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Showing posts from February, 2025

Posted by Ravikumar.

ICICI Prudential Dynamic Asset Allocation Passive FOF NFO 2026: Complete Review, Strategy, Risks & Should You Invest?

  ICICI Prudential Dynamic Asset Allocation Passive FOF NFO 2026: Complete Review, Strategy, Risks & Should You Invest? The mutual fund industry has been seeing increasing interest in dynamic asset allocation , where the equity and debt allocation can change depending on market conditions. Now, ICICI Prudential Mutual Fund has launched a new product called ICICI Prudential Dynamic Asset Allocation Passive FOF . The interesting part is in the name itself. It is Dynamic Asset Allocation because the fund can change its allocation between equity and debt. It is a Passive FOF because instead of directly selecting individual stocks and bonds, the scheme primarily invests in passive equity and debt-oriented index funds or ETFs. This makes the fund different from a traditional Balanced Advantage Fund and also different from the existing ICICI Prudential Dynamic Asset Allocation Active FOF. In this article, let's understand the fund from every important angle — what it is, how it work...

Motilal Oswal Active Momentum Fund - NFO

 Is Momentum Funds are next big things ??? Motilal Oswal Active Momentum Fund NFO Details Description Fund Name Motilal Oswal Active Momentum Fund – Direct (G) Fund Type Open Ended Category Thematic Fund NFO Open Date 24-February-2025 NFO End Date 10-March-2025 Minimum Investment Amt ₹500/- and any amount thereafter Entry Load -Nil- Exit Load 1% -If redeemed within 3 months from the day of allotment. Nil -If redeemed after 3 months from the date of allotment. Fund Manager Mr. Ajay Khandelwal & Varun Sharma Benchmark NIFTY 500 TRI The Motilal Oswal Active Momentum Fund  be managed by Ajay Khandelwal, Varun Sharma, and Rakesh Shetty, and its performance will be compared to the Nifty 500 TRI. For lump sum, a minimum application fee of Rs 500 is required, followed by multiples of Re 1. The minimum investment amount for SIP is Rs 500, and it must be made in multiples of Rs 1 with a minimum of 12 installments. Investment Objective and Strategy : Catching the momentum Invest...

Bajaj Finserv Multi Cap Fund | All Information you need to know before Investing

Bajaj Finserv Multi Cap Fund will follow rule based investment method set by SEBI. Like the rules are simple as below. Compulsory allocation of  25% in Large cap 25% in Midcap 25% in Smallcap rest 25% can be invested dynamically in Large, Mid or Small Cap Facts You should Know before investing. Bajaj Finserv Multicap Fund Scheme Features NFO dates:  Open date 06 Feb 2025 Close date 20 Feb 2025 Scheme Type :  An open ended equity scheme investing across large cap, mid cap, small cap stocks Plans : Regular Plan | Direct Plan Option : Growth | IDCW Minimum Application Amount : Rs. 500 (Plus multiples of Re.1) Minimum Additional Application : Rs. 100 (Plus multiples of Re.1) Entry Load : Not Applicable Exit Load If units are redeemed/ switched out: Within 6 months from the date of allotment - 1% of applicable NAV More than 6 months from the date of allotment – Nil Fund Manager :  Equity Portion: Mr. Nimesh Chandan & Mr. Sorbh Gupta Debt Portion: Mr. Siddharth Ch...