Mutual Fund

Multi-asset allocation mutual funds: Multi-asset allocation funds are open-ended hybrid schemes that, per SEBI & AMFI guidelines, invest in at least three asset classes, with a minimum 10 per cent allocation in each, typically covering equity, debt, and gold/commodities. They offer diversification, risk management, and automatic rebalancing, making them suitable for investors looking to balance…

Investment Strategy at 50: Lump Sum or SIP? 9 funds recommended by expert to plan smart and balance risk (Image: iStock) Investment Strategy at 50: Are you 50 years old and unsure about whether you should start investing at this age? If so, you have come to the right place. Here, you will find valuable…

Here’s the comprehensive information regarding Nippon India Small Cap Fund, including its performance since inception, portfolio composition, investment strategy, assets under management, expense ratios, and other key details. On the other hand, investors opting for Systematic Investment Plans (SIPs) have given a return of 22 per cent CAGR and 20 per cent CAGR over the…

SIP Calculation. (Image: AI) Highlights Starting a SIP early can lead to wealth creation of several crores by age 60. Investing Rs 10,000 monthly at 12% return can grow to Rs 6.4 crore in 35 years. Delaying SIP by 10 years can cut total wealth by Rs 4.5 crore, highlighting power of compounding. SIP Calculation:…

According to Edelweiss Mutual Fund’s internal analysis, mid cap stocks have registered an average absolute return of 66 per cent over a period of 3 years, which is much higher than large cap stocks (44 per cent) and small cap stocks (58 per cent). This clearly indicates that mid cap stocks have been able to…