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…
The strategy aims to navigate different market conditions through dynamic management of net equity exposure, with a focus on portfolio risk management, including downside risks. It involves a combination of long-only investments, permitted short exposures and arbitrage opportunities, in line with regulatory limits. However, there is no assurance that the stated objectives will be achieved…
Daily SIP vs Monthly SIP: When it comes to mutual fund investing, consistency is the key, and it matters the most, and so does the approach – how you invest. Rs 700 daily vs Rs 21,000 monthly SIP may look identical in total contribution, but their outcomes can differ due to market timing and compounding…
Inflows into flexicap funds nearly halved in May, dropping to Rs 5,176 crore from Rs 10,148 crore in April, according to AMFI data. Does this sharp decline signal that investors are losing interest in one of the mutual fund industry’s most popular categories, or is it merely a temporary slowdown in investment activity? Source link
International Mutual Fund: Top fund delivered over 80% return in just 1 year; check 12 schemes with stellar returns – Can everyone invest? (Image: iStock) International mutual funds: While most equity mutual fund schemes have faced pressure over the past year, international mutual funds have stood out with strong performance. According to Value Research, 12…
Meanwhile, the HDFC Flexi Cap Fund raised exposure to a wide range of companies, including Lenskart, TVS Motor Company, ICICI Prudential Asset Management Company, Neuland Laboratories, Nippon Life India Asset Management, Maruti Suzuki, Max Healthcare Institute, Larsen & Toubro, InterGlobe Aviation, Ashok Leyland, Aster DM Healthcare, Hexaware Technologies, and ABB India. Source link
