mutual funds Articles

Small cap funds have been in a rage among retail investors this year. In each of the months of the first quarter of this financial (FY 2023-24), small cap funds attracted the largest net inflows among all actively managed equity mutual fund categories. In April, May and June, small cap funds got net inflows Rs...

In the investment world, quantitative analysis has revolutionized the way financial decisions are made. Generally, quant funds utilize complex mathematical models and algorithms to make investment decisions. These funds harness the power of data, statistics, and computer programming to identify patterns, trends, and...

The fund Axis Equity Saver fund was launched on 14-Aug-2015. The Fund invests in equity shares, bonds and arbitrage opportunities. The AUM of Axis Equity Saver Fund is ₹911.57 Cr as of 30-Jun-2023. And its exposure is 39.56% is Net Equity, 28.45% is hedged and 31.99% in Debt. Axis Equity Saver has three fund...

SBI Funds Management Ltd is a subsidiary of the State Bank of India. Just as its parent bank, this is the largest asset management company in India. Though it has many funds across categories that are doing well, herein let us explore the SBI Arbitrage Opportunities Fund. The fund was launched on 03-Nov-2006. The...

Canara Robeco Mutual Fund is launching a multicap fund, Canara Robeco Multicap Fund. The NFO opens for subscription on 7^th July 2023 and closes on 21^st July 2023. Multicap funds are diversified equity mutual fund schemes which invest across market cap segments i.e. large cap, midcap and small caps...

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 26^th 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...

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...

PGIM India Flexi Cap Fund has been available for investors since March 04, 2015. As equities are a long-term investment product, one must consider at least 3-yrs returns during this period. The PGIM India Flexi Cap Fund’s trailing 3-year returns stand at 27.1% (Regular Growth plan as of 21-Jun-23). The benchmark (Nifty...

Sundaram Midcap Fund is a phenomenal long term wealth creation story. If you invested Rs 1 lakh in the scheme at the time of its launch in 2002, the value of your investment as on 23^rd June 2023 would have been over Rs 80 lakhs. In other words, Sundaram Midcap Fund would have multiplied your investment by more than 80 times...

Axis growth opportunities fund has been one of the best-performing large- and mid-cap funds in the last 1 year. The scheme was launched nearly 5 years back, and its performance since inception is stellar. If you invested Rs 1 lakh in the scheme at its inception / NFO in October 2018, your investment...