBI's guidelines, 101st to 250th stocks by market capitalization are classified as midcap stocks. Market capitalization of a company is the share price of the company multiplied by the total number of shares outstanding. Midcap stockshave more growth potential than large cap stocks (top 100 companies by market...

2 Downloaded
861 Viewed

Axis ESG Equity Fund was launched in February 2020. The scheme is managed by Mr Jinesh Gopani and Mr Hitesh Das, and has Rs 1963 crores of assets under management (AUM) as on 31st July 2021 (source: Axis MF July 2001 fund factsheet). The expense ratio of the scheme is 2.12%. The scheme benchmark...

23 Downloaded
1737 Viewed

BSE Sensex Index is the benchmark index that tracks the performance of portfolio of 30 blue-chip companies. It includes 30 largest companies by market capitalization in the Bombay Stock Exchange. Sensex along with the Nifty 50, are the two leading market indices in India. They are considered to be the barometers of the entire...

Feedback
Notification