Dalal Street Investment Journal

Company Name	Reco Date	Reco Price	Exit Price	Exit Date	% Return	In days
ITC Ltd.	28/12/2023	464.20	487.50	02/01/2025	5.02%	1 yrs
Britannia Industries Ltd.	27/07/2023	4,875.80	5,028.25	12/11/2024	3.13%	1 yrs
JSW Steel Ltd.	22/02/2024	826.95	1,003.00	26/09/2024	21.29%	217 days
Bajaj Auto Ltd.	22/08/2024	9,910.00	11,930.00	17/09/2024	20.38%	26 days
Dr. Reddy's Laboratories Ltd.	26/10/2023	5,429.30	6,536.00	05/07/2024	20.38%	253 days
Shriram Finance Ltd.	25/04/2024	2,430.10	2,955.00	28/06/2024	21.60%	64 days
Coal India Ltd.	25/01/2024	389.50	501.60	22/05/2024	28.78%	118 days
Infosys Ltd.	27/10/2022	1,522.60	1,411.60	19/04/2024	-7.29%	1 yrs
State Bank Of India	25/05/2023	581.30	782.05	05/03/2024	34.53%	285 days
The Indian Hotels Company Ltd.	24/08/2023	401.85	517.90	07/02/2024	28.88%	167 days

These 6 Common Mutual Fund Investing Mistakes Can Reduce Your Returns; Avoid Them for Better Wealth Creation

Ivestors often make mistakes like chasing past returns, ignoring risk, and selecting funds based on expense ratio. Avoiding these can improve portfolio performance and wealth creation.

DSIJ Intelligence / Monday, March 31, 2025 0 163 Article rating: 5.0

Equity Mutual Fund Portfolio Additions Decline Amid Market Correction

Equity Mutual Fund Portfolio Additions Trend Drop from July 2024 Peak Amid Market Correction; Net Equity Inflows Fall 26 per cent in February 2025

DSIJ Intelligence / Saturday, March 15, 2025 0 440 Article rating: 5.0

Understanding Momentum Funds: How Momentum Investing Works

Momentum investing follows stock price trends, aiming to buy strong-performing stocks and sell them higher. It offers potential alpha, but investors must manage risks through SIPs and trend-following strategies.

DSIJ Intelligence / Friday, March 14, 2025 0 397 Article rating: 5.0

IndusInd Bank Shares Crash 26 Per cent Due to Rs 1,580 Crore Forex Derivative Loss; Here are Top 5 Mutual Funds Holding the Stock

IndusInd Bank shares fell 26 per cent due to forex derivative misaccounting, resulting in a Rs 1,580 crore loss. Analysts downgraded the stock, citing governance concerns and earnings pressure.

DSIJ Intelligence / Tuesday, March 11, 2025 0 511 Article rating: 3.6

Understanding Mutual Fund Turnover: Analyzing Growth and Market Trends

Mutual fund turnover is an essential metric in evaluating the efficiency and activity level of mutual funds.

DSIJ Intelligence / Wednesday, February 26, 2025 0 367 Article rating: 5.0

Mutual fund turnover is an essential metric in evaluating the efficiency and activity level of mutual funds.

Measure your mutual fund's risk, before it becomes too late

Understanding Mutual Fund Risks: A Comprehensive Guide to Assessing and Mitigating Investment Risks for Optimal Returns and Financial Security.

DSIJ Intelligence / Thursday, February 20, 2025 0 295 Article rating: 5.0

Ravi Explains Lumpsum vs SIP to His Old Friend Vikram

It was a calm evening when Ravi and his old friend Vikram met up at their favourite café. Vikram had been hearing a lot about investing and was eager to learn more.

DSIJ Intelligence / Thursday, January 30, 2025 0 294 Article rating: 5.0

Knowing Ravi had a lot of experience with the stock market, he decided to ask for some advice.

Understanding Hybrid Mutual Funds: A Simple Guide

If you're looking to invest in the stock market but you're unsure whether to choose stocks or bonds, a hybrid mutual fund might be just the right option for you.

DSIJ Intelligence / Thursday, January 30, 2025 0 263 Article rating: 5.0

Let’s break down what a hybrid mutual fund is, and why it might be a good choice for your investment strategy.

Understanding Risk-Adjusted Returns in Mutual Funds

When investing in mutual funds, it's important to evaluate not only how much money a fund has made, but also how much risk was involved in achieving that return. This is where risk-adjusted returns come into play.

DSIJ Intelligence / Wednesday, January 29, 2025 0 285 Article rating: 5.0

In simple terms, risk-adjusted returns measure how much return you're getting for the level of risk you're taking on. By considering both the return and the risk, you get a clearer picture of a fund's true performance.

Understanding the Sharpe Ratio in Mutual Fund Investing

When evaluating mutual funds, investors want to know if they are being rewarded for the risk they take on.

DSIJ Intelligence / Monday, January 27, 2025 0 420 Article rating: 4.0

The Sharpe ratio is a widely used metric that helps measure the risk-adjusted return of a fund, making it easier to assess how well a mutual fund performs in relation to its risk.

Understanding Dynamic Bond Funds: A Flexible Approach to Fixed Income Investing

Dynamic bond funds are a type of mutual fund that invests primarily in fixed-income securities, such as government bonds, corporate bonds, and other debt instruments.

DSIJ Intelligence / Monday, January 27, 2025 0 296 Article rating: 5.0

Dynamic bond funds are one such investment vehicle that provide investors with the flexibility to navigate the volatility of interest rates and changing market conditions.

Small-Cap Mutual Fund With Rs 61,974 Crore AUM: An Investment of Rs 1,00,000 Turned Into Rs 3,97,870 in Just 5 Years

Launched on January 1, 2013, the fund has demonstrated a strong performance history, making it a notable option for investors seeking exposure to small-cap equities.

DSIJ Intelligence / Monday, January 27, 2025 0 290 Article rating: 5.0

As of December 31, 2024, the fund's AUM stands at Rs 61,974 crore, classifying it as a medium-sized fund within its category.

Bridging the Gap: A Brother-Sister Conversation on Loans Against Mutual Funds

In the world of personal finance, loans are a popular way to access immediate funds when needed.

DSIJ Intelligence / Wednesday, January 22, 2025 0 316 Article rating: 5.0

It was a cosy evening, and after a long day at work, Raj sat on the couch, looking visibly stressed. His sister, Priya, noticed his tension and walked over to him with a concerned look on her face.

This Mutual Fund Has Outperformed Its Category: An Investment of Rs 1,00,000 Turned Rs 6,20,000 In Just 5 Years

With significant Assets Under Management (AUM) of Rs 26,670 crore as of December 2024, the fund has garnered substantial investor trust.

DSIJ Intelligence / Wednesday, January 22, 2025 0 360 Article rating: 3.6

The fund's success can be attributed to its experienced fund management team, which employs a bottom-up stock-picking approach, focusing on companies with strong growth potential and robust business models.

The Balancing Act: Risk vs. Reward in Mutual Funds

Investing in mutual funds is a popular way to grow wealth, but it's not without its risks.

DSIJ Intelligence / Tuesday, January 21, 2025 0 312 Article rating: 5.0

Understanding the relationship between risk and reward is crucial for making informed investment decisions.

Top 10 Mutual Fund Houses in India in 2025

Several fund houses have emerged as leaders in the industry, driven by strong track records, robust investment strategies, and innovative products. Below are the top 10 mutual fund houses in India in 2025:

DSIJ Intelligence / Saturday, January 18, 2025 0 784 Article rating: 5.0

The mutual fund industry in India is experiencing tremendous growth, and the top mutual fund houses listed above are leading the way in providing innovative investment products, excellent customer service, and consistent returns.

The Impact of Global Events on International Mutual Funds

International mutual funds are investment funds that invest in companies and assets in other countries.

DSIJ Intelligence / Thursday, January 16, 2025 0 321 Article rating: 5.0

These funds allow investors to spread their investments across different parts of the world, offering more growth opportunities.

The Role of Mutual Funds in a Diversified Portfolio

A diversified portfolio is a key concept in investing and mutual funds play an important role in helping investors achieve this.

DSIJ Intelligence / Thursday, January 16, 2025 0 271 Article rating: 5.0

Mutual funds play a key role in building a diversified portfolio by offering a mix of investments that can help reduce risk and provide steady growth.

India’s Top Mutual Fund Manager Gains 6.45 per cent as Q3 Profit Surges 31 per cent ; Optimistic Outlook Ahead

AMC’s Profit Soars 31 per cent , Revenue Jumps 39 per cent YoY; Market Share stands at 13.2 per cent in individual monthly average AUM in December 2024

DSIJ Intelligence / Wednesday, January 15, 2025 0 237 Article rating: 5.0

AMC’s Profit Soars 31 per cent , Revenue Jumps 39 per cent YoY; Market Share stands at 13.2 per cent in individual monthly average AUM in December 2024

From HDFC Bank to HAL to Suzlon: Do you own any of these ten stocks where mutual funds trimmed their stake in December 2024?

The data from December 2024 reveals a trend where mutual funds have trimmed their stakes in a variety of companies, ranging from banks like HDFC Bank to high-growth sectors like renewable energy, represented by Suzlon.

DSIJ Intelligence / Wednesday, January 15, 2025 0 1048 Article rating: 4.1

Investors need to monitor such movements as they can influence stock prices and provide a gauge of market sentiment.

Why Do Tax-Saving Funds Have a 3-Year Lock-In Period?

Without the lock-in period, some people might use these funds just to park their money for a short time to save on taxes, without actually letting the money grow.

DSIJ Intelligence / Tuesday, January 14, 2025 0 187 Article rating: 4.5

It encourages you to keep your money invested for a longer time, which helps both you and the market.

Quant Small-Cap Fund Reduces Stake In 5 Companies; Complete Details Inside

It aims to generate long-term capital appreciation by investing in a diversified portfolio of small-cap companies across various sectors of the Indian economy.

DSIJ Intelligence / Monday, January 13, 2025 0 1228 Article rating: 3.8

This fund carries inherent risks associated with investing in small-cap stocks, such as higher volatility and potential for lower liquidity compared to larger companies.

How SIP and SWP Can Secure Your Future: A Grandfather's Investment Story for his Grandson

Let's learn how to move from investing with SIPs to withdrawing with SWPs, through a heartwarming, conversation between a grandfather and his grandson.

DSIJ Intelligence / Friday, January 10, 2025 0 521 Article rating: 3.9

He resolved to take the first step, knowing he had the wisdom of Grandpa Rao guiding him.

The Role of SEBI in Regulating Mutual Funds: A Deeper Dive

SEBI plays a vital role in safeguarding investor interests and promoting the growth of the mutual fund industry in India.

DSIJ Intelligence / Thursday, January 9, 2025 0 350 Article rating: 2.5

Through its regulatory framework, SEBI ensures that the industry operates with integrity and transparency, ultimately contributing to a healthy and vibrant capital market.

Compounding: The Eighth Wonder of the World; Understanding How Compounding Works in Mutual Fund

Compounding, often called the "eighth wonder of the world" by Albert Einstein, is a powerful concept that can significantly impact your financial future.

DSIJ Intelligence / Wednesday, January 8, 2025 0 329 Article rating: 2.8

Imagine you deposit Rs 10,000 in a bank account that earns 10 per cent interest annually.

Trigger SIP: An Innovative Way For Seasoned Investors To Enhance Returns

Trigger SIP a variant of SIPs introduces a flexible mechanism tailored to leverage market conditions to optimise investment returns.

DSIJ Intelligence / Monday, October 14, 2024 0 274 Article rating: 5.0

India's First Ever Nifty 500 Momentum 50 Index Fund Launched by Motilal Oswal Mutual Fund

Motilal Oswal launched the Nifty 500 Momentum 50 Index Fund, aiming to replicate the Nifty 500 Momentum 50 Total Return Index.

DSIJ Intelligence / Tuesday, September 10, 2024 0 534 Article rating: 3.3

Understanding Children’s Mutual Funds

In this article, we have explained about children’s mutual funds, who should invest in them, their taxability, and historical return comparisons.

DSIJ Intelligence / Tuesday, August 13, 2024 0 1101 Article rating: 3.9

Children's mutual funds are specifically designed for parents and guardians who want to build a long-term financial corpus for their child's future needs, such as education, marriage, or starting a business. Here's who should consider investing in children's mutual funds:

Mirae Asset to Resume SIP, STP, and Lumpsum Investments in Large & Midcap Fund Starting Aug 1

The fund will resume accepting subscriptions through Systematic Investment Plans (SIP), Systematic Transfer Plans (STP), switch-ins, and lump-sum investments.

DSIJ Intelligence / Monday, July 29, 2024 0 1723 Article rating: 3.3

Notably, the aggregate market cap of the Nifty Midcap 150 index has increased more than twofold to Rs 82.5 lakh crore from November 2020 to June 2024, with aggregate profits growing by approximately 142 per cent to Rs 2.1 lakh crore during the same period.

Introducing the Tata Nifty India Tourism Index Fund: Gateway to India's tourism boom!

This innovative fund aims to provide investors with exposure to India's thriving travel, tourism, and hospitality sectors.

DSIJ Intelligence / Tuesday, July 9, 2024 0 1297 Article rating: 5.0

This innovative fund aims to provide investors with exposure to India's thriving travel, tourism, and hospitality sectors.

ICICI Prudential Mutual Fund launches ICICI Prudential Energy Opportunities Fund NFO

The scheme is an open-ended equity scheme focusing on the energy theme.

DSIJ Intelligence / Thursday, June 27, 2024 1 5583 Article rating: 4.0

The scheme is an open-ended equity scheme focusing on the energy theme.

Quant Mutual Fund Outflows at Rs 1,398 Crore or 1.5 per cent Amid SEBI Probe; Complete Details Inside!

Quant Mutual Fund disclosed in an investor call on June 26 that it faced net equity outflows of Rs 1,398 crore amid SEBI's investigation into potential front-running.

DSIJ Intelligence / Wednesday, June 26, 2024 0 1599 Article rating: 3.5

Quant Mutual Fund disclosed in an investor call on June 26 that it faced net equity outflows of Rs 1,398 crore amid SEBI's investigation into potential front-running.

This Mid Cap Fund Turned a Monthly SIP of Rs 5,000 into Rs 1 Crore!

The fund has delivered an annualized return of 18.34 per cent and an absolute return of around 738.53 per cent, demonstrating the fund's robust performance.

DSIJ Intelligence / Thursday, June 6, 2024 0 7891 Article rating: 3.6

The fund has delivered an annualized return of 18.34 per cent and an absolute return of around 738.53 per cent, demonstrating the fund's robust performance.

Understanding the tax saving advantages and returns of ELSS mutual funds

This article is authored by Tejas Gutka, Fund Manager at Tata Mutual Fund.

DSIJ Intelligence / Friday, May 31, 2024 0 412 Article rating: 5.0

Their long investment horizon allows them to potentially benefit from the historically superior returns offered by equities compared to other asset classes.

Choosing between equity and debt mutual funds: Which one is right for you?

While equity have usually been the main focus for many investors, it's a good idea to think about adding some debt investments to your mix.

DSIJ Intelligence / Tuesday, May 14, 2024 0 698 Article rating: 4.0

As equity have their perks, it's essential to be cautious and not overlook other options that could help you build wealth steadily overtime.

Major small-cap funds increase exposure due to MF stress test: Know more here

A stress test assesses the duration required for an investor to regain their investment in case of an equity market downturn and a subsequent increase in investor redemptions.

DSIJ Intelligence / Wednesday, April 17, 2024 0 904 Article rating: 4.8

These tests compare the benchmark index's price-earnings (PE) ratio against your portfolio, providing crucial information for investment decision-making.

Mohnish Pabrai sold 3,25,35,212 shares of this penny stock below Rs 75 to CLSA Global Markets Pte Ltd via block deals!

The stock is up by 98.5 per cent from its 52-week low of Rs 37.43 per share.

DSIJ Intelligence / Wednesday, April 10, 2024 0 1425 Article rating: 4.3

The company has a market cap of Rs 6,966 crore and has been maintaining a healthy dividend payout of 52.3 per cent.

Supercharge your portfolio: Must-Know thematic funds for 2024

These thematic funds have been market superstars, boasting returns exceeding 90 per cent in just one year!

DSIJ Intelligence / Tuesday, April 9, 2024 0 781 Article rating: 3.0

These thematic funds have been market superstars, boasting returns exceeding 90 per cent in just one year!

Heavy Institutional buying: Top 3 small-cap multibagger stocks in which FIIs and DIIs have increased their stake!

Raising stakes by DIIs and FIIs in various stocks often acts as a positive signal for potential growth opportunities.

DSIJ Intelligence / Sunday, March 31, 2024 0 16543 Article rating: 3.7

Raising stakes by DIIs and FIIs in various stocks often acts as a positive signal for potential growth opportunities.

Quant Mutual Fund bought 7,14,053 shares & Rs 1,100 crore order book: This explosive company signs MoU worth Rs 3,402 crore with Squarespace Builders Pvt Ltd

An ace investor, Dilipkumar Lakhi owns a 1.22 per cent stake in the company and Quant Mutual Fund bought 7,14,053 shares or 1.44 per cent stake in the company as of December 2023.

DSIJ Intelligence / Thursday, March 28, 2024 0 1707 Article rating: 3.3

The stock is up by 59 per cent from its 52-week low of Rs 284.80 per share.

ICICI Prudential Business Cycle Fund: A lumpsum of Rs 1 lakh invested nearly doubles in just 3 years!

Over last one-year, the fund has delivered 40 per cent as compared to 34 per cent by its benchmark

DSIJ Intelligence / Tuesday, February 20, 2024 0 4138 Article rating: 3.8

In terms of SIP, a monthly investment of Rs 10,000 since inception would amount to a total investment of Rs 3.7 lakh. As of January 31, 2024, the value of that investment would have grown to Rs 5.48 lakh, i.e. a CAGR of 26.5 per cent. A similar investment in the benchmark would have yielded a CAGR of 20.8 per cent for the same period.

Bank of India Mutual Fund Introduces New Multi-Asset Allocation Fund: Discover the Details Here

Discovering new NFOs? Dive into their goals, allocation strategies, managers, and peer comparisons for a comprehensive insight.

DSIJ Intelligence / Sunday, February 18, 2024 0 396 Article rating: 5.0

The investment objective of the scheme is to seek long-term capital growth by predominantly investing in equity and equity related securities, debt & money market instruments and Gold ETF.

Beyond Bonds: Unveiling the secrets of debt funds - Your low-risk ladder to wealth

Dive into debt funds for smooth sailing, reliable income, and financial serenity.

DSIJ Intelligence / Wednesday, January 31, 2024 0 1693 Article rating: 3.1

Dive into debt funds for smooth sailing, reliable income, and financial serenity.

ICICI Prudential S&P BSE Sensex ETF completes 21 years!

Rs 1 lakh invested in this ETF would be Rs 26 lakhs today; Read to find more

DSIJ Intelligence / Friday, January 12, 2024 0 1083 Article rating: 4.3

ICICI Prudential Mutual Fund marks a significant milestone with the completion of 21 years for its iconic ICICI Prudential S&P BSE Sensex ETF.

Heavy Institutional buying: Fund managers invest Rs 1,097.60 crore in these top 3 small-cap stocks; should you invest too?

Aptus Value Housing Finance India Limited attracted the highest buying interest with an inflow of Rs 424 crore.

DSIJ Intelligence / Saturday, January 6, 2024 0 31450 Article rating: 3.8

Aptus Value Housing Finance India Limited attracted the highest buying interest with an inflow of Rs 424 crore.

Heavy Institutional buying: Fund managers invest Rs 11,795 crore in these top 5 large-cap stocks; should you invest too?

Bajaj Finance attracted the highest buying interest with an inflow of Rs 4,909.21 crore.

DSIJ Intelligence / Saturday, December 30, 2023 1 14576 Article rating: 4.3

Bajaj Finance attracted the highest buying interest with an inflow of Rs 4,909.21 crore.

Conquering market mountains: Top 5 SBI mutual funds to peak your portfolio

Let SBI’s diverse garden guide you to your financial blooms.

DSIJ Intelligence / Thursday, December 28, 2023 0 7522 Article rating: 3.9

Let SBI’s diverse garden guide you to your financial blooms.

Outshine the new year fireworks: Unleash the brilliance of Nippon's best-performing funds

Discover the hidden treasures amidst Nippon India's diverse portfolio.

DSIJ Intelligence / Wednesday, December 27, 2023 0 2487 Article rating: 3.9

Discover the hidden treasures amidst Nippon India's diverse portfolio.

SIP your way to success: New year, new resolutions and new mutual fund SIPs

Learn how tiny, regular SIPs can build a nest egg for your future, brick by financial brick.

DSIJ Intelligence / Tuesday, December 26, 2023 0 3373 Article rating: 4.2

Learn how tiny, regular SIPs can build a nest egg for your future, brick by financial brick.

Unearthing gems: Top 5 UTI mutual funds shining bright in 2023

In 2023, UTI mutual fund schemes have delivered consistent returns, showcasing compelling potential for the future.

DSIJ Intelligence / Tuesday, December 26, 2023 0 4699 Article rating: 4.3

In 2023, UTI mutual fund schemes have delivered consistent returns, showcasing compelling potential for the future.

Watch out for these top 3 multibagger stocks in which Mutual Funds have increased stake; Do you hold any?

Raising stakes by mutual funds in various stocks often acts as a positive signal for retail investors for potential growth opportunities.

DSIJ Intelligence / Monday, December 25, 2023 0 3050 Article rating: 3.5

Raising stakes by Mutual Funds in various stocks often acts as a positive signal for retail investors for potential growth opportunities.

Hidden gems from ICICI: Unveiling the top 5 best-performing funds of 2023

In this year-end special report, we present to you the top 5 best-performing funds from ICICI AMC.

DSIJ Intelligence / Tuesday, December 19, 2023 3 14920 Article rating: 4.0

In this year-end special report, we present to you the top 5 best-performing funds from ICICI Bank.

In an interaction with Nimesh Chandan, CIO of Bajaj Finserv Asset Management

Launching the new Balanced Advantage Fund, Nimesh Chandan, CIO, Bajaj Finserv Asset Management urges investors to participate in the wealth creation journey over the long term by investing in their uniquely designed mutual fund scheme.

DSIJ Intelligence / Friday, November 24, 2023 0 1108 Article rating: 4.3

Launching the new Balanced Advantage Fund, Nimesh Chandan, CIO, Bajaj Finserv Asset Management urges investors to participate in the wealth creation journey over the long term by investing in their uniquely designed mutual fund scheme.

Watch out these top 5 small-cap stocks in which Mutual Funds have increased stake; Do you hold any?

Institutional investors are key players in the Indian stock market, with their investment decisions impacting stock prices. These stocks are poised to benefit from India's strong growth and demographics.

DSIJ Intelligence / Monday, November 6, 2023 0 4080 Article rating: 4.3

Institutional investors are key players in the Indian stock market, with their investment decisions impacting stock prices. These stocks are poised to benefit from India's strong growth and demographics.

Mukul Agrawal bought 20,00,000 shares and Quant Mutual Fund bought 25,05,616 shares of this multibagger stock; scrip hit 52-week high!

The stock gave 245 per cent returns in just six months and a whopping 990 per cent in three years.

DSIJ Intelligence / Tuesday, October 24, 2023 9 85829 Article rating: 3.7

The stock gave 245 per cent returns in just six months and a whopping 990 per cent in three years.

Fund managers invest Rs 17,500 crore in these top 5 stocks; Should you invest too?

These stocks are expected to benefit from India's strong economic growth and favourable demographics.

DSIJ Intelligence / Saturday, October 14, 2023 1 13205 Article rating: 3.6

These stocks are expected to benefit from India's strong economic growth and favourable demographics.

Exploring the investment opportunities in index funds; how can investors benefit from it?

Index funds are a popular investment option for many people. They offer a number of advantages. In this article, we will discuss the advantages with some examples of index funds.

DSIJ Intelligence / Thursday, September 7, 2023 0 1178 Article rating: 4.4

Index funds are a popular investment option for many people. They offer a number of advantages. In this article, we will discuss the advantages with some examples of index funds.

Large-Cap vs Mid-Cap vs Small-Cap mutual funds: Which one is right for you?

Here's a complete guide to choosing the right equity mutual fund for your investment goals.

DSIJ Intelligence / Saturday, September 2, 2023 0 847 Article rating: 3.8

Here's a complete guide to choosing the right equity mutual fund for your investment goals.

ICICI Prudential India opportunities fund: Investing in special situations for better returns

A fund that has performed across the market cycle.

DSIJ Intelligence / Friday, August 25, 2023 0 1813 Article rating: 4.4

A fund that has performed across the market cycle.

Thematic mutual funds: Bet on infrastructure sector with infrastructure mutual funds

For those who find it difficult to identify quality bets in the infrastructure sector can look at thematic funds that focus on infrastructure sector

DSIJ Intelligence / Thursday, August 17, 2023 0 679 Article rating: 4.4

Lot of announcements have been made by the government showcasing infrastructure sector as a priority sector

Navigating Investment Avenues: Bonds Versus Debt Mutual Funds

In this special report, Vardan Pandhare delves into both the options to explore the investment opportunities, growth and prospected returns

Ninad Ramdasi / Thursday, July 27, 2023 0 171 Article rating: 5.0

Investing is a critical tool for building wealth and achieving financial goals. When it comes to fixed-income investments, two popular options that often arise are investing directly in bonds or opting for debt mutual funds. In this special report, Vardan Pandhare delves into both the options to explore the investment opportunities, growth and prospected returns.

Mutual funds for everyone: Consider this before starting your investment journey

In Part 2 of our mutual fund series, we will explore the intricacies of investing in mutual funds.

DSIJ Intelligence / Friday, July 21, 2023 0 824 Article rating: 5.0

In Part 2 of our mutual fund series, we will explore the intricacies of investing in mutual funds.

Bajaj Finserv launches Bajaj Finserv Mutual Fund

Bajaj Finserv Mutual Fund will offer a comprehensive range of products across fixed-income, hybrid, and equity categories.

DSIJ Intelligence / Tuesday, June 6, 2023 0 990 Article rating: 3.8

Bajaj Finserv Mutual Fund will offer a comprehensive range of products across fixed-income, hybrid, and equity categories.

Multibagger in just 1 year: Small-Cap bank surges with a whopping 1,623 per cent profit growth and declares stellar dividend!

Watch out for top 4 mutual funds that would be in focus now!

DSIJ Intelligence / Sunday, May 14, 2023 1 22602 Article rating: 3.9

The stock has a PE of 4.79x whereas the sectoral PE is 15x. The stock gave multibagger returns of 140 per cent in just 1 year whereas BSE Small-cap Index is up by 18 per cent.

Best performing equity mutual funds in FY23; do you hold them?

Nifty 50 in FY23 declined by 1.8 per cent, however, there were equity funds that delivered stupendous returns in the same period. Read on to learn more about them.

DSIJ Intelligence / Tuesday, April 4, 2023 0 7419 Article rating: 4.0

Are you looking for strong mutual fund performers? Check out this article, that lists top performing equity funds in FY23.

No more indexation benefits for debt mutual funds; what should investors do?

Indexation benefits will no longer be available to debt mutual funds held for more than three years. Furthermore, they will be ineligible for the 20 per cent tax rate. What should investors do? Continue reading to learn more.

DSIJ Intelligence / Friday, March 24, 2023 3 1383 Article rating: 3.9

Finance Bill 2023 has proposed significant modifications to debt mutual funds. Checkout this article to learn more.

Equity Mutual Funds continue to receive traction despite market volatility

Equity mutual funds continue to see rising net inflows despite market volatility, while debt mutual funds continue to witness net outflows. Continue reading to learn more.

DSIJ Intelligence / Tuesday, March 14, 2023 0 1138 Article rating: 4.7

Equity mutual funds wintessing higher inflows, are you a part of it?

IDFC MF rebrands to Bandhan Mutual Fund

IDFC MF was acquired by consortium comprising Bandhan Financial Holdings Limited (BFHL), GIC and ChrysCapital. IDFC Mutual Fund has now been rebranded as Bandhan Mutual Fund. Continue reading to learn more.

DSIJ Intelligence / Monday, March 13, 2023 0 983 Article rating: 5.0

IDFC Mutual Fund rebrands to Bandhan Mutual Fund. Check out this article for more details.

SEBI allows Bajaj Finserv to launch mutual fund business

Apart from Helios Capital, Old Bridge Capital, Zerodha and Angel One, SEBI now allowed Bajaj Finserv to launch a mutual fund business. Read on to find out more.

DSIJ Intelligence / Friday, March 3, 2023 0 429 Article rating: 3.5

SEBI allows Bajaj Finserv to launch mutual fund business. Checkout this article for more details.

Here is the list of the top performing mid-cap funds; do you own them?

Although the S&P BSE MidCap index produced positive returns in the previous year, they were on the lower range. Yet, a large number of funds had double-digit positive returns. Continue reading to discover more about them.

DSIJ Intelligence / Monday, February 27, 2023 0 767 Article rating: 4.1

Are you looking for top performing mid-cap funds? Checkout this article, that lists top performing mid-cap funds in last one year.

In conversation with Yogesh Patil CIO (Equity), LIC Mutual Fund Asset Management Ltd.

Mutual Fund Investors Seem To Have Become More Matured

Ninad Ramdasi / Thursday, February 23, 2023 0 920 Article rating: 5.0

The markets are generally forward looking and these issues of high inflation and rising interest rates have been hitting the headlines for the last one year.

SBI Mutual Fund bought and sold these top stocks in January 2023

SBI Mutual Fund still holds the top position as far as AUM is concerned. In this article, we have listed the top stocks that SBI Mutual Fund bought and sold in January 2023.

DSIJ Intelligence / Wednesday, February 22, 2023 1 1804 Article rating: 4.2

Are you looking to buy stocks, but confused as to which one to buy? Checkout this article that lists top stocks bought and sold by SBI MF.

Mutual Fund Returns: This small-cap fund has doubled in just three years; here are the details

Launched in 2019, this small-cap fund has doubled investors’ investments in just three years. Read on to learn more about this fund.

DSIJ Intelligence / Tuesday, February 7, 2023 0 1011 Article rating: 4.2

Are you looking out for a small-cap fund that can create wealth for you in the long-term? Click here to learn more about a small-cap fund that doubled investors' wealth in just 3 years.

Mutual fund industry shifts to a T+2 payment cycle for equity funds

In conjunction with the T+1 settlement cycle for equity markets, the mutual fund industry transits to a T+2 payment cycle for equity funds. Continue reading to learn more.

DSIJ Intelligence / Friday, January 27, 2023 0 427 Article rating: 5.0

The settlement cycle of equity markets is now T+1, while in line with this equity MFs also shifted to T+2. Click to learn more.

Mutual Fund Calculator: SIP of Rs 1,000 in HDFC Flexi Cap Fund returned Rs 1.27 crore

Investing as low as Rs 1,000 monthly in this Flexi-cap fund might have made you crorepati. Looking for profitable experience in mutual funds? Continue reading.

DSIJ Intelligence / Wednesday, January 25, 2023 0 1378 Article rating: 3.5

Are you looking for a diversified equity mutual fund? Click to learn of a flexi-cap fund that accumulated Rs 1.27 crore via monthly SIP of mere Rs 1,000

Is it the right time to invest in funds with longer durations?

The interest cycle seems to have peaked off and investing in funds with longer durations looks like a good tactical call. So, should you invest in funds with a longer duration? Keep reading.

DSIJ Intelligence / Friday, January 13, 2023 0 568 Article rating: 4.5

The interest rate cycle seems to be attaining its peak. So, is it the right time to accumulate long duration funds? Check out this article that lists top funds with longer duration.

Mutual Fund SIP Return: Nippon India Small Cap Fund turned Rs 20000 SIP into Rs 1.4 crore

Investment in this small-cap fund might have made you crorepati. Wish to be profitable investing in mutual funds? Then continue reading.

DSIJ Intelligence / Thursday, January 12, 2023 2 6866 Article rating: 3.9

Are you looking for funds for you SIP investment? Check out this small cap fund that returned over 23 per cent on SIP investments.

Mutual Fund Review: Should you invest in Kotak Emerging Equity Fund?

This mid-cap fund returned over 6 per cent, while its benchmark returned about 4 per cent. This makes this fund a good performer in its category. Should you invest in them? Let’s find out.

DSIJ Intelligence / Monday, January 9, 2023 0 1027 Article rating: 4.3

Are you looking for a worthy mid-cap fund to invest in 2023? Checkout this article to learn more.

Direct mutual fund platforms will now be able to charge a transaction fee!

SEBI's latest announcement is likely to allow direct mutual fund platforms to levy transaction fees. Continue reading to learn more.

DSIJ Intelligence / Wednesday, December 21, 2022 0 680 Article rating: 4.1

Are direct plans of mutual funds likely to get costlier? Check out this article to learn more about SEBI's decision on allowing a levy of trtansaction fee by the direct MF platforms.

Is it the right time to invest in debt funds?

Higher interest rates have also driven yields higher, causing debt funds to underperform. Is it, the correct moment to accumulate debt fund units? Let's find out.

DSIJ Intelligence / Monday, December 19, 2022 0 339 Article rating: 4.8

Are you wondering whether is it right time to invest in debt fund. Then check out this article to learn more.

Factors to consider when assessing the risk of fixed-income mutual funds; take a look!

When investing in a fixed-income mutual fund, an investor must consider the risks involved in it. Here are the two most important factors to consider!

DSIJ Intelligence / Friday, October 14, 2022 0 1319 Article rating: 4.0

When investing in a fixed-income mutual fund, an investor must consider the risks involved in it. Here are the two most important factors to consider!

Sundaram Flexi Cap Fund NFO garners Rs 1679 crore

Sundaram Mutual Management, the asset manager of Sundaram Asset Management Company completed the NFO of Sundaram Flexi Cap fund.

DSIJ Intelligence / Thursday, September 8, 2022 0 661 Article rating: 5.0

Sundaram Flexi Cap fund has collected Rs 1679 crore, making its NFO the second largest collection in 25 years of Sundaram Mutual history.

Trying to make your retirement financially secure? Check out this index fund

Many people wish to be secure in retirement. But you can most likely achieve it through disciplined investment in this index fund via SIP. Continue reading to learn more about this fund.

DSIJ Intelligence / Thursday, August 18, 2022 0 1313 Article rating: 4.4

Many people wish to be secure in retirement. But you can most likely achieve it through disciplined investment in this index fund via SIP. Continue reading to learn more about this fund.

An investment of Rs 300 per day in this fund for 5 years would have given you 5 lakh

Have you ever envisioned putting a modest amount of money into a fund every day and ending up with Rs 5 lakh in five years? Doesn't it seem intriguing? Continue reading to learn more.

DSIJ Intelligence / Thursday, August 11, 2022 2 1436 Article rating: 5.0

Have you ever envisioned putting a modest amount of money into a fund every day and ending up with Rs 5 lakh in five years? Doesn't it seem intriguing? Continue reading to learn more.

Explained: Steps to read a mutual fund factsheet

If you currently invest in mutual funds, you may be aware that the AMC sends you a fact sheet each month. This article will assist you in understanding how to read it. So, keep an eye out!

DSIJ Intelligence / Thursday, August 4, 2022 0 945 Article rating: 5.0

If you currently invest in mutual funds, you may be aware that the AMC sends you a fact sheet each month. This article will assist you in understanding how to read it. So, keep an eye out!

Understanding Risks In Mutual Fund Investing

Ninad Ramdasi / Thursday, June 16, 2022 0 342 Article rating: 5.0

Mutual funds carry risks owing to the fact that they invest in a diverse variety of volatile financial instruments such as equities, corporate bonds, government securities, and many more. Armaan Madhani sheds light on the various kinds of risks and how they can be measured

Mutual funds have increased their stake in these three index heavyweights!

Markets have been falling owing to multiple global and local worries, yet under such circumstances, MFs are betting on behemoths like Infosys, HDFC Bank, and Reliance Industries. Continue reading to learn more.

DSIJ Intelligence / Wednesday, June 15, 2022 0 1004 Article rating: 4.1

Markets have been falling owing to multiple global and local worries, yet under such circumstances, MFs are betting on behemoths like Infosys, HDFC Bank, and Reliance Industries. Continue reading to learn more.

Equity mutual fund categories that are beating the market!

Markets are still a long way from regaining lost ground. However, there are equity mutual fund categories that beat the markets. Continue reading to learn more.

DSIJ Intelligence / Thursday, June 2, 2022 0 814 Article rating: 5.0

Markets are still a long way from regaining lost ground. However, there are equity mutual fund categories that beat the markets. Continue reading to learn more.

Top equity mutual funds relatively outperforming Nifty 500

Markets become fairly shaky due to wild fluctuations. However, there are funds that are outperforming the markets under such conditions. Continue reading to learn more.

DSIJ Intelligence / Tuesday, May 31, 2022 0 2199 Article rating: 4.0

Markets become fairly shaky due to wild fluctuations. However, there are funds that are outperforming the markets under such conditions. Continue reading to learn more.

Worthy equity mutual fund considerations for SIP

Nothing beats establishing a SIP in equity mutual funds right now, when markets are turbulent. In this post, we will discuss the best equity funds for SIP.

DSIJ Intelligence / Monday, May 30, 2022 0 1220 Article rating: 4.2

Nothing beats establishing a SIP in equity mutual funds right now when markets are turbulent. In this post, we will discuss the best equity funds for SIP.

Impact of the new norm for passive debt funds on investors

SEBI has created a new structure for debt funds that are passively managed. In this post, we'll look at how it affects investors. So, keep an eye out!

DSIJ Intelligence / Thursday, May 26, 2022 0 646 Article rating: 5.0

SEBI has created a new structure for debt funds that are passively managed. In this post, we'll look at how it affects investors. So, keep an eye out!

Are you susceptible to fund manager risk?

Aside from the other systematic and unsystematic risks, investing in a mutual fund entails fund manager risk. In this post, we talk about fund manager risk and the steps to resolve it.

DSIJ Intelligence / Tuesday, May 24, 2022 0 1044 Article rating: 4.8

Aside from the other systematic and unsystematic risks, investing in a mutual fund entails fund manager risk. In this post, we talk about fund manager risk and the steps to resolve it.

Another scam jolts the mutual fund industry; what should investors do?

Axis Mutual Fund, the seventh-largest AMC in terms of assets under management (AUM), banned two fund managers for front running. Continue reading to learn more.

DSIJ Intelligence / Monday, May 9, 2022 0 2675 Article rating: 3.4

Axis Mutual Fund, the seventh-largest AMC in terms of assets under management (AUM), banned two fund managers for front running. Continue reading to learn more.

Factors to look out for while evaluating mutual funds

Investing in a mutual fund is a process that requires some basic knowledge as well as market awareness. An investor either invests with the help of an intermediary or may conduct research in order to invest on his own. That is where the importance of ‘evaluation of mutual fund’ comes into the picture!

DSIJ Intelligence / Friday, May 6, 2022 0 1118 Article rating: 5.0

Investing in a mutual fund is a process that requires some basic knowledge as well as market awareness. An investor either invests with the help of an intermediary or may conduct research in order to invest on his own. That is where the importance of ‘evaluation of mutual fund’ comes into the picture!

Impact of RBI's 40 basis points rate hike on debt fund investors!

The RBI surprised the market yesterday by raising key policy rates by 40 basis points. What effect would this have on debt fund investors? Let us investigate.

DSIJ Intelligence / Thursday, May 5, 2022 0 871 Article rating: 5.0

The RBI surprised the market yesterday by raising key policy rates by 40 basis points. What effect would this have on debt fund investors? Let us investigate.

Explained: How to invest in mutual funds?

Being a successful mutual fund investor necessitates a strong foundation. Continue reading to learn how to invest in mutual funds.

DSIJ Intelligence / Wednesday, May 4, 2022 0 1036 Article rating: 5.0

Being a successful mutual fund investor necessitates a strong foundation. Continue reading to learn how to invest in mutual funds.

Want to create wealth for the long term? Here are some worthy mutual fund considerations

Mutual funds are one of the most effective long-term wealth-creation vehicles. In this post, we discuss the finest mutual funds for long-term wealth growth. So, keep an eye out!

DSIJ Intelligence / Thursday, April 21, 2022 0 7915 Article rating: 3.5

Mutual funds are one of the most effective long-term wealth-creation vehicles. In this post, we discuss the finest mutual funds for long-term wealth growth. So, keep an eye out!

Best performing equity funds in FY22

Equity markets gave double-digit returns in the fiscal year 2022 and equity mutual funds followed the suit. In this article, we have listed the top-performing equity funds in FY22.

DSIJ Intelligence / Wednesday, April 20, 2022 0 5048 Article rating: 4.1

Equity markets gave double-digit returns in the fiscal year 2022 and equity mutual funds followed the suit. In this article, we have listed the top-performing equity funds in FY22.

SBI Mutual Fund has bought and sold these top stocks!

Monitoring big fund houses' purchasing and selling behaviour is an excellent place to start your research. In this post, we will detail the top stocks purchased and sold by SBI Mutual Fund.

DSIJ Intelligence / Tuesday, April 19, 2022 0 959 Article rating: 4.7

Monitoring big fund houses' purchasing and selling behaviour is an excellent place to start your research. In this post, we will detail the top stocks purchased and sold by SBI Mutual Fund.

More than 80 per cent of large-cap funds underperformed their benchmark

According to the S&P DJI SPIVA India Scorecard, more than 80 per cent of large-cap funds underperformed their benchmark. Continue reading to find out more.

DSIJ Intelligence / Thursday, April 14, 2022 0 1026 Article rating: 5.0

According to the S&P DJI SPIVA India Scorecard, more than 80 per cent of large-cap funds underperformed their benchmark. Continue reading to find out more.

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Ivestors often make mistakes like chasing past returns, ignoring risk, and selecting funds based on expense ratio. Avoiding these can improve portfolio performance and wealth creation.

Equity Mutual Fund Portfolio Additions Trend Drop from July 2024 Peak Amid Market Correction; Net Equity Inflows Fall 26 per cent in February 2025

Momentum investing follows stock price trends, aiming to buy strong-performing stocks and sell them higher. It offers potential alpha, but investors must manage risks through SIPs and trend-following strategies.

IndusInd Bank shares fell 26 per cent due to forex derivative misaccounting, resulting in a Rs 1,580 crore loss. Analysts downgraded the stock, citing governance concerns and earnings pressure.

Mutual fund turnover is an essential metric in evaluating the efficiency and activity level of mutual funds.

Understanding Mutual Fund Risks: A Comprehensive Guide to Assessing and Mitigating Investment Risks for Optimal Returns and Financial Security.

It was a calm evening when Ravi and his old friend Vikram met up at their favourite café. Vikram had been hearing a lot about investing and was eager to learn more.

If you're looking to invest in the stock market but you're unsure whether to choose stocks or bonds, a hybrid mutual fund might be just the right option for you.

When investing in mutual funds, it's important to evaluate not only how much money a fund has made, but also how much risk was involved in achieving that return. This is where risk-adjusted returns come into play.

When evaluating mutual funds, investors want to know if they are being rewarded for the risk they take on.

Dynamic bond funds are a type of mutual fund that invests primarily in fixed-income securities, such as government bonds, corporate bonds, and other debt instruments.

Launched on January 1, 2013, the fund has demonstrated a strong performance history, making it a notable option for investors seeking exposure to small-cap equities.

In the world of personal finance, loans are a popular way to access immediate funds when needed.

With significant Assets Under Management (AUM) of Rs 26,670 crore as of December 2024, the fund has garnered substantial investor trust.

Investing in mutual funds is a popular way to grow wealth, but it's not without its risks.

Several fund houses have emerged as leaders in the industry, driven by strong track records, robust investment strategies, and innovative products. Below are the top 10 mutual fund houses in India in 2025:

International mutual funds are investment funds that invest in companies and assets in other countries.

A diversified portfolio is a key concept in investing and mutual funds play an important role in helping investors achieve this.

AMC’s Profit Soars 31 per cent , Revenue Jumps 39 per cent YoY; Market Share stands at 13.2 per cent in individual monthly average AUM in December 2024

The data from December 2024 reveals a trend where mutual funds have trimmed their stakes in a variety of companies, ranging from banks like HDFC Bank to high-growth sectors like renewable energy, represented by Suzlon.

Without the lock-in period, some people might use these funds just to park their money for a short time to save on taxes, without actually letting the money grow.

It aims to generate long-term capital appreciation by investing in a diversified portfolio of small-cap companies across various sectors of the Indian economy.

Let's learn how to move from investing with SIPs to withdrawing with SWPs, through a heartwarming, conversation between a grandfather and his grandson.

SEBI plays a vital role in safeguarding investor interests and promoting the growth of the mutual fund industry in India.

Compounding, often called the "eighth wonder of the world" by Albert Einstein, is a powerful concept that can significantly impact your financial future.

Trigger SIP a variant of SIPs introduces a flexible mechanism tailored to leverage market conditions to optimise investment returns.

Motilal Oswal launched the Nifty 500 Momentum 50 Index Fund, aiming to replicate the Nifty 500 Momentum 50 Total Return Index.

In this article, we have explained about children’s mutual funds, who should invest in them, their taxability, and historical return comparisons.

The fund will resume accepting subscriptions through Systematic Investment Plans (SIP), Systematic Transfer Plans (STP), switch-ins, and lump-sum investments.

This innovative fund aims to provide investors with exposure to India's thriving travel, tourism, and hospitality sectors.

The scheme is an open-ended equity scheme focusing on the energy theme.

Quant Mutual Fund disclosed in an investor call on June 26 that it faced net equity outflows of Rs 1,398 crore amid SEBI's investigation into potential front-running.

The fund has delivered an annualized return of 18.34 per cent and an absolute return of around 738.53 per cent, demonstrating the fund's robust performance.

This article is authored by Tejas Gutka, Fund Manager at Tata Mutual Fund.

While equity have usually been the main focus for many investors, it's a good idea to think about adding some debt investments to your mix.

A stress test assesses the duration required for an investor to regain their investment in case of an equity market downturn and a subsequent increase in investor redemptions.

The stock is up by 98.5 per cent from its 52-week low of Rs 37.43 per share.

These thematic funds have been market superstars, boasting returns exceeding 90 per cent in just one year!

Raising stakes by DIIs and FIIs in various stocks often acts as a positive signal for potential growth opportunities.

An ace investor, Dilipkumar Lakhi owns a 1.22 per cent stake in the company and Quant Mutual Fund bought 7,14,053 shares or 1.44 per cent stake in the company as of December 2023.

Over last one-year, the fund has delivered 40 per cent as compared to 34 per cent by its benchmark

Discovering new NFOs? Dive into their goals, allocation strategies, managers, and peer comparisons for a comprehensive insight.

Dive into debt funds for smooth sailing, reliable income, and financial serenity.

Rs 1 lakh invested in this ETF would be Rs 26 lakhs today; Read to find more

Aptus Value Housing Finance India Limited attracted the highest buying interest with an inflow of Rs 424 crore.

Bajaj Finance attracted the highest buying interest with an inflow of Rs 4,909.21 crore.

Let SBI’s diverse garden guide you to your financial blooms.

Discover the hidden treasures amidst Nippon India's diverse portfolio.

Learn how tiny, regular SIPs can build a nest egg for your future, brick by financial brick.

In 2023, UTI mutual fund schemes have delivered consistent returns, showcasing compelling potential for the future.

Raising stakes by mutual funds in various stocks often acts as a positive signal for retail investors for potential growth opportunities.

In this year-end special report, we present to you the top 5 best-performing funds from ICICI AMC.

Launching the new Balanced Advantage Fund, Nimesh Chandan, CIO, Bajaj Finserv Asset Management urges investors to participate in the wealth creation journey over the long term by investing in their uniquely designed mutual fund scheme.

Institutional investors are key players in the Indian stock market, with their investment decisions impacting stock prices. These stocks are poised to benefit from India's strong growth and demographics.

The stock gave 245 per cent returns in just six months and a whopping 990 per cent in three years.

These stocks are expected to benefit from India's strong economic growth and favourable demographics.

Index funds are a popular investment option for many people. They offer a number of advantages. In this article, we will discuss the advantages with some examples of index funds.

Here's a complete guide to choosing the right equity mutual fund for your investment goals.

A fund that has performed across the market cycle.

For those who find it difficult to identify quality bets in the infrastructure sector can look at thematic funds that focus on infrastructure sector