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. You may...Read More
Nippon India Mutual Fund is launching Nippon India Nifty Alpha Low Volatility 30 Index Fund NFO. This is a passive fund which will track the Nifty Alpha Low Volatility 30 Index. The Nifty Alpha Low Volatility 30 Index is multi-factor index, which will comprise of the top 30 stocks based on alpha...Read More
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...Read More
Axis Midcap Fund is one best performing midcap equity funds in the last 3 to 5 years period. The fund was ranked 1 in terms of trailing returns over the last 3 and 5 years (ending 17th November 2020) respectively. The scheme was launched in February 2011 and has given 16.9% compounded annual returns (CAGR) since inception (as on...Read More
After several rounds of volatility during 2018, the stock market stabilized towards the end of the year. However, near term risks remain, among which political risk will be the biggest worrying factor weighing on the market before the Lok Sabha...Read More
With increasing application of payments digitization for different types of transactions in the financial services domain, online transactions in the mutual fund industry is increasingly gaining currency. Based on our interaction with both...Read More
As kids, do you remember writing a spelling or a answer on a piece of paper to make sure you remember, maybe before exams. I am sure, we all know the reason and benefits of doing this. Holding on to the same...Read More
If you had invested Rs 1 lakh in Principal Focused Multi-Cap Fund (erstwhile Principal Large Cap Fund) at the time of its launch (NFO) towards the end of 2005, your investment would have multiplied to nearly Rs 6 lakhs (as on May 13th 2019)...Read More
If you invested Rs 10 lakhs in Canara Robeco Emerging Equities Fund at its New Funds Offer (NFO) in March 2005, your investment would have multiplied 18 times to nearly Rs 1.8 crores (as of 21st August 2023). The CAGR of Canara Robeco Emerging Equities Fund since inception is 16.9%. The chart below shows...Read More
The Principal Growth Fund has given excellent returns in the last three years after a superb turnaround in performance. This diversified equity fund was underperforming for many years but a major portfolio...Read More