Category: Mutual fund

Mutual Fund is a financial instrument, which gives a platform to invest in equity, bonds, money market, and other assets. In a Mutual Fund, many investors invest their hard-earned money with help of fund managers. Mutual Fund accepts money from investors and invests their money in stocks, debt, and other assets according to investors’ objectives. Funds are managed by professional fund managers. Mutual fund portfolio classified and managed according to the investment objectives, which describes in the mutual fund’s prospectus.

HDFC Nifty LargeMidcap 250 Index Fund (NFO)

September 30, 2024September 30, 2024 Kunjbihari Kumawat

HDFC NIFTY500 MULTICAP 50:25:25 INDEX FUND

The HDFC Nifty LargeMidcap 250 Index Fund NFO (New Fund Offer) is an index fund that aims to track the performance of the Nifty LargeMidcap 250 Index. This index comprises the top 250 companies from both large-cap and mid-cap segments. Here’s a quick overview of the fund: Key Highlights: Fund Objective:The objective is to provide returns that closely correspond to the total returns of the Nifty LargeMidcap 250 Index, subject to tracking errors. It focuses on a diversified portfolio covering both large and mid-cap companies, offering a blend of stability…

What happened if My SIP/NACH Bounce…?

August 23, 2024August 23, 2024 Kunjbihari Kumawat

SIP (Systematic Investment Plan) and NACH (National Automated Clearing House) are common methods used for making regular investments or payments, especially in mutual funds, loan repayments, insurance premiums, and more. When a payment through SIP or NACH fails or “bounces” due to insufficient funds or other reasons, bouncing charges may be levied. Here’s an explanation of SIP/NACH bouncing charges: SIP Bouncing Charges A Systematic Investment Plan (SIP) allows investors to invest a fixed amount regularly in a mutual fund scheme. The amount is automatically debited from the investor’s bank account…

ADITYA BIRLA SUN LIFE Nifty India Defence Index Fund

August 17, 2024August 17, 2024 Kunjbihari Kumawat

Aditya Birla Sun Life Nifty India Defence Index Fund is a thematic index fund focused on investing in companies that are part of the Nifty India Defence Index. This index comprises companies primarily involved in defense and allied activities within India. The fund aims to replicate the performance of this index, providing investors with exposure to the defense sector, which is expected to grow due to increased government spending, policy support, and the emphasis on indigenization. Key Features: Fund Category: Thematic-Defense, Index Fund Benchmark: Nifty India Defence Index Investment Objective:…

HDFC NIFTY500 Multicap 50:25:25 Index Fund

August 11, 2024August 12, 2024 Kunjbihari Kumawat

HDFC NIFTY500 Multicap 50:25:25 Index Fund is an open-ended mutual fund that replicates or tracks the NIFTY 500 Multicap 50:25:25 Index. Here’s a brief overview: Fund Objective: The primary objective of the HDFC NIFTY500 Multicap 50:25:25 Index Fund is to provide returns that closely correspond to the total returns of the NIFTY 500 Multicap 50:25:25 Index, subject to tracking errors. Key Features: Multicap Exposure: The fund offers diversified exposure across large-cap, mid-cap, and small-cap stocks in a 50:25:25 ratio, which means 50% of the investment goes into large-cap stocks, 25%…

ICICI PRUDENTIAL ENERGY OPPORTUNITIES FUND

July 1, 2024July 9, 2024 Kunjbihari Kumawat

The ICICI Prudential Energy Opportunities Fund is an open-ended equity mutual fund launched by ICICI Prudential Mutual Fund. This fund is specifically designed to provide investors with long-term capital appreciation by investing in the equity and equity-related instruments of companies involved in the energy sector, which includes both traditional energy sources such as oil and gas, as well as new and renewable energy industries. Key Features: Type: An open ended equity scheme following the energy theme. Benchmark: Nifty Energy TRI. Investment Objective: The fund aims to generate long-term capital growth…

MOTILAL OSWAL NIFTY INDIA DEFENCE INDEX FUND

June 11, 2024June 24, 2024 Kunjbihari Kumawat

The Motilal Oswal Nifty India Defence Index Fund is a unique investment offering that provides exposure to India’s growing defence sector. Launched by Motilal Oswal Asset Management Company (MOAMC), this is the first index fund in India focused solely on defence stocks. The fund aims to replicate the performance of the Nifty India Defence Index, which includes 15 top companies involved in defence manufacturing and services. Key Features: Type: Open-ended index fund. Benchmark: Nifty India Defence Total Return Index. Investment Objective: To provide returns corresponding to the total returns of…

Aditya Birla Sun Life Quant Fund

June 10, 2024June 10, 2024 Kunjbihari Kumawat

I’m thrilled to introduce the New Fund Offer (NFO) for the Aditya Birla Sun Life Quant Fund. This is a groundbreaking opportunity for investors to engage with a fund that utilizes advanced quantitative techniques to optimize returns and manage risks. Let’s delve into the key features and benefits of this innovative investment option. What is the Aditya Birla Sun Life Quant Fund? The Aditya Birla Sun Life Quant Fund is an open-ended equity scheme designed to deploy quantitative models for investment decision-making. These models analyze vast amounts of data to…

SBI AUTOMOTIVE OPPORTUNITIES FUND

May 16, 2024May 27, 2024 Kunjbihari Kumawat

The SBI Automotive Opportunities Fund is an open-ended equity scheme launched by SBI Mutual Fund, focusing on automotive and allied business activities. The fund aims to generate long-term capital appreciation by investing in equity and equity-related instruments of companies engaged in this sector. The thematic focus includes original equipment manufacturers (OEMs), auto component manufacturers, electric mobility, and export opportunities within the automotive industry. Understanding SBI AUTOMOTIVE OPPORTUNITIES FUND Stock picking will be done using active investment strategy by focusing on robust fundamentals and navigating through conducive environment of growth for…

HDFC Manufacturing Fund

April 25, 2024May 3, 2024 Kunjbihari Kumawat

In the world of investments, mutual funds have emerged as a popular choice for both seasoned investors and newcomers alike. Among the myriad options available, HDFC Manufacturing Fund stands out as a beacon for those looking to capitalize on the burgeoning industrial sector. In this blog post, we delve into the intricacies of HDFC Manufacturing Fund, exploring its features, benefits, and potential for investors seeking exposure to the manufacturing landscape. Understanding HDFC Manufacturing Fund HDFC Manufacturing Fund is an open-ended equity scheme primarily investing in stocks of companies engaged in…

One Time Bank Mandate

February 13, 2024February 13, 2024 Kunjbihari Kumawat

A one-time bank mandate for mutual funds is an authorization given by an investor to their bank to allow the mutual fund company to directly debit funds from their bank account for the purpose of purchasing mutual fund units. This mandate is usually provided by investors when they are setting up a Systematic Investment Plan (SIP) or making a lump sum investment in a mutual fund. Once the mandate is set up, the mutual fund company is authorized to withdraw the specified amount of money from the investor’s bank account…