Mutual Funds and ETFs Articles

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

Key Takeaways SBI Aggressive Hybrid Fund Direct Growth NAV declined 1.99% to ₹342.0121 on 15 September 2026. The exact-date three-year CAGR stood at 10.92%. The latest supporting scheme data placed fund size around ₹88,000 c

Key Takeaways ICICI Prudential India Opportunities Fund Direct Growth NAV declined 0.95% to ₹38.5700 on 15 September 2026. The exact-date three-year CAGR stood at 12.78%. The latest 5paisa scheme snapshot placed assets at appr

Key Takeaways Kotak Flexi Cap Fund Direct Growth NAV declined 2.23% to ₹93.2700 on 15 September 2026. The exact-date three-year CAGR stood at 10.15%. The latest 5paisa scheme snapshot listed fund size at approximately ₹56,11

Key Takeaways Canara Robeco Small Cap Fund Direct Growth NAV declined 2.13% to ₹44.9400 on 15 September 2026. The exact-date three-year CAGR stood at 11.82%. The latest 5paisa supporting snapshot placed fund size at approximat

Key Takeaways Invesco India Small Cap Fund Direct Growth NAV declined 2.39% to ₹53.1400 on 15 September 2026. Its exact-date three-year CAGR stood at 22.14%. The latest 5paisa supporting snapshot listed fund size at approximat