Mutual Funds Articles

PGIM India Flexi Cap Fund has been available for investors since March 04, 2015. As equities are a long-term investment product, one must consider at least 3-yrs returns during this period. The PGIM India Flexi Cap Fund’s trailing 3-year returns stand at 27.1% (Regular Growth plan as of 21-Jun-23). The benchmark (Nifty...

Sundaram Midcap Fund is a phenomenal long term wealth creation story. If you invested Rs 1 lakh in the scheme at the time of its launch in 2002, the value of your investment as on 23^rd June 2023 would have been over Rs 80 lakhs. In other words, Sundaram Midcap Fund would have multiplied your investment by more than 80 times...

Axis growth opportunities fund has been one of the best-performing large- and mid-cap funds in the last 1 year. The scheme was launched nearly 5 years back, and its performance since inception is stellar. If you invested Rs 1 lakh in the scheme at its inception / NFO in October 2018, your investment...

If you had invested Rs 1 lakh in Nippon India Small Cap Fund at the time of its inception (September 2010), the value of your investment would have grown to nearly Rs 10.57 lakhs (as on 7^th June 2023). The CAGR returns of this scheme since inception is over 20%. If you invested in the scheme with a...

ITI Mutual Fund has launched a New Fund Offer, ITI Focused Fund, an open-ended focused equity scheme which will invest in portfolio of maximum 30 high conviction stocks across market capitalization segments i.e. large cap, midcap and small cap. The NFO has opened for subscription on 29^th May...

Through this below note and example, we are attempting to simplify the understanding. Hence, we have taken only actively managed equity funds as an example & as it also forms a bulk of the industry AUM today. (The article does not include any information on ETF, FOF & Index Funds & its proposals, if any). Now, will this really...

Retail investors in India have traditionally favoured Bank Fixed Deposits and Government Small Savings Schemes for their fixed income investments. However, fixed deposit interest rates have generally been declining over the last 10 years (see the chart below). Nominal interest rates are directly related to the inflation and GDP...

Systematic Investment Plan or SIP is one of the most popular ways of investing in mutual funds in India. More than Rs 10,000 crores gets invested through SIPs every month for the last few years. In FY 2022-23, Rs 1.56 lakh crores were invested in equity mutual funds through SIPs (source: AMFI, as on...

Sundaram Equity Savings Fund is an open-ended hybrid equity oriented mutual fund scheme. The scheme was launched in 2013. Minimum one-time investment amount in this scheme is Rs 100 and minimum additional investment amount is Rs 100. You can also invest in this fund through Systematic Investment Plan...

Yes, the markets are volatile & hence I call them as “Behavior of the Beast”. I have taken data points from April 2018 till April of 2023. It covers the FII, DII & MFs Gross Purchase, Gross Sales & Net Purchase/Sales and the S&P BSE 500 movement. The FIIs have been Net Negative at...