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...Read More
If you invested Rs 10 lakhs in Axis Focused 25 Fund at the time of its NFO around 11 years back (2012) your investment would have multiplied 4 times (source: Advisorkhoj, as on 26th June 2023). Axis Focused 25 Fund is one of the most popular schemes in its category with Rs 15,680 crores of assets under management...Read More
This year has been unlike any year that most people have ever experienced. A deadly pandemic raging around the world, lockdowns and restrictions on many activities for a few months leading to one of the worst recessions many have seen in their lifetimes and an environment of fear and uncertainty. At the same time, the stock market has...Read More
SBI Equity Savings Fund was launched in May 2015 and has Rs 2,275 Crores of Assets under Management. The expense ratio of the fund is 1.72%. For redemption of units within 15 days, the fund will charge an exit load of 0.1%. The scheme has given 8.4% CAGR returns since inception. Considering the volatility of the scheme, which is much lower compared to other equity oriented hybrid funds, these...Read More
Equity market has been volatile for the last 15 months. Though the market recovered from March 2025 lows, market continued to be volatile due to uncertainty about tariffs, geo-political tensions, escalating global trade conflicts, depreciating INR and continuing FII sell offs. Market recovered strongly after US and India reached...Read More
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...Read More
Axis AMC has now launched its NFO: Axis Nifty IT Index Fund. The NFO period is from 27-Jun-2023 to 11-Jul-2023. The fund’s objective is to provide returns before expenses that correspond to the total returns of the NIFTY IT TRI subject to tracking errors. The Nifty IT index comprises of the 10 largest IT companies in...Read More
Nippon India MF has launched a New Fund Offer (NFO), Nippon India MNC Fund. The fund will invest in multinational companies i.e., companies which have business and operations in multiple countries. In current market conditions with geopolitical uncertainties, MNCs with strong global brands, bigger market access...Read More
The debt market has been affected by high inflation over past 12 months or so, with bond yields pushing higher. To cool inflation, Reserve Bank of India (RBI) has raised repo rate by 90 bps already this year. As per RBI data (as on 1st July 2022), the 10 year Government bond yield has...Read More
The global financial markets have been in extraordinary conditions for the past several months. Commodity prices have been very high across the world; crude oil prices are at 10 year high and expected to go up even further, as war rages in Ukraine. Inflation in United States is at a 40 year...Read More