A deeper analysis showed that out of these 522 funds, 387 generated positive returns, while 135 recorded negative performance.Mirae Asset NYSE FANG+ ETF Fund of Fund topped the list with a stellar 74.27% return since last Diwali, followed by Invesco India – Invesco Global Consumer Trends Fund of Fund, which gained 61.42% over the same period.Also Read | The next two top-performing funds were from Mirae Asset Mutual Fund. Mirae Asset S&P 500 Top 50 ETF FoF and Live Events Nasdaq 100 FoF offered a return of ...

作者：南方基金管理股份有限公司 摘要 公募基金行业作为资本市场核心组成与居民财富管理关键力量，其企业文化践行是破解产品同质化、短 期业绩导向等问题的核心抓手。中国特色金融文化以"坚持党中央对金融工作的集中统一领导、坚持以 人民为中心的价值取向、坚持服务实体经济本源、坚持稳健审慎经营理念、坚持依法合规行为准则"为 核心要义，"五要五不"(诚实守信，不触碰底线；以义取利，不唯利是图；稳健审慎，不急于求成；守 正创新，不脱离实体经济；依法合规，不肆意妄为)则是其在公募基金行业的具体具象化表达，也是行 业企业文化践行的根本遵循。 企业文化践行需依托"行业—公募基金公司—投资者"三维主体协同：行业通过自律协作构建契合中国特 色金融文化的生态共识，公司将中国特色金融文化嵌入经营全流程，投资者以理性行为与权益意识呼应 中国特色金融文化导向下的文化建设。本文系统梳理三维主体的践行路径，提出可操作方案，助力行业 形成"诚信合规、长期主义、投资者优先"的文化氛围，更好履行服务实体经济与财富管理的双重使命， 推动中国特色金融文化在公募领域落地生根。 关键词 公募基金；企业文化践行；行业自律；企业实践；投资者教育；中国特色金融文化 ...

is offering only a direct plan with the growth option under this fund. There is no exit load. The minimum lump sum or switch-in investment is Rs 500 and any amount thereafter. For SIPs, the minimum installment is Rs 500, in multiples of Re 1, with a minimum of six installments.Also Read | JioBlackRock Flexi Cap Fund NFO closes on October 7. Should you invest now or wait?Asset AllocationThis flexi-cap fund will allocate 65–100% in equity and equity-related instruments of largecap, midcap, and smallcap compa ...

A further deep dive into the data showed that the first 24 funds in the list were international funds, with the top five funds delivering double-digit gains.DSP World Mining Overseas Equity Omni FoF, the topper in the list, gave 13.15% return in September, followed by Mirae Asset Global Electric & Autonomous Vehicles Equity Passive FOF, which gave 11.88% return in the same time period. Also Read | Live Events and HSBC Brazil Fund offered a return of 5.68% in the month of September. Aditya Birla SL PSU Equi ...

Further analysis revealed that the top 49 funds were international funds, highlighting their outperformance relative to domestic offerings.Mirae Asset NYSE FANG+ ETF FoF recorded the highest return of approximately 73.48% since last Dussehra, while Invesco India – Invesco Global Consumer Trends FoF delivered a 62.84% return since October 12, 2024. Mirae Asset S&P 500 Top 50 ETF FoF and Live EventsTwo funds from Mirae Asset Mutual Fund also made the list. Edelweiss US Technology Equity FoF delivered a 34.35 ...

Accessibility StatementSkip Navigation DALLAS, Oct. 1, 2025 /PRNewswire/ -- Highland Global Allocation Fund (NYSE:Â HGLB) ("the "Fund") today announced the declaration of monthly distributions of $0.088 per share, payable on the dates noted below. Under the Fund's level distribution policy, the annual distribution rate has been reset to an amount equal to 8.5% of the average of the Fund's net asset value ("NAV") per share, as reported for the final five trading days of the 2024 calendar year. The Fund is de ...

Core Insights - The Nifty 50 index delivered zero returns over the past year, with significant variations across other indices and asset classes [1][2] - Broader indices like Nifty 500, Nifty Midcap 150, and Nifty Smallcap 250 experienced declines of 4.09%, 2.88%, and 6.86% respectively [2] - Actively managed funds outperformed passive funds, with top large-cap funds delivering returns between 1.5% to 7% [3][4] Equity Indices Performance - Midcap and smallcap indices underperformed large caps, reversing a multi-year trend [3] - Top-performing actively managed funds in various categories provided better returns compared to indices [3][4] Global Investment Opportunities - Diversifying 10-20% of equity portfolios into global funds could have improved returns significantly [5] - Notable global funds include Mirae Asset Hang Seng Tech Fund with over 100% returns, and Invesco India-Invesco Global Consumer Trends FoF with 64% returns [6] Precious Metals Performance - Gold and silver delivered around 45% returns, driven by global uncertainties [8] - Silver's investment potential has increased due to its critical role in new technologies [9][10] Other Asset Classes - Fixed deposits from large banks yielded 6.5% to 7%, while corporate bond funds returned around 8% [12] - Multi-asset funds achieved returns of 10-15% due to exposure to gold, silver, and international equities [12] REITs and InvITs - REITs delivered over 15% returns, including a dividend yield of 6-7%, while InvITs returned between 8-14% [14] - Recent SEBI classification of REITs as equity is expected to enhance their appeal and stability [15][16] Portfolio Strategy Recommendations - Actively managed funds, global allocation, and multi-asset funds significantly outperformed the Nifty 50 [18] - A diversified asset allocation strategy across various asset classes can enhance resilience and risk-adjusted returns [20]

Group 1 - The article discusses the "Five Persistences" outlined in the "Action Plan for Promoting High-Quality Development of Public Funds," which serve as guiding principles for the public fund industry [1][2][3] - The first persistence emphasizes the comprehensive leadership of the Party in financial work, ensuring that the public fund industry aligns with national strategies and supports the real economy and people's livelihoods [1] - The second persistence focuses on strong regulation and risk prevention, aiming to maintain industry standards and protect investors from potential pitfalls while allowing the industry to function effectively [2] - The third persistence is problem-oriented and goal-oriented, addressing real concerns of investors and implementing tangible solutions to improve transparency and reduce costs [2][3] - The fourth persistence prioritizes investor interests, requiring fund companies to focus on profitability for investors rather than merely expanding scale or profits [3] - The fifth persistence advocates for a market-oriented and rule-of-law approach, learning from mature markets while adapting to China's specific context, with a goal to create a more regulated and professional environment for investors [3] Group 2 - Overall, the "Five Persistences" act as pillars supporting the public fund industry towards high-quality development, enhancing industry stability and investor protection [3]

Core Viewpoint - BlackRock's partnership with Mukesh Ambani's group anticipates significant growth in India's mutual fund industry, projecting a potential threefold expansion over the next seven years, driven by strong domestic investor inflows and a robust economy [1]. Group 1: Market Growth and Trends - The Indian mutual fund industry, valued at nearly $900 billion, is expected to see substantial growth, with assets more than doubling in the past five years [1][3]. - Participation in Indian financial markets is rapidly increasing, largely due to the rise of digital platforms [2]. - India's equity markets have more than doubled to $5.3 trillion over the last five years, attracting millions of retail investors [5]. Group 2: Competitive Landscape - Jio BlackRock faces competition from established fund houses supported by major banks like HDFC Bank, ICICI Bank, and State Bank of India, which have extensive distribution networks [5]. - Online investment platforms such as Groww and Zerodha are contributing to the growth of direct mutual fund sales [5]. Group 3: Investment Strategies and Innovations - The Jio BlackRock venture raised over $2 billion in just three days for its debut funds, positioning itself among the top 15 managers in that category [6]. - The asset manager is preparing a mix of passive and active strategies, with its first active equity fund set to launch soon, utilizing nearly 400 indicators on about 1,000 Indian stocks [7]. - Plans include launching a fund that rotates between sectors based on quantitative signals and another that allocates systematically between asset classes [8]. Group 4: Data-Driven Approach - There is significant growth potential for systematic strategies in India, supported by a data-driven approach that combines quantitative analysis with human judgment [9]. - The venture intends to leverage alternative data sources, such as web-search activity and retail sentiment, to enhance investment decision-making [9]. Group 5: Direct-to-Consumer Strategy - The Jio BlackRock partnership is pursuing a direct-to-consumer strategy through its app, aiming to bypass traditional brokers and distributors [10].

Mutual fund giants rushed into private credit as their savior. The results? Less than hoped. https://t.co/d95wrI1Net ...