Mutual Funds Articles

Taiwan is one of the fastest growing emerging markets in the world (source: Bloomberg, 2021 GDP forecast). With a population of just around 23 million, Taiwan's nominal GDP stood at USD 669 billion (2020). Taiwan's per capita GDP is USD 28,371 (source: World Bank, 2020) which is nearly thrice of China’s per capita...

Gold is considered to be an auspicious investment in many Indian households. Many families purchased Gold in this festive season with many jewellers reporting strong sales after the COVID gloom. The wedding season is now approaching and families will be gifting Gold to newly-wed couples. Apart from auspicious and...

Axis Flexi Cap Fund (formerly Axis Multi-cap Fund) completed 3 years in November 2020. 3 year performance period is usually a good horizon to evaluate the performance of a fund. The chart below shows the growth of Rs 10,000 in the scheme since its inception. You can see that the scheme was able to...

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...

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...

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...

Dynamic Asset Allocation changes equity and debt allocations of the portfolio based on market conditions. Dynamic Asset Allocation models usually increase asset allocation to equity and reduce allocation to debt, if equity valuations fall. If equity valuations increase, then dynamic asset allocation models...

Nippon India Focused Equity Fund has given 65% return in the last one year (as on 19th July 2021); it has been one of the best performing focused equity funds. The scheme underperformed in 2018 and 2019, but has come back strongly in the last 2 years. The long term track record of the scheme is also very...

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...

Balanced Advantage Funds dynamically rebalance their asset allocation between equity and debt based on a dynamic asset allocation model. If equity valuations are low, then dynamic asset allocation model will increase asset allocation to equity and reduce allocation to debt. If equity valuations are high, then the model will reduce allocation...