A 12b-1 fee is an annual marketing or distribution fee on a mutual fund charged to investors. It is generally between 0.25% and 0.75% (the maximum allowed) of a fund's net assets and must be disclosed ...

though it hasn’t relied on such companies to generate a performance edge. This portfolio finds a balance between differentiation and keeping a lid on active risk. The US mutual fund held 52 ...

Index funds Also known as passive funds, index funds match the performance ... in stocks, equity funds are also known as stock funds. They're the most popular form of mutual fund, and can focus ...

The dip in inflows coincided with a weak performance in the stock market, as the BSE Sensex fell by 1.28 per cent and the ...

These investment funds are collections of stock holdings designed to leverage the power of diversification and mirror the returns of popular equity market ... ETF and mutual fund markets, however ...

The domestic mutual fund ... Motilal Oswal’s Fund Folio Report. The total equity AUM rose by 40 per cent year-on-year (YoY) to ₹33.4 trillion, driven by robust market performance and increased ...

We considered all equity mutual fund categories. We considered regular and growth options. We calculated the performance of the last five years. Note, the above exercise is not a recommendation.

The Nuveen Core Equity Alpha Fund's mandate suggests it provides outperformance and low-volatility returns. Its key risk-return attribution ... Past performance is no guarantee of future results.

‘SIP’ expanded as Systematic Investment Plan is not synonymous with the term ‘equity’. SIP can be viewed as a tool that lets an individual invest in mutual fund schemes on a regular basi ...

The multi-cap category within the equity mutual fund classifications represents ... For instance, the performance as measured by the one-year rolling returns calculated from the last six years ...