Mutual Funds and ETFs Articles

Key Takeaways The fund rose 0.31% to ₹41.27. The three-year annualised return stood at 23.34%, compared with 18.91% over five years. The five largest disclosed holdings represented 24.35%. Fund size was ₹18,445

Key Takeaways Kotak Multi Cap Fund Direct Growth gained 0.75% to ₹21.59. The one-year return was 7.28% and three-year annualised return 17.70%. A five-year return was not available because the fund had not completed five

It looks like September 2026 will witness yet another launch of several mutual fund schemes in India’s flourishing mutual fund industry. The new schemes which are scheduled to be launched between the period of September 7 and September 11, 2026,

Key Takeaways The NAV rose 0.32% to ₹130.51. Three-year annualised return stood at 22.04%, above the five-year figure of 19.40%. Federal Bank was the largest disclosed holding at 4.00%. The fund size was ₹18,69

Key Takeaways SBI Gold Fund Direct Growth rose 2.18% to ₹46.62. Its one-year return stood at 43.60%, compared with 35.59% annualised over three years. The five-year annualised return was 25.37%. SBI Gold ETF repr

Key Takeaways The NAV gained 0.70% to ₹46.28. Its one-year return stood at 8.66%, while the three-year and five-year annualised returns were 13.56% and 15.87%. The five largest disclosed positions collectively represente

Key Takeaways The fund gained 0.53% to close at ₹54.64. The three-year annualised return stood at 23.68%, compared with 20.75% over five years. Sai Life Sciences was the largest disclosed equity holding at 4.94%.

Key Takeaways HDFC Small Cap Fund Direct Growth rose 0.30% to ₹160.90. The one-year return stood at -0.72%, while the five-year annualised return was 15.71%. TREPS was the largest disclosed allocation at 9.94%. T

Key Takeaways The NAV gained 0.75% to ₹13.12. The scheme reported a one-year return of 13.90%. Three-year and five-year return figures were not available because the fund had not completed those periods. Welspun

Key Takeaways SBI Large Cap Fund Direct Growth edged up 0.08% to ₹103.37. Its three-year annualised return stood at 10.08%, compared with 9.67% over five years. The five largest disclosed holdings accounted for 31.04%.&n

Key Takeaways Tata Small Cap Fund Direct Growth gained 1.16% to ₹45.05. Its one-year return remained negative at -0.21%. Three-year and five-year annualised returns stood at 12.35% and 15.98%. The Direct Growth e

Key Takeaways HDFC Mid Cap Fund Direct Growth rose 0.13% to ₹235.49. The five-year annualised return stood at 19.85%, compared with 18.63% over three years. TREPS, Federal Bank and AU Small Finance Bank were the three la