Latest Saving, Investing & Mutual Fund Articles

The market has recovered after the Lok Sabha election results and is now trading at record highs. The broader market has outperformed Nifty 50 on an YTD basis – Nifty 500 TRI has given 8.8% absolute returns on an YTD basis versus Nifty 50 TRI YTD return of 4.17% (as on 31st May 2024). Over the past 1 year, midcap...

The stock market is at record high despite the dip seen on the election results day. Yet many investors are worried. When the market is at its high, some investors get concerned about valuations. Some investors are worried about Foreign Institutional Investors selling. Some investors may be worried about...

Over the last three years, the assets under management (AUM) of index funds multiplied by 10 times (source: AMFI, as on 31st May 2024). The number of index fund folios multiplied 7 times from 11.8 lakhs to 83.6 lakhs, showing increasing preference for index funds. Investors normally associate index funds with...

Though index funds have experienced huge growth in assets under management (AUM) over the last few years, there is relatively less awareness about factor based index funds or smart beta index funds. Factor indices are constructed based on quantitative, rule based investment strategies based on factors which...

India is in a macro sweet spot. IMF is forecasting India’s GDP to grow by 6.8% in FY 2025, making it the fastest growing G-20 economy. India is expected to become the 3rd largest economy by 2027 (as per IMF’s forecasts). Our fiscal deficit in FY 2024 is estimated to be 5.8%, which will be pared down to 5.1% in FY 2025...

AssetPlus, a leading fintech platform for Mutual Fund Distributors (MFDs) in India, is celebrating a phenomenal milestone – surpassing 10,000+ empaneled partners! This achievement signifies AssetPlus's unwavering commitment to empowering MFDs and their clients in the ever-evolving wealth management landscape...

Bandhan Mutual Fund has launched a passive fund, Bandhan Nifty Total Market Index Fund. Index funds are passive mutual fund schemes which track a market index. As the scheme name suggests, the fund will track the Nifty Total Market Index. The NFO has opened for subscription on 24th June 2024 and will close on 5th July...

The 360 Flexicap fund in was launched in June 2023 after IIFL MF became 360 ONE MF. In the one year since its inception the fund has delivered a 45.46% return (as on 19.06.2024), outperforming the benchmark index. The investment strategy of 360 ONE Flexicap Fund is unique and has the potential of consistently generating...

Ice creams, lime juice, afternoon siestas, munching on refreshing slices of watermelon and fragrant mangoes— all conjure up the hot summer months and the beginning of the vacations, when the only thought that can cross the mind is an escape into the mountains. However, have you planned for it? And this is the question...

Bajaj Finserv MF launched Bajaj Finserv Large and Midcap Fund earlier this year in February. The large and midcap fund was the second active equity fund offering by Bajaj Finserv MF after their flexicap fund. The fund is off to a good start giving 15% absolute return in just about 3.5 months (as on 14th June 2024)...