mutual funds Articles

In this article we will review the Nippon India Vision Fund (Gr). If you had started Rs 10,000/- monthly SIP in Nippon India Vision Fund (Gr) at its inception, it would have grown to a whopping Rs 9.33 Crores with a cumulative invested amount of Rs 34.2 Lakhs only. This fund was started in October 1995 and over the years...

We have been in a global high interest regime for a fairly long period of time. The Reserve Bank of India began hiking repo rates in April 2022 when the rate was 4% and has held the repo rate at 6.5% for the last 1 year. The US Federal Reserve began hiking interest rates (Fed Funds Rate) in March 2022...

"Big Tech" refers to the top 5 technology companies in the United States, Microsoft, Apple, Amazon, Alphabet (Google) and Meta (Facebook), collectively also known as the "Big 5". They are household names all over the world and have become part of our day to day lives. These companies have also been great wealth creators...

Nippon India Corporate Bond Fund has been the top performing corporate bond fund in the last 3 years. The fund continues to be one of the top performers even in CY 2024. With interest rates peaking, we are now in a favourable macro environment for debt funds. Nippon India Corporate Bond Fund can be a good alternative...

The Axis Multicap Fund was launched in December 2021 and has a current AUM of Rs 4874.75 Cr as on 31st January 2024. The TER (Total Expense Ratio) of the Growth option of the fund was Rs 1.90% as on 29th February 2024. The benchmark for the fund is the Nifty 500 Multicap 50:25:25 TRI. The Fund is managed by...

According to SEBI guidelines, the top 100 stocks by market capitalization in India are known as Large Cap stocks. The market capitalization of Large Cap companies lies between Rs 690 bn to Rs 18 trillion. (AMFI data as on 31st December 2023). The core sectors like petroleum products, oil and gas, coal, power, cement steel...

Canara Robeco Mutual Fund has launched a thematic fund NFO, Canara Robeco Manufacturing Fund. The fund will invest in companies from different industry sectors that come under the manufacturing theme. The Government with its “Make in India” policy aims to make India a global manufacturing hub. Changing global...

An often debate, are Direct Plan better than Regular Plan? Do we really need a Mutual Fund Distributor? In real value terms, it’s a non-debatable topic though. How often we get tempted as an investor to jump in & invest in a product performing well in short term or we have heard about it from a friend etc.? Not realizing if it actually...

Nippon India Mutual Fund has launched two index funds NFOs – Nippon India Nifty Bank Index Fund and Nippon India Nifty IT Index Fund. Nippon India Nifty Bank Index Fund is a passive fund which will track the Nifty Bank Index, while the IT fund is also a passive fund which will track the Nifty IT index. Both the NFOs opened for subscription...

Stock market capped of the year 2023 with Nifty and Sensex making record highs in December. The markets cheered Fed’s indication in its December FOMC meeting that there will be multiple rate cuts in 2024. India was the standout outperformer in the emerging markets pack; in CY 2023...