The Indian Mutual Fund of the RS 37 Trillion Indian Fund (MF) has received more than 80,000 crore of entry inflows in new plans launched in 2021. Most fundraisa fills have launched new plans for Bridging gaps in their product bouquet. Some have been found interesting by investors.

Small capitalization fund
Despite a solid managed by small-cap funds through the COVID-19 market rally (65.37% of the calendar year 2021, compared to 33.64% by Flexi-CAP funds), three fundraisa funds have launched these funds.

PGIM India Small Cap Fund (PSCF) was an actively managed steering fund and the ICIPI Prudential Index Fund and Aditya Bira Sun Life Nifty Small Cap 50 Index Funds were managed passively. Small Cap Portfolios tend to beat medium and long-term reference indices so that most home homes focused on a system actively managed in the small cap space.

As investors are starting to review indexing, some additional funds are expected. Axis Nifty Small Cape 50 NFO Index Fund opened its doors for subscription on February 21, 2022.

An interesting point to note is that the PGIM India Mutual Fund has limited investments in its PSCF to RS 10 LAKH by application or by access from August 2, 2021, immediately after its subscription opening. On September 1, 2021, the Fund’s Chamber decided to withdraw the limit.

“We launched the NFO (new fund offer) at a time when small cap assessments seemed stretched from a perspective very close to the term, even if they were well below average long-term average assessments and there was enough specific opportunities for actions. An excellent point of entry, we felt for investors, with a period of 3 to 5 years or more, “said Ajit Menon, Director General of the PGIM India Mutual Fund .

“In accordance with our plan, we closed the important investment program we raised more than 500 RS crores in the NFB until we deployed all the money received in the NFB and builds the portfolio that we wanted, “he added.

Incidentally, the direct PSCF plan acclays 22 basis points compared to about 30 basis points invoiced by direct plans of passive liabilities of passive index.

BALANCED ADVANTAGE FUND

Investors seeking to invest in actions but worried about volatility have found the concept of investing in a mix of bonds and stocks, in accordance with relative attractiveness, through balanced benefit funds.

Four Fundrais, LIC, SBI, Mahindra Manu Life and NJ India launched ONMs of their balanced benefit funds in 2021. The NFB of the SBI Balanced Advantage Fund Fund was the largest largest with 14,500 crores of RS.

NJ BALANCED Advantage Fund needs a special mention. It has 79 stocks in its equity portfolio. The highest allowance in the individual stock is 1.68% and the lowest of 0.42%. The diagram assigns low allocations to its main stock choices compared to other regimes. The plan has invested 54.19% in stocks as at January 31, 2022. The bond portfolio has monetary market instruments such as treasury treasures and treasury bills, being maturing a lot less than a year.

“Our portfolios are based on rules, in which we examine four investment factors – value, low volatility, quality and scale of stocks. We allocate money to each stock based on how it marks on these parameters and the amount of overall allocation to the equity of our asset allocation model dictates. In the bond portfolio, we do not take a risk of credit or interest rate risk, “said Rajiv Shastri, CEO, NJ investment funds.

Value funds are back

During the Calendar 2021, after a long hiatole, the fundraisa fills have seriously considered their regimes led by the “value investment strategy”. Curiously, home homes like Axis and Canara Robeco, known for their growth strategy funds, have launched their own values ​​versions. Others like the aspect and mutual funds of the ITI have also launched valuable funds.