Most Popular Saving, Investing & Mutual Fund Articles

Small cap funds, as a category is the best performer among diversified equity funds over the last 6 months or so. We had mentioned a number of times in our blog that small caps saw deep correction in 2018 & 2019 and were well positioned to stage a smart recovery. When the stock market crashed in March 2020 due to outbreak of...

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...

The Bank of India Manufacturing and Infrastructure Fund was launched in March 2010. This is a thematic fund which invests in stocks in the infrastructure and manufacturing sector. With assets under management of 338.69 Cr as on 31st May 2024, the TER of the Regular Growth option of the fund stood at 2.41% as on the...

Nippon India Mutual Fund has launched Nippon India Silver ETF and Nippon India Silver ETF FOF. The fund of funds (FOF) will invest in units of Nippon India Silver ETF. While gold Exchange Traded Funds (ETFs) have been around in India for some, silver ETFs are very new. Nippon India Silver ETF is one of only 3 silver ETFs announced so...

Principal Mutual Fund has launched a large cap fund NFO. As per SEBI’s mandate large cap funds need to invest at least 80% of their assets in the Top 100 companies by market capitalization. Principal Large Cap Fund will invest 80 – 85% of its assets in Indian large cap companies. The scheme will also invest up to 15% in 500 large cap...

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...

Over the past few months, debt mutual funds have been in the news for wrong reasons. In September 2018, the shock default by IL&FS (and its subsidiary) on its debt obligation shook the debt markets in which mutual funds are major investors...

Gold is considered to be an auspicious investment in many Indian households. Many families purchased Gold in this festive season with many jewellers reporting strong sales after the COVID gloom. The wedding season is now approaching and families will be gifting Gold to newly-wed couples. Apart from auspicious and...

Principal Focused Multi-cap Fundinvests in about 30 stocks of different sizes (large cap, midcap and small cap) with high growth potential across different industry sectors. As per SEBI’s mandate for focused funds, the maximum number of stocks in the scheme’s portfolio will be limited to 30 only. This scheme was launched in 2005 and has given...

Quant funds are thematic equity mutual fund schemes which use quantitative investment strategies. Stock selection of quant funds are based on mathematical models. The fund managers of quant schemes are responsible for developing and reviewing the mathematical models on a periodic basis, and make updates to...