SBI AMC IPO: 34-year-old SBI Funds Management, the country’s largest asset management company (AMC), is moving closer to a public listing. It has secured SEBI’s nod for its upcoming Initial Public Offering, which is expected to launch early in July. The IPO will be entirely an Offer for Sale (OFS), with existing shareholders SBI and…
Tata Asset Management has launched the Tata Multi-sector Passive Fund of Fund (FoF), a new open-ended scheme designed to provide investors exposure to multiple sectors through passive investment vehicles such as sector-focused index funds and exchange-traded funds (ETFs). The New Fund Offer (NFO) opens for subscription on June 22, 2026, and will remain available until…
Flexi-cap funds offer flexibility to invest across large, mid, and small-cap stocks, making them suitable for investors seeking diversified equity exposure with a moderate risk profile. ET has shortlisted these schemes based on key performance metrics including mean rolling returns, consistency over the last three years, downside risk protection, outperformance relative to benchmarks, and a…
The two schemes carry different benchmarks reflecting their different time horizons. Zerodha Life Cycle Fund 2036 will be benchmarked against a composite index comprising 50 percent Nifty 200 TRI, 5 percent domestic gold prices, 5 percent domestic silver prices, and 40 percent CRISIL 10-Year Gilt Index. Zerodha Life Cycle Fund 2041, with its longer runway,…
HDFC Flexi Cap vs Parag Parikh Flexi Cap: Flexi cap funds have emerged as a popular choice among mutual fund investors due to their ability to invest across large cap, mid cap, and small cap stocks, offering both flexibility and diversification. The Association of Mutual Funds in India (AMFI) reported that monthly SIP contributions declined…
SIP vs Lump Sum Investment: To find out which could generate a higher corpus, we took a certain amount for the comparison and calculations. The amount may differ, but the total investment is nearly the same. Which makes it easy for you to make a firm decision. For instance: Monika and Meena are two friends…
Mid cap mutual funds: The Association of Mutual Funds in India (AMFI) reported that monthly SIP contributions declined to Rs 30,954 crore in May 2026, compared with Rs 31,115 crore in the previous month, indicating a marginal month-on-month decrease. Equity Assets Under Management (AUM) rose to Rs 36.14 lakh crore in May 2026 from Rs…
Loan Against Mutual Funds EXPLAINED Highlights Loan against mutual funds allows investors to access funds without redeeming their investments and disrupting long-term financial goals. Borrowers can face margin calls if the value of pledged mutual funds or shares falls during market volatility. Experts suggest using such loans primarily for short-term liquidity needs and maintaining a…
Small cap mutual funds: According to SEBI’s guidelines, small cap companies are those ranked 251st and below by full market capitalisation. They invest primarily in equity or equity-related instruments of small cap companies. Various mutual fund experts widely consider small cap funds to be inherently volatile. Typically, with small caps, investors should consider having an…
Fund Managers make a BIG sectoral shift. Domestic mutual funds increased their exposure to sectors such as capital goods and healthcare in May 2026, even as foreign investors continued to pull money out of Indian equities. According to Motilal Oswal Financial Services’ June 2026 Fund Folio report, fund managers shifted portfolios toward infrastructure, manufacturing and…
