Latest Saving, Investing & Mutual Fund Articles

The 360 ONE Focused Equity Fund, has recently completed 10 years since its inception in October 2014. In the ten years since its inception, the fund showed outstanding, consistent performance. If you had invested Rs 1 lakh in the fund at the time of its inception, your investment in the regular plan would have multiplied almost...

Axis Mutual Fund has launched a new fund offer (NFO), Axis Momentum Fund. The fund will follow a momentum approach using price trends and model based approach for risk management. The NFO has opened for subscription on 22nd November and will close on 6th December. In this article we will review this NFO...

Shriram Mutual Fund has launched a new fund offer (NFO), Shriram Multi Sector Rotation Fund. This is a thematic fund which will rotate trending sectors, investing in 3 – 6 sectors at any point. The fund will use quantitative techniques to identify trending sectors and avoid sector traps. The NFO...

Equity market has been volatile for past one month or so. Concerns about weak Q2 corporate earnings, FII outflows (more than Rs 90,000 crores net sales in October, source: NSE, as on 31st October 2024) and uncertainty about interest rate cuts have dampened market sentiments. The Nifty has fallen more than...

Bandhan MF is launching a new passive fund, the Bandhan Nifty 200 Quality 30 Index Fund. As the scheme name suggests, the fund will track the Nifty 200 Quality 30 Index. Nifty 200 Quality 30 Index is a factor index, which selects stocks based on some characteristics. Passive funds tracking factor indices...

The market has been volatile since October, with the Nifty tumbling by more than 2,000 points (as on 8th November 2024, source: NSE) from its all-time high. The Nifty bounced back after the US election results were declared and then gave up the gains in subsequent trading sessions. Volatility may continue in the...

Index funds are gaining rapid popularity in India. In the last 4 years, as per AMFI data, the assets under management index funds multiplied by 20 times (source: AMFI, as on 31st October 2024). Retail investors usually associate index funds investments with Nifty 50 and BSE Sensex indices. However, thematic index funds may...

Nippon India MF is launching two index funds, Nippon India Nifty Auto Index Fund and Nippon India Nifty Realty Index Fund. As the names suggest, the funds will be tracking the Nifty Auto and Nifty Realty Index respectively. Realty and auto have been among the best performing sector in the last 1 year. Nifty Realty...

The India Consumption Story is an integral part of the India Growth Story, since India is largely a domestic consumption based economy. In FY 2023-24, India’s private final consumption expenditure (at constant 2011-12 prices) is around 56% of the GDP (source: Economic Survey). As per PHD Chamber of Commerce and...

SBI Mutual Fund launched SBI Multicap Fund in 2022. The fund will complete 3 years in March. Though it is still a relatively young fund, the performance of the fund in the last 2 years or so has been quite encouraging since it has outperformed its peers across different market conditions. The fund has bucked the fall...