Mutual Fund

Amid market volatility, Motilal Oswal recommends lump-sum investments in hybrid funds and phased investments in equities. (AI Generated Image) Equity Funds vs Hybrid Funds: The stock market has been witnessing bouts of volatility amid concerns over a potential economic slowdown. Although some global uncertainties have started to ease, risks remain. Following a sharp correction, valuations…

The Sharpe ratio is 0.50, which can be considered good. This means the fund has delivered better returns to investors relative to the risk taken. The 15-year CAGR is 19.95 per cent, while the CAGR since launch is 18.73 per cent. The 15-year SIP CAGR is 20.21 per cent. Source link

Upcoming Mutual Fund NFOs: Five new mutual fund New Fund Offers (NFOs) are set to open for subscription in the last week of July. The new offerings include four Exchange Traded Funds (ETFs) and one Fund of Funds (FoF). Investors looking to start investing in mutual fund NFOs can check the subscription dates, minimum investment…

Nippon India Mutual Fund has become the first asset management company in the country to cross the 4-crore folio milestone. As per the data from the Association of Mutual Funds in India (Amfi), the mutual fund industry had 27.86 crore folios at the end of June, with Nippon India MF accounting for 14.4 per cent…

A dynamic journalist with a Master’s degree in Mass Communication, I bring over two years of professional experience in the field of digital media. My expertise lies in content creation, editing, research, keyword optimization, video storytelling, and voiceovers. With these skills, I have developed a strong ability to craft content that is not only informative…

The list includes Nippon India Growth Mid Cap Fund, Sundaram Mid Cap Fund, HDFC Flexi Cap Fund, Franklin India Mid Cap Fund, and Franklin India Flexi Cap Fund. Among them, Nippon India Growth Mid Cap Fund delivered the strongest performance. A one-time investment of Rs 10,000 made at the time of the fund’s launch would…

Mutual Fund: Speaking in a recent podcast with content creator Kushal Lodha, Edelweiss Mutual Fund MD & CEO Radhika Gupta revealed that she started a Systematic Investment Plan (SIP) for her son when he was just three months old. Today, her son’s portfolio is outperforming her own portfolio. Yes, you heard that right. A two-year-old’s…

A dynamic journalist with a Master’s degree in Mass Communication, I bring over two years of professional experience in the field of digital media. My expertise lies in content creation, editing, research, keyword optimization, video storytelling, and voiceovers. With these skills, I have developed a strong ability to craft content that is not only informative…

A dynamic journalist with a Master’s degree in Mass Communication, I bring over two years of professional experience in the field of digital media. My expertise lies in content creation, editing, research, keyword optimization, video storytelling, and voiceovers. With these skills, I have developed a strong ability to craft content that is not only informative…

Sundaram Mid Cap Fund vs HSBC Mid Cap Fund: Which scheme is better in terms of risk-adjusted returns? (Image: Canva/ET Now Digital) Sundaram Mid Cap Fund vs HSBC Mid Cap Fund: If you are looking at long-term wealth creators in the mid cap mutual fund segment, Sundaram Mid Cap Fund and HSBC Mid Cap Fund…