Advisorkhoj Research Team Articles

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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 9th scheme in ITI MF’s equity product offerings. The NFO opened for subscription on...

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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...

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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...

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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...

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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...

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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...

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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...

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Money market funds are debt mutual schemes which invest in debt and money market instruments with residual maturities of up to 1 year. Money market funds usually invest in commercial papers (CPs), certificates of deposits (CDs), Treasury Bills, overnight securities (TREPs) etc. They can also invest in debt market...

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Edelweiss Mutual Fund is launching a Fund of Funds (FOF) which will invest in Gold and Silver exchange traded funds (ETFs). Exchange traded funds are mutual funds schemes which track some market index or price of commodities e.g. gold, silver. ETFs are listed on stock exchanges and are traded like...

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Nippon India Mutual Fund is launching Nippon India Nifty Alpha Low Volatility 30 Index Fund NFO. This is a passive fund which will track the Nifty Alpha Low Volatility 30 Index. The Nifty Alpha Low Volatility 30 Index is multi-factor index, which will comprise of the top 30 stocks based on alpha...

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