DSP Midcap Fund: Uncovering Wealth Creators in Midcap Space

The Indian economy is expected to register strong growth in FY 2021-22 as compared to the previous year when most economic activities were affected by the lockdown restrictions. Mid-cap stocks are known to perform well during the economic recovery phase vis-a-vis large-cap counterparts. Consequently, mid-cap funds have showcased strong performance in the past few months.…

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February 26, 2021 | by

ITI Mid-Cap Fund: Investing in Potential Midcap Companies for Growth

As the name indicates, Midcap mutual funds are equity-oriented mutual funds that invest at least 65% of its assets in equity and equity related instruments of mid-cap companies. These companies are ranked from 101 to 250 in terms of market capitalization. The Midcap companies have witnessed underperformance in markets between 2018 and early 2020s due…

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February 26, 2021 | by

Kotak Nifty Next 50 Index Fund: Aiming to Benefit in Passive Mode

With the Indian market indices NIFTY 50 and S&P BSE Sensex hitting all-time high and recovering the losses from the market crash, most mutual funds have witnessed improvement in performance. However, there are still many actively managed funds that have been unable to catch up with the benchmark. Therefore, Passive investing strategy is increasingly becoming popular among…

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February 22, 2021 | by

HDFC Hybrid Equity Fund: Proving its Long Term Potential

Aggressive hybrid funds, also known as Equity hybrid funds allow you to invest in a mixed portfolio of equity and debt securities. A combination of these asset classes offers a high level of diversification, hence, lowering the risk as compared to pure equity funds. Thus, aggressive hybrid funds can provide some stability to your portfolio.…

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February 12, 2021 | by

Will Debt Mutual Funds Become Healthier After Union Budget 2021?

During the Union Budget 2021 speech, Finance Minister Ms Nirmala Sitharaman announced a proposal to set up a permanent institutional framework to enhance corporate bond liquidity during times of stress and to, generally, enhance liquidity in the secondary market. The proposed institution will purchase investment-grade debt securities both in stressed and normal times and facilitate…

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February 11, 2021 | by

Mahindra Manulife Short Term Fund: Aims for Income Generation

After a cumulative 250 bps rate cut since 2019, interest rates appear to have bottomed out and are expected to inch up in the coming years. When that happens, there will be an adverse impact on the returns from long duration debt funds. Thus, the short-term debt fund category currently looks attractive from investment point…

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February 10, 2021 | by