Mutual Funds and ETFs Articles

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

Key Takeaways Canara Robeco Small Cap Fund Direct Growth NAV declined 0.35% to ₹46.02 on 10 September 2026. Historical performance stood at 7.62% over one year, 12.58% annualised over three years and 15.30% over five years. 

Key Takeaways Invesco India Small Cap Fund Direct Growth NAV declined 0.20% to ₹54.56 on 10 September 2026. Its one-year return stood at 17.48%, with a 22.65% three-year CAGR and 20.56% five-year CAGR. Fund size was appr

Key Takeaways HDFC Small Cap Fund Direct Growth NAV edged 0.09% lower to ₹159.74 on 10 September 2026. The one-year return stood at -2.12%, compared with a 10.39% three-year CAGR and 15.34% five-year CAGR. The scheme man

Key Takeaways Mirae Asset Small Cap Fund Direct Growth NAV edged 0.04% lower to ₹13.13 on 10 September 2026. The fund's latest one-year return stood at 12.66%; valid three-year and five-year CAGRs are not yet available because t

Key Takeaways SBI Large Cap Fund Direct Growth NAV increased 0.13% to ₹101.62 on 10 September 2026. Its one-year return was -1.20%, compared with an 8.70% three-year CAGR and 9.28% five-year CAGR. The fund managed approx