Mutual Funds Articles

Arbitrage Funds are equity-oriented hybrid funds that leverage arbitrage opportunities, like differences in the pricing of shares in two different exchanges, or in the prices at the spots and futures market etc. Since there is a simultaneous buy and sell, they do not carry the volatility...

Healthcare as a theme has tremendous growth potential and includes businesses in diagnostics, hospitals, medical equipment, specialty chemicals, insurance, and other allied sub sectors. Investment into healthcare themed funds allows investors to participate in the growth potential of this...

We are approaching the end of 2023 and there is just 3 months left to complete your tax planning for FY 2023-24. If you have not done your tax planning yet, then you should start at the earliest. Tax payers can claim deductions of up to Rs 1.5 lakhs every year from their gross taxable income...

If you invested Rs 1 lakh in Nippon India Growth Fund at the time of its launch 28 years back, your investment would have grown to over Rs 3 crores. Nippon India Growth Fund’s journey is also largely a part of India’s economic growth post liberalization. From some of the worst economic...

NJ Flexicap Fund was launched in September 2023. Flexicap is one of the most popular equity fund categories. As per AMFI November data, Flexicap funds with Rs 3.06 lakh crores of assets under management (AUM) is the largest category (in AUM terms) among all actively managed equity...

The equity market is prone to fluctuate between highs and lows. In the long run above 3 years, the troughs in equity performance have historically always been followed by a correction and then rising markets. These points in the downward markets are where valuations are attractive...

Global and Indian equities made a strong comeback in November after remaining volatile in October. The Nifty is back above the 20,000 level and the S&P 500 also posting strong gains in November. The Indian economy continues to be strong with Q2 GDP growth rate of 7.6% surprising...

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...