We considered equity categories such as large cap, mid cap, small cap, multi cap, and ELSS funds. We chose these categories because they we...

Industrial, real estate, technology and chemical stocks are likely to get upgraded to the large-cap category from the mid-cap category in t...

AMFI categorises stocks into large caps, mid caps and small caps based on the average market capitalisation every six months. Mutual fund s...

Tyagi said Sebi did not want to disrupt the disbursement of the funds

Analysts said the underperformance of the schemes despite Nifty’s record levels is because the rally in the key indices has been driven by ...

Post re-categorisation and benchmarking against TRI, a low disparity between active and passively managed index funds in terms of returns i...

"Any retail investor should look at SIP as the first port of call and use it to build long-term wealth. One cannot time the market on a sus...

The portfolios of contra funds have defensive and beaten down stocks that have given negative returns during bear markets.

Aggressive Hybrid is an open-ended hybrid scheme where equity allocation has to be between 65 percent and 80 percent of total assets.

After Sebi's re-categorisation, many fund houses are launching new fund offers.

Financial planners stress the importance of keeping a track of your mutual fund investments.

Investors in midcap and smallcap schemes are watching the carnage in mid- and small-cap stocks with a bit of concern.

In October last year, Sebi had asked all fund houses to align their schemes under a broad framework that the regulator put in place.

HDFC Mutual Fund said it is changing the fundamental attributes of HDFC Top 200 Fund. The changes are in line with Sebi’s new categorisatio...

Fund houses have started re-categorisation of their existing MF schemes.

Some mutual fund investors might soon notice that their favourite balanced scheme has become an aggressive hybrid scheme

Here are the new debt categories and what kind of assets they will invest.