Mutual Funds: When should you exit scheme based on Sharpe Ratio? Key factors investors must check before redeeming (Image: Canva/ET Now Digital) Mutual Funds: The Sharpe ratio was developed by Nobel laureate William F. Sharpe in 1966 and has since become one of the most cited metrics in portfolio management. Suppose you came across a…
HDFC vs Nippon India small cap mutual fund: HDFC and Nippon India are currently among the largest small cap mutual funds in India by assets under management (AUM), with corpus sizes exceeding Rs 38,000 crore and Rs 74,000 crore, respectively. The HDFC Small Cap Fund is a popular, open-ended equity mutual fund that invests primarily…
Mutual Fund Losers: Most mutual fund stories focus on top-performing schemes and their stellar returns. But what about the funds that have been on the other end of the spectrum? In this article, we have highlighted mutual fund schemes that delivered negative returns of more than 18% over the past 12 months. The list includes…
Invesco vs Edelweiss Mid Cap Mutual Fund: 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…
Mid Cap Mutual Funds: HDFC Mid Cap Fund (formerly HDFC Mid-Cap Opportunities Fund) is a premier, open-ended equity mutual fund managed by HDFC Asset Management Company (AMC). It primarily invests in mid-sized companies to provide long-term capital appreciation for investors willing to take on higher, equity-driven market risks. The Kotak Midcap Fund (officially Kotak Emerging…
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…
