Mutual Funds and ETFs Articles

Flexi-cap funds are built around a simple idea: give fund managers the freedom to move money between large-, mid- and small-cap stocks as market opportunities change. In practice, that freedom is not always used as aggressively as the catego

Special opportunities funds have a different brief from conventional diversified equity schemes. Instead of relying primarily on the broader direction of the market, they look for investment opportunities created by specific events a corporate restru

Ten years may not feel particularly significant when retirement is still decades away. In a long-term investment plan, however, those years can have an outsized effect on the eventual corpus. ET Money illustrates this through two hypothetica

Rossell Techsys came into focus after Kotak Mutual Fund acquired a 5% stake in the small-cap aerospace and defence company, a transaction valued at nearly ₹166 crore. Kotak Mutual Fund purchased more than 18.47 lakh shares at an average price of

Momentum investing has traditionally followed a fairly straightforward rule: stay with stocks that are rising and move away from those losing strength. Over the past year, however, that approach has produced very different results depending on how

Key Takeaways: Kotak Multi Cap Fund Direct Growth recorded a NAV of ₹21.68 on 24 September 2026, with a 1-day move of -0.59%. The one-year return stood at 4.30% and the 3-year CAGR at 17.06%. The fund managed approximately �

Key Takeaways: Edelweiss Mid Cap Fund Direct Growth recorded a NAV of ₹97.45 on 24 September 2026 after a 1-day decline of 1.29%. The one-year return was 6.67%, the 3-year CAGR stood at 20.91%, and the 5-year annualised return was 18

Key Takeaways: SBI Gold Fund Direct Growth recorded a NAV of ₹30.41 on 24 September 2026 and gained 0.89% on the day. The one-year return stood at 30.40%, the 3-year CAGR at 34.85%, and the 5-year annualised return at 25.35%.

Key Takeaways: SBI Aggressive Hybrid Fund Direct Growth recorded a NAV of ₹319.84 on 24 September 2026 after a 1-day decline of 0.81%. The one-year return stood at 2.34%, the 3-year CAGR at 11.80%, and the 5-year annualised ret

Key Takeaways: HDFC Mid Cap Fund Direct Growth recorded a NAV of ₹233.83 on 24 September 2026 and declined 0.89% on the day. The one-year return was 5.74%, the 3-year CAGR was 16.85%, and the 5-year annualised return stood at 18.37%. The

Key Takeaways: SBI Small Cap Fund Direct Growth recorded a NAV of ₹210.90 on 24 September 2026, with a 1-day decline of 1.31%. The one-year return stood at 6.71%, the 3-year CAGR at 11.92%, and the 5-year annualised return at 14.13%. The

Key Takeaways: HDFC Balanced Advantage Fund Direct Growth posted a NAV of ₹556.55 on 24 September 2026 and declined 1.13% for the day. The one-year return was -1.23%, the 3-year CAGR stood at 10.93%, and the 5-year annualised return was 14.