Mutual Funds Articles

Have you heard from anyone saying that he has been allotted all the shares he subscribed for in a good company IPO and also made maximum gains from that investment? Most likely not. Many of us who participate for an IPO experience challenges like Good company IPOs are normally oversubscribed...

Axis ESG Equity Fund was launched in February 2020. The scheme is managed by Mr Jinesh Gopani and Mr Hitesh Das, and has Rs 1963 crores of assets under management (AUM) as on 31st July 2021 (source: Axis MF July 2001 fund factsheet). The expense ratio of the scheme is 2.12%. The scheme benchmark...

Dynamic Asset Allocation changes equity and debt allocations of the portfolio based on market conditions. Dynamic Asset Allocation models usually increase asset allocation to equity and reduce allocation to debt, if equity valuations fall. If equity valuations increase, then dynamic asset allocation models...

Nippon India Focused Equity Fund has given 65% return in the last one year (as on 19th July 2021); it has been one of the best performing focused equity funds. The scheme underperformed in 2018 and 2019, but has come back strongly in the last 2 years. The long term track record of the scheme is also very...

Rs 1 lakh invested in Nippon India Large Cap Fund 10 years back would have multiplied more than 3.4 times (as on 31st May 2021) and grown to a value of Rs 3.4 lakhs. The scheme outperformed its benchmark index S&P BSE 100 TRI. The CAGR return of the scheme over the last 10 years was 12.9%, while that of...

Balanced Advantage Funds dynamically rebalance their asset allocation between equity and debt based on a dynamic asset allocation model. If equity valuations are low, then dynamic asset allocation model will increase asset allocation to equity and reduce allocation to debt. If equity valuations are high, then the model will reduce allocation...

The stock market staged a big turnaround after the big crash in March of 2020. The market (Sensex / Nifty) is now trading near its all-time high. Many investors may be wondering what do now. Asset allocation helps investors balance risk and returns. Research has shown that asset allocation is one of the most important factors in...

The services sector is one of the most important sectors of the Indian economy. The services sector accounts for 56% of the India’s GDP. Services sector is also the fastest growing sector of the Indian economy from the mid-80s onwards. Rising per capita income, growth in social mobility and increasing urbanization has contributed to growth...

Axis Multi-cap Fund completed 3 years in November 2020. 3 year performance period is usually a good horizon to evaluate the performance of a fund. Multi-cap funds invest across different market cap segments i.e. large cap, midcap and small cap. Axis Multi-cap fund is one of the best performers in its category The chart below shows...

Principal Large Cap Fund was launched in the month October of 2020. We had reviewed the NFO of this scheme in our post, why invest in Principal Large Cap Fund NFO. Large cap funds must invest at least 80% of their assets in stocks of the 100 largest companies by market capitalization. An interesting feature of this fund is that, it...