Mutual Funds Articles

Balanced Advantage Funds, also known as Dynamic Asset Allocation Funds, are hybrid mutual funds which manage their asset allocation dynamically between equity and debt. The asset allocation will change depending on market conditions using quantitative asset allocation models. To know more, read this...

Systematic Investment Plans in our Mutual Fund Industry have become a product by itself. The industry has recorded the highest Gross SIP Inflows of INR 14,276 in March 2023, with overall inflows at INR 1,55,972 in FY 2022-23 and SIP Assets Under Management at INR 6,83,296 as on March 2023. The total...

To begin, let me applaud the huge efforts of all our Mutual Fund Distributor friends for a commendable effort in promoting SIPs as a wonderful tool for their clients to participate in Indian Equity Markets, India Growth Story, their Long-Term Financial Planning linked to Goal setting. Further, the...

Mirae Asset Large Cap Fund has recently completed 15 years. If you invested Rs 1 lakh in Mirae Asset Large Cap Fund at the time of its NFO, your investment would have grown to Rs 7.75 lakhs (as on 1^st April 2023). The chart below shows how your investment would have grown over the last 15 years despite many...

SBI Large & Midcap Fund has completed 30 years. If you had invested Rs 1 lakh in SBI Large and Midcap Fund (erstwhile SBI Magnum Multiplier Fund) at the time of its inception in February 1993, your investment would have grown to Rs 58 lakhs (as on 27^th March 2023). Rs 10,000 monthly SIP in the scheme over the last 20...

Global equity markets turned volatile in 2022, due to high inflation, interest rate hikes by the central banks and the War in Ukraine. Most markets around the world went into the bear territory. The S&P 500 was down nearly 20%, NASDAQ down 33%, Hang Seng (Hong Kong) down 15%, DAX (Germany) down 12% and the Nikkei (Japan)...

The profit made by a company from its operations is known as the operating profit or in accounting terms, EBITDA (Earnings before Interest, Depreciation and Amortization). From EBITDA, the company pays interest to its lenders. Depreciation and amortization, which are non-cash items, are also deducted from...

If you had invested Rs 1 lakh in Nippon India Growth Fund in its NFO in October 1995, your money would have multiplied to more than Rs 2.2 crores. Nippon India Growth Fund is undoubtedly one of the biggest wealth creators for mutual fund investors over the last 25 years or so. The phenomenal wealth creation...

ITI Mutual Fund has launched a New Fund Offer, ITI Flexi Cap Fund, an open-ended equity scheme which will have flexibility to invest across market capitalization segments i.e. large cap, midcap and small cap. ITI Flexi Cap Fund is the 9^th scheme in ITI MF’s equity product offerings. The NFO opened for subscription on...

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 reduce...