Mutual Funds and ETFs Articles

Key Takeaways: HDFC Small Cap Fund Direct Growth recorded an exact NAV of ₹156.0160 for 14 October 2026. Its five-year annualised return stood at 13.03%, with Firstsource the largest listed equity position at 3.68%. The latest

Key Takeaways: SBI Large Cap Fund Direct Growth recorded an exact NAV of ₹99.2412 for 14 October 2026. The fund's five-year annualised return stood at 7.65%, while ICICI Bank and HDFC Bank carried weights of 8.29% and 8.19%, respectiv

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