Which is the oldest hybrid funds in India?
In the hybrid fund category, Canara Robeco Equity Hybrid Fund is the oldest, launched in 1993.
Scheme name | Inception date | Returns since inception |
---|---|---|
LIC MF Equity Hybrid Fund | 31-Mar-1991 | 8.64% |
Canara Robeco Equity Hybrid Fund | 01-Feb-1993 | 12.48% |
Aditya Birla Sun Life Equity Hybrid '95 Fund | 10-Feb-1995 | 18.48% |
UTI Hybrid Equity Fund | 20-Mar-1995 | 14.65% |
The UTI Arbitrage Fund (G) is one of the oldest and most popular arbitrage schemes in India.
The first modern mutual fund was launched in the U.S. in 1924. The oldest mutual fund still in existence is MFS' Massachusetts Investors Trust (MITTX), also established in 1924. The exchange-traded fund, a modern variation, has taken the market by storm since the Great Recession of 2007–2009.
LCH Investments is the world's oldest fund of hedge funds, returning 9.9% annually since its inception in 1969.
DVY (iShares Dow Jones Select Dividend ETF) follows the Dow Jones Dividend Select Index. The fund was launched in November 2003. This is the oldest of the established dividend ETFs and most popular by assets.
Nippon India ETF Nifty BeES, India's first exchange-traded fund, has crossed Rs 10,000 crore in assets.
Franklin India Prima Fund: This is the oldest scheme in the mid cap category. The scheme manages Rs 7,582 crore.
UTI Mastershare Fund: This is the oldest scheme that exists in the large cap category. Launched in 1986, the fund has offered 14.21% returns since inception. The fund is currently benchmarked against S&P BSE 100 TRI and manages AUM worth Rs 10,570 crore, as on August end.
Which is the oldest Mid Cap fund?
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Scheme name | Inception date | Returns since inception |
---|---|---|
Nippon India Growth Fund | 08-Oct-1995 | 22.03% |
For a product that would end up changing the investment world, ETFs started off poorly. Vanguard founder Jack Bogle had launched the first index fund, the Vanguard 500 Index Fund, 17 years before, in 1976.
The idea of investing originated in ancient times. It can be traced back to Mesopotamia, 4th millennium BC. At that time, the main asset of interest was land. The only people who could afford to buy land were the rich ones, or in other words – the elite.
- Axis Focus 25 Fund. ...
- Canara Robeco Emerging Equities Fund. ...
- Invesco India Liquid Fund. ...
- Kotak Liquid Fund. ...
- PGIM Global Equal Opportunities Fund. ...
- ICICI Corporate Bond Fund. ...
- Mirae Asset Large Cap Fund. ...
- IDFC Banking & Debt PSU Fund.
Fund Name | 3-year Return (%)* | 5-year Return (%)* |
---|---|---|
Quant Multi Asset Fund Direct-Growth | 37.68% | 20.77% |
Quant Absolute Fund Direct-Growth | 36.90% | 19.06% |
Kotak Multi Asset Allocator FoF - Dynamic Direct-Growth | 25.98% | 15.59% |
ICICI Prudential Equity & Debt Fund Direct-Growth | 29.83% | 14.54% |
The modern mutual fund that we know today first appeared in Boston in 1924 with the introduction of the Massachusetts Investors' Trust, which was the first mutual fund with an open-end capitalization, allowing the fund to continuously issue and redeem its shares.
Rank | Profile | Type |
---|---|---|
1. | BlackRock | Asset Manager |
2. | Vanguard | Asset Manager |
3. | Charles Schwab | Financial Holding Company |
4. | Fidelity Management & Research | Asset Manager |
Rank | Firm | AUM as of second quarter 2022 (millions of USD) |
---|---|---|
1 | Bridgewater Associates | $126,400 |
2 | Man Group | $73,500 |
3 | Renaissance Technologies | $57,000 |
4 | Millennium Management, LLC | $54,968 |
Leading global sovereign wealth funds 2022, by assets under management. The world's largest sovereign wealth fund (SWF) as of December 2022 was China Investment Corporation (CIC), managing assets reaching around 1.35 trillion U.S. dollars.
Stanley Black & Decker: 146 years of consecutive payouts
Among publicly traded industrial stocks, none has a longer streak of paying consecutive dividends, with Stanley Black & Decker doling out payouts to investors since 1876.
Which is the oldest large cap mutual fund?
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Synopsis.
Scheme name | Inception date | Returns since inception |
---|---|---|
Franklin India Bluechip Fund | 12/1/1993 | 19.47% |
HDFC Top 100 Fund | 10/11/1996 | 19.0% |
SPDR S&P 500 ETF (SPY)
The State Street SPDR S&P 500 ETF is not only the oldest U.S. listed exchange-traded fund, but it also typically has both the largest assets under management (AUM) and highest trading volume of all ETFs. This alone makes the SPY the mother of all S&P 500 ETFs.
Gold-based ETF Nippon India ETF Gold BeES was the first gold-based fund in India, which was launched in 2007.
- DSP Nifty 50 Index Fund. ...
- Aditya Birla Sun Life Nifty 50 Index Fund. ...
- SBI Nifty Index Fund. ...
- ICICI Prudential S&P BSE Sensex Index Fund. ...
- Franklin India NSE Nifty 50 Index Fund. ...
- IDBI Nifty Index Fund.
Name | Dividend Yield 1 year | Dividend Yield 10 years |
---|---|---|
SBI Magnum MidCap | 21.90% | 10.1% |
Kotak Small Cap | 25.50% | 15.85% |
HDFC Banking & PSU Debt Fund | 6.37% | 7.61% |
Aditya Birla Sun Life Corporate Bond | 8.49% | 8.09% |
Thirty years ago this week, State Street Global Advisors launched the Standard & Poor's Depositary Receipt (SPY), the first U.S.-based Exchange Traded Fund (ETF), which tracked the S&P 500. Today, it's known as the SPDR S&P 500 ETF Trust , or just “SPDR” (pronounced “Spider”).
1990-The Domini Social Index was created, the first cap-weighted index fund that met certain standards of environmental and social excellence.
The oldest fund in this category is L&T Business Cycles Fund, launched in 2014 on the expectation of an economic upturn. “The idea was to 100% play cyclicals and eliminate defensives," Venugopal Manghat, head, equities at L&T Mutual Fund, told Mint.
Invesco DWA NASDAQ Momentum ETF (DWAQ), the oldest momentum fund in existence, has posted a 4.39% gain thus far this year. Other more specialized momentum funds have posted both positive and negative returns.
Index ETFs | Gold ETFs | Bond ETFs |
---|---|---|
Motilal Oswal NASDAQ 100 ETF | IDBI Gold ETF | Nippon ETF Long Term Gilt |
HDFC Sensex ETF | Invesco India Gold ETF | SBI-ETF 10Y Gilt |
SBI ETF Sensex | Aditya Birla Sun Life Gold ETF | LIC MF Government |
Edelweiss ETF - NQ30 | SBI ETF Gold | Nippon ETF Liquid BeEs |
What is the oldest 3X ETF?
Direxion launched its first leveraged ETFs in 2008. In November 2008 the company was the first to offer ETFs with 3X leverage, a move that was copied some months later by its competitors ProShares and Rydex Investments.
SBI Magnum Equity ESG Fund
This is the oldest fund available in the ESG segment. The age of this fund is around 8+ years. It was launched on 1st January 2013.
Ujjivan Small Finance Bank
Avendus India ESG Fund is India's first ESG fund. It is a Category III Alternate Investment Fund (AIF) focused on providing investors the opportunities for long term risk adjusted returns by investing in companies that practice sound Environmental Social and Governance (ESG) policies.
The top 100 environmental, social and governance funds had an aggregate of $440bn in assets under management in 2022, with Blackrock as the largest ESG fund manager, according to management consultancy Opimas.
Consolidated Edison
In 1824 New York Gas Light was listed on the New York Stock Exchange (NYSE), and it holds the record for being the longest listed stock on the NYSE. In the early years of the 20th century the firm expanded into electricity, and in 1936 was renamed the Consolidated Edison Company of New York.
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Scheme name | Inception date | Returns since inception |
---|---|---|
Nippon India Growth Fund | 08-Oct-1995 | 22.03% |
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Competition Among Other Mutual Funds.
The Fidelity Nasdaq Composite Index ETF (NASDAQ: ONEQ ) is the oldest Fidelity ETF and arguably one of the most overlooked.