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Mutual Fund Sahi Hai

UTI Multi Cap Fund NFO: A Strategic Gateway to Diversified Equity Investing

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UTI Mutual Fund has launched a new equity scheme — the UTI Multi Cap Fund , aimed at investors seeking broad-based exposure across the Indian equity markets. This New Fund Offer (NFO) is structured as an open-ended equity scheme that invests across large-cap, mid-cap, and small-cap segments, providing a well-balanced approach to equity investing. Key Highlights of the UTI Multi Cap Fund NFO NFO Duration : The fund is open for subscription from 29th April to 13th May. Investment Objective:  The scheme aims to achieve long-term capital growth by primarily investing in equity and equity-related instruments of companies spanning various market capitalizations. However, there is no certainty or assurance that the scheme’s investment objective will be realized. Benchmark : The fund’s performance will be measured against the Nifty 500 Multicap 50:25:25 Total Return Index (TRI) . This index reflects a diversified investment across all three market cap categories in the...

Nippon India Nifty 500 Quality 50 Index Fund NFO: A New Gateway to High-Quality Equity Exposure

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Nippon India Mutual Fund has recently introduced a new offering in its passive investment lineup — the Nippon India Nifty 500 Quality 50 Index Fund . This open-ended index scheme is designed to mirror the performance of the Nifty 500 Quality 50 Index. By investing in this fund, investors can gain access to a curated portfolio of high-quality Indian companies, known for their robust financials, consistent performance, and efficient capital allocation. This fund is especially suited for investors looking to harness the benefits of quality investing — a proven strategy that tends to outperform over the long term by focusing on fundamentally strong businesses. Key Details of the NFO NFO Period : The New Fund Offer is open for subscription from April  16, 2025 to April 30 , 2025 . Allotment Date : Units will be allotted shortly after the closure of the NFO period. Fund Category : Index Fund – Equity Benchmark Index : Nifty 500 Quality 50 TRI (Total Returns I...

Kotak Energy Opportunities Fund NFO – A Thematic Investment for the Future

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The energy sector is at the forefront of global economic transformation, with rapid advancements in renewable energy, sustainable practices, and efficient resource utilization. In this context, Kotak Mahindra Asset Management Company has launched the Kotak Energy Opportunities Fund , a thematic equity scheme aimed at capitalizing on emerging opportunities in the energy sector. This blog delves into the details of the New Fund Offer (NFO) , helping investors make an informed decision. Kotak Energy Opportunities Fund – Overview The Kotak Energy Opportunities Fund is an open-ended equity scheme focused on investing in energy-related businesses. This thematic fund aims to provide long-term capital appreciation by targeting companies that are involved in conventional and renewable energy production, energy distribution, energy infrastructure, and related services. NFO Opens: April 3, 2025 NFO Closes: April 17, 2025 Fund Type: Open-ended equity scheme following ...

Tata BSE Quality Index Fund NFO: A Smart Investment Choice for Quality-Focused Investors

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Tata Mutual Fund has launched the Tata BSE Quality Index Fund , a factor-based index fund designed to provide investors with exposure to high-quality companies with strong financials. This New Fund Offer ( NFO ) is open for subscription from March 17, 2025, to March 28, 2025 . The fund aims to track the BSE Quality Total Return Index (TRI) , which includes 30 top-performing companies based on key quality parameters. In this blog, we’ll explore the details of this fund, its benefits, and why it might be a suitable option for long-term investors. Understanding the Tata BSE Quality Index Fund This index fund is built on a quality factor strategy , which focuses on companies with a history of consistent earnings, high return on equity (ROE) , low financial leverage , and strong fundamentals . By tracking the BSE Quality TRI , the fund provides investors with a diversified portfolio of companies that have demonstrated financial stability and resilience over time. Key Feat...

Top 3 SBI Mutual Funds to Invest in 2025: Performance, Risks, and Investment Horizon

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SBI Mutual Fund is one of India's leading asset management companies, offering a wide range of investment options to cater to different risk appetites and financial goals. Whether you're looking for aggressive growth, tax-saving benefits, or sectoral opportunities, SBI Mutual Fund has something for you. Here, we explore the top three SBI mutual funds that have delivered impressive returns in recent years. We will analyze their risk factors, performance metrics, and the ideal investment duration to help you make an informed decision. 1. SBI PSU Fund Fund Type: Thematic Fund – Focuses on Public Sector Undertakings (PSUs) Assets Under Management (AUM): ₹4,149.45 crore 3-Year CAGR (Compound Annual Growth Rate): 30.49% Expense Ratio: 0.96% Net Asset Value (NAV): ₹31.07 Risk Level: High Recommended Investment Horizon: Long-term (5+ years) Overview The SBI PSU Fund primarily invests in stocks of government-owned companies, also known as PSUs. These co...

NPS Vatsalya: A Comprehensive Guide to Securing Your Child’s Financial Future

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The National Pension System (NPS) Vatsalya is a government-backed initiative introduced in September 2024 , designed specifically to help parents build a long-term financial safety net for their children. This innovative scheme allows minors to have their own pension account, encouraging early financial planning and fostering disciplined savings. Let’s explore the details of this scheme, its benefits, and considerations for parents looking to invest in their child’s future. What Is NPS Vatsalya? NPS Vatsalya is a retirement-focused investment plan for children under 18 years of age , managed under the broader National Pension System framework. The account is opened in the child’s name but operated by a parent or legal guardian until the child reaches adulthood. Upon turning 18 , the account can seamlessly convert into a regular NPS account, setting the foundation for lifelong financial security. Key Features of NPS Vatsalya Eligibility: Any Indian citizen below 1...

"Samco Large Cap Fund NFO: A Comprehensive Overview"

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Samco Mutual Fund has launched the Samco Large Cap Fund , an open-ended equity scheme focusing on large-cap stocks. The New Fund Offer (NFO) is open for subscription from March 5 to March 19, 2025 .  Investment Objective The primary goal of the Samco Large Cap Fund is to achieve long-term capital appreciation by investing in a diversified portfolio of the top 100 large-cap companies. The fund leverages Samco's proprietary C.A.R.E. Momentum Strategy to identify high-quality, growth-oriented opportunities. Fund Constituents The fund's portfolio comprises large-cap companies selected based on the following momentum indicators: Cross-Sectional Momentum : Identifying stocks outperforming their peers. Absolute Momentum : Focusing on stocks with positive price trends. Revenue Momentum : Selecting companies with accelerating revenue growth. Earnings Momentum : Prioritizing firms with improving earnings trajectories. This comprehensive approach aims to construct ...