Mutual Funds Articles

A strong rally in the equity markets witnessed the Nifty 50 index crossing the historic 20,000 levels in September 2023. Since mid-September, we saw investors booking profits and the Nifty correcting nearly 700 points (as on October 20, 2023) from its historic all-time high. Since then the market has recovered...

Equity savings funds are hybrid mutual fund schemes which have minimum gross equity exposure 65% and minimum 10% exposure in debt. Equity savings funds can hedge their equity exposure to reduce their net equity risks. Arbitrage is defined as risk free profit, by exploiting pricing mismatches...

HDFC Top 100 Fund is one of the oldest large cap funds with a track record of nearly 27 years. Large cap funds are among the most popular mutual fund categories. Though from time to time midcap and small cap funds attract a lot of investor interest, large cap or large cap oriented funds usually...

The equity market has enjoyed a strong rally this year with the Nifty 50 index crossing the historic 20,000 levels in September 2023. From the middle of September, we saw profit booking and Nifty correcting nearly 700 points (as on October 20, 2023) from its all-time high. The global risk...

Asset allocation is the diversification of funds across various asset classes like equity, debt, commodities etc. with the objective of balancing the risks with returns. Asset allocation has traditionally been looked at as allocating investment between equity, and debt. In recent months, multi...

Quantum Mutual Fund has launched a small cap equity scheme, Quantum Small Cap Fund. The New Fund Offer has opened for subscription on 26 October 2023. The NFO will close on 27 October 2023. Small cap has been the best performing segment of the equity market in 2023; Nifty Small Cap 250 TRI has given...

Small caps have outperformed ever since the market started recovering after the COVID-19 crash in 2020. Small caps outperformed in CY 2020 and 2021, but they underperformed in CY 2022. The 2022 correction made small caps attractive, and they bounced back strongly in 2023. Small cap funds saw a huge...

The equity market has been rallying in 2023 with the market at record highs for the past 3 months. The Nifty crossed the 20,000 level in September. Asset allocation is always for your portfolio stability, but in very high markets it assumes even more importance. We have seen some profit booking from...

On the occasion of our 75th anniversary of Independence in 2022, the Government laid out its vision that India will become a developed economy in the next 25 years, i.e. by 2047, when the country will celebrate the 100th anniversary of Independence. In the last 25 years, our GDP grew from US $416 billion...

HDFC Small Cap Fund has an illustrious history. The fund was launched in April 2008 as a Multi-cap fund, Morgan Stanley A.C.E. Fund under Morgan Stanley India AMC. In 2013, when HDFC AMC acquired Morgan Stanley India AMC, the fund's name change was changed to HDFC Mid and Small Cap fund. Then in 2016, the...