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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...

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...

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 30^th 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...

Balanced Advantage Funds are a type of hybrid mutual funds which follow dynamic asset allocation strategy. Hybrid funds invest in multiple asset classes e.g. equity, debt, gold, real estate etc. As per SEBI’s mandate Balanced Advantage Funds can invest from 0 to 100% in equity and from 0 to 100% in debt as per their asset allocation...

The COVID-19 pandemic has been the greatest crisis faced by the world, including India, in many generations. Everyone has been affected by the pandemic in some form or other. Many people have lost their loved ones or seen them suffer through sickness. Others may have suffered from financial difficulties caused by...

Summer vacations in most schools are now over and children will soon begin a new academic year. Every parent wants the best possible education for their child. With rapidly rising cost of higher education and intensifying competition, parents must start planning early for their children’s future. In this blog post, we will discuss how...

Multicap funds are diversified equity mutual fund schemes which invest across market cap segments i.e. large cap, midcap and small caps. Multicap funds have historically been one of the most popular mutual fund categories among investors in India. In November 2020, the market regulator SEBI introduced a new fund category called...

Most investors associate mutual funds mainly with equity investments. While equity as an asset class has an important role to play in your financial plan, fixed income or debt also has an equally important role. Traditionally fixed income investments have been associated with bank deposits, Government small savings schemes etc. However...

If you had invested Rs 1 lakh in Nippon India Small Cap Fund at the time of its inception (September 2010), the value of your investment would have grown to nearly Rs 6.6 lakhs (as on 21st May 2021). The CAGR returns of this scheme since inception is 19.3%. If you had invested with a monthly SIP of Rs 10,000 in this scheme the value of...

Most retail investors in India invest only in domestic equity, hybrid or debt funds. However, interest in international investments has been growing in the recent past. As per AMFI data, total AUM in Fund-of-Funds Overseas was only Rs 2,734 Crores as on 31st March 2020. In the last one year ending 31st March 2021, AUM in Fund-of-Funds...