Power Your Portfolio: 5 Sector & Thematic Funds to Consider Around General Elections
General elections are a pivotal moment for any nation, shaping its economic course for years to come. The Indian General Elections of 2024 are on the horizon, and with them comes a period of heightened economic activity and policy ...
Why Small Cap Mutual Funds are Falling and What Should Investors Do?
The record-breaking rally in small-cap segment over the last one year has prompted market regulator SEBI to stock of the situation. According to SEBI Chief Madhabi Puri Buch's assessment, there is a froth in small and mid-cap ...
Find Your Mid-Cap Fit: HDFC Mid-Cap Opportunities Fund vs. Kotak Emerging Equity Fund
The Indian mid cap space offers a compelling proposition for investors seeking high growth potential. These companies, nestled between established large-caps and upcoming small-caps, hold the promise of significant expansion. As per the SEBI ...
Stress Test: What Is the Capacity and Liquidity of Your Small Cap Fund
After the capital market regulator's diktat on a stress test for small cap and midcap mutual funds issued earlier in March, the S&P BSE Small Cap Index particularly has corrected by -4.8% so far on a year-to-date basis (as of March ...
Overheating Fears: SEBI Considers Reviewing Rules for Mid and Small Cap Mutual Funds
The Securities and Exchange Board of India (SEBI), the primary regulator of the Indian equity market, has signalled a potential review of its existing rule for small-cap and mid-cap focused mutual funds, norms that mandate small and mid cap funds ...
SIP Contributions Surge: Investor Appetite for Growth Fuels Record Inflows
The Indian mutual fund industry is witnessing a phenomenal surge in Systematic Investment Plans (SIPs). These disciplined investment plans, where investors contribute a fixed amount at regular intervals, have become the preferred choice for wealth ...
Unveiling the Performance Drivers: Quant Small Cap Fund vs Axis Small Cap Fund
In 2023, amid weak global macros, rising interest rates, and geopolitical uncertainties, the Indian stock market remained resilient. Small cap mutual fund schemes are in focus these days since they have outperformed and exceeded all expectations; ...
Mutual Funds Seek Confirmation from Investors: Ensuring Transparency in Joint Accounts
As many individuals invest in mutual funds (MFs) for their long-term financial goals. But have you ever checked who else might be associated with your MF holding, especially if it's a joint account? Recently, mutual funds have been ...
Liquidity Check: Is Your Small Cap Fund Under Pressure?
In a positive development, the market regulator SEBI has taken steps to enhance transparency and safeguard investors in small and mid-cap funds. It has directed the Association of Mutual Funds in India (AMFI) to instruct mutual funds to take steps ...
Decoding India’s Small Caps: HDFC Small Cap Fund vs Nippon India Small Cap Fund
India's burgeoning economy presents a wealth of investment opportunities, and small-cap mutual funds occupy a particularly intriguing niche. With the potential for rapid growth, these funds target companies possessing smaller market capitalisations ...