Mumbai: Mutual funds that bet on mid-cap stocks, one of the most popular product categories in recent times, have struggled to outperform their benchmarks over the last three years. Of the 25 funds that invest in mid-cap stocks, only five have managed to outperform the benchmarks. Nifty 150 Midcap IndexAnalysts and investment advisers say the … Read more
Motilal Oswal Asset Management Company announced that its assets under management (AUM) have crossed Rs 1 lakh crore as of August 26, 2024. In the last 10 years, from April 2014 to August 2024, AMC’s AUM has expanded 50-fold along with a significant expansion of its customer base, which now stands at 32 lakh across … Read more
The investment frenzy around SME IPOs has left many Dalal Street veterans speechless, including Radhika Gupta of Edelweiss Investment FundThe CEO described the problems of SMEs as worse than the “sins of bull market‘, warning investors to be cautious. He posted on social media platform X that: “I used to have a phrase called ‘sins … Read more
Energy and electricity sector based mutual funds have offered a return of around 56.27% in the last year. The category only had three funds that had been on the market for a year. The Nippon India Power & Infra fund, the oldest in the category, gave the highest return of around 69.37% in the last … Read more
Mutual fund managers and advisors are urging conservative debt investors to stick to the “safer” short-term debt funds such as overnight funds, liquid funds and short duration funds, among others. That may explain why most mutual fund investors are unaware of the existence of medium to long duration debt. mutual funds. According Sebi Rules: Medium … Read more
In a context of booming markets and great interest from investors in equity-oriented investment funds, fund managers have prepared several new fund offerings. These new products belong to categories in which they do not have a presence or to themes that are currently attractive. WHAT IS A NEW FUND OFFERING? A new fund offering, or … Read more
WhiteOak Capital Mutual Fund has announced the launch of WhiteOak Capital Arbitrage Fundan open scheme that invests in arbitrage opportunities. The new fund offer or NFO of the scheme will open for subscription on August 28 and close on September 3. The scheme will again open for continuous sale and repurchase not later than within … Read more
ICICI Prudential Gilt Fundthe second largest in the category, having completed 25 years of operations in the market. It is an open-ended debt scheme that invests in government securities over their maturity with relatively high interest rate risk and relatively low credit risk. The scheme, which was launched in August 1999, has delivered a compound … Read more
After delivering the highest returns over one and three year periods, the PSU theme is based mutual funds have offered the second lowest return, around 4.34%, over the past three months. Over a three- and one-year period, these funds have offered 46.78% and 87.36% returnsrespectively. Around six PSU funds They have been on the market … Read more
Investors with a lower appetite for risk might stay away from the new fund offering (NFO) from Japan India Nifty 500 Equal Weighted Index Fund. Financial planners said that with mid cap and small cap Since stocks (the best recent performers) are likely to have a significant weight in the fund, investors would be better … Read more
