HDFC Flexi Cap Fund, managed by HDFC Asset Management Company, was launched in January 1995 and has shown significant growth over the years. As of February 28, 2025, the fund’s assets under management (AUM) reached Rs 64,124 crore, achieving an 18.77% return since its inception. The fund follows the NIFTY 500 TRI benchmark and … Read more
The ongoing downturn in benchmark equity indices has resulted in a decrease in the average annual returns of the National Pension System (NPS). Since September 27, 2024, both the Sensex and Nifty have dropped by more than 17% and 18% respectively. The decline in the Nifty 50 index has impacted long-term gains, causing concern among … Read more
Specialized Investment Fund: The Securities and Exchange Board of India (SEBI) is set to launch a new asset class for investors on April 1, 2025. The introduction of the Specialized Investment Fund (SIF) by SEBI aims to cater to the increasing demand from investors who feel constrained by the conventional options of mutual funds and Portfolio … Read more
Query: I strongly believe in the benefits of SIP and SWP. Currently, I am investing Rs 10,000 per month and expecting a return of 12% per annum. My plan is to continue this investment for the next 20 years, with an annual increase of 10%. I am 40 years old and am considering this approach … Read more
Radhika Gupta, Edelweiss Mutual Funds MD and CEO, took to social media platform X to share tips on how to start an SIP (systematic investment plan) in children’s names. A day ago, Gupta had shared the benefits of starting an SIP in children’s names and how it can help investors achieve their financial goals. Commenting … Read more
SBI Mutual Fund and State Bank of India have collaboratively introduced JanNivesh SIP, a versatile SIP option starting at only Rs 250 with daily, weekly, and monthly investment plans available. This initiative aims to empower first-time investors and small savers residing in rural, semi-urban, and urban areas to participate in mutual fund schemes. Initially, investors … Read more
Systematic Investment Plans (SIPs) were created to provide a convenient and straightforward alternative for investors who are unable to actively manage their investment portfolios on a daily basis due to market volatility. This allows investors to not only save time but also effectively grow their wealth. Amid discussions about whether to stay invested in SIPs … Read more
Edelweiss MF CEO Radhika Gupta weighed in on the ongoing debate about mid-cap and small-cap SIPs, urging investors to avoid fear-mongering and focus on disciplined, long-term strategies. Gupta in a post emphasized the importance of maintaining a sensible, diversified approach and holding investments for at least 10 years or more. ICICI Prudential AMC’s veteran fund … Read more
Crorepati goals: I recently turned 34 years old and updated my financial numbers as of December 31, 2024. My wife, who is 32 years old, and I have reached a portfolio value of over 55 Lakhs. Here is the breakdown: Mutual Funds: Rs 19 Lakhs Stocks: Rs 19.75 Lakhs Provident Fund: Rs 12.25 Lakhs National Pension … Read more
Every paycheck tells a story. For many, it’s the same cycle: work long hours, cover monthly expenses, and channel a fraction into Systematic Investment Plans (SIPs), hoping it grows enough to secure their future. But is that SIP money really working for you? Or is it quietly bailing out Foreign Institutional Investors (FIIs)? In the … Read more