Mutual Funds and ETFs Articles

Key Takeaways: Tata Small Cap Fund Direct Growth recorded an exact NAV of ₹44.2518 on 14 October 2026. Its five-year annualised return stood at 14.12%, while Sudarshan Chemical was the largest disclosed position at 4.54%. The

Key Takeaways HDFC Balanced Advantage Fund Direct Growth recorded an exact NAV of ₹548.7140 on 14 October 2026. The five-year annualised return stood at 12.63%, while the scheme operates as a Balanced Advantage or Dynamic Asset Allocation F

Key Takeaways SBI Contra Fund Direct Growth recorded an exact NAV of ₹391.0836 for 14 October 2026. The fund's five-year annualised return stood at 12.92%, with HDFC Bank carrying the largest disclosed listed equity weight at 4.79%. The l

Key Takeaways HDFC Mid Cap Fund Direct Growth recorded an exact NAV of ₹221.2940 for 14 October 2026. The fund's five-year annualised return stood at 16.49%, with Federal Bank and AU Small Finance Bank among its largest listed equity holdin

Key Takeaways SBI Small Cap Fund Direct Growth recorded an exact NAV of ₹207.1115 on 14 October 2026. Its five-year annualised return stood at 12.20%, with Ather Energy carrying the largest disclosed listed equity weight at 3.51%. TREPS w

Key Takeaways Nippon India Small Cap Fund Direct Growth recorded an exact NAV of ₹203.9542 for 14 October 2026. Its five-year annualised return stood at 17.02%, while TD Power Systems was the largest listed equity holding in the fallback po

Key Takeaways HDFC Flexi Cap Fund Direct Growth recorded an exact NAV of ₹2,166.9430 on 14 October 2026. The five-year annualised return stood at 14.75%, with ICICI Bank, Axis Bank and HDFC Bank among the largest disclosed positions. The

Key Takeaways Parag Parikh Flexi Cap Fund Direct Growth recorded an exact NAV of ₹88.5547 for the valuation date of 14 October 2026. The fund's five-year annualised return stood at 10.40%, while the latest disclosed portfolio placed HDFC Ba

September 2026 saw a new monthly SIP contribution record of ₹32,490 crore, according to AMFI figures reported on 12 October. The previous month’s total was ₹32,297 crore, even as equity markets experienced sharp fluctuations. The headline su

A sharp market decline often leads investors to ask whether to start a Systematic Investment Plan immediately or wait until prices stabilise. An SIP makes fixed investments at regular intervals, so the buying price changes as the fund’s net asset v

Small-cap mutual funds offer exposure to smaller listed businesses, where growth opportunities can be accompanied by sharp price swings and limited liquidity. Choosing among these schemes requires more than looking at which fund topped a short-term p

Indian mutual fund investors continued to put money through systematic investment plans even as September was a bad month for equities. According to numbers attributed to the Association of Mutual Funds in India, monthly SIP contributions touched a r