The proposed Parag Parikh Large Cap Fund marks the fund house’s first new equity offering in over a decade. Over the years, PPFAS added a few distinctly positioned schemes -- tax-saving, income-oriented, or asset-allocation tools -- rather than overlapping equity products.
The Franklin India Multi-Factor Fund (FIMF), an open-ended equity scheme following a multi-factor quantitative investment strategy, will open for subscription between November 10-24. The fund is designed to complement, not replace, the traditional fundamental way of investing, Franklin India said.
Pantomath Group’s mutual fund arm achieves Rs 2,000 crore milestone in first active NFO launch, reflecting strong retail participation.
The three-day maiden offer attracted investments from over 90 institutional investors and from more than 67,000 retail investors, Jio BlackRock said in a statement.
Motilal Oswal BSE 1000 Index Fund: By expanding to 1,000 stocks from the existing broadest funds, the BSE 1,000 index includes an additional 250 microcap companies, significantly increasing its sectoral and thematic reach
Multi-asset funds follow a dynamic investment strategy, adjusting their mix of assets depending on prevailing market conditions. They are well-suited for investors looking for a balanced approach.
Unlike tech funds that are heavily weighted towards IT and software firms, this one will have exposure only to the top 20 digital and internet businesses.
Motilal Oswal's Infrastructure Fund will focus on the space that has been 'gaining momentum', and offers an opportunity to invest primarily in construction, metals, energy, cement, and capital goods.
Experts believe that sectoral or thematic funds are typically meant for seasoned investors, with a very high risk appetite.
Like its other equity funds, Helios’ new fund will follow the elimination investing strategy.
For Indian investors, it will mean aligning their portfolio with global investors, which makes them susceptible to FII selling and vice versa
While FIIs have been net sellers, domestic mutual funds have stepped into the breach. Despite this, what explains their growing cash holdings?
Aditya Birla Sun Life Conglomerate Fund will have an investible universe of more than 30 business groups.
SBI Quant Fund, which opened for subscription on December 4, marks the entry of the fund house into the quant space.
Sukanya Ghosh, Fund Manager at SBI Mutual Fund, talks about the investment strategy of SBI Quant Fund, how this scheme differs from other funds in the category, the stock selection process and how the fund will adjust to the changing dynamics of Indian equity markets.
SBI Quant Fund: A diversified multi-factor approach can help mitigate underperformance during unfavourable market conditions for a particular factor, says SBI Mutual Fund
The Tata BSE Business Group Index Fund comprises 30 stocks, representing companies from the seven largest business groups in India. The NFO opened for subscription on November 25, and will close on December 9.
Nifty India Defence Index has gained 106 percent on a one-year basis, while one-month returns stand at -5.19 percent. Also, valuations of the index have expanded sharply in a very small period.
Bandhan Business Cycle Fund will look to adjust sector allocations according to the different phases of the economic cycle aiming to capture growth opportunities and manage risks across varying market conditions.
Among the nine new fund offers that are set to be launched over the next five business days (starting September 2), five are from the sectoral/thematic category
Why do asset management companies launch new fund offers (NFOs) when they struggle to deploy funds in their existing schemes? The answer lies in the desire to earn higher commissions from new issues and to compete for greater market share.
While the Nifty 500 Equal Weight Index has performed much better than the Nifty 500 across time periods, the former has a higher risk profile because of heavy exposure to mid-cap and small-cap stocks.
The scheme will look to offer the benefits of lower volatility, reduced interest rate risk, and moderate credit risk, making it a good choice for short-term savings
DSP Nifty Top 10 Equal Weight Funds — a pair of ETF and index funds — will invest in only10 stocks. These would be among the most focussed mutual funds.
Edelweiss Business Cycle Fund is different because it will follow factor based investing where it will pick stocks based on the highest momentum, value, quality and growth, primarily focusing on large and mid-cap stocks.