Mutual Fund

A study on the Multi-factor funds in India.

A quick analysis on why Quant Small Cap Funds experienced a significance drop in it's rankings.

Smallcaps are heading into 2026 after a volatile but rewarding decade. But with over 25 funds in the category and each swinging harder than the benchmark it is not enough to look at short term returns or recent hype. So we filtered the entire smallcap universe based on two core metrics that genuinely matter: Return Consistency 3,5, 10 Year Returns vs Benchmark Risk Efficiency Sharpe Ratio plus Standard Deviation

Mutual funds are an excellent way to invest and build wealth over time. However, there are situations when you may want to transfer your mutual fund units, whether it's to a family member, a friend, or even after a life-changing event. In this blog post, we’ll explore how you can use a facility for mutual fund units held in a non-dematerialised format, an online-only facility to transfer or gift your mutual fund units. If you've ever wondered how to simplify your transfers,

Technology investments of ₹11,261 crore across 39 stocks demonstrated institutional commitment to India's digital transformation narrative. Despite US tariff concerns, fund managers viewed technology companies as long-term beneficiaries of global digitalization trends and India's competitive advantage in software services.

The first instinct for many investors is to hit the sell button, but history shows that panic selling is the costliest mistake. Corrections typically last three to six months, after which markets recover. The smarter approach is to align your strategy with your investor personality.

If you’ve been following mid-cap funds, you’d know the last one year has been anything but smooth. In fact, the benchmark for mid-cap stocks actually slipped by -4.32%, leaving many investors disappointed. But while the broader space struggled, the Invesco India Mid Cap Fund quietly pulled off something remarkable. It didn’t just survive the downturn; it thrived. Over the same one-year period, the fund delivered a strong 11.65% return, resulting in outperformance of more t

According to the chairman of AMFI,  Less than 5% of India’s 1.4 billion population actively participates in mutual funds, that's less than 70 million people....a stark contrast with mature markets such as the United States, where mutual fund penetration exceeds 50%.

The buying activity was dominated by State Bank of India's record ₹10,520 crore purchase and on the sell side travel and hospitality stocks faced the largest redemptions. IndiGo Aviation's ₹2,378 crore sale and Eternal Limited's ₹1,602 crore divestment

HDFC Defence Fund’s latest factsheet, something stood out. Just a year ago, this fund was the poster child of thematic success posting nearly 129% 1-year returns! But alongside that was a beta close to 4 and a standard deviation of ~20%. In short: high reward, yes...but seriously high risk.

domestic mutual funds unloaded roughly ₹41,000 Crore worth of shares.....

It raised ₹17,800 crore, a number that places it among the largest NFOs in Indian mutual fund history. And it did this not through aggressive marketing or complex product design, but by leveraging two critical advantages: Jio’s digital distribution network and BlackRock’s global investing credibility.

Long-duration debt funds invest in bonds with extended maturities. These bonds are highly sensitive to changes in interest rates.

Have you ever found yourself wondering if your money is working in ways that reflect your personal values? In a world where investing is no longer just about returns, ethical investing has become more relevant than ever. One powerful approach within this space is Shariah-compliant investing, an investment style guided by Islamic principles but open to anyone looking to invest in a more responsible and value-aligned manner. At its core, Shariah investing is about growing we

Without specific DTAA provisions deeming them as shares or explicitly making their gains taxable in India, they cannot be taxed under the same article as shares.

Notable exits included Max Financial Services Ltd. from the Financials sector, with a substantial sell value of ₹1133.28 crore.

Its 1-year return is among the lowest in the small-cap category, at a modest -5.41%. Yet, flip the coin and look at its 5-year return, and you'll find it leading the pack with an impressive 48.30%.

Reliance Industries Ltd. stood out as a favored stock, with a significant number of AMCs increasing their exposure. Notably, ICICI Prudential India Opportunity Fund raised its stake by 80.14%, while SBI Bluechip...

Highest one-year return among multi-asset funds in India (March 2025) In the bustling arena of Indian mutual funds, a relatively new name has been quietly going under the radar: WhiteOak Mutual Fund. The moniker itself, 'White Oak,' is intriguing. While the specific origin story isn't widely publicized, the name evokes a sense of strength, stability, and perhaps a fresh, clear perspective – qualities one hopes for in an investment management firm. About AMC Behind WhiteOak AM

Invesco India Large & Mid Cap Fund, which he has managed since November 9, 2023, has generated an 8.19% return over the past year, significantly outperforming its benchmark. Similarly, the Invesco India Midcap Fund has posted a remarkable 10.4%.