Electric vehicles are going to gain widespread recognition in the world including India. Read on to find some of the companies that will benefit.

 It is an open-ended scheme tracking the Nifty SDL Plus PSU Bond Sep 2026 60:40 Index. The NFO opens on September 15, 2021, and closes on September 23, 2021.

The NFO opens on September 16, 2021, and closes on September 27, 2021. 

The scheme commenced subscription from September 6, 2021, and will end on September 20, 2021.

These lower-rated mid-cap funds have given better returns than higher-rated funds in the last one year.

Do you know how the large-cap dedicated funds with the highest ratings from different mutual fund agencies performed in the last one year? Read on to know more.

Keep rational return expectations from your investment.

Domestic mutual fund AUM increased by 3.61 per cent on a sequential basis in the month of August 2021. 

PPF for long has remained the mainstay of retirement planning for Indians. Nevertheless, NPS and MF have emerged as better alternatives in the last decade. Let’s find which is better for you. 

The new fund offer opens for subscription on September 8^th and closes on 22^nd September 2021.

 Monitoring the performance of your mutual fund schemes becomes an integral part of your investing.

The NFO for both the funds will open for subscription today and will track S&P 500 Top 50 Total Return Index.

In the last six months, large-cap indices have inched higher by 16 per cent while broader indices also zoomed over 20 per cent. Read onto find out the best performing funds in the last six months.  

The equity market is currently trading at an all-time high, which makes investment in the equity market tricky. Read onto know how to deploy your lumpsum.

PFRDA has increased the age limit of investing in NPS. Read on to find the detail. 

Long-term period is more than 10 years for equities? Read here to know more! 

If you are planning to buy a car in the next three years, then this article is for you! Read to know how much to invest in which category of funds to achieve your goal.

The broader markets witnessed a big dent since the beginning of August 2021 and are down between 4 and 8 per cent. Read onto find out the funds that outperformed their peers and benchmark in the same duration. 

Zomato, which had a promising listing on IPO, fell considerably during two consecutive sessions i.e. by 9 per cent on Monday and 3 per cent today. Let’s know the reason behind this fall. 

Inflation has been inching up and realty is considered to be one of the best bets against inflation. Let’s find out. 

Before investing in any mutual fund scheme or any such investment product, there are certain unpopular but important things that you must know. Read the article to know what those significant pointers are.  

Nippon Life India Asset Management, the asset manager of Nippon India Mutual Fund, successfully completed the NFO of Nippon India Flexi-Cap Fund.  

Sundaram Mutual on Independence Day, August 15, 2021, launched a new facility, to aid its distribution partners in executing MF transactions for investors. 

In the month of July 2021, equity-dedicated mutual funds saw redemption worth Rs 19,517 crore. Read onto know more about the companies where MFs have lowered their stake.

Read on to find companies where equity-dedicated mutual fund schemes increased their stake in the month of July 2021.

It is a quite rare phenomenon that the net asset value of funds doubles in a year’s time. Nevertheless, in the last one year, these funds generated 100 per cent returns.

SBI Mutual Fund has launched SBI Balanced Advantage Fund. Read onto know what’s new.

This article entails a study of 274 funds in the last ten years. Read this to know which one is the better option. 

A monthly investment of Rs 20,000 in these equity dedicated funds started ten years ago would have made you a multi-millionaire by now!  

The company’s share price has more than doubled since the beginning of the year 2021.  Read onto find out further details of its Q1FY22 results.

The domestic mutual fund AUM increased by 4.90 per cent on a sequential basis in the month of July 2021.  

Many debt funds are generating returns in single digits. Read onto find out more about the returns that you should expect from debt funds. 

People, who have taken a home loan to finance their dream home, often ponder whether they should prepay part of their home loan or invest it. Read onto find out more! 

For a mutual fund, the PE and PB multiple is a weighted average of stocks that form part of the mutual fund portfolio.

The NFO was open for subscription between July 9 & July 23, 2021, and received over 37,000 applications.  

Investors should be wary of adding more and more international funds in their portfolio and also, carefully assess the risk associated while investing in international funds. 

Aditya Birla AMC identifies five key themes in investment that are going to play out in the coming future.

Can you believe that your monthly investment of Rs 10,000 in the following fund would have become Rs 15 lakh in five years! 

The fund has not been performing well in the last six months. Since February 2021, the NAV of the fund has lost 20 per cent.  

IDFC Mutual Fund is preparing to launch a fund of funds (FoF) investing in US stocks. JP Morgan US Growth Fund will be the underlying fund.  

When investing in the ETF form, an investor has the flexibility to buy & sell the investment on the stock exchanges just like transacting a stock and in addition, he also gets access to all the benefits of investing. 

The circular by SEBI has also specified that AMCs & depositories shall facilitate and RTAs shall make the aforesaid platform operational in a phased manner. 

SEBI has recently come out with a consultation paper on swing pricing. Read onto find out how will it impact your MF investments. 

This ETF will be tracking Nifty Financial Services Total Return Index.

This open-ended equity scheme will be investing across large, mid, and small-cap stocks.

The NFO will open on July 20 and close on August 20, 2021.

Why should investors focus on growth first and valuations second.

Midcaps and Smallcaps have strong balance sheets compared to their own history. They have withstood the challenges of GST adoption, demonetisation, and Covid well and are well prepared for growth over the next few years.   

With the spotlight on mid-cap stocks, investors are faced with the conundrum of making fresh investments in them through a dedicated mid-cap mutual fund or caution should be exercised, considering the current volatility. 

SIP is a great way to invest in mutual funds, especially for amateur investors. If you have just started and don’t want to take any risks, you can start as low as Rs 100

This open-ended equity scheme will be investing across large, mid, and small-cap stocks.  

Domestic mutual fund AUM increased by 2.09 per cent on a sequential basis in the month of May 2021. 

The market regulator, SEBI has imposed Rs 7 crore fines on Vivek Kudva and Roopa Kudva as they were found guilty of violating sections of the prevention of fraudulent trading practices. 

Given that real rates are low, inflation expectations are high and liquidity is likely to remain easy, any exposure to debt schemes above-average duration of three years is not recommended.

At the present valuations, we advise investors to invest in a combination of balanced advantage fund, Flexi-cap/large & mid-cap fund along with small allocations in sectoral as well as small-cap funds.

A good question for investors to handle volatility would be to ask themselves as to ‘what per cent of my financial exposure can suffer a 40 per cent fall and I can continue without panicking’. It is the question of how you react at a psychological level, rather than your age. 

As the pharmaceutical sector is a defensive play, an investor may consider allocating 5 to 10 per cent of their corpus in such funds for the long term. 

Machine learning is powerful! What is more important is to use a nuanced approach while incorporating machine learning to help drive returns in the capital markets.

We follow a ‘growth at a reasonable price (GARP) investing style’ since it combines the best of both worlds. We have identified themes that provide secular growth opportunities such as private banks, unorganised to organised, speciality chemicals, manufacturing in India, and technology/digital.

Milan Ganatra elucidates a set of unwritten rules & tips that will guide investors through their investment journey.

Stick to your asset allocation, decide the funds based on your asset allocation and continue your SIPs in those funds, irrespective of what the macro situation is or where the market is. Over long periods of time, money will work for you and your stated goals will be achieved. 

By having a low volatility factor-based fund in the portfolio, an investor has an opportunity to cushion the portfolio from the potential downside risk. 

While open-ended and high-quality debt funds have delivered reasonable returns over the past few years, one of the advantages of a target maturity fund is the predictability of maturity as well as better visibility of expected outcomes.

Our proprietary ESG scoring process gives us the ability to evaluate the risk score of the companies across sectors and market capitalisations. 

Valuations do look expensive but are based on depressed earnings as of now. So, it seems that the market is expecting the recent trend of better-than-expected growth.

Let’s have a sneak peek of the conversation between DSIJ MF team and Vinay Paharia, Chief Investment Officer of Union Asset Management Company Private Limited.  

Retail investors look for safety, return & liquidity in their investments. Read onto find out how G-Secs score on these parameters. 

The total investment through SIP has come down to Rs 8,023 crore in the month of January, down by 5 per cent on a sequential basis. 

Mahindra Manulife Mutual Fund has launched its new open-ended equity scheme namely, Mahindra Manulife Short Term Debt Fund. Read onto find out more details. 

The domestic AUM declined by 1.69 per cent on a sequential basis in the month of January 2021.  

The journey of Nifty from its inception to over 15,000 now is quite eventful. Read onto find different aspects of its journey.  

There is no ‘one-size-fits-all’ way to choose the number of funds. It depends upon an individual’s personal preference as well as his/her goals. Read onto find out how one should determine the number of funds. 

The target of fiscal deficit has been revised to 9.5 per cent of GDP in revised estimates for FY21 compared to the budgeted level of 3.5 per cent of GDP.  

The time has come to invest in various avenues to avail deduction under section 80C. Here is the ELSS investment strategy that you can implement. 

Presently, markets are trading at their all-time high and have also somewhat corrected in the near past. So, what should MF investors do? Let’s find out.

Sundaram Asset Management Company with assets under management of over Rs 40,000 crore has announced the purchase of  Principal Asset Management with assets under management of Rs 7,747 crore.

The asset under management of the domestic mutual fund industry has increased by 13.59 per cent in December on a yearly basis. The participation of retail investors has declined during the same period.  

While investing in debt, certain things need to be looked out for as ignoring them, might lead your portfolio into serious trouble. Read onto find out more.  

New Year opens door to a bright day that motivates us to decide things to achieve in this year. Here are a few financial resolutions for 2021 that you can add to your list. 

Most of the new investors are approaching equities, solely focussed on the return potential of the asset class and are unable to see the risks or potential pitfalls.

Choosing one among the two i.e. unit-linked insurance plans and mutual funds isn't easy. In this article, we will try to find out which one is better among them and why. 

You must have heard a famous quote, ‘Success is where preparation and opportunity meet’. Hence, it is always advisable to be prepared for any meeting in advance. Here is a checklist that can help you in planning your first meeting with a financial advisor.  

As every coin has a flip side, mutual funds are no different in that sense. Fund managers not only buy but also sell. It becomes equally important to know what they are selling. So, let’s find out.

The year ended with an equity AUM of Rs 9.5 lakh crore. This is the seventh consecutive year in which the equity AUM has increased.  

The share price of Tata Motors went up by 20 per cent in the last two trading sessions. Read onto find out the funds that benefitted the most.

The equity market is trading at its all-time high level. This acts as an attractive force for many to start investing. Read onto find out the important aspects that one needs to keep in mind before investing in a mutual fund.

The FoF will invest in units of overseas ETFs, funds or both. 

Domestic AUM increased by 3.38 per cent on a sequential basis in the month of December 2020.

The equity market has gained by more than 25 per cent in the last three months while RIL lost 17 per cent of the market cap during the same period. Read onto know more about the MF schemes that are selling and buying the company’s share. 

NPS is one of the major avenues that can be used by salaried employees to get an additional deduction of up to Rs 50,000 over and above the 80C limit. Read on to find out the best performing schemes under different categories. 

Semi-annual review of categorisation of stocks is likely to throw some surprises. Read on to find out the expected changes. 

Here’s a list of funds that generated the best wealth for their investors since March 2020. 

Retail investors hold more equity assets and have a longer investment horizon. 

As your child takes baby steps and gradually climbs his/her education ladder, you have ample time and option to plan the funding in advance via education loan or mutual fund investment. Read this to find out which one is better and why! 

In the last few months, investors are continuously exiting from their mutual fund investment. Read on to find out why. 

Reading these documents would help you to understand the basic facts that are important for making an investment decision on any fund.

The fund will predominantly invest across sectors and stocks with a focus on riding business cycles. 

Equity AUM of the domestic mutual fund industry crossed Rs 8 lakh crore in the month of November 2020. Read on to find out the sectors where MFs has shown big interest.

Mrs Bectors Food Specialities, one of the leading companies in the premium & mid-premium biscuits segment, is hitting the primary capital market with its IPO. Read on to find out if you should subscribe to the issue. 

The Fund of Funds (FoF) scheme will predominantly invest in the units of ETFs/Index Funds of Nippon India Mutual Fund.