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FUND FACTSHEET
Quant Mid Cap Fund adds Adani Energy and 4 others, exits Paytm and 3 more stocks in MayQuant Mid Cap Fund, managed by Sandeep Tandon, has strategically adjusted its portfolio in May. The fund added Adani Energy and four other ...
Quant Small Cap Fund raises stake in Adani Enterprises and 8 others, trims in Aurobindo Pharma and 4 moreQuant Small Cap Fund increased exposure to Adani Enterprises and eight other stocks in May while reducing holdings in Aurobindo Pharma and ...
Samir Arora-backed Helios Flexi Cap Fund increases stake in Tata Motors, Eternal, Paytm, 8 others in AprilHelios Flexi Cap Fund, backed by Samir Arora, boosted its holdings in Tata Motors, Eternal, and Paytm during April. The fund also increased...
Quant Mutual Fund sees ideal time to rebalance portfolios, remains heavily deployed on attractive valuationsQuant Mutual Fund advises aggressive portfolio rebalancing amid improving market conditions, citing attractive valuations and strong liquid...
What’s inside an MF factsheet and why it could make or break your investmentMutual fund fact sheets are important for investors. These sheets offer key details like fund objectives and past performance. SEBI and AMF...
Explained: Why one should read mutual fund factsheet before making an investmentMany investors overlook mutual fund factsheets, relying instead on past returns or popularity. Yet, factsheets provide essential data on fu...
How is R-square related to the mutual fund’s performanceR-squared measures a mutual fund’s performance correlation with its benchmark index. A high value (70-100%) indicates close tracking, while...
What is R-squared in a mutual fund factsheet? How is it related to the mutual fund’s performance?R-squared is a statistical measure that indicates how closely a mutual fund’s performance correlates with a benchmark index.
Avoid daily tracking of mutual fund performanceThe performance numbers published by the mutual fund in the factsheet look very different from the returns he sees online. He is worried ab...
Rush begins for investment tools, India-linked ETFs now in high demandIndia's inclusion in JP Morgan's bond index in September 2023 has increased global interest in local debt. ETFs, such as L&G ($698.9 millio...
This large FPI holds 8 stocks worth Rs 82,000 crore. Do you own any?The fund owned over 1 per cent stake in eight domestic stocks, as per the data compiled with Trendlyne.
How to read a mutual fund scheme's fact sheetInformation about the scheme such as date of inception, investment objective, options and plans offered, AUM and net asset value of each pl...
What is the difference between a mutual fund scheme and Portfolio Management Service?Financial planners say that Portfolio Management Schemes (PMS) are ideal for large investments and also carry a higher degree of risk, wher...
PPFAS Long Term Equity Fund adds Microsoft Corporation to portfolioParag Parikh Long Term Equity Fund has added Microsoft Corporation to the portfolio and completely exited from the Nestlé SA ADR.
Worried about debt mutual funds? Here are some helpful tipsMany mutual fund investors are worried about their investments in debt mutual funds as the interest rate and credit risk worries gather mom...
How to track your mutual fund investmentsFinancial planners stress the importance of keeping a track of your mutual fund investments.
What information does a mutual fund factsheet contain?The fact sheet covers basic information, such as the fund objective, nature of fund, fund manager’s name, fund’s inception date, among othe...
How to analyse mutual funds using mean returnsRolling returns are used for computing the mean return of a mutual fund.
Should you track your mutual fund’s performance?Investors should realise that there is a difference between evaluating a fund and evaluating their own investments.
- NAV jacking lifts Nestle
Last day of every month is the ‘NAV jacking’ day for most fund managers.