Mutual Funds and ETFs Articles

Key Takeaways ICICI Prudential India Opportunities Fund Direct Growth NAV declined 0.26% to ₹38.9400 on 11 September 2026. The latest supporting return data showed a 0.67% one-year return, 13.76% three-year CAGR and 18.17% five-year CAGR.

Key Takeaways Kotak Flexi Cap Fund Direct Growth NAV declined 0.20% to ₹95.4020 on 11 September 2026. The latest supporting performance data showed a 0.37% one-year return, an 11.29% three-year CAGR and a 10.62% five-year CAGR. Fund size

Key Takeaways HDFC Mid Cap Fund Direct Growth NAV fell 0.45% to ₹230.60 on 11 September 2026. The one-year return stood at 7.03%, compared with a 16.42% three-year CAGR and 19.05% five-year CAGR. The scheme managed approximately ₹108,32

Key Takeaways SBI Small Cap Fund Direct Growth NAV increased 0.13% to ₹215.67 on 11 September 2026. The scheme recorded an 8.39% one-year return, an 11.63% three-year CAGR and a 14.78% five-year CAGR. Fund size was approximately ₹42,631

Key Takeaways HDFC Balanced Advantage Fund Direct Growth NAV declined 0.26% to ₹561.38 on 11 September 2026. Its one-year return stood at 0.39%, compared with a 10.86% three-year CAGR and 14.66% five-year CAGR. Fund size was approximately

Key Takeaways SBI Contra Fund Direct Growth NAV edged 0.06% lower to ₹408.97 on 11 September 2026. Its latest one-year return was -1.95%, against a 10.44% three-year CAGR and 15.30% five-year CAGR. The scheme managed approximately ₹47,5

Key Takeaways Nippon India Small Cap Fund Direct Growth NAV edged 0.03% higher to ₹209.50 on 11 September 2026. The one-year return was 10.05%, compared with a 14.44% three-year CAGR and 19.22% five-year CAGR. Fund size stood at approxima

Key Takeaways HDFC Flexi Cap Fund Direct Growth NAV declined 0.33% to ₹2,241.68 on 11 September 2026. Its one-year return stood at 1.86%, compared with a 15.12% three-year CAGR and 17.47% over five years. Assets under management were appr

Key Takeaways Parag Parikh Flexi Cap Fund Direct Growth NAV edged 0.10% higher to ₹89.57 on 11 September 2026. Its latest one-year return stood at -3.87%, compared with a three-year CAGR of 12.32% and a five-year CAGR of 11.60%. The schem

The mutual fund market is entering a phase of higher uncertainty. Crude oil prices have moved sharply higher, while geopolitical tensions in the Middle East continue to affect global markets. At the same time, expectations around US interest rates ha

The mutual fund industry will see three new fund offers (NFOs) open for subscription next week. The new schemes will be launched by Kotak Mahindra Mutual Fund and Invesco Mutual Fund. All three schemes are equity index funds. The Kotak Nifty Capit

Quant Small Cap Fund is an open-ended equity scheme that invests mainly in small-cap stocks. The portfolio saw a few changes in August 2026. Four new stocks were added, while six stocks were removed. Some existing holdings also saw a change in the