Operating as an investment management company, Kotak Mahindra Mutual Fund Asset Management Company Limited offers portfolio management and advisory services to several private funds, individuals, trusts, institutions and investment companies. Kotak Mahindra Mutual Fund AMC is a public company that services clients globally. It was started on August 2, 1994. It is listed as a non-governmental enterprise in the Mumbai corporate registry.

Here are the top 5 funds of Kotak Mahindra Mutual Fund

1. Kotak Infrastructure and Economic Reform Fund Direct Growth

Kotak Mahindra Mutual Fund offers an equity mutual fund scheme named Kotak Infrastructure and Economic Reform Fund Direct-Growth. Fund manager Nalin Rasik Bhatt is now in charge of the scheme. As of July 7, 2024, its AUM is ₹1,989.53 Crores, while its most recent NAV is declared at ₹84.116.

For this scheme, the minimum SIP amount to invest is ₹100.

2. Kotak Emerging Equity Fund Direct Growth

Kotak Emerging Equity Fund Direct-Growth is an equity mutual fund scheme offered by Kotak Mahindra Mutual Fund. Presently managed by fund manager Atul Bhole, this scheme was introduced on an Invalid date. The current NAV declared as of July 07, 2024, is ₹149.341 and it has an AUM of ₹45,017.71 Crores.

For this scheme, the minimum SIP amount to invest is ₹100.

3. Kotak Equity Savings Fund Direct Growth

During the last three and five years, the fund’s annualized returns have been around 13.55% and 12.5%. The Kotak Equity Savings Fund is under the Hybrid category of Kotak Mahindra Mutual Funds. As of July 7, 2024, its AUM is ₹5,605 crores.

For this scheme, the minimum SIP amount to invest is ₹100.

4. Kotak Debt Hybrid Fund Direct Growth

The fund’s annualized returns over the last three and five years have been around 12.32% and 13.08%, respectively. The Kotak Debt Hybrid Fund is under the Hybrid category of Kotak Mahindra Mutual Funds. As of July 7, 2024, its AUM is ₹2,477 crores.

For this scheme, the minimum SIP amount to invest is ₹100.

5. Kotak India EQ Contra Fund Direct-Growth

Kotak Mahindra Mutual Fund offers an equity mutual fund plan named Kotak India EQ Contra Fund Direct-Growth. This scheme was launched on an invalid date and is being managed by Shibani Sircar Kurian. It has an AUM of ₹3,136.40 Crores and the current NAV is ₹173.431 as of 07 Jul 2024.

For this scheme, the minimum SIP amount to invest is ₹100.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.

Bandhan Mutual Funds, which is funded by the Indian government, was formerly known as IDFC Mutual Funds. Nonetheless, the updated version of this AMC currently rules the mutual fund industry. In April 2022, Bandhan formed a partnership with a group of investors to purchase and acquire the IDFC AMC.

Here are the top 5 funds of Bandhan Mutual Fund

1. Bandhan Core Equity Fund Direct Growth

One of Bandhan Mutual Fund’s equity mutual fund schemes is the Bandhan Core Equity Fund Direct-Growth. Fund managers Manish Gunwani, Rahul Agarwal and Harsh Bhatia are now in charge of this scheme. Its current NAV declared is ₹147.557 and its AUM is ₹4,680.59 Crores.

For this scheme, the minimum SIP amount to invest is ₹100.

2. Bandhan Sterling Value Fund Direct Plan Growth

One of Bandhan Mutual Fund’s equity mutual fund schemes is the Bandhan Sterling Value Fund Direct Plan-Growth. Daylynn Gerard Paul Pinto is the fund manager for this scheme. As of July 6, 2024, at 7:03 p.m., the most recent NAV declared is ₹168.076, with an AUM of ₹9,019.36 crores.

For this scheme, the minimum SIP amount to invest is ₹100.

3. Bandhan Large Cap Fund Direct Growth

Over the last three and five years, the fund’s annualized returns have been around 20.04% and 19.11%, respectively. The IDFC Mutual Funds Equity category includes the Bandhan Large Cap Fund. As of July 6, 2024, its AUM is ₹1,393 crores.

For this scheme, the minimum SIP amount to invest is ₹100.

4. Bandhan Banking & PSU Debt Fund Direct Growth

The fund’s annualized returns over the last three and five years have been around 5.65% and 7%, respectively. The IDFC Mutual Funds Debt category includes the Bandhan Banking & PSU Debt Fund. As of July 6, 2024, its AUM is ₹14,109 crores.

For this scheme, the minimum SIP amount to invest is ₹100.

5. Bandhan ELSS Tax Saver Fund Direct Plan Growth

One of Bandhan Mutual Fund’s tax-saving mutual fund schemes is the Bandhan ELSS Tax Saver Fund Direct Plan-Growth. Daylynn Gerard Paul Pinto is the fund manager for this scheme. Its most recent NAV declaration is ₹173.512 and its AUM is ₹6,433.56 Crores.

For this scheme, the minimum SIP amount to invest is ₹500.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.

UTI Mutual Funds comes under the Unit Trust of India, which is also known as an AMC. Its first entry into the investing world was in 2003. According to the latest data, the AMC now manages assets worth around Rs.1,83,242 crore. Among its 203 schemes or funds, 39 are entirely equity-based investment options.

Here are the top 5 funds of UTI Mutual Fund

1. UTI Mid Cap Fund Direct-Growth

One of UTI Mutual Fund’s equity mutual fund schemes is UTI Mid Cap Fund Direct-Growth. Fund manager Ankit Agarwal is now in charge of this scheme. The most recent NAV declared as of July 6, 2024, is ₹334.540 and its AUM is ₹10,682.52 Crores.

The minimum SIP amount to invest in this scheme is ₹500.

2. UTI Value Fund Direct-Growth

One of UTI Mutual Fund’s equity mutual fund schemes is UTI Value Fund Direct-Growth. Fund manager Amit Kumar Premchandani is now in charge of this scheme. Currently, the NAV declared is ₹176.220 as of 06 Jul 2024 and its AUM is ₹9,125.24 crores.

The minimum SIP amount to invest in this scheme is ₹500.

3. UTI Liquid Direct Growth

The last three years’ annualized returns from the UTI Liquid Fund have been 5.87%, while the previous five years’ returns have been 5.28%. UTI Mutual Funds’ Debt category includes the UTI Liquid Fund. As of July 6, 2024, its AUM is ₹28,028 Crores.

The minimum SIP amount to invest in this scheme is ₹500.

4. UTI Nifty 50 Index Fund Direct Growth

Over the previous three years, the UTI Nifty 50 Index Fund delivered 16.46% annualized returns and over the last five years, it has given 16.59%. The UTI Nifty 50 Index Fund falls under the Other category of UTI Mutual Funds. As of July 6, 2024, its AUM is ₹16,924 Crores.

The minimum SIP amount to invest in this scheme is ₹500.

5. UTI Aggressive Hybrid Fund Direct Fund Growth

One of UTI Mutual Fund’s hybrid mutual fund schemes is UTI Aggressive Hybrid Fund Direct Fund-Growth. The scheme launched on an Invalid date and is now managed by fund managers V Srivatsa and Sunil Madhukar Patil. With an AUM of ₹5,511.93 Crores, as of July 6, 2024, the most recent NAV declared is ₹412.710.

The minimum SIP amount to invest in this scheme is ₹500.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.

Nippon India Mutual Fund offers a diverse range of popular and top-performing funds for investors seeking to grow their wealth. With a mix of equity, debt, hybrid, and thematic funds, Nippon India caters to various investment goals and risk profiles. In this article, we’ll explore some of the most sought-after Nippon India popular funds.

Equity Funds

Nippon India Mutual Fund’s equity funds have consistently delivered impressive returns, making them a popular choice among investors. Here are some of the top-performing equity funds:

1. Nippon India Small Cap Fund

The Nippon India Small Cap Fund falls under the very high risk category and has delivered an impressive 5-year return of 32.64% p.a. With a fund size of ₹50,422.78 crores, it is a popular choice among investors seeking exposure to small-cap companies.

2. Nippon India Growth Fund

The Nippon India Growth Fund has generated a 5-year return of 27.07%, with a minimum investment of ₹100. It has a fund size of ₹26,821.89 crores and falls under the very high risk category.

3. Nippon India Large Cap Fund

Categorized as a very high risk fund, the Nippon India Large Cap Fund has yielded a 5-year return of 17.78%. It has a fund size of ₹26,137.65 crores and focuses on investing in large-cap companies.

4. Nippon India Value Fund

The Nippon India Value Fund has delivered a 5-year return of 22.43% and requires a minimum investment of ₹100. With a fund size of ₹7,523.32 crores, it falls under the very high risk category and aims to identify undervalued stocks with strong growth potential.

5. Nippon India Pharma Fund

The Nippon India Pharma Fund, a very high risk category fund, has generated a 5-year return of 24.57%. It has a fund size of ₹7,132.82 crores and invests primarily in pharmaceutical and healthcare companies.

Debt Funds

For investors seeking stable returns and lower risk, Nippon India Mutual Fund offers a range of debt funds. Some of the popular debt funds include:

1. Nippon India Gilt Securities Fund

The Nippon India Gilt Securities Fund falls under the moderate risk category and has delivered a 5-year return of 6.75%. It has a fund size of ₹1,867.36 crores and invests primarily in government securities.

2. Nippon India Liquid Fund

Categorized as a moderate risk fund, the Nippon India Liquid Fund has generated a 2-year return of 6.68%. It has a fund size of ₹32,095.57 crores and aims to provide liquidity and stable returns.

3. Nippon India Low Duration Fund

The Nippon India Low Duration Fund is a low to moderate risk category fund that has delivered a 5-year return of 5.71%. It has a fund size of ₹5,804.70 crores and focuses on investing in short-term debt instruments.

Other popular Nippon India funds

Apart from the equity and debt funds mentioned above, Nippon India Mutual Fund offers several other popular funds, such as:

• Nippon India Tax Saver (ELSS) Fund
• Nippon India Equity Hybrid Fund
• Nippon India US Equity Opportunities Fund

These funds cater to specific investment objectives and risk appetites, providing investors with a wide range of options to choose from.

Nippon India popular funds have established themselves as top-performing mutual funds, catering to the diverse needs of investors. With a range of equity and debt funds, Nippon India Mutual Fund offers options for investors with different risk appetites and investment objectives. Investors should carefully assess their financial goals, risk tolerance, and investment horizon before selecting the most suitable Nippon India popular funds for their portfolio. As always, it is recommended to consult with a financial advisor to make informed investment decisions.

Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information and related documents carefully before investing. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions. All values are taken from Moneycontrol.com on May 27, 2024, 9:40AM.

When considering mutual fund investments, investors often face the decision of selecting between equity funds, debt funds, and index funds. Each type offers distinct characteristics and risk-return profiles, catering to different investment goals and risk tolerances. Understanding the key features of each category can help investors make informed decisions:

Equity Funds

Equity funds primarily invest in stocks, aiming for long-term capital appreciation. These funds have the potential for higher returns but also come with higher risk due to stock market volatility.Key features of equity funds:

• Invest in stocks and equity-related instruments
• Potential for higher returns over the long term
• Higher risk exposure due to market fluctuations
• Suitable for investors with a high-risk appetite and long investment horizon

Debt Funds

Debt funds focus on fixed-income securities like bonds and money market instruments. They offer stability and regular income, making them ideal for investors seeking capital preservation.Key features of debt funds:

• Invest in fixed-income securities
• Provide stable returns with lower risk compared to equity funds
• Suitable for investors with a low-risk tolerance and shorter investment horizon
• Offer regular income through interest payments

Index Funds

Index funds are passively managed funds that aim to replicate the performance of a specific market index. They provide diversification and cost-efficiency compared to actively managed funds.Key features of index funds:

• Replicate the performance of a market index
• Offer diversification across sectors and companies
• Lower expense ratios compared to actively managed funds
• Suitable for investors seeking long-term growth with lower risk exposure

When deciding between equity funds, debt funds, and index funds, consider factors such as investment goals, risk tolerance, time horizon, diversification, and costs. Tailoring your investment choices to align with your financial objectives and risk profile is essential for building a well-rounded investment portfolio.In conclusion, the selection of mutual funds should be based on individual circumstances and investment objectives. Conducting thorough research, assessing risk tolerance, and seeking professional advice can help investors make informed decisions when choosing between equity, debt, and index funds.