Latest Saving, Investing & Mutual Fund Articles

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...

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...

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...

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...

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...

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 30^th 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...

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...

LIC MF Flexi Cap Fund is one the oldest diversified equity funds in India. The scheme has a 30 year plus track record. It has been underperforming for several years but recently has made a strong comeback. In the last 6 months, LIC MF Flexi Cap Fund has been a top quartile performer, ranking in the Top 5 funds in the Flexicap...

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...