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...Read More
ESG is an acronym for environmental, social and governance, which form the three pillars of this style of investments. Environmental factors relate to impact (favourable or unfavourable) which companies have on climate change, how they use the natural resources, waste management etc. Social factors relates to how companies...Read More
Nippon India Mutual Fund has launched a thematic NFO based on manufacturing Theme (Nippon India Nifty India Manufacturing ETF and Nippon India Nifty India Manufacturing Index Fund). The ETF and Index Fund will track and replicate the Nifty manufacturing index. The NFOs have opened for subscription on 6th August 2025 and...Read More
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...Read More
ITI Mutual Fund has launched a New Fund Offer (NFO), ITI Large and Midcap Fund. As per SEBI's mandate, large and midcap funds must invest at least 35% of their assets in large cap stocks (top 100 stocks by market capitalization) and minimum 35% of their assets in midcap stocks (101st to 250th stocks by market capitalization...Read More
Balanced Advantage Funds dynamically rebalance their asset allocation between equity and fixed income (debt) based on stock market valuations based on a dynamic asset allocation model. If equity valuations are low, then in dynamic...Read More
Principal Mutual Fund has launched a large cap fund NFO. As per SEBI’s mandate large cap funds need to invest at least 80% of their assets in the Top 100 companies by market capitalization. Principal Large Cap Fund will invest 80 – 85% of its assets in Indian large cap companies. The scheme will also invest up to 15% in 500 large cap...Read More
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...Read More
India is largely a domestic consumption driven economy and as per Economic Survey 2023-24, India’s private final consumption expenditure (at constant 2011-12 prices) is 55.80% of the GDP. With the latest rollouts in the Union Budget 2025, domestic consumption is expected to play a pivotal role in India’s economic...Read More
Principal Focused Multi-cap Fund is one of the best performing focused equity funds in the last 6 months to 1 year. The scheme was ranked 4th among 22 focused equity schemes in terms of last 6 months performance and 4th among 19 schemes in terms of last 1 year performance. The chart below shows the trailing returns of Principal...Read More