Latest Saving, Investing & Mutual Fund Articles

If you had invested Rs 50 lakhs in 360 ONE Multicap PMS at its inception around 10 years back, the value of your investment would have multiplied to around Rs 4.2 crores (as on 28th March 2024). The scheme invests in a diversified portfolio of stocks across all three market cap segments i.e. large cap, midcap and small cap. The...

LIC MF Large Cap Fund is one of the oldest mutual fund schemes with track record of nearly 30 years. It is also a proven wealth creator. If you started a monthly SIP of Rs 10,000 in the fund 20 years back, the market value of your investment would have grown to Rs 83.55 lakhs (as on 31st March 2024) with a cumulative...

The start of the new financial year is a good time to review your goals and find out if your financial journey aligned to those goals is on track. Revisiting your goals annually keeps your investment on track and allows actions to be taken for discrepancies that might have cropped up during the course of the past...

Large and midcap fund is one of the most popular mutual fund categories, especially among retail investors. As per AMFI’s March data total assets under management in large and midcap funds is more than 2 lakh crores (as on 31st March 2024) with more than 90 lakh folios. Large and midcap funds are diversified equity funds which...

Nifty 50 is the most popular stock index in India. The Nifty 50 and the Sensex are known as the barometers of the stock market. Obviously passive funds tracking Nifty are very popular with investors. In the ETF space, Nifty 50 ETFs dominate in terms of assets under management (AUM) due to institutional investments e.g. EPFO...

Bank of India Flexi Cap Fund is the best performing Flex cap fund in the last 1 year. The fund has maintained its position among the top 3 funds in terms of last 3-year returns. It is a remarkable achievement for a fund that was launched just around 4 years back in June 2020. If you...

In this article we will review the Nippon India Vision Fund (Gr). If you had started Rs 10,000/- monthly SIP in Nippon India Vision Fund (Gr) at its inception, it would have grown to a whopping Rs 9.33 Crores with a cumulative invested amount of Rs 34.2 Lakhs only. This fund was started in October 1995 and over the years...

Kotak Multicap Fund has been the best performing multicap fund in the last 1 year. In the last 1 year, the fund has given 63.81% returns, around 14% excess returns (alpha) relative to its benchmark market index (as on 10th April 2024, source: Advisorkhoj). As on 1st April 2024, the scheme assets under...

SBI Mutual Fund launched SBI Balanced Advantage Fund in August of 2021. The scheme manages its asset allocation dynamically based on valuations and some other parameters. SEBI does not have asset allocation upper and lower limits for dynamic asset allocation funds or balanced advantage funds. In other words...

Bandhan Mutual Fund has launched a New Fund Offer, Bandhan Innovation Fund, an open ended thematic fund. The NFO opened for subscription on 10th April and closes on 24th April 2024. Mutual Fund industry veteran and Head of Equities at Bandhan AMC, Manish Gunwani will manage this scheme. Innovation has shaped...