The market has been very volatile since the end of September or early October 2024. Nifty is down almost 2,000 points from its all time high. Nifty had even breached the key support level of 24,000 but the market has bounced back from bottom. US market has rallied after the US Presidential elections. Positive global cues...Read More

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...Read More

The growing popularity of mutual funds in India shows that investors are looking for higher returns than traditional fixed income investments. Historical data shows that over long investment horizon, equity as an asset class has the potential of giving better risk-adjusted returns compared to other asset classes. However...Read More

The popularity of Mutual funds among domestic investors has grown manifold in the past 10 years. Assets under management (AUM) of mutual funds in India jumped more than 6X in the last 10 years from around Rs 10 lakh crores to Rs 66 lakh crores (source: AMFI, as on 31st August 2024). Total SIP accounts stood at around...Read More

SBI Contra Fund has an enviable long term track record of wealth creation. If you started a Rs 10,000 monthly SIP in SBI Contra Fund, 10 years back, you could have accumulated Rs 39.4 lakhs, with a cumulative investment of just Rs 12 lakhs (as on 31st July 2024); XIRR of 21.82%. The fund has given strong risk adjusted...Read More

SBI Mutual Fund has launched a New Fund Offer, SBI Innovative Opportunities Fund, an open-ended equity scheme following the innovation theme. The fund will seek to identify investment opportunities in companies which are innovators (demonstrated through innovation in product/process or through innovative business...Read More

SBI Mutual Fund had launched SBI Energy Opportunities Fund in February 2024. This is a thematic fund which will invest in companies engaging in activities such as exploration, production, distribution, transportation and processing of traditional & new energy including but not limited to sectors such as...Read More

The SBI Infrastructure Fund is an equity scheme that aims to provide investors with opportunities for long term capital growth through an active management of a diversified basket of equity stocks of infrastructure and allied companies and in debt and money market instruments. Infrastructure plays a crucial role...Read More

SBI Mutual Fund is launching a new fund offer, SBI Automotive Opportunities Fund, an open-ended equity scheme following automotive & allied businesses activities theme. The NFO will open for subscription on 17th May 2024 and close on 31st May 2024. In this article we will review this NFO. Financial advisors...Read More

SBI Mutual Fund launched SBI Balanced Advantage Fund in August of 2021. The scheme manages its asset allocation dynamically based on valuations and some other parameters. SEBI does not have asset allocation upper and lower limits for dynamic asset allocation funds or balanced advantage funds. In other words...Read More