- Home
- Mutual Funds
- AMC
- Pgim India Mutual Fund
- Pgim India Midcap Opportunities Fund Idcw Direct Plan
Pgim India Midcap Opportunities Fund Idcw Direct Plan
NAV (Mar 28,2024)
Discover the PGIM India Midcap Opportunities Fund - IDCW - Direct Plan, a lucrative investment option. With expenses ratio of 0.42, this fund has a PE ratio of 57.87 and a PB ratio of 11.12. Established on December 2, 2013, this fund has an asset under management of INR 10,043.29. With a minimum investment requirement of INR 5,000, this plan offers investors a promising opportunity to capitalize on midcap stocks.
Pgim India Midcap Opportunities Fund Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Pgim India Midcap Opportunities Fund Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio57.87
- P/B Ratio11.12
- Alpha-0.05
- Beta0.77
- Sharpe0.14
- Sortino0.22
Fund Overview
0.42%
0%
No Lock-in
₹ 10043.29 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Mar 29, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,230.21 (2.30%) | ₹ 11,053.89 (10.54%) | ₹ 13,296.59 (32.97%) | ₹ 18,315.26 (83.15%) | ₹ 31,941.99 (219.42%) |
₹ 30,000 | ₹ 30,690.63 (2.30%) | ₹ 33,161.67 (10.54%) | ₹ 39,889.77 (32.97%) | ₹ 54,945.78 (83.15%) | ₹ 95,825.97 (219.42%) |
₹ 50,000 | ₹ 51,151.05 (2.30%) | ₹ 55,269.45 (10.54%) | ₹ 66,482.95 (32.97%) | ₹ 91,576.3 (83.15%) | ₹ 1,59,709.95 (219.42%) |
₹ 80,000 | ₹ 81,841.68 (2.30%) | ₹ 88,431.12 (10.54%) | ₹ 1,06,372.72 (32.97%) | ₹ 1,46,522.08 (83.15%) | ₹ 2,55,535.92 (219.42%) |
₹ 1,00,000 | ₹ 1,02,302.1 (2.30%) | ₹ 1,10,538.9 (10.54%) | ₹ 1,32,965.9 (32.97%) | ₹ 1,83,152.6 (83.15%) | ₹ 3,19,419.9 (219.42%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Max Healthcare Institute Ltd3.12%
- The Phoenix Mills Ltd3.03%
- Tube Investments Of India Ltd2.78%
- TVS Motor Company Ltd2.76%
- Treps Reverse Repo2.66%
- Dixon Technologies India Ltd2.61%
- Cholamandalam Investment & Finance Company Ltd2.60%
- HDFC Bank Ltd2.43%
- Timken India Ltd2.27%
- Kotak Mahindra Bank Ltd2.27%
- Persistent Systems Ltd2.24%
- UNO Minda Ltd2.18%
- Poonawalla Fincorp Ltd2.14%
- JK Cement Ltd2.09%
- Page Industries Ltd2.04%
- Sona BLW Precision Forgings Ltd2.01%
- Navin Fluorine International Ltd1.97%
- Indraprastha Gas Ltd1.95%
- P I INDUSTRIES LIMITED1.89%
- Max Financial Services Ltd1.83%
- HDFC Asset Management Company Ltd1.70%
- SKF India Ltd1.66%
- Creditaccess Grameen Ltd1.65%
- Container Corporation Of India Ltd1.60%
- Solar Industries India Ltd1.58%
- Coforge Ltd1.58%
- Vedant Fashions Ltd1.58%
- Syngene International Ltd1.56%
- Abbott India Ltd1.51%
- Balkrishna Industries Ltd1.51%
- The Indian Hotels Company Ltd1.50%
- Devyani International Ltd1.42%
- Astral Ltd1.42%
- Motherson Sumi Wiring India Ltd1.40%
- CG Power and Industrial Solutions Ltd1.40%
- VARUN BEVERAGES LIMITED1.35%
- Mankind Pharma Ltd1.35%
- Supreme Industries Ltd1.34%
- L&T Technology Services Ltd1.29%
- Oberoi Realty Ltd1.25%
- Escorts Kubota Ltd1.24%
- Info Edge India Ltd1.15%
- InterGlobe Aviation Ltd1.10%
- Laurus Labs Ltd1.08%
- Central Depository Services I Ltd1.07%
- Dr Lal Path Labs Ltd1.00%
- Metro Brands Ltd0.96%
- United Spirits Ltd0.95%
- ZF Commercial Vehicle Ctrl Sys Ind Ltd0.93%
- Bata India Ltd0.93%
- Mphasis Ltd0.85%
- Zomato Ltd0.81%
- Vinati Organics Ltd0.76%
- CRISIL Ltd0.75%
- Narayana Hrudayalaya ltd0.72%
- APL Apollo Tubes Ltd0.71%
- Kajaria Ceramics Ltd0.71%
- SBI Cards & Payment Services Ltd0.71%
- Clean Science and Technology Ltd0.70%
- Happiest Minds Technologies Ltd0.69%
- Blue Star Ltd0.67%
- Sumitomo Chemical India Ltd0.63%
- AU Small Finance Bank Ltd0.58%
- Bharat Rasayan Ltd0.57%
- Aavas Financiers Ltd0.52%
- Multi Commodity Exchange Of India Ltd0.49%
- Havells India Ltd0.48%
- Triveni Turbine Ltd0.48%
- Cello World Ltd0.43%
- Schaeffler India Ltd0.40%
- Grindwell Norton Ltd0.25%
- DAYS TBILL RED0.20%
- Global Health Ltd0.11%
- Net Receivables Payables-0.17%
- Finance - NBFC7.09%
- IT - Software6.65%
- Bank - Private5.28%
- Auto Ancillary5.13%
- Chemicals5.02%
- Bearings4.34%
- Textile3.62%
- Finance - Others2.90%
- Cycles2.78%
- Consumer Food2.78%
- Plastic Products2.76%
- Miscellaneous2.49%
- Retailing1.89%
- Electric Equipment1.88%
- Logistics1.60%
- Business Support1.56%
- Tyres & Allied1.51%
- Automobiles-Tractors1.24%
- BPO/ITeS1.15%
- Airlines1.10%
- e-Commerce0.81%
- Ratings0.75%
- Air Conditioners0.67%
- Finance - Housing0.52%
- Abrasives0.25%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
ITI Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 35.18% |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 30.82% |
Quant Mid Cap Fund - Growth | EQUITY | Very High | 27.48% |
JM Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 26.34% |
Motilal Oswal Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 25.03% |
WhiteOak Capital Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 24.21% |
Invesco India Midcap Fund - Growth | EQUITY | Very High | 23.41% |
Sundaram Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 23.16% |
Tata Mid Cap Growth Fund - Regular Plan - Growth | EQUITY | Very High | 22.87% |
HDFC Mid-Cap Opportunities Fund - Growth | EQUITY | Very High | 17.71% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Nippon India Growth Fund - Growth Option | EQUITY | Very High | 54.62% |
WhiteOak Capital Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 51.21% |
ICICI Prudential Midcap Fund - Growth | EQUITY | Very High | 49.39% |
HSBC Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 48.70% |
Aditya Birla Sun Life Midcap Fund - Growth | EQUITY | Very High | 44.66% |
Invesco India Midcap Fund - Growth | EQUITY | Very High | 44.42% |
Franklin India Prima Fund - Growth | EQUITY | Very High | 44.31% |
Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 42.78% |
Union Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 41.49% |
Axis Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 39.35% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 30.81% |
Nippon India Growth Fund - Growth Option | EQUITY | Very High | 30.15% |
SBI Magnum Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 26.15% |
Union Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 25.87% |
Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.70% |
Aditya Birla Sun Life Midcap Fund - Growth | EQUITY | Very High | 25.06% |
HSBC Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 23.68% |
ICICI Prudential Midcap Fund - Growth | EQUITY | Very High | 22.86% |
Franklin India Prima Fund - Growth | EQUITY | Very High | 21.47% |
Axis Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 17.74% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Motilal Oswal Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 25.77% |
Nippon India Growth Fund - Growth Option | EQUITY | Very High | 25.60% |
HDFC Mid-Cap Opportunities Fund - Growth | EQUITY | Very High | 23.07% |
Kotak Emerging Equity Fund - Growth | EQUITY | Very High | 22.97% |
SBI Magnum Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 22.96% |
Taurus Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 22.57% |
UTI Mid Cap Fund - Regular Plan - IDCW | EQUITY | Very High | 21.34% |
ICICI Prudential Midcap Fund - Growth | EQUITY | Very High | 20.09% |
Axis Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 19.93% |
LIC MF Midcap Fund - Growth | EQUITY | Very High | 17.79% |
Fund Managers
Mr. Vinay PahariaAssociate Portfolio Manager
Vinay has about 11 years experience in equity markets. In his last assigment, Vinay was an Equity Research Analyst with DBS Cholamandalam AMC. Prior to DBS Cholamandalam AMC, Vinay worked with KRC, a domestic broking house, as an Analyst in the PMS division and as a sell side analyst with First Global.
Mr. Anandha Padmanabhan AnjeneyanFund Manager
March 2019 onwards: AVP- Research with PGIM India Asset Management Pvt LtdMay 2018 to March 2019: Senior Research Analyst with Renaissance Investment Managers Private LimitedSeptember 2009 to May 2018: With Canara Robeco AMC Ltd. - Last Position Held - Equity Research Analyst
Mr. Utsav MehtaVice President - Fund Manager
Over 13 years of experience in Equity market, research and fund management.
Mr. Puneet PalHead - Fixed Income
Mr. Puneet Pal has over 10 years of experience in asset management. In his position as Head of Fixed Income, Puneet is an integral part of a team of investment professionals managing Fixed Income funds for BNP Paribas Mutual Fund. In his previous assignment, he was Senior Vice President & Fund Manager at UTI Mutual Fund from July 2008 - February 15, 2012. Puneet was a Fund Manager at Tata Mutual Fund (August 2006 - July 2008) before which he was with UTI Mutual Fund for 3 years.
Get your latest Credit Score, FREE
Compare with similar Funds
PGIM India Midcap Opportunities Fund - IDCW - Direct Plan
PGIM India Midcap Opportunities Fund - IDCW - Direct Plan
PGIM India Midcap Opportunities Fund - IDCW - Direct Plan
PGIM India Midcap Opportunities Fund - IDCW - Direct Plan
PGIM India Midcap Opportunities Fund – IDCW Direct Plan is an open-ended midcap mutual fund scheme. As per SEBI guidelines, a midcap fund invests at least 65% of the AUM in equity and equity-related securities of mid-cap companies. Midcap companies are ranked from 101 to 250 on the list of companies according to market capitalisation. The funds are best suited for investors looking for long-term investments of their funds.
The PGIM India Midcap Opportunities Fund – professionals manage IDCW Direct Plan with decades of experience in Indian financial markets. Being an Income Distribution Cum Capital Withdrawal Scheme (IDCW), the fund pays periodic dividends to its investors.
The fund’s top 40% investments are directed towards companies with stable earrings, the next 40% towards companies with strong earnings growth and the remaining 20% towards companies with strong growth potential.
Highlights of the Fund
Check out the characteristic features of PGIM India Medicap Opportunities Fund – IDCW Direct Plan for a holistic understanding.
- Fund House: PGIM India Mutual Fund
- Benchmark Index: NIFTY Midcap 150 TRI
- Time Horizon: 4+ years
- Risk Profile: Very High
- Fund Manager: Vivek Paharia, Vivek Sharma and Puneet Pal
- Current NAV: 44.53
- Fund Size: Rs, 9261.06 crores as of July 31, 2023.
- Minimum Application Amount: 5000; multiple of Re. 1 after that
- Minimum Additional Amount: 1,000; multiple of Re. 1 after that
- Minimum Withdrawal: 1000
- Exit Load: 50% on redemption within 90 days of purchase.
Tax Deductions
The tax treatment of PGIM India Midcap Opportunities Fund – IDCW Direct Plan is highlighted below. The given tax rates do not include any cess/surcharge.
- Upon redeeming within one year of purchase, a 15% short-term capital gain tax will be applicable.
- Upon redeeming after one year, a 10% long-term capital gain tax applicable on capital gains exceeding 1 lakh.
- The dividend income from this fund adds up to the investor’s total income and is subject to tax deductions as per regular income slabs.
- Dividend incomes exceeding Rs. 5,000 a year are subject to a 10% TDS from PGIM.
Major Holdings
The PGIM India Midcap Opportunities Fund – IDCW Direct Plan’s portfolio division stands as follows:
- Equity Funds – 93.2%
- Debt Funds – 6.8%
Refer to the table below for the fund’s top stock holdings.
Company |
Sector |
% to Net Assets |
Return ( 1 year) |
The Pheonix Mills |
Realty |
3.17 |
30.3% |
Cholamandalam Investment and Finance Company |
Finance |
3.10 |
33.1% |
Tube Investments of India |
Automobile |
3.06 |
N/A |
Timken India |
Industrial Products |
3.02 |
9.98% |
Max Healthcare Institute |
Healthcare |
2.93 |
N/A |
Cummins India |
Industrial Products |
2.91 |
39.12% |
Abbott India |
Pharmaceuticals and Biotech |
2.60 |
26.28% |
HDFC Bank |
Finance |
2.55 |
9.00% |
Indraprastha Gas |
Energy |
2.45 |
3.11% |
Kotak Mahindra Bank |
Finance |
2.39 |
-2.70% |
Return History
The returns offered by PGIM India Midcap Opportunities Fund – IDCW Direct Plan as of June 30, 2023, are specified below.
Return/ Time |
1 year |
3 years |
5 years |
Since launch |
Trailing Returns (%) |
9.74 |
33.52 |
21.52 |
18.93 |
Category Returns (%) |
20.32 |
29.47 |
15.2 |
N/A |
Investment Objective – PGIM India Midcap Opportunities Fund, IDCW Direct Plan
The scheme primarily aims to ensure long-term capital gains for its investors. Fund managers invest predominantly in equity and equity-related instruments of mid-cap companies. The fund invests in companies with good capital allocation, sector dominance or financially strong competitors of established players. The fund’s stock selection is based on high RoE, consistent positive cashflows and low leverage.
Minimum Investment and Lock-in Period
PGIM India Midcap Opportunities Fund – IDCW Direct Plan requires a minimum investment of Rs. 5000. The additional investments and SIP investments in the fund can be started with a minimum of Rs. 1000.
The lock-in period refers to the period during which the AMC prohibits an investor from redeeming the fund. Usually, the lock-in period of open-ended funds is set at three years. PGIM does not explicitly provide official information regarding this scheme’s lock-in period. However, an exit load of 0.50% is applicable on the redemption of units within 90 days of allotment. No exit load is applicable on redemption after 90 days of allotment.
AMC Details
PGIM India Mutual Funds is owned by the US-based global investment management company Prudential Financial Inc (PFI). In India, PGMI’s network has expanded over 27 cities. The asset management company offers its retail and institutional investors wide-ranging asset classes. Industry experts manage investments with years of financial expertise and experience.
- Official Name: PGIM India Asset Management Private Limited
- Key Products: Equity Schemes, Fixed Income Schemes, Hybrid Schemes, Fund of Funds
- Toll-Free Contact: 1800 266 7446
- Official website: pgimindiamf.com
- Email: care@pgimindia.co.in
- Corporate Office: 4th Floor, C Wing, Laxmi Towers, Bandra Kurla Complex,
Bandra (East), Mumbai – 400 051
FAQs
How can I invest in a PGIM India Midcap Opportunities Fund - IDCW - Direct Plan?
One can invest in PGIM’s IDCW midcap fund through the company’s official website. One can log onto https://www.pgimindiamf.com/ to invest in their mutual fund scheme.
What do you think about the PGIM India Midcap Opportunities Fund - IDCW - Direct Plan?
The fund is specifically designed for high-risk-bearing investors seeking a long-term investment plan. As a midcap fund, the investments are made in the companies listed from 101 to 250 in the SEBI list. The scheme enjoys a positive reputation in Indian financial markets. As an IDCW fund, the scheme provides regular passive income to its investors through dividends.
What’s the risk profile of PGIM India Midcap Opportunities Fund - IDCW - Direct Plan?
The midcap fund’s degree of risk is very high. The scheme can yield high returns in favourable market conditions but incur high losses in times of market volatility.
Is PGIM India Midcap Opportunities Fund - IDCW - Direct Plan a good option for long-term investment?
The primary motive of the scheme is to offer capital appreciation in the long run. The suggested investment horizon of the fund is said to be more than four years. Therefore, the scheme is tailor-made for long-term investments.
Should we invest in the PGIM India Midcap Opportunities Fund - IDCW - Direct Plan in 2023?
One’s financial circumstances dictate mutual fund investments. Risk profile, scheme tenure, nature of investments and investor’s objective are important factors. Moreover, one should consult their financial advisors before making any investment.
What are the major areas in which PGIM India Midcap Opportunities Fund - IDCW - Direct Plan has invested?
The fund has invested the maximum in the financial sector (18.61%), followed by Automobile(13.75%), Industrial Products (10.69%) and Chemicals (9.01%).
How can I redeem PGIM India Midcap Opportunities Fund - IDCW - Direct Plan?
PGIM’s mutual funds can be redeemed using online and offline modes. A fundholder can redeem their funds by logging in on PGIM’s website. Further, an investor can sign the Redemption Request Form and submit it to the designated PGIM or the Registrar’s office
What is the Net Asset Value of PGIM India Midcap Opportunities Fund - IDCW - Direct Plan?
As of August 14, 2023, the fund’s NAV stands at Rs. 44.53.
What is the PE and PB ratio of PGIM India Midcap Opportunities Fund - IDCW - Direct Plan?
The PE ratio of PGIM India Midcap Opportunities Funs – IDCW – Direct Plan is 24.83. At the same time, the PB ratio stood at 3.81 on June 30, 2023. The figures may change and get updated with time.
What is the expense ratio of PGIM India Midcap Opportunities Fund - IDCW - Direct Plan?
The fund’s expense ratio stood at 0.42% on June 30, 2023.
Most Popular on Urban Money
Scheme Other Funds
Most Trusted AMC
- Baroda BNP Paribas Mutual Fund
- Aditya Birla Sun Life Mutual Fund
- Canara Robeco Mutual Fund
- L&T Mutual Fund
- DSP Mutual Fund
- Quant Mutual Fund
- Franklin Templeton Mutual Fund
- HDFC Mutual Fund
- HSBC Mutual Fund
- ICICI Prudential Mutual Fund
- JM Financial Mutual Fund
- Kotak Mahindra Mutual Fund
- LIC Mutual Fund
- Invesco Mutual Fund
- Quantum Mutual Fund
- Nippon India Mutual Fund
- SBI Mutual Fund
- Bandhan Mutual Fund
- Sundaram Mutual Fund
- Tata Mutual Fund
- Taurus Mutual Fund
- UTI Mutual Fund
- Mirae Asset Mutual Fund
- Bank of India Mutual Fund
- Edelweiss Mutual Fund
- Axis Mutual Fund
- Navi Mutual Fund
- Motilal Oswal Mutual Fund
- IDBI Mutual Fund
- Union Mutual Fund
- 360 ONE Mutual Fund
- Groww Mutual Fund
- PPFAS Mutual Fund
- IL&FS Mutual Fund (IDF)
- Shriram Mutual Fund
- IIFCL Mutual Fund
- Mahindra Manulife Mutual Fund
- WhiteOak Capital Mutual Fund
- ITI Mutual Fund
- Trust Mutual Fund
- NJ Mutual Fund
- Samco Mutual Fund
- Bajaj Finserv Mutual Fund
- Helios Mutual Fund
- Zerodha Mutual Fund
- Old Bridge Mutual Fund
Mutual Funds Calculator
Best Equity Mutual Funds
- SBI Small Cap Fund - Growth - Direct Plan
- Axis Small Cap Fund - Growth - Direct Plan
- HDFC Small Cap Fund - Growth - Direct Plan
- Nippon India Small Cap Fund - Growth - Direct Plan
- UTI Mid Cap Fund - Growth - Direct Plan
- ICICI Prudential Infrastructure Fund - Growth - Direct Plan
- Tata Small Cap Fund - Growth - Direct Plan
- Canara Robeco Infrastructure Fund - Growth - Direct Plan
- DSP Small Cap Fund - Growth - Direct Plan
- Mirae Asset Healthcare Fund - Growth - Direct Plan
- Sundaram Services Fund - Growth - Direct Plan
- Franklin Build India Fund - Growth - Direct Plan
- L&T India Large Cap Fund - Growth - Direct Plan
- Motilal Oswal Midcap Fund - Growth - Direct Plan
Mutual Funds Guide
Get in-depth knowledge about all things related to Mutual Funds and your finances
International Mutual Funds
\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio
10 Best SIP Plans for Rs. 1000
The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best
How to Invest in SIP
Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua
Best Investment Plan for 1 Year
For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro
How to stop a Mutual Fund SIP?
Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai
Withdrawing from Mutual Funds
When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your
Flexi Cap Fund
Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y
STCG Tax on Mutual Fund
As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in
Conservative Hybrid Funds
A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential
Fund of Funds (FOFs)
Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua
Expense Ratios: Calculations, Components, and Investment Impact
The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi
Total Expense Ratio (TER)
The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund
Indexation in Mutual Funds
‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In
Yield to Maturity
Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice
What is Arbitrage Fund
Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the