Mutual Funds and ETFs Articles

Key Takeaways HDFC Mid Cap Fund Direct Growth NAV increased 0.49% to ₹227.70 on 16 September 2026. The latest returns were 4.92% over one year, 16.56% annualised over three years and 18.14% over five years. TREPS accounted for 6.91%, and

Key Takeaways SBI Small Cap Fund Direct Growth NAV edged 0.04% higher to ₹211.27 on 16 September 2026. Returns stood at 5.01% over one year, 11.29% annualised over three years and 13.90% over five years. TREPS accounted for 10.95% of asse

Key Takeaways HDFC Flexi Cap Fund Direct Growth NAV increased 0.41% to ₹2,216.85 on 16 September 2026. The latest one-year return was -0.58%, compared with three- and five-year annualised returns of 14.46% and 16.49%, respectively. ICICI

Key Takeaways Parag Parikh Flexi Cap Fund Direct Growth NAV rose 0.15% to ₹89.44 on 16 September 2026. The scheme recorded a one-year return of -4.72%, compared with annualised returns of 11.86% over three years and 11.33% over five years.

Key Takeaways SBI Aggressive Hybrid Fund Direct Growth NAV edged 0.05% higher to ₹342.19 on 16 September 2026. Historical returns stood at 1.90% over one year, 10.93% annualised over three years and 9.31% over five years. Debt

Key Takeaways Kotak Flexi Cap Fund Direct Growth NAV rose 0.17% to ₹93.43 on 16 September 2026. The one-year return was -3.29%; the three-year CAGR stood at 10.20% and the five-year CAGR at 9.80%. ICICI Bank led disclosed hold

India's mutual fund industry is witnessing a broader expansion in its investor base, with smaller cities contributing significantly to the growth in new investors. While major cities continue to account for a large share of mutual fund assets, Tier I

The way investors pay for mutual fund investments could see a change as transactions made through UPI for mutual funds and other capital market products come under a new Merchant Discount Rate (MDR) framework. The National Payments Corporation of

Key Takeaways Motilal Oswal Large and Midcap Fund Direct Growth NAV declined 3.64% to ₹40.3434 on 15 September 2026. Its exact-date three-year CAGR stood at 21.15%. The scheme managed approximately ₹20,159 crore, with minimu

Key Takeaways Kotak Multi Cap Fund Direct Growth NAV declined 1.81% to ₹21.0450 on 15 September 2026. Its exact-date three-year CAGR stood at 15.75%. The scheme had not completed five full years by 15 September 2026, so a vali

Key Takeaways Edelweiss Mid Cap Fund Direct Growth NAV fell 2.38% to ₹125.46 on 15 September 2026. The fund's one-year return stood at 8.50%, with a 20.29% three-year CAGR and an 18.80% five-year CAGR. Assets under management

Key Takeaways SBI Gold Fund Direct Growth NAV declined 1.16% to ₹45.67 on 15 September 2026. Historical returns stood at 38.13% over one year, 35.61% annualised over three years and 25.17% over five years. Fund size was approx