Industry-level Stress Test for Small Cap Funds: Here is What SEBI’s Move Means for Investors
The Securities and Exchange Board of India (SEBI) will soon release the results of an industry-level stress test conducted for Small Cap Funds. Earlier, the stress test was conducted at the scheme level by each mutual fund house. ...
ULIPs vs Mutual Funds: Which One Should You Choose to Invest for Your Financial Goals?
When it comes to the right investment options, investors often find themselves at the crossroads of choosing between Mutual Funds and ULIPs. While mutual funds have emerged as a prominent choice for investors over the past decade, ULIPs too ...
Investing in High-Risk Mutual Funds: A Bold Approach
In the dynamic world of investing, mutual funds have long been a preferred choice for those looking to grow their wealth over the long term. However, not all mutual funds are created equal. Some cater to the risk-averse, offering stability and ...
Highest Return Mutual Funds in the Last 10 Years – Small Cap Fund Category
The BSE Small-cap index has delivered gains of 27.9% so far in the current calendar year, outpacing the gains of 11.3% in BSE Sensex. The small-cap index had gained 47.5% in 2023. Barring the brief blip in March 2024 when SEBI raised concerns ...
Thematic Funds Become Market Leaders with Record-High AUM Growth
The Indian mutual funds industry, a cornerstone of the country's financial ecosystem, has experienced significant evolution over recent years. With an increasing number of investors turning to mutual funds for wealth creation and financial ...
What is Exit Load in Mutual Funds and How Is It Calculated
Against the backdrop of intense volatility in the Indian equity market, I wrote an article recently explaining when investors should sell their mutual fund units. I stated therein that there ought to be strong and valid reasons to sell or ...
Mutual Fund Taxation: Here Are the Key Changes After the Union Budget 2024-25
One of the key highlights of the Union Budget 2024-25 was the revamp of the capital gains tax structure. The Finance Minister tweaked long-term and short-term capital gains tax on various asset classes. These changes also apply ...
How to Track All Your Mutual Funds With PAN
As we move further into 2024, mutual fund investments continue to be a popular choice for individual and institutional investors seeking to diversify their portfolios and achieve long-term financial goals. The mutual fund industry has evolved ...
ICICI Pru Value Discovery Fund vs. Bandhan Sterling Value Fund: Which Adds More Value to Your Portfolio?
Investing in mutual funds has become a popular choice for individuals looking to grow their wealth over time. Among the various types of mutual funds, value funds stand out for their strategy of investing in undervalued stocks. Value mutual ...
5 Top-Performing Small Cap Mutual Funds of 2024 in India Over the Last 5 Years
Surpassing all expectations, the Nifty Small Cap 250 index has grown over 3.5 times in the last five years and is currently at its all-time high level, resulting in unprecedented gains for investors. The Nifty SmallCap 250 index has surged 25% ...