Motilal Oswal large and midcap Fund has completed 3.8 years since launch. Though we usually review funds that have completed at least 5 years, Motilal Oswal large and midcap fund has caught our attention because it has been the best performing fund in the large and midcap category in the last one year (see our Best...Read More
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...Read More
Small cap equity mutual funds have been a rage with retail investors over the past 3 months. The Nifty Small Cap 250 Index is at its record high. The small cap index has outperformed Nifty 50 by a big margin over the last 3 years (see the chart below) and has continued to outperform if we see recent returns e.g. last 1 month...Read More
Exchange traded funds or ETFs are passive mutual fund schemes which track an equity or debt market index or the price of a commodity (e.g. gold, silver etc). Unlike actively traded mutual fund scheme, ETFs do not aim to beat the market index. ETFs aim to replicate the returns of the market index. ETFs are listed on stock...Read More
Exchange traded funds or ETFs are passive mutual fund schemes which track an equity or debt market index or price of a commodity (e.g. Gold). ETFs invest in a basket of stocks that reflects the composition of a market index e.g. Sensex, Nifty etc. The weight of a stock in the underlying portfolio of an ETF mirrors the weight...Read More
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...Read More
Conservative Hybrid Funds are an investment category that aim to focus on stability with prospects of growth as well. These funds offer investors a diversified portfolio comprising predominantly of debt instruments while allocating a small portion to equities. Conservative Hybrid Funds are a category of mutual funds that...Read More
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...Read More
After a long period of volatility starting from October 2021, the Nifty 50 index has been in a strong bull market and is now at its all time high (as on 30th June 2023, see chart below). Some investors may be tempted to book profits at these levels by redeeming their investments, but market level based profit booking is not the...Read More
Canara Robeco Mutual Fund is launching a multicap fund, Canara Robeco Multicap Fund. The NFO opens for subscription on 7th July 2023 and closes on 21st July 2023. Multicap funds are diversified equity mutual fund schemes which invest across market cap segments i.e. large cap, midcap and small caps...Read More