Mutual Funds and ETFs Articles

Mutual funds made some sizeable changes to their large-cap portfolios in August, with fresh buying seen in stocks across insurance, banking and telecom. Life Insurance Corporation of India (LIC), HDFC Bank and Bharti Airtel were among the companie

Key Takeaways Canara Robeco Small Cap Fund Direct Growth NAV increased 0.64% to ₹45.26 on 17 September 2026. Its latest three-year CAGR stood at 12.06%. The fund recorded a one-year return of 3.57%, a three-year CAGR of 12.06% and a f

Key Takeaways Invesco India Small Cap Fund Direct Growth NAV increased 0.60% to ₹53.46 on 17 September 2026. The fund's three-year CAGR stood at 22.34%. The one-year return came in at 12.64%, while the three-year and five-year CAGRs w

Key Takeaways HDFC Small Cap Fund Direct Growth NAV rose 0.56% to ₹158.91 on 17 September 2026. The scheme's latest three-year CAGR stood at 10.35%. The fund recorded a one-year return of -3.65%, compared with three- and five-year CAG

Key Takeaways Mirae Asset Small Cap Fund Direct Growth NAV rose 0.77% to ₹12.88 on 17 September 2026. The scheme remains relatively new, so its available standard return history is shorter than that of most funds in the batch. The lat

Key Takeaways SBI Large Cap Fund Direct Growth NAV rose 0.71% to ₹100.89 on 17 September 2026. Its latest three-year CAGR stood at 8.03%. The one-year return was -3.04%, while the three-year and five-year CAGRs were 8.03% and 8.74%. T

Key Takeaways Tata Small Cap Fund Direct Growth NAV gained 1.35% to ₹44.88 on 17 September 2026. This was one of the larger one-day NAV increases within the small-cap set. The latest one-year return remained negative at -2.07%, wherea

Key Takeaways Motilal Oswal Large and Midcap Fund Direct Growth NAV rose 0.44% to ₹40.46 on 17 September 2026. The scheme's three-year CAGR stood at 21.22%. The latest one-year return was 5.63%, compared with annualised returns of 21.

Key Takeaways Edelweiss Mid Cap Fund Direct Growth NAV rose 0.72% to ₹126.52 on 17 September 2026. Its three-year CAGR stood at 20.20%. The latest one-year return was 5.45%, compared with annualised returns of 20.20% over three years

Key Takeaways SBI Gold Fund Direct Growth NAV declined 0.38% to ₹45.96 on 17 September 2026. The daily fall was relatively modest compared with the fund's longer-period historical returns. The scheme recorded a one-year return of 36.4

Key Takeaways SBI Aggressive Hybrid Fund Direct Growth NAV increased 0.44% to ₹343.68 on 17 September 2026. The fund's three-year CAGR stood at 11.08%. The scheme recorded a one-year return of 2.16%, a three-year CAGR of 11.08% and a five-y

Key Takeaways ICICI Prudential India Opportunities Fund Direct Growth NAV rose 0.78% to ₹38.98 on 17 September 2026. The latest three-year CAGR stood at 13.15%. The one-year return remained negative at -1.42%, while the three-year and five-