Page 13 - Value Research News Today

Dynamic Asset Allocation or Balanced Advantage Fund is one of the most popular categories in the Rs 50 trillion Indian mutual fund industry with the category’s total assets under management at Rs 2.22 trillion.

We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.

Actively managed debt funds with the flexibility to go long on duration made a strong comeback on the returns chart in 2023, thanks to softening bond yields. The average one-year returns of floater, long-duration, gilt, and dynamic bond funds, which ranged between 2.3 per cent and 4.5 per cent at the end of 2022, now stand at over 7.2 per cent, with some schemes delivering over 8.5 per cent, according to data from Value Research. Debt fund returns are inversely related to yields of underlying in...

These 5 mid-cap mutual fund schemes have given almost 40% return in one year

According to Bloomberg data, the Nifty Midcap 150 index currently trades at a price-earnings (P/E) multiple of 34.5 compared with its five-year average P/E of 33.7. The Nifty 50 index trades at the five-year average multiple of 24.6.

According to Bloomberg data, the Nifty Midcap 150 index currently trades at a price-earnings (P/E) multiple of 34.5 compared with its five-year average P/E of 33.7. The Nifty 50 index trades at the five-year average multiple of 24.6.

EDELWEISS LARGE CAP: The fund remains conscious of the benchmark while taking top-down sectoral calls and shuns cash calls. It usually runs positive active bets of 30-50%. The fund has exhibited a sharp outperformance over the past year.

INVESCO INDIA MID CAP: The funds preference is for growth-oriented, niche businesses, with strong cash flows, healthy balance sheets and management pedigree. Its portfolio size has now expanded to more than 60 stocks, compared to its earlier stance of running a compact portfolio. All you need to know before you invest

INVESCO INDIA MID CAP: The funds preference is for growth-oriented, niche businesses, with strong cash flows, healthy balance sheets and management pedigree. Its portfolio size has now expanded to more than 60 stocks, compared to its earlier stance of running a compact portfolio. All you need to know before you invest

As the financial year-end nears and companies seek proof from employees choosing the old tax regime which supports rebates and deduction, investors scout for options to save tax under Section 80C. An investor can get a tax benefit of up to Rs 1.5 lakh by investing in an equity-linked savings scheme (ELSS).