GOLD MUTUAL FUND INVESTMENT

Small cap schemes invest in very small companies or their stocks. According to the Sebi mandate, small cap schemes must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least ...

Earlier, mutual fund schemes were not allowed to invest more than 25 per cent of their net asset value (NAV) in group companies of the sponsor.

Mid cap schemes invest in mid cap stocks or in stocks of medium-sized companies. As per Sebi norms, mid cap schemes are mandated to invest in companies that are between 101 and 250 in the market capitalisation. These companies can be leaders of tomo...

Groww platform safeguards investments, ensures transparency in transactions, and advises customers to verify holdings with CAMS, Kfintech, or MFCentral for comprehensive oversight, debunking misinformation and ensuring financial security.

Hanendra Pratap Singh's cautionary tale of fraudulent activities in mutual fund investments emphasizes the importance of vigilance and utilizing tools like MFCentral for comprehensive portfolio management.

According to the Sebi mandate, the large cap mutual funds are mandated to invest in top 100 companies by market capitalisation. Large companies fare better in a volatile market as these companies may be market leaders and resilient to downturns. Tha...

The proactive approach undertaken by women investors to achieve financial autonomy and growth, underscoring their commitment to long-term investing.

Stanley Lifestyles aims for business doubling in major metros with a steady 20% annual growth rate, steering clear of small town expansions.

All things considered, and drawing parallels with the past cases, there is little logic in investors rushing to exit Quant funds based on what we know so far. While it’s possible that the circumstances may be worse than they currently appear to be, ...

Gilt funds are not recommended to regular debt investors because they are risky and volatile. Gilt funds suffer the most when the rates go up. The bond prices and yields move in opposite directions. When the rates go up, bond prices come down. This ...

There are no changes in the recommendation list this month. If you are investing in these schemes, you can relax and continue with your investments. Follow our monthly updates regularly.

Mutual fund advisors say banking & PSU debt schemes are ‘relatively’ safe because these schemes invest only in bonds and papers of banks and public sector companies. Since most of these entities are government-backed, they don’t have the credit risk.

The mode of holding is crucial for accessibility, management and transfer of mutual funds. In single holding, if the investor dies, heirs must provide legal documents, such as a will or probate, to claim the funds, which can be time-consuming. All y...

SBI Mutual Fund has introduced the SBI Silver ETF, an open-ended exchange-traded scheme designed to track the price movements of silver.

Conservative hybrid mutual funds are the entry to the world of hybrid funds. These schemes invest mostly in debt and a small percent in equity. As per the Sebi norms, conservative hybrid schemes must invest 75-90% in debt instruments and 10-25% in s...

Gold ETF schemes added 136,772 folios in May, a 12.5% year-on-year increase. Investors are increasingly choosing Gold ETF mutual schemes for reasons like easy availability and low investment ticket size.

There is no change in the list this month as all schemes have retained their place in the list. Watch out for our monthly updates to ensure your schemes are faring well.

Union Multi Asset Allocation Fund, an open-ended scheme, aims for long-term capital appreciation through diversified investments in equity, debt, gold, silver, REITs & InvITs. Managed by Hardick Bora, Sanjay Bembalkar, and Anindya Sarkar, it follows...

Silver ETFs outperformed smallcap and largecap mutual funds in 2024, with a 26% return so far. Silver funds, dedicated to investing in silver, delivered an average return of 26.08% in 2024, with top performers including HDFC Silver ETF and UTI Silve...