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Quant Mutual Fund is adjusting its portfolio. It is increasing exposure to mid and small-cap stocks. The fund house sees buying opportunities in sectors like PSU and infrastructure. Predictive analytics endorse risk-on for India. The fund house anticipates global market resilience.
Quant Mutual Fund has said their overall portfolio remains tilted towards largecaps, and the exposure in select mid and small caps has been increased in most of their equity and hybrid funds. The fund house believes that select buying opportunities are visible in certain sectors viz.PSU, Infrastructure, Hotels & Hospitality, Pharmaceuticals, Materials, Retail and Telecom. “Our portfolio at Quant Mutual Fund remains tilted towards large caps and overall liquidity of the portfolio is good; select mid and small caps exposure has been increased in most of the equity and hybrid schemes.We reiterate that select buying opportunities are visible in certain sectors viz. PSU, Infrastructure, Hotels & Hospitality, Pharmaceuticals, Materials, Retail and Telecom,” the fund house said in its monthly release. Also Read | Equity mutual funds offer up to 32% return in first six months of 2025.Sectoral, thematic funds rule return chart ... Looking for the best mutual funds to invest?
The Nigerian Exchange Limited (NGX) offers a comprehensive list of Mutual Funds to help you meet your savings and investment goals and priorities.
A Mutual Fund is an investment vehicle made up of a pool of funds collected from numerous investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets.One of the main advantages of Mutual Funds is they give small investors access to professionally managed, diversified portfolios of equities, bonds and other securities. Each shareholder, therefore, participates proportionally in the gain or loss of the fund.Affordability – As a small investor, you may find that it is not possible to buy shares of larger corporations. With Mutual Funds small investors can get started because of the minimal investment requirements.Mutual Funds are operated by professional fund managers, who invest the fund’s capital and attempt to produce capital gains and income for the investors.
Mutual funds are a managed portfolio of investments that pools money together with other investors to purchase a collection of stocks, bonds, or other securities, providing diversification. Learn about what mutual funds are and their advantages.
Mutual funds are investment strategies that allow you to pool your money together with other investors to purchase a collection of stocks, bonds, or other securities that might be difficult to recreate on your own. This is often referred to as a portfolio. The price of the mutual fund, also known as its net asset value (NAV) is determined by the total value of the securities in the portfolio, divided by the number of the fund's outstanding shares.This price fluctuates based on the value of the securities held by the portfolio at the end of each business day. Note that mutual fund investors do not actually own the securities in which the fund invests; they only own shares in the fund itself.One way to tell how well a fund manager is performing is to look at the returns of the fund relative to this benchmark. Note that while it may be tempting to focus on short-term performance when evaluating a fund, most experts will tell you that it's best to look at longer-term performance, such as 3- and 5-year returns. Mutual funds can be a cost-effective way to invest.In addition, minimums are often waived or reduced if investors buy a fund within a retirement account or use certain brokerage features like automatic investments to regularly invest over a set time period. Buying shares in a mutual fund is also an easy way to help diversify your investments, which is really another way of saying that you won’t have all your eggs in one basket.
A mutual fund pools money from many investors to buy a diversified portfolio of stocks, bonds, or other securities. Know types, benefits & how to invert in Mutual Funds.
Investment solutions such as Mutual Funds combine the capital of many investors to purchase a range of securities including stocks and bonds. Units in the fund represent each investor's portion of the total investment.Professional fund managers oversee these funds, making choices depending on the goals of the fund and the market. Without having to pick individual stocks or bonds, Mutual Funds provide a simple method to invest in a diversified portfolio.Mutual Funds mainly work by pooling investors’ money in a diversified portfolio of stocks, bonds, or other assets. A fund manager oversees and controls the portfolio, making decisions on asset allocation based on the fund’s strategy.Mainly Mutual Funds are of two types known as Actively Managed and Passively Managed. The actively managed funds need a fund manager who carefully analyses and chooses investments to maximise the investments. Such funds need careful research and expertise. Whereas, the passive funds (also known as index funds) majorly aim to replicate a specific market index like the Nifty 50 or the Sensex.
Learn how to select the best mutual funds with this comprehensive guide tailored for smart investors. Whether you're planning for short-term goals or long-te...
He didn’t win the lottery or time the market. He stuck to three mutual funds, automated his SIPs, and tuned out the noise for four years. What emerged was ₹1 crore and a lifetime of financial wisdom.
In an age where everyone wants to “10x” return in a month, a viral Reddit post quietly landed with the title: “Finally achieved a Rs 1cr portfolio in mutual funds today.” No clickbait. No viral flair. Just a subdued, hard-earned triumph. But read closer and you’ll see this isn’t a story about money.Here’s what no mutual fund ad tells you: SIPs are emotionally brutal in sideways markets.Still, his mutual funds delivered a 19% XIRR, while his stock picks managed 14%.These 3 Tata Mutual Funds turned Rs 10K SIP into over Rs 1 crore — Top scheme delivered 17% CAGR in 20 years
Quant Mutual Fund has announced the launch of Quant Equity Savings Fund, an open-ended scheme investing in equity, arbitrage and debt.
Quant Mutual Fund has announced the launch of Quant Equity Savings Fund, an open-ended scheme investing in equity, arbitrage and debt. The new fund offer, or NFO of the fund, is open for subscription and will close on July 21.The fund will reopen for continuous sale and repurchase within five business days from the date of allotment of units under NFO. Also Read | Mutual fund SIP guide: How to invest for the rest of 2025Further, the scheme may invest in equity stocks in the cash market and take short position in the futures market to avail arbitrage between spot & futures market and reduce net long equity exposure Also Read | Mid and small cap allocation rises across equity and hybrid funds, buying opportunity in 7 sectors: Quant Mutual Fund The fund is suitable for investors who are seeking to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, fixed income securities and capital appreciation through an exposure to equity and equity related instruments and want regular income and capital appreciation.Quant Equity Savings Fund combines twin objectives of stability and growth to help risk-averse investors with their long-term wealth creation goal. quant mutual fundsandeep tandonquant equity savings fundequity savings fundhybrid fundmutual fundsmutual fund news
JioBlackRock Asset Management Pvt ... venture between Jio Financial Services Ltd. or JFSL and BlackRock. The fund was mobilised from three cash/debt mutual fund schemes — JioBlackRock Overnight Fund, JioBlackRock Liquid Fund and JioBlackRock Money Market Fund....
JioBlackRock Asset Management Pvt Ltd has closed its maiden New Fund Offer (NFO) after recording a total investment of Rs 17,800 crore, as per an announcement made by the company on Monday. JioBlackRock is a 50:50 joint venture between Jio Financial Services Ltd. or JFSL and BlackRock.JioBlackRock is a 50:50 joint venture between Jio Financial Services Ltd. and BlackRock. The fund was mobilised from three cash/debt mutual fund schemes — JioBlackRock Overnight Fund, JioBlackRock Liquid Fund and JioBlackRock Money Market Fund.These first funds offered by JioBlackRock Asset Management provide a broad range of investors choice to manage different elements of cash and short-term allocations, and put cash to work for meeting differing liquidity, risk and return objectives, it said. Short-duration debt and money market mutual funds are a solution for investors looking to get yield by holding lower-volatility and short-term funds, without locking into a long-term commitment and providing clients with the flexibility to meet their liquidity needs.The cash/debt mutual fund schemes also recorded over 67,000 retail investors investing in these funds during the offer period.
Jio BlackRock Asset Management has successfully raised over Rs 17,800 crore ($2.1 billion) through its initial offering of three cash or debt mutual fund schemes. This marks the first offering since the joint venture between Jio Financial Services and BlackRock received its license in May.
JioBlackRock Mutual Fund on Monday announced the successful closure of its maiden New Fund Offer (NFO), receiving a total investment of Rs 17,800 crore (USD 2.1 billion) across three cash/debt mutual fund schemes – JioBlackRock Overnight Fund, JioBlackRock Liquid Fund, and JioBlackRock Money Market Fund.Also Read | Arbitrage Funds vs. Liquid Funds: Which is right for you? ... Looking for the best mutual funds to invest?These first funds offered by JioBlackRock Asset Management provide a broad range of investors' choice to manage different elements of cash and short-term allocations, and put cash to work for meeting differing liquidity, risk and return objectives. Short-duration debt and money market mutual funds are a solution for investors looking to get yield by holding lower-volatility and short-term funds, without locking into a long-term commitment and providing clients with the flexibility to meet their liquidity needs.Account Creation Initiative To enable retail investors to benefit from JioBlackRock Asset Management’s systematic approach to investments, and participate in its upcoming fund offerings, the company has announced an Account Creation Initiative. Also Read | JioBlackRock launches mutual fund access on MyJio, calls it a new era of investing Designed to simplify onboarding, the initiative allows customers to create investment-ready accounts within minutes through the JioFinance app.
Explore various mutual funds, Learn about fund categories, Investment ideas, Check fund distribution, How to understand fund quality, returns, and other important factors.
Mutual Fund is an investment product.It is started and managed by a Mutual Fund company that pools money from various investors and invests it in various asset classes like equities, bonds, money market instruments, and Gold.A Mutual Fund is run by a professional money manager. This professional, called a Fund Manager, takes all investment decisions, including when and where to invest and when to exit a holding.We all want our investments to give good returns and grow fast. And in this endeavor, we tend to look for the best mutual funds while investing.
With more in slew, it’s time to understand it better for productive investment choices. While AIF (Alternate Investment Funds) are way above for ordinary investors; the investment arena is constrained by the lack of choices between the PMS (Portfolio Management Services) and MF (Mutual Fund) ...
With more in slew, it’s time to understand it better for productive investment choices. While AIF (Alternate Investment Funds) are way above for ordinary investors; the investment arena is constrained by the lack of choices between the PMS (Portfolio Management Services) and MF (Mutual Fund) options.There’sa huge buzz being created with the launch of SIF (Specialised Investment Fund) in the last few weeks by a couple of AMC (Asset Management Companies). With more in slew, it’s time to understand...They’re in MF form i.e., pooled investments allocating units per the proportion of contribution with a minimum ticket size of Rs. 10L. This allows the taxation at the fund level during the operation just like that of the MFs while only at the redemption would the investor be taxed depending on the type and tenure per the CG (Capital Gains) rules.In both the equity and debt options, another common strategy is thorough sectoral long-short. And distinctively for equity-oriented investments a category of equity ex-top 100 long-short fund and for hybrid asset allocator long-short fund options are allowed, for now.
What are mutual funds? A mutual fund is an SEC-registered open-end investment company that pools money from many investors. It invests the money in stocks, bonds, short-term money-market instruments, other securities or assets, or some combination of these investments.
A mutual fund is an SEC-registered open-end investment company that pools money from many investors. It invests the money in stocks, bonds, short-term money-market instruments, other securities or assets, or some combination of these investments. The combined holdings the mutual fund owns are known as its portfolio, which is managed by an SEC-registered investment adviser.Increased Net Asset Value (NAV). If the market value of a fund’s portfolio increases, after deducting expenses and liabilities, then the NAV of the fund and its shares increases. With respect to dividend payments and capital gains distributions, mutual funds usually will give investors a choice.The mutual fund can transfer the amount to the investor, or the investor can have the dividends or distributions reinvested in the mutual fund to buy more shares. Mutual funds are not guaranteed or insured by the FDIC or any other government agency. They therefore all carry some level of risk.Different funds have different risks and rewards depending on their investment objectives. Generally, the higher the potential return, the higher the risk of loss. As with any business, running a mutual fund involves costs. Funds pass along these costs to investors by deducting fees and expenses from NAV.
As 2025's second half begins, experts advise SIP investors to stay invested or step up contributions despite market volatility. Flexi, largecap, and hybrid funds are preferred picks. Step-up SIPs can significantly boost long-term returns, offering growth and stability, especially when aligned ...
Flexi, largecap, and hybrid funds are preferred picks. Step-up SIPs can significantly boost long-term returns, offering growth and stability, especially when aligned with income and evolving financial goals. ... Experts emphasise aligning investments with financial goals, time horizons, and risk appetite to navigate the evolving market landscape effectively. As the second half of the year kicks off, mutual fund investors using the SIP route may be thinking about their next move — whether to continue as is, increase their investments, or adjust their strategy — especially with markets showing strength but also some short-term volatility, to which experts recommends that investors should stick to their SIPs regardless of market levels.According to Association of Mutual Funds in India (AMFI), SIP is a simpler approach to long term investing is disciplining and committing to a fixed sum for a fixed period and sticking to this schedule regardless of the conditions of the market.Technology funds lost the most of around 4.44% followed by pharma & health care funds which lost 3.54% in the same period. Post analysing the performance by equity mutual fund categories in the first half of CY2025, Shinde advises flexi cap, large cap, and focused equity funds as the strong SIP candidates today due to their ability to navigate market cycles.With gold, silver, and equity market rallying and investors confused about which one to choose for investment, the market experts are recommending that given the current geopolitical backdrop, political uncertainty, and global inflationary pressures, investors should prioritize a multi asset strategy as diversification helps in mitigating risk during turbulent times. Also Read | Best mutual funds to invest through SIPs in July 2025 So, considering these factors, the important thing to know is whether step-up SIP is wise now and whether investors should consider hybrid or multi-asset funds.
Jio BlackRock Asset Management said on Monday it has raised more than $2.1 billion across three cash or debt mutual fund schemes, its first offering since getting the licence in May.
July 7 (Reuters) - Jio BlackRock Asset Management said on Monday it has raised more than $2.1 billion across three cash or debt mutual fund schemes, its first offering since getting the licence in May.
A mutual fund is an investment fund that pools money from many investors to purchase securities. The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe ('investment company with variable capital'), and the open-ended ...
Funds may also be categorized as index funds, which are passively managed funds that track the performance of an index, such as a stock market index or bond market index, or actively managed funds, which seek to outperform stock market indices but generally charge higher fees. The primary structures of mutual funds are open-end funds, closed-end funds, and unit investment trusts.Open-end funds are purchased from or sold to the issuer at the net asset value of each share as of the close of the trading day in which the order was placed, as long as the order was placed within a specified period before the close of trading. They can be traded directly with the issuer. Mutual funds have advantages and disadvantages compared to direct investing in individual securities.Luxembourg and Ireland are the primary jurisdictions for the registration of UCITS funds. These funds may be sold throughout the European Union and in other countries that have adopted mutual recognition regimes. The first modern investment funds, the precursor of mutual funds, were established in the Dutch Republic.The first investment trust in the UK, the Scottish American Investment Trust formed in 1873, is considered the "most obvious progenitor" to the mutual fund, according to Diana B. Henriques. One of the earliest investment companies in the U.S. similar to a modern mutual fund was the Boston Personal Property Trust that was founded in 1893; however, its original intent was as a workaround to Massachusetts law restricting corporate real estate holdings rather than investing.In the U.S., there were nearly six times as many closed-end funds as mutual funds in 1929. After the Wall Street Crash of 1929, the United States Congress passed a series of acts regulating the securities markets in general and mutual funds in particular.
Discover mutual funds: pooled assets investing in stocks, bonds, and securities. Build your legacy with high-quality, low-cost mutual funds from Vanguard.
The fund is managed by experts who take care of that for you. ... You can buy and sell mutual fund shares online and set up automatic investments and withdrawals.Some basic things to consider are the fund's expense ratio and your target asset allocation—the combination of stocks, bonds, and cash you should hold in your portfolio. ... Start with your savings goals to get an idea of how aggressive you want your investments to be based on your risk tolerance and how long you'd like your money to be invested. Then determine the best asset allocation for your goals, and select a mutual fund to help build your diversified portfolio.Index funds, also known as passively managed funds, are built to follow a market benchmark like the S&P 500 Index or Dow Jones Industrial Average. Active funds are managed by fund managers who handpick the fund's investments in an attempt to beat the market. ... You'll often see the phrase "mutual funds trade at NAV" or the word "NAV" when you research mutual funds.Build your legacy with high-quality, low-cost mutual funds that fit your needs.
The newly launched fund house is also among the top 15 players by debt AUM, the release stated. Image: X@JioBlackRockmfAbhishek Kumar Mumbai · 2 min read Last Updated : Jul 07 2025 | 1:46 PM IST · Jio BlackRock Asset Management’s three maiden mutual fund (MF) offerings—overnight, liquid ...
The newly launched fund house is also among the top 15 players by debt AUM, the release stated. Image: X@JioBlackRockmfAbhishek Kumar Mumbai · 2 min read Last Updated : Jul 07 2025 | 1:46 PM IST · Jio BlackRock Asset Management’s three maiden mutual fund (MF) offerings—overnight, liquid and money market—garnered ₹17,800 crore in investments during the launch period, the company said in a release.Jio BlackRock AMC, a 50:50 joint venture between Jio Financial Services (JFS) and BlackRock, had received final approval from the Securities and Exchange Board of India (Sebi) to start a mutual fund business only in May.The asset manager had first announced its plan to foray into the mutual fund space in July 2023.Topics : Jio Financial Services BlackRock Mutual Funds
Sebi has proposed review of regulatory framework for the business activities of an Asset Management Companies (AMCs) of Mutual Funds. Sebi has proposed allowing mutual funds to act as point of presence for pension funds to act as global distributor of funds, subject to conditions.
Sebi consultation paper has proposed that, subsidiaries of the AMCs which are registered as pension funds may be allowed to provide Point of Presence (POP) service and receive the compensation allowed by PFRDA for such services. However, the AMC may be required to ensure that the interest of the mutual fund investors is protected and not compromised while providing such services.Sebi paper also said that, with respect to request of AMC or its subsidiary to act as global distributor of funds, presently, AMCs are allowed to market or sell only direct plans of the mutual funds scheme managed by them. Sebi, AMCs may continue to be allowed to register as distributor through overseas subsidiary.With respect to the funds managed and advised by AMC other than mutual funds schemes and outside India, it is proposed that AMCs may be allowed to distribute funds managed and advised by the AMCs other than mutual fund schemes through its subsidiary, provided such distribution activities and fund management activities are regulated by a foreign regulator or jurisdiction and follows the regulatory framework specified by such foreign regulator or jurisdiction.Currently, Regulation 24(b) of MF Regulations restricts AMCs from undertaking any business activity other than in the nature of management and advisory services provided to pooled assets including offshore funds, insurance funds, pension funds, provident funds, or such categories of foreign portfolio investor as may be permitted by Sebi. Mutual Fund industry association AMFI had asked for the review and Sebi as part of Ease of Doing Business has proposed the easing of activities of mutual funds.
Any investors hoping to find a Sector - Other fund could think about starting with Fidelity Select Defense & Aerospace (FSDAX). FSDAX bears a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance.
For investors, taking a closer look at cost-related metrics is key, since costs are increasingly important for mutual fund investing. Competition is heating up in this space, and a lower cost product will likely outperform its otherwise identical counterpart, all things being equal.Overall, Fidelity Select Defense & Aerospace ( FSDAX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively similar performance, average downside risk, and lower fees, this fund looks like a good potential choice for investors right now.Your research on the Sector - Other segment doesn't have to stop here. You can check out all the great mutual fund tools we have to offer by going to www.zacks.com/funds/mutual-funds to see the additional features we offer as well for additional information.The Fidelity Select Defense & Aerospace made its debut in May of 1984 and FSDAX has managed to accumulate roughly $2.30 billion in assets, as of the most recently available information. The fund is currently managed by Clayton Pfannenstiel who has been in charge of the fund since December of 2021.