KOTAK EQUITY HYBRID FUND
Best mid cap mutual funds to invest in July 2024
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 tomorrow. That’s what makes them great bets. If these companies live up to the promise, the market will reward the investors handsomely.
Kotak Mutual Fund resumes subscription in Kotak Small Cap Fund
The fund will accept fresh subscriptions through lumpsum investment, systematic investment plan (SIP), systematic transfer plan (STP), frequency or such other special products in the units of Kotak Small Cap Fund.
Promoter selling can cross Rs 1 lakh crore mark as retail investors buy using MFs
With retail investors continuing to be on a buying spree using the mutual fund route, the trend of stake sale by promoters in NSE500 companies looks on track to cross the Rs 1 lakh crore mark.
9 equity mutual funds offer over 250% absolute return in both five and seven years
Around nine equity mutual funds have offered more than 250% absolute return in both five and seven years. Around 166 equity mutual funds have completed seven years of existence in the market, according to the data by ACE MF.
Best conservative hybrid mutual funds to invest in June 2024
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 stocks. These schemes are ideal for investors looking to invest a small part of their corpus in equity to earn some extra returns.
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Every 2 out of 3 mid and smallcap mutual funds fail to beat benchmarks. Should you still invest?
Mid cap mutual funds offered an average return of 26.09% in the last three years. The mid cap funds are benchmarked against Nifty Midcap 150 - TRI and BSE 150 MidCap - TRI which gave 28.62% and 28.24% respectively in the same time period.
25 and stepping into the market for the first time? Hybrid funds are just for you, says V Srivatsa
The strategies for the UTI Aggressive Hybrid is quite different from the UTI Large Cap or UTI Flexi Cap. I run more of a relative value strategy. I focus a lot on value. So, for example, you would not find many high PE stocks in my portfolio or very high level quality stocks in my portfolio. It will be a more decent quality, says V Srivatsa.
Best arbitrage mutual funds to invest in June 2024
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.
How are equity savings funds taxed?
Equity savings schemes are funds that belong to the hybrid category. They invest in a mix of equity, debt and arbitrage opportunities. A scheme in this category invests in equity and debt securities, employing a combination of three investment strategies — pure equity (net long equity), arbitrage plays, and debt.
5 hybrid mutual fund categories received inflows in May. Here is the breakup
The hybrid mutual funds received a total inflow of Rs 17,990 crore in May against Rs 19,862 crore in April. Here is the break up of the inflows in hybrid mutual fund categories, according to the data released by AMFI.
Best aggressive hybrid mutual funds to invest in June 2024
If you are bothered about the uncertainties and volatility in the market, you can consider investing in aggressive hybrid mutual funds. Mutual fund advisors typically recommend aggressive hybrid fund schemes to ‘conservative’ equity investors to create wealth to achieve their long-term financial goals.
These 8 equity mutual funds had over Rs 50,000 crore AUM in May
There were around 609 active equity mutual fund schemes in May. Of these, 98 have asset size of over Rs 10,000 crore. Here are the top 8 equity mutual funds that have over Rs 50,000 crore assets under management, according to the data pulled out from ACE MF.
9 equity mutual funds offer over 15% CAGR in 5, 7, and 10 years
Nine equity mutual funds, including Nippon India Small Cap Fund, SBI Small Cap Fund, and Kotak Emerging Equity Fund, offered over 15% CAGR in the last five, seven, and 10 years based on daily rolling returns.
These 5 equity mutual funds received over Rs 2,000 crore inflows in May
The total inflows in the equity mutual funds increased by 83% month on month to Rs 34,697 crore in May from Rs 18,917 crore in April. Here are the equity mutual fund schemes that received inflow of more than Rs 2,000 crore in May, according to the data by ACE MF.
15 largecap mutual funds turn monthly SIP of Rs 40,000 to Rs 1 crore in 10 years
15 largecap mutual funds turned a monthly SIP of Rs 40,000 into Rs 1 crore in 10 years, with impressive XIRR growth rates. Conservative investors may consider large cap schemes for long-term goals.
Kotak Mutual Fund, two others file draft documents with Sebi for 4 funds
Kotak Nifty Midcap 50 Index Fund will be an open-ended scheme replicating/tracking the NIFTY Midcap 50 Index. Benchmarked against NIFTY Midcap 50 Index, it will be managed by Devender Singhal, Satish Dondapati, and Abhishek Bisen.
Kotak Mutual Fund introduces Freedom SIP facility
Kotak Mutual Fund introduces Freedom SIP facility for investments under growth option of eligible schemes effective from June 18. Investors can register for a SIP cum SWP for specified duration.
I received Rs 70 lakh after retirement. Where should I invest this amount for good return?
Our panel of experts will answer questions related to any aspect of personal finance. If you have a query, mail it to us right away.
Equity mutual funds offer average return of 1.20% in May, sectoral funds top chart
Equity mutual funds offered an average return of 1.20% in May, with sectoral funds topping the chart in performance.
Equity mutual funds deliver up to 240% return in Modi government's second term
Equity mutual fund categories under Modi's second term witnessed significant returns, with small cap funds leading at 243.94%. Nippon India Small Cap Fund topped with 304.07%. ELSS funds, large cap, and aggressive hybrid funds also showed notable performance.
Mutual fund investors earn up to 960% returns in 10 years of Modi government
Mutual fund investors have earned impressive returns of up to 960% in the last 10 years of the Modi government. Around 195 equity schemes were analyzed, with top performers including Nippon India Small Cap Fund and SBI Small Cap Fund.
I received Rs 18 lakh from sale of ancestral property. Where should I invest this money for the next 3-5 years?
Our panel of experts will answer questions related to any aspect of personal finance. If you have a query, mail it to us right away.
11 hybrid mutual funds gave more than 15% return in five years
Around 11 hybrid mutual funds offered over 15% return in the last five years, according to data by ACE MF. There are around 94 hybrid mutual funds that completed five years.
Kotak Mutual Fund files draft document with Sebi for transportation & logistics fund
The scheme aims to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity-related securities of companies engaged in transportation & logistics and other related activities.
LIC Mutual Fund changes exit load for four equity schemes
LIC Mutual Fund alters exit load structure for four equity schemes, notified via notice-cum-addendum. Effective from May 27, the duration shifts from 12 to three months
This MF category is safer than other equity-oriented peers, offers better return than FDs
Equity Savings Funds (ESF) offer safer investment opportunities with potential for higher returns than Fixed Deposits (FDs). They invest in multiple asset classes, including equity, debt, and arbitrage opportunities, providing tax efficiency. ESFs also exploit price differentials in various markets for consistent returns.
Best conservative hybrid mutual funds to invest in May 2024
Conservative hybrid mutual funds offer a balanced mix of debt and equity, adhering to SEBI guidelines. Ideal for conservative investors seeking modest exposure to stocks for additional returns.
Aggressive hybrid mutual funds deliver up to 55% return in one year. Should you invest now?
JM Aggressive Hybrid Fund, the topper in the category, delivered 55.48% return in the last one year. Bank of India Mid & Small Cap Equity & Debt Fund gave 47.28% return in the said period.
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