Tata Mutual Fund has announced the merger of Tata Quant Fund into Tata Flexi Cap Fund, scheduled to take effect on March 21, 2025. Following this merger, Tata Quant Fund will be dissolved, and its unitholders will seamlessly transition to being part of Tata Flexi Cap Fund. Investors who do not support the merger have … Read more
In the current volatile market, as investors contemplate pausing their Systematic Investment Plans (SIPs) in small-cap and mid-cap funds, mutual fund experts are recommending flexicap funds. Investors often choose flexicap funds due to their dynamic approach, which allows fund managers to adjust asset allocation among large, mid, and small-cap stocks according to market conditions. This … Read more
Amid the current market fall, some investors are facing a dilemma on whether to continue their systematic investment plans (SIPs) in mid and small-cap mutual fund schemes. In 2025, the Nifty 50 has seen a decrease of around 2 percent, while the Nifty Midcap 150 index has dropped by 7 percent, and the Nifty Smallcap … Read more
The ongoing debate regarding investment in small and midcap mutual funds and investors’ commitment to their systematic investment plans (SIPs) is raging. In January, the mutual fund industry experienced robust inflows, resulting in assets under management (AUM) reaching Rs 67.25 lakh crore. During this period, there were significant inflows in various market caps, with midcap … Read more
The DSP Mutual Fund recently introduced the DSP Nifty Private Bank Index Fund, an open-ended scheme that tracks the Nifty Private Bank Index. This fund offers investors a targeted approach to the private banking sector in India. The NFO will be available from February 14, 2025, to February 28, 2025. Investors have the option to … Read more
Recently, there has been a lot of attention paid to mid- and small-cap funds. Veteran fund manager S. Naren’s remarks have sparked a significant discussion on SIPs, particularly with regards to short-term investments in small and midcap funds. Many average investors see these funds as a great way to balance risk and return on their … 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
Many individuals in their 20s have begun investing in SIP (Systematic Investment Plan) without a deep understanding of financial concepts, often influenced by social media content or advice from friends. Through conversations with friends and acquaintances, I have observed a trend of individuals across various income brackets, from those earning Rs 20,000/month to Rs 1 … Read more
The mutual fund industry in 2024 saw robust asset growth, substantial inflows, and a rising trend of choosing Systematic Investment Plans (SIPs) for investment. Amid a thriving market and escalating investor trust, mutual funds continue to be a favored option for long-term wealth accumulation. In 2024, the assets under management (AUM) of the mutual fund industry … Read more
Travelling is a passion for many, but it often comes with a hefty price tag. However, with smart financial planning and the strategic use of digital rewards, you can make your dream holidays both affordable and unforgettable. Here’s how: Smart financial planning: Effective budgeting is the cornerstone of affordable travel. You can start by setting … Read more