Focused Funds endeavour to identify high conviction stocks in select sectors that are expected to do well in the medium to long term and take concentrated exposure in such stocks/sectors. These funds have the flexibility to choose high potential stocks from across market caps and sectors, giving them the opportunity to benefit from dynamic market…
Debt mutual funds witnessed net outflows of Rs 1.15 lakh crore in March 2022. The category had witnessed outflows of Rs 8,274 crore in February 2022. Among the sub-categories of debt mutual fund, Liquid Fund saw the highest outflow of Rs 44,604 crore, while Overnight Fund saw outflows of Rs 12,852 crore. Corporate Bond Fund, Short Duration Fund,…
A consortium comprising Bandhan Financial Holdings (parent of Bandhan Bank), private equity firm ChrysCapital, and Singaporean sovereign wealth fund GIC has entered into a definitive agreement to acquire IDFC’s mutual fund business. The consortium, led by Bandhan Financial Holdings, will acquire IDFC Asset Management Company (IDFC AMC) and IDFC AMC Trustee Company for a consideration…
Mid-cap Funds have generated significant gains in the last couple of years. A majority of schemes in the category have outpaced their Large-cap peers by a significant margin during this period. As you may know, Mid-cap Funds have higher upside potential and the ability to create significant wealth for their investors. These funds tend to…
The Securities and Exchange Board of India (SEBI) has issued a circular to define timelines for rebalancing of portfolio of mutual fund schemes. Mutual funds now have to mandatorily rebalance schemes within 30 days in the event of deviation from the mandated asset allocation mentioned in the Scheme Information Document (SID) due to passive breaches.…
If you are planning to invest for long-term financial goals such as your retirement, children’s higher education, buying a dream home, etc. then equity mutual funds are an excellent choice. Over the long term time frame, investment in equity mutual funds can outperform most other asset classes such as debt, gold, and real estate. Though equity as…
Flexi-cap Funds have the flexibility to invest across market cap segments viz. large-cap, mid-cap, and small-cap, without any upper or lower limit. Such a strategy provides fund managers with more leeway in building the portfolio. The Flexi-cap Funds category has gained a lot of attraction among investors due to their ability to perform well during upward as well…
The year 2021 witnessed about 65 companies listing their shares in the primary market. These companies collectively raised over Rs 1.3 lakh crore through IPO – the highest ever amount in any calendar year. Many more IPOs are lined up in the calendar year 2022. Equity Mutual Funds across categories actively participated in IPOs, especially in new-age tech…
The equity market has corrected by around 7% from its lifetime high. Factors such as the Russia-Ukraine War, rising inflation, persistent selling by FIIs, etc. have put pressure on the equity market in the past few months. While the market has the potential to bounce back, it is important to note that volatility in the…
The volatile nature of equity markets makes it vital to maintain a diversified portfolio of stocks spread across market caps. As you may be aware, companies belonging to different market caps usually vary in performance over certain time periods. Therefore, diversifying your investments across market caps, preferably through a Flexi-cap Fund, can reduce portfolio risk and mitigate…
