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Showing posts from July, 2025

Kotak Active Momentum Fund NFO: Combining Earnings Power with Market Trends

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Kotak Mahindra Mutual Fund has rolled out a new equity scheme — the Kotak Active Momentum Fund . This fund seeks to harness the strength of earnings momentum , offering investors a smart blend of quantitative precision and active management. The NFO (New Fund Offer) opens from July 29 to August 12, 2025 , providing a fresh opportunity to tap into a structured, trend-following equity strategy. Let’s break down how this fund works, what sets it apart, and who it’s best suited for. 📌 Key NFO Highlights NFO Dates : July 29 – August 12, 2025 Initial NAV : ₹10 per unit Minimum Investment : ₹5,000 (lump sum), ₹500 for SIP Exit Load : 0.5% if redeemed within 90 days; nil thereafter Benchmark : Nifty 500 Total Return Index (TRI) Fund Managers : Rohit Tandon & Abhishek Bisen 🔍 What Is It All About? The Kotak Active Momentum Fund is designed to identify and invest in companies showing strong earnings trends , consistent profit growth, and improving fun...

SBI Contra Fund: A Long-Term Contrarian Bet That’s Paying Off

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In the world of mutual fund investing, some strategies break away from conventional thinking and deliver surprising results over time. One such approach is the contrarian investment philosophy – the core strategy behind the SBI Contra Fund . With a track record of navigating market cycles through a value-conscious, patient approach, this fund has emerged as a standout performer in its category. This article explores what contra funds are, how the SBI Contra Fund is structured, its investment style, sector allocation, and — most importantly — its 10-year performance record . 🔍 What Are Contra Funds? Contra funds follow a contrarian investment strategy — meaning they invest in sectors or stocks that are currently out of favor with the broader market. These funds rely on value investing principles , identifying fundamentally strong companies trading below their intrinsic value due to temporary headwinds, negative sentiment, or cyclical downturns. As per SEBI classific...

🚀Jio BlackRock Unveils Five New Index Funds: A Game-Changer in Passive Investing

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🌐 Overview Jio BlackRock Mutual Fund, a strategic partnership between Reliance’s Jio Financial Services and global investment leader BlackRock, has entered the mutual fund space with a bold move—launching five new index funds in India. With this initiative, the firm aims to shake up the ₹72+ lakh crore mutual fund industry by delivering low-cost, tech-enabled passive investing solutions. After a successful debut in the debt fund space that attracted over ₹17,800 crore in assets and 67,000+ investors, the firm is now eyeing equity and bond index offerings to expand its retail investor base. 🆕 What’s on Offer? Jio BlackRock has secured SEBI approval for five index-based mutual fund schemes: JioBlackRock Nifty 50 Index Fund Aims to mirror the performance of the Nifty 50 index by investing primarily in top 50 listed companies. JioBlackRock Nifty Next 50 Index Fund Focuses on the next set of 50 companies below the Nifty 50, offering a blend of growth and emergin...

🌟 Motilal Oswal Special Opportunities Fund NFO – Everything You Need to Know

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Motilal Oswal Asset Management Company has rolled out a new equity offering – the Special Opportunities Fund , a thematic open-ended fund designed to invest in companies that benefit from unique, one-time events or transformational shifts in the market. From regulatory changes and mergers to emerging sectors and structural disruptions, this fund seeks to uncover and capitalize on untapped potential created by "special situations." 📅 NFO Schedule Opens On : July 25, 2025 Closes On : August 8, 2025 Scheme Reopens for Ongoing Transactions : August 21, 2025 💼 Investment Details Fund Type : Thematic Equity – Special Situations Minimum Application Amount : ₹500 and multiples of ₹500 thereafter Exit Load : 1% if withdrawn within 3 months of investment No exit load after 3 months Risk Level : Very High (as per SEBI Risk-o-Meter) Benchmark : Nifty 500 TRI (Total Return Index) 🎯 Investment Objective & Strategy The primary...

Top 3 Performing Schemes of Quant Mutual Fund in 2025

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Quant Mutual Fund has emerged as one of the most aggressive and alpha-generating asset management companies in India. Known for its data-driven, rule-based investment strategies and a contrarian approach to stock picking, Quant AMC has consistently delivered market-beating returns in several categories. If you're considering high-growth mutual fund investments, Quant’s top-performing schemes should definitely be on your radar. Here are the top 3 performing schemes of Quant Mutual Fund based on their 3-year and 5-year returns : 1. Quant Small Cap Fund Category : Small Cap 3-Year Return (CAGR) : ~40% 5-Year Return (CAGR) : ~32% Risk Profile : Very High Benchmark : Nifty Smallcap 250 TRI Why It Stands Out : Quant Small Cap Fund has delivered extraordinary returns by identifying early-stage growth companies. The fund follows a high-conviction strategy, often taking concentrated bets. Its portfolio is actively churned and is not afraid to go against ...

Aditya Birla Sun Life BSE 500 Quality 50 Index Fund NFO: A Smart Passive Strategy?

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🔍 Introduction Aditya Birla Sun Life Mutual Fund (ABSL MF) has rolled out a new passive investment opportunity— ABSL BSE 500 Quality 50 Index Fund , which is open for subscription through a New Fund Offer (NFO) from July 21 to August 4, 2025 . This fund is designed to track the performance of the S&P BSE 500 Quality 50 Total Return Index , offering investors a chance to tap into fundamentally strong companies across market capitalizations. This NFO introduces a cost-effective, diversified way to invest in top-tier companies selected based on their financial soundness, profitability, and consistent performance. 📘 What is the BSE 500 Quality 50 Index? The BSE 500 Quality 50 Index is a smart beta index that picks 50 companies from the broader S&P BSE 500 universe . These are chosen based on quality metrics such as: High Return on Equity (ROE) Low financial leverage (debt) Stable earnings performance The aim is to identify businesses that have s...

🌟 Top Performing Flexi Cap Mutual Funds in India (2025) – Smart Picks for Long-Term Wealth

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As investors look for equity funds that combine growth with flexibility, Flexi Cap Mutual Funds have gained massive popularity. These funds offer the freedom to invest across large-cap, mid-cap, and small-cap stocks , allowing fund managers to dynamically allocate assets based on prevailing market conditions. Whether you're a conservative long-term investor or an aggressive return-seeker, there's a Flexi Cap fund tailored to your risk appetite. In this blog, we spotlight the Top 3 Flexi Cap Funds in India as of 2025, based on performance, strategy, and consistency . 💼 What Are Flexi Cap Funds? Flexi Cap Funds are equity mutual funds that do not restrict their investments to a specific market segment. Unlike large-cap or mid-cap funds, they provide the flexibility to adapt to market cycles , shifting weightage between segments depending on valuation, sentiment, and opportunity. This makes them ideal for dynamic allocation and risk-managed growth — especial...

🛡️ SBI Nifty100 Low Volatility 30 Index Fund NFO – Equity Comfort with Stability

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SBI Mutual Fund has launched a new open-ended equity index fund that tracks the Nifty100 Low Volatility 30 Index , focusing on the 30 least-volatile stocks among India’s top 100. This NFO offers a smoother approach to equity investing, balancing growth potential with reduced volatility. 📅 Important NFO Details Scheme Name : SBI Nifty100 Low Volatility 30 Index Fund NFO Period : July 8 – July 22, 2025  Minimum Investment : ₹5,000 (in multiples of ₹1 thereafter)  SIP Start : ₹500 per installment  Funds Allocation : 95–100% in index stocks; up to 5% in government securities/liquid funds for liquidity  Exit Load : 0.25% if redeemed within 15 days of investment  Risk Level : Rated “Very High”  Fund Manager : Viral Chhadva, managing since July 2025 📌 What Is the Nifty100 Low Volatility 30 Index? This index is designed to track the 30 least volatile stocks within the Nifty100, selected based on one-year daily price vo...

🚀 ICICI Prudential Active Momentum Fund – Capture the Power of Market Trends!

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NFO Period: July 8 to July 22, 2025 Fund Type: Open-ended equity scheme based on momentum investing 🔍 What is ICICI Pru Active Momentum Fund? ICICI Prudential Active Momentum Fund is a new equity mutual fund that follows a momentum investing strategy —focusing on companies with strong upward trends in price and earnings. The fund intends to invest in businesses that are already showing market strength and upward earnings revisions, while applying filters for quality, risk, and governance. This strategy enables the fund to dynamically adapt to changing market conditions by investing in sectors and stocks showing high potential based on recent performance indicators. 📈 Why Momentum Investing? Momentum investing revolves around the concept of "buying winners"—stocks that are gaining in value and are expected to continue doing well. This fund uses: Price momentum : Stocks that show upward price trends Earnings momentum : Stocks where analysts have u...

🔔 Bajaj Finserv Small Cap Fund NFO: A Fresh Opportunity for Aggressive Investors

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Bajaj Finserv Mutual Fund has rolled out its latest offering — the Small Cap Fund , an open-ended equity scheme aimed at capital appreciation by investing primarily in small-cap companies. The New Fund Offer (NFO) period runs from June 27 to July 11, 2025 , providing investors with an early entry point into this fund. 📅 Key Details at a Glance Fund Name: Bajaj Finserv Small Cap Fund NFO Dates: June 27 – July 11, 2025 Minimum Investment: ₹500 (in multiples of ₹1 thereafter) Investment Type: Equity fund focused on small-cap stocks Benchmark: BSE 250 SmallCap Total Return Index (TRI) Fund Managers: Equity: Nimesh Chandan & Sorbh Gupta Debt: Siddharth Chaudhary Exit Load: 1% if redeemed over 10% of units within 6 months; nil after that Plan Options: Direct & Regular; Growth & IDCW available 🧠 Investment Strategy The fund will actively invest in a diversified portfolio of small-cap companies. The core focus will be on...

🌐 Nippon India MNC Fund NFO: A Gateway to Global Brands Through Indian Markets

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Nippon India Mutual Fund has launched a new investment opportunity for those looking to capitalize on globally recognized businesses operating within India. The newly introduced Nippon India MNC Fund , a thematic equity scheme, focuses on multinational corporations (MNCs) listed in the Indian stock markets. The New Fund Offer (NFO) is open for subscription from July 2 to July 16, 2025 . This fund is ideal for investors aiming to benefit from the consistent growth, stable earnings, and governance quality typically associated with multinational companies. 📌 Key NFO Information: Particulars Details NFO Opens July 2, 2025 NFO Closes July 16, 2025 Minimum Investment ₹500 (and multiples of ₹1 thereafter) SIP Investment Starts at ₹100 Exit Load 1% if withdrawn within 1 year; Nil afterward Fund Benchmark Nifty MNC Total Return Index (TRI) Fund Manager Mr. Dhrumil Shah (with support from Kinjal Desai) The scheme is available in both Growth...

Axis Services Opportunities Fund NFO: Riding the Wave of India's Service-Led Growth

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India’s services sector has emerged as a powerhouse, driving innovation, employment, and economic output. Recognizing the enormous potential within this space, Axis Mutual Fund has launched a new thematic equity scheme — the Axis Services Opportunities Fund — aimed at investors who want to participate in the long-term growth trajectory of India’s service-oriented industries. This New Fund Offer (NFO) is designed to provide investors an opportunity to invest in companies that are primarily engaged in providing services, across diverse and fast-growing segments such as IT, financials, telecom, healthcare, education, logistics, hospitality, media, and more. 🔍 NFO Snapshot Particulars Details NFO Opening Date July 4, 2025 NFO Closing Date July 18, 2025 Fund Type Open-ended equity scheme (thematic) Theme Services sector Benchmark Index Nifty India Services Total Return Index (TRI) Minimum Investment ₹500 and multiples of ₹1 thereafter Fun...