Page 21 - Value Research News Today

The actively managed large-cap funds are no longer able to keep up with the Sensex or the Nifty even in a minimally sustained manner. There are several reasons for this shift. For one, the increased efficiency and transparency of the market have made it more challenging for fund managers to find undiscovered value and generate alpha.

The actively managed large-cap funds are no longer able to keep up with the Sensex or the Nifty even in a minimally sustained manner. There are several reasons for this shift. For one, the increased efficiency and transparency of the market have made it more challenging for fund managers to find undiscovered value and generate alpha.

Investors are back to arbitrage funds, pouring in as much as Rs 10,074 crore in July, with cumulative flows rising to Rs 23,800 crore this financial year. The inflows reflect high returns and better taxation treatment these funds offer compared to debt plans.

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

Even as small-cap mutual fund schemes see record inflows with investors betting big on the segment, some fund managers appear wary of deploying more money into small-cap stocks. Is the party over for them? - Issue Date: Aug 20, 2023

Fund houses are exploring ways to differentiate themselves in the hybrid space. A relatively unknown hybrid fund variant, Balanced Hybrid, is about to see its first launch since the introduction of mutual fund (MF) scheme categorisation norms in 2017. WhiteOak Capital MF has filed papers with the regulator for this scheme, which comes amid increasing interest in the hybrid space. MFs anticipate that hybrids will become the preferred category for investors with a lower risk appetite following cha...

Liquid, money market funds received high net inflows in June 2023. Such schemes can help investors to benefit from the current attractive yields.

Nippon India Small Cap Fund has delivered stellar returns and has the potential to make investors millionaires

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

Wealth advisors believe arbitrage funds to be a good choice for cautious investors who want to benefit from a volatile market without taking on too much risk. But one should have at least a three to six-month investment horizon.