FundEasy: Mutual Fund Investment and SIP

Opportunities don’t knock twice, but this time, they have!

While the SBI Quant Fund NFO is over, the Fund is now open for new investments!

As you may be aware, this fund offers an investment strategy that manages biases and is backed by data, helping you achieve your long-term financial goals.

This open-ended equity scheme employs a Quant-based investing approach, using predefined multi factors like momentum, quality, value, and growth to identify opportunities and build a disciplined, reliable portfolio.

A new year brings fresh opportunities for growth. While many dream big, only a few realize the value of investing time wisely. With 5,25,600 minutes in a year, even a few spent in investing early can go a long way. Take a moment to start your investment journey and let those minutes gradually shape your growth story.

Invest in the Future of Healthcare - NFO Ends Tomorrow

This is to inform you that effective December 17, 2024, there has been a change in the Fund Manager of Sundaram Consumption Fund.

Motilal Oswal Arbitrage Fund NFO closes today⏰

🧩 Solve the puzzle of bringing solidity and diversification to your portfolio with the Tata BSE Select Business Groups Index Fund.

👉 Invest in the top 30 companies from India's 7️⃣ largest business groups in a single fund.

🗓️ NFO Opens: 25th Nov 2024
🗓️ NFO Closes: 9th Dec 2024🧩 Solve the puzzle of bringing solidity and diversification to your portfolio with the Tata BSE Select Business Groups Index Fund.

👉 Invest in the top 30 companies from India's 7️⃣ largest business groups in a single fund.

🗓️ NFO Opens: 25th Nov 2024
🗓️ NFO Closes: 9th Dec 2024

https://www.youtube.com/watch?si=i5rWpjwfXnMb__60&__sta=vhg.uosvpxUVIkmlqjsuov%7CIFFUJFV&__stm_medium=email&__stm_source=smartech&v=B4CSD_FvFjA&feature=youtu.be

In dynamic markets, opportunities and risks keep changing. Thus, no single asset class can deliver through all types of market conditions. The smart option is to invest in multiple asset classes, so that when one asset class lags, the others can seek opportunities to make up for it. Here's why you should opt for Invesco India Multi Asset Allocation Fund, a fund that invests across multiple asset classes:

The aim of Bank of India Consumption Fund is to invest in India's growing household consumption basket, capturing India's dynamic growth story and evolving trends. By focusing on resilient sectors driven by consumer demand, the fund seeks to leverage the opportunities arising from India's expanding middle class and shifting consumption patterns.
This fund is for investors seeking long-term growth potential in the Indian market, driven by the increasing demand for goods and services across various sectors.

Please find attached the NFO commission structure, detailing the terms and conditions for brokerage related to this fund. We believe this offering presents an excellent investment opportunity, and we look forward to your participation.

DSP BUSINESS CYCLE FUND
(An open ended equity scheme following business cycles based investing theme)

Aims to smartly ride industry cycles within various sectors to build stock positions based on market conditions.

Framework-driven selection of industries & companies with high growth /turnaround potential

Flexibility that allows for aggressive allocation of significant weights to industries in an upcycle

Unconstrained nature which makes it suitable for all market phases

This is it—today is your final opportunity to invest in our NFO the Bandhan Nifty 200 Quality 30 Index Fund. Don't let this chance slip away to add quality stocks known for resilience and relative stability to your portfolio.

This fund tracks the Nifty 200 Quality 30 Index, selecting 30 companies based on metrics like Return on Equity (ROE), Debt-to-Equity ratio, and Earnings Per Share (EPS).

⚫ Black Friday NFO Special: 30 Quality stocks starting from ₹1,000

https://www.youtube.com/shorts/5lJN6pfOgR4

Let's understand Quality investing with a simple cricket example

In cricket, a strong middle order often stabilises the game when it matters most. Similarly, quality stocks provide the relative stability portfolios need during uncertain times.

With our latest NFO, the Bandhan Nifty 200 Quality 30 Index Fund, you can access 30 financially strong stocks designed to deliver both resilience and growth potential.

No single asset class can deliver in all types of market conditions. The smart thing to do is invest in multiple asset classes, so that when one asset class lags behind, the others can make up for it. The hard part is, selecting the right mix of assets in ever changing market conditions.
Presenting Invesco India Multi Asset Allocation Fund - backed by a team of professionals with years of experience and in-depth research to make informed asset allocation decisions. Aiming to pick the right assets at the right time and capture market opportunities for you. The fund invests across equity, debt and gold ETFs/silver ETFs - diversifying your portfolio to ensure you achieve your goals.

Launching Tomorrow - One Fund, Multiple Asset Classes!

Advancements in the Transportation sector continue to transform mobility solutions. Today's commuters are increasingly choosing private vehicles over public transport. These shifts are making journeys smoother and more efficient.



Your parcel delivery has come down from months to just days or even minutes. Behind this achievement is a massive Transportation & Logistics network that works 24x7!

Invest in India' s Largest 7 Select Business groups Tata Group + Reliance Group + L&T Group + Adani Group + Aditya Birla Group + Mahindra Group + Jindal Group = Tata BSE Select Business Groups Index Fund - NFO Close on 9th Dec 24

Have your clients considered adding resilience to their portfolios? Our latest NFO, the Bandhan Nifty 200 Quality 30 Index Fund, focuses on high-quality, financially strong companies—offering potential growth with relative stability.

This fund tracks the Nifty 200 Quality 30 Index, consisting of 30 companies based on metrics like Return on Equity (ROE), Debt-to-Equity ratio, and Earnings Per Share (EPS).

Tata India Innovation Fund
Add game changing innovators to your portfolio 📈
An open-ended equity scheme following innovation theme

Why invest in Innovation?
💡Innovation is crucial for companies to profit, survive, and build a competitive edge.
💡By developing new products,
improving processes, and adopting cutting-edge technologies, companies can meet evolving market demands and
stay ahead of competitors.
💡Continuous innovation helps drive revenue growth and operational efficiency, potentially
ensuring long-term sustainability.
💡Investing in innovative companies may be beneficial for investors, as these companies are often poised for significant
growth and market leadership

✴️NFO Close on : 25th November 2024
✴️Fund Manager: Meeta Shetty

Quantum will be launching the Quantum Ethical Fund on December 2, 2024. Please find the details of the Ethical Fund below.





The Quantum Ethical Fund is an open-ended Equity Fund that invests in companies meeting an Ethical Set of Principles with the objective of achieving long-term capital appreciation. Our proprietary screening framework ensures that every portfolio investment stands high on Ethical & Integrity parameters.



- *Ethical Compliance*: Responsible investing with risk adjusted returns

- *Proprietary Integrity Framework*: Screened for Ethics, selected for growth

- *True to Label Fund, Always*: Portfolio investments stay Ethically Compliant or exit the stock

- *A Disciplined Investment & Research Process*: 30-50 Ethically curated stocks

- *Financially Sound Investments*: Strong companies with sound growth potential



With Quantum Ethical Fund, your client’s can invest responsibly, where moral principles and prosperity work together for a brighter future

Every parent hopes for a future where their children can achieve their dreams, knowing that their success brings joy. From the day they are born, fulfilling their hopes, desires, and aspirations becomes your collective goal.

Every decision you make is a step towards empowering them to soar higher, dream bigger, and embrace a limitless future. You leave no stone unturned to ensure that, when the time comes, there are no barriers to your little ones following their dreams.

So, this Children’s Day, start by taking a small, thoughtful step so your children can confidently chase their dreams tomorrow.

⏰NFO ends tomorrow, invest in Mid & Small cap based sectoral & thematic index funds

Innovation has transformed from Yesterday' s Dreams to Today's Reality

The Tata india Innovation fund NFO - releasing across the country today 11th Nov.

Now add Game-Changing Innovators💡to your Portfolio and Raise your Portfolio's Innovation Quotient with Tata India Innovation Fund.

NFO Opens Today!

https://www.youtube.com/watch?si=zpJZy9p55bWgHrRX&__sta=vhg.uosvpxUVIkmlqjsuov%7CIFFYBBI&__stm_medium=email&__stm_source=smartech&v=Uq7N-JK_mpI&feature=youtu.be

Love ordering food online? 🍕🍔
Now, you can invest in the same innovation that’s bringing your favorite meals to your doorstep!
With 6.3 million orders in a single day, the online food delivery market in India is booming and is projected to reach US$43.78bn by 2024.
🚀 Be a part of this game-changing innovation by investing in the Tata India Innovation Fund.

NFO opens on 11th November, 2024.

After dive, Sensex 7,200 pts off peak , good time to do an additional purchase in your existing investment. https://fundeasy.in/additional-purchase/

Can you guess how many UPI transactions were processed in India in 2023?

Raise your IQ with Tata India Innovation Fund

NFO Opens on 11th November, 2024

Stay invested. Most investors tend to panic and retreat from falling markets, losing out on the opportunity to gain in the long run. But if your long-term goals haven't changed, why worry? Sound investment decisions are always based on your financial goals rather than market movements.
In fact, make the most of this opportunity to top up your investments. Whether lumpsum or SIP, buying at lower valuations can help average out your costs and multiply your wealth in the long-term.
Consult your Financial Advisor - he can help in making the right choices and adjustments, taking into consideration any changes in your financial situation, investment objectives and risk profile.

Gear up to charge your portfolio with Tata India Innovation Fund

NFO Opens on 11th November, 2024

https://www.youtube.com/watch?utm_medium=email&utm_source=May+your+presen&utm_campaign=Diwali+emailer+2&v=VSygdn9-zpc&feature=youtu.be

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360 ONE Quant Fund Philosophy- Bringing Human Ingenuity to Algorithmic Investing

Keeping it Simple
No extreme positions We do not take extreme position in stock or sector
No manual overrides
Transparency of methodology
Bet on momentum a widely tested strategy across markets, asset classes, and time period


Investment Strategy:-

Top 200 stocks by market cap and liquidity
Calculate momentum score as the average of 6 months and 12 months volatility adjusted returns
Retain only companies in secular and defensive quadrants
Build portfolio with companies with highest momentum scores subject to the following constraints:
· No single position to exceed 3% weight

· Sector level weights in portfolio not to be under- or over-weight compared to benchmark by more than a pre-set limit

Over the last 3 years, the Nifty 50 Index delivered annualized returns of 15%, and the Nifty 500 Index managed 18%. But the Nifty 500 Momentum 50 Index? A remarkable 30%!#

Our latest NFO, the Bandhan Nifty 500 Momentum 50 Index Fund, invests in the Nifty 500 Momentum 50 Index, giving you direct access to this strong potential.

If you had invested ₹1 lakh in the
Nifty 500 Value 50 Index 3 years ago,
what would it be valued at today?

360 ONE Flexicap Fund - A Symphony of Flexibility & Expertise



Benefits of Investing in Flexicap Fund:

Ability to Adapt- Flexicap fund has no constraints on stock or sector allocations, enabling adaptation to changing markets
Diversification- Ability to diversify portfolio based on the needs of the market environment
Risk Management- Due to broader diversification, Flexicap fund manages volatility better
More Opportunities- Flexicap fund can invest across market cap and sectors. It offers access to a wider range of market opportunities
Why Invest in Flexicap Fund?

Flexicap fund is the only category that offers investors the flexibility to invest across different market capitalizations with no restrictions
Market-cap flexibility allows to capture top-performing segments across market capitalizations
Sectoral leadership keeps changing; hence, there may be bottom-up opportunities across sectors, leading to further alpha creation opportunities
Why Invest in 360 ONE Flexicap Fund?

Unique SCDV framework- SCDV (Secular-Cyclical-Defensives-Value Traps) framework. It enables us to capture ideas across different market segments. (Growth,Quality, Value, etc.)
Strong bottom-up stock selection- Bottom-up approach to identify opportunities across large, mid and small cap segments based on in-depth fundamental research. Market cap and sector agnostic approach
Technology enabled investment process- Custom built research management system that reflects our process. Multiple analytical tools that help to generate investment ideas. This platform is core to the team’s collaborative process
Seasoned team with track record- Seasoned fund management and research team with a track record
Opportunistic investment in special situations- We may also invest in opportunities arising from IPO/FPO, OFS, promoter buying, demergers and acquisitions
360 One Flexicap Fund has given a top quartile performance since its launch. Recently it has completed one year. Kindly find the attached files for scheme features, portfolio & performance

SBI Mutual Fund has launched SBI Nifty India Consumption Index Fund, an open-ended scheme replicating Nifty India Consumption Index.

The underlying index gives exposure to 30 stocks across consumer non-durables, healthcare, auto, telecom services, pharmaceuticals, hotels, media & entertainment etc.

🚀🚀 NFO Launched: Mirae Asset Gold ETF Fund of Fund

📢Are You Missing Out on India's Value Stocks? Invest in the AXIS NIFTY500 VALUE 50 INDEX FUND