Latest Saving, Investing & Mutual Fund Articles

HDFC Balanced Advantage Fund had recently crossed Rs 1lakh crores of assets under management (AUM) marking a significant milestone. HDFC Balanced Advantage Fund was formed in June 2018 with the merger of two schemes, HDFC Prudence Fund (one of the oldest hybrid schemes in the mutual fund industry) and HDFC...

LIC Mutual Fund has recently re-introduced five of their flagship equity / equity oriented schemes aligning them with current market dynamics. These schemes are LIC MF Focused Fund, LIC MF Value Fund, LIC MF Small Cap Fund, LIC MF Dividend Yield Fund and LIC MF Multi Asset Allocation Fund. LIC MF has integrated new technologies...

The market is in a consolidation phase since the ceasefire post Operation Sindoor. Indian equities have shown strong resilience amidst global trade uncertainties and Moody’s downgrade of US Sovereign rating. Markets resilience stems from confidence in India’s domestic growth dynamics, stable macro-economic...

Union MF has launched a New Fund Offer (NFO), Union Income Plus Arbitrage Fund of Funds. Income Plus Arbitrage is a relatively new fund category and is becoming increasingly popular with investors after the tax changes announced in Union Budget 2024. Income Plus Arbitrage Fund of Funds invest in debt and arbitrage...

As per SEBI guidelines, the top 100 stocks in India by market capitalization are called Large Cap stocks. Large cap funds invest at least 80% of their assets in large cap stocks. UTI Large Cap Fund is the oldest of all the existing equity schemes in India with a vintage of nearly 40 years. The market is in...

The interest rate scenario has been favourable for debt funds over the last one year or so. After a fairly long period during which the RBI held repo rate flat at 6.5%, the central bank did two rate cuts this year (CY 2025). The first rate cut of 25 bps was announced in the February Monetary Policy Committee...

The market is in a consolidation phase after the Trump Administration announced a 90 day pause in counter tariffs. Volatility again gripped the market after the terrorist attack in Pahalgam and subsequent military action. The market recovered from the volatile phase after ceasefire was agreed between the two...

Nippon India MF has launched Nippon India BSE Sensex Next 30 ETF and Nippon India BSE Sensex Next 30 ETF Index Fund. These are passive funds which will track the BSE Sensex Next 30 index. BSE Sensex Next 30 index comprises of 31st to 60th stocks by market capitalization listed on the Bombay Stock Exchange...

Large cap based passive funds are among the most popular index funds and ETFs. Among 170 equity ETFs trading in the stock market, nearly 40% ETFs are large cap based ETFs. Large cap based ETFs and index funds are among the oldest passive funds and also account for a sizeable percentage of assets under...

The Income plus arbitrage FOFs invest a maximum of 65% of their funds in underlying debt-oriented schemes and the balance investment in arbitrage schemes. Since the equity allocation (Arbitrage portion) of these schemes are between 35 to 65%, long term capital gains (investment holding period of more than 2 years...