Advisorkhoj Research Team Articles

ITI Mutual Fund has launched a New Fund Offer, ITI Focused Fund, an open-ended focused equity scheme which will invest in portfolio of maximum 30 high conviction stocks across market capitalization segments i.e. large cap, midcap and small cap. The NFO has opened for subscription on 29^th May...

Sundaram Equity Savings Fund is an open-ended hybrid equity oriented mutual fund scheme. The scheme was launched in 2013. Minimum one-time investment amount in this scheme is Rs 100 and minimum additional investment amount is Rs 100. You can also invest in this fund through Systematic Investment Plan...

Balanced Advantage Funds, also known as Dynamic Asset Allocation Funds, are hybrid mutual funds which manage their asset allocation dynamically between equity and debt. The asset allocation will change depending on market conditions using quantitative asset allocation models. To know more, read this...

ITI Mutual Fund has launched a New Fund Offer, ITI Flexi Cap Fund, an open-ended equity scheme which will have flexibility to invest across market capitalization segments i.e. large cap, midcap and small cap. ITI Flexi Cap Fund is the 9^th scheme in ITI MF’s equity product offerings. The NFO opened for subscription on...

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 reduce...

Short term funds, also known as short duration funds, are debt mutual fund schemes which invest in debt and money market instruments such that the Macaulay Duration of the scheme is 1 to 3 years. Macaulay duration is the weighted average of the period the investor should remain invested in the security in...

Quant funds are thematic equity mutual fund schemes which use quantitative investment strategies. Stock selection of quant funds are based on mathematical models. The fund managers of quant schemes are responsible for developing and reviewing the mathematical models on a periodic basis, and make updates to...

Flexicap funds are diversified equity mutual fund schemes which invest across market cap segments i.e. large cap, midcaps and small caps. SEBI does not have segment wise limits for flexicap funds. The fund manager can have any allocation to large, mid and small caps, according to his / her market outlook...

We are in the third quarter of this tax assessment year (AY 2023-24). If you have not made your tax planning investments in this financial year, now is a good time to plan your 80C investments. You can claim up to Rs 150,000 deduction from your taxable income by investing in schemes eligible under Section 80C of Income...

Ultra-short duration funds are debt mutual fund schemes which invest in debt and money market instruments such that their Macaulay Duration is between 3 to 6 months. Ultra short duration funds usually invest in commercial papers (CPs), certificates of deposits (CDs), Treasury Bills, overnight securities (TREPs) etc. The...