Overview The fund seeks to optimize risk-adjusted returns by allocating investments across various domestic debt oriented mutual fund schemes and arbitrage mutual fund scheme. The allocation across the underlying funds will be done taking into consideration the prevailing interest rate scenario, yield curve & spreads, liquidity, general macroeconomic…
About the fund Zerodha Overnight Fund is a low-risk mutual fund designed for investors looking to park their surplus funds. It invests primarily in government-backed securities with a 1-day maturity, aiming to provide an efficient way to manage short-term funds with a relatively low interest rate and credit…
Portfolio Positioning and Construction The fund aims to replicate the BSE Quality Index with the below methodology: The index aims to track the performance of the 30 highest quality companies in the BSE LargeMidCap, based on their quality scores. Stock Selection Criteria: Companies are evaluated in terms of…
The investment objective of the scheme is to provide returns that, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However there is no guarantee or assurance that the investment objective of the scheme will be achieved. (source:…
Why invest in this fund now? The rate cutting cycle has begun The next cut is expected in April 2025 MPC meeting We expect at least 50bps cut in the repo rate, with the first rate cut in April 2025 and second rate cut by Oct 2025 However,…
Overview An open ended scheme replicating/tracking Nifty Top 20 Equal Weight Index (TRI) (source : https://www.hdfcfund.com/) HDFC Nifty Top 20 Equal Weight Index Fund NFO Details: Mutual Fund HDFC Mutual Fund Scheme Name HDFC Nifty Top 20 Equal Weight Index Fund Objective of Scheme To generate returns that…
Samco Large Cap Fund - Direct Growth This system identifies large-cap stocks with strong momentum in Cross Sectional, Absolute, Revenue, and Earnings Momentum. By focusing on the top 100 companies by market capitalization, the fund optimizes the portfolio and mitigates risks using derivatives and hedging during market volatility.…
What is Kotak Nifty Midcap 150 Index Fund ? Kotak Nifty Midcap 150 Index Fund An open-ended scheme replicating/tracking the Nifty Midcap 150 Index. Investment objective: The investment objective of the scheme is to provide returns that, before expenses, corresponding to the total returns of the securities as represented by…
Navi Nifty Smallcap250 Momentum Quality 100 Index Fund Navi Nifty Smallcap250 Momentum Quality 100 is an index fund that combines the explosive growth potential of small-cap stocks with the power of factor investing. This fund selects the top 100 companies from the Nifty Smallcap 250 index, based on…
About Equity Savings Fund Category Equity Savings Funds (ESF) are essentially open-ended hybrid funds that invest in equity, arbitrage, debt and other permissible asset class such as REITs/InvITs etc. Being a unique category of scheme, ESFs are less volatile compared to pure equity schemes and more tax-efficient than pure…