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The Bank of India Manufacturing and Infrastructure Fund was launched in March 2010. This is a thematic fund which invests in stocks in the infrastructure and manufacturing sector. With assets under management of 338.69 Cr as on 31st May 2024, the TER of the Regular Growth option of the fund stood at 2.41% as on the...

Indian equity markets are rallying. The Nifty closed at an all time high of 7,796 on July 23. In the last 6 months Nifty gained 22.9%, while the Sensex gained 22.3%. Even the broader markets have performed very...

There are several reasons to bullish about equity markets this Diwali. Post the state elections in Maharashtra and Haryana, the Government has announced some key policy measures. The long overdue diesel...

Different asset classes have different risk / return characteristics and give different returns in different market conditions. The chart below shows calendar year returns of different asset classes over the last 10 years; BSE 100 TRI is used as the proxy for equity, CRISIL Short term Bond Fund Index for debt and MCX Gold futures for Gold...

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...

As part of SEBI’s directive on mutual fund scheme rationalization and re-classification, some new scheme categories have been created to help investors understand the investment characteristics of different mutual fund schemes...

I have said a number of times in my blog that, the world of investments has many nuances and our endeavour in Advisorkhoj is to make investors aware of these nuances. We often see financial advisors and media influencers making sweeping...

In our last few posts in this series we had discussed how SIPs in best diversified equity funds, best mid and small cap funds, best ELSS Funds, best thematic funds and best large cap funds have created wealth for the investors in the long term...

Performance consistency in mutual funds, in our view, is one of the most important attributes of superior long term returns and wealth creation for investors. Consistent performers may not always be the best performer in a particular year, but...

Blue chip stocks are very large corporations with strong nationwide or even global reputations. Based on market capitalization, they are the largest of the large cap stocks. A blue chip fund invests primarily in blue chip stocks. As per SEBI’s categorization of mutual fund schemes, blue chip funds are large cap funds...