Welcome to Johri Investments

Johri Investments Services is a Financial Advisory services of Mutual Funds registered with AMFI, which had been providing similar services for over 35 years, to the satisfaction of its clients. Johri Investments Services offers a wide array of products and services, including integrated Financial planning, Wealth management, Tax Consulting services , Insurance & Mutual Fund. Johri Investments Services serves over 1200 clients, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized Services to Individuals. “Maximizing Wealth” is the first and foremost motive of us. Read More

Fund Performance

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Mon, 11 Nov 2024 17:01:55 +0530
exif_imagetype(dential Multi-Asset Fund, a diversified multi-asset allocation fund, has completed 22 years in the market, delivering a 21.58% compounded annual growth rate (CAGR) since its inception. );


Mon, 11 Nov 2024 14:57:26 +0530
exif_imagetype(ual fund industry reached record highs in October 2024, with monthly SIP contributions exceeding ₹25,000 crore for the first time. Retail investor participation surged, pushing mutual fund folios to an all-time high, driven by strong inflows into equity-oriented schemes and a growing preference for disciplined investing through SIPs. );


Mon, 11 Nov 2024 14:19:49 +0530
exif_imagetype(t: Smallcap funds saw inflows of Rs 3,771 crore, while multicap funds attracted Rs 3,596 crore in October. After six months of consecutive outflows, focused funds and ELSS funds experienced a trend reversal, bringing in Rs 693 crore and Rs 383 crore, respectively. All debt mutual fund categories, except medium duration and credit risk funds, recorded inflows. Liquid funds led with Rs 83,863 crore, followed by overnight funds at Rs 25,783 crore for the month. );


Mon, 11 Nov 2024 14:07:22 +0530
exif_imagetype(nds, mutual fund news, UTI Mutual Fund, index funds, UTI Nifty Midcap 150 Index Fund, UTI Nifty Alpha Low-Volatility 30 Index Fund, Nifty Alpha Low-Volatility 30 TRI, Nifty Midcap 150 TRI );


Mon, 11 Nov 2024 13:44:47 +0530
exif_imagetype( US Technology Equity FOF led the category with an 8.15% return over the past week, followed by Mirae Asset S&P 500 Top 50 ETF FOF at 7.80% and Franklin India Feeder - Franklin U.S. Opportunities Fund at 7.48%. );


Mon, 11 Nov 2024 11:25:16 +0530
exif_imagetype(al fund NFOs are opening for subscription this week, including five index funds, one thematic fund, and one arbitrage fund. The funds open for subscription are Tata India Innovation Fund, Samco Arbitrage Fund, UTI Nifty Alpha Low-Volatility 30 Index Fund, and UTI Nifty Midcap 150 Index Fund. );


Mon, 11 Nov 2024 11:13:37 +0530
exif_imagetype(l Fund launches the Tata Innovation Fund, an equity scheme focused on long-term capital appreciation by investing in companies benefiting from innovation across sectors like digital, EV, and healthcare. );


Mon, 11 Nov 2024 10:06:42 +0530
exif_imagetype(cap mutual funds, including Nippon India Growth Fund and Franklin India Prima Fund, have transformed a monthly SIP of Rs 10,000 into over Rs 2.50 crore in 25 years. These findings highlight the potential of long-term investments in mid-cap funds for substantial wealth creation. );


Mon, 11 Nov 2024 09:40:10 +0530
exif_imagetype(; mid cap mutual funds invest most of their corpus in the large and mid cap stocks. As per the Sebi mandate, these schemes are open-ended equity schemes that invest a minimum of 35% of total assets in large cap companies, and a minimum of 35% of total assets in mid cap stocks. );


Mon, 11 Nov 2024 06:30:00 +0530
exif_imagetype( confused by personal finance terms, jargon and calculations, here’s a series to simplify and deconstruct these for you. In the 24th part of this series, Riju Mehta explains the difference between active and passive investing in mutual funds. );


Mon, 11 Nov 2024 06:30:00 +0530
exif_imagetype( Fund: The fund adopted the mid-cap mandate in 2018 after being run as a mid- and small-cap fund previously. It retains sizeable presence in small-caps apart from its mid-cap tilt. It also runs a leaner yet well diversified portfolio featuring modest positions in its top bets. );


Sun, 10 Nov 2024 10:39:46 +0530
exif_imagetype(d investment strategies use data and algorithms to make objective, disciplined decisions, offering consistency, adaptability, and reduced bias, especially in volatile markets. These strategies are gaining traction in India. );


Sun, 10 Nov 2024 10:32:32 +0530
exif_imagetype( seven mutual fund NFOs will open for subscription as fund houses introduce new schemes to expand their product offerings. );


Sun, 10 Nov 2024 10:26:30 +0530
exif_imagetype(ual funds provided returns of up to 8% last week, with international funds leading the performance chart. Here are the top 5 performers. );


Sat, 09 Nov 2024 16:35:45 +0530
exif_imagetype(rnings Per Share, reflects the portion of a company's profit assigned to each outstanding share of common stock, offering investors a straightforward measure of the company's performance. );


Sat, 09 Nov 2024 15:38:59 +0530
exif_imagetype(sed ETF invests in Nifty50 stocks, mirroring the exact proportions in which they are represented in the index. );


Sat, 09 Nov 2024 13:25:36 +0530
exif_imagetype(ds offer simplicity and accessibility, whereas PMS and AIFs suit investors seeking personalized strategies and alternative asset exposure. Defining your financial goals, investment timeline, and risk tolerance is key to choosing the right investment path. Consulting a financial advisor can help create a strategy that aligns with your objectives. );


Sat, 09 Nov 2024 10:35:43 +0530
exif_imagetype(to a press release from Prime Database, mutual fund holdings saw the largest increase in around 10 companies in September.​ );


Fri, 08 Nov 2024 16:26:23 +0530
exif_imagetype(ia Mutual Fund will launch two index funds: Nippon India Nifty Realty and Nifty Auto Index Funds. The NFO opens from November 14 to 28, with a minimum investment of Rs 1,000. Both funds aim for long-term capital growth. );


Fri, 08 Nov 2024 15:36:08 +0530
exif_imagetype(, only 28 out of 518 equity mutual funds posted positive returns. The top performers were international funds, led by Mirae Asset Hang Seng TECH ETF FoF with 8.12%, followed by other funds like Mirae Asset NYSE FANG+ETF and Kotak NASDAQ 100 FoF. );


Fri, 08 Nov 2024 15:22:45 +0530
exif_imagetype(Mutual Fund has filed for the Edelweiss CRISIL IBX AAA Financial Services – Jan 2028 Index Fund, a target maturity debt fund. It will invest in AAA-rated financial services bonds, aiming to replicate the CRISIL IBX AAA Index with low credit risk. );


Fri, 08 Nov 2024 15:00:47 +0530
exif_imagetype(al Fund is launching the Tata Innovation Fund, an open-ended equity scheme focusing on innovation. The NFO opens from November 11 to 25, with the objective of long-term capital appreciation via companies leveraging R&D, AI, and digital technologies. );


Fri, 08 Nov 2024 13:41:36 +0530
exif_imagetype(ds, mutual fund news, ICICI Bank, Avenue Supermarts, Bharti Airtel, Sun Pharma, HDFC Bank, Bharat Forge, NTPC );


Fri, 08 Nov 2024 11:35:11 +0530
exif_imagetype(100 Low Volatility 30 ETF offers stability in volatile markets. This ETF follows the Nifty 100 Low Volatility 30 index and invests in stocks with lower-than-average volatility. The ETF aims to minimize sharp price swings. It includes companies from the Nifty 100 that meet stability-focused criteria. Sectors like FMCG and Healthcare hold significant weight in the ETF. );


Fri, 08 Nov 2024 11:28:46 +0530
exif_imagetype(l Cap Fund has been actively managing its portfolio, increasing stakes in 13 stocks, including prominent names like Aditya Birla Fashion and Reliance Industries, while reducing exposure in only two. The fund also welcomed four new stocks in October, demonstrating its focus on high-growth companies with attractive valuations. );


Fri, 08 Nov 2024 11:12:52 +0530
exif_imagetype(d holdings saw a significant dip in September for ten companies, including Nazara Tech and Sadbhav Engineering, according to a report by Prime Database. The most substantial decrease was observed in Sadbhav Engineering, with holdings plummeting from 8.56% in June to 3.04% in September. );


Fri, 08 Nov 2024 10:08:19 +0530
exif_imagetype(nsex and Nifty experiencing a 6% decline in October, 82% of equity mutual funds demonstrated resilience by outperforming their benchmarks. This impressive performance was observed across various categories, with contra funds achieving a 100% outperformance rate. While most categories showed strong results, focused funds lagged slightly with a 68% outperformance score. );


Fri, 08 Nov 2024 09:35:01 +0530
exif_imagetype(to many mutual fund advisors, even though the small cap segment has run up a lot in the last six months, investors can still invest in these schemes in a staggered manner to create wealth over a long period. );


Fri, 08 Nov 2024 07:16:56 +0530
exif_imagetype(raded funds (ETFs) are passive investment schemes traded on stock exchanges, tracking specific indices like the Nifty 50. They offer a cost-effective alternative to actively managed funds, allowing investors to gain diversified exposure to countries, sectors, or themes. Investors can buy or sell ETFs through their demat accounts, similar to trading stocks. );


Fri, 08 Nov 2024 05:44:24 +0530
exif_imagetype(r available funds that give exposure to China, a couple are exchange traded funds (ETFs) that trade at a premium of 8-16% of their net asset value (NAV). Buying mutual fund units at a premium will eat into their returns when the excitement in Chinese equities dries down and the exchange price and net asset value converge. );


Thu, 07 Nov 2024 18:38:44 +0530
exif_imagetype( concerns about the );


Thu, 07 Nov 2024 15:56:34 +0530
exif_imagetype(la Sun Life Mutual Fund launched Aditya Birla Sun Life BSE India Infrastructure Index Fund, an open-ended index fund replicating the BSE India Infrastructure Total Return Index. The NFO is open from November 14 to 28. The fund aims to provide returns corresponding to the total returns of the index, subject to tracking errors. );


Thu, 07 Nov 2024 14:28:48 +0530
exif_imagetype(tember 30, 2024, approximately 10 mutual funds held the largest stakes in companies listed on the NSE by value, according to a report by Prime Database. );


Thu, 07 Nov 2024 14:19:56 +0530
exif_imagetype(ive is to achieve capital appreciation and income by primarily investing in arbitrage opportunities within the cash and derivative segments of the equity markets, as well as in intra-derivative arbitrage, with the remaining balance invested in debt and money market instruments. );


Thu, 07 Nov 2024 13:31:37 +0530
exif_imagetype(d seeks to generate capital appreciation and income primarily by investing in arbitrage opportunities in the cash and derivative segments of the equity markets, along with intra-derivative arbitrage, while allocating the remainder to debt and money market instruments. );


Thu, 07 Nov 2024 12:06:40 +0530
exif_imagetype(large-cap mutual funds (MFs) have underperformed their benchmarks over the last five years, with a 60% underperformance rate. Out of 25 large-cap funds, only 10 outperformed. Axis Bluechip Fund delivered 13.25% return, lagging behind its benchmark (BSE 100 - TRI), which returned 18%. Bandhan Large Cap Fund and DSP Top 100 Equity Fund also underperformed. );


Thu, 07 Nov 2024 10:09:46 +0530
exif_imagetype(oved to be a challenging month for equity mutual funds, with all categories experiencing negative returns. The automotive sector suffered the most significant decline, while international funds fared comparatively better. Mid-cap and small-cap funds also witnessed losses, although less severe than their large-cap counterparts. );


Thu, 07 Nov 2024 09:29:54 +0530
exif_imagetype(hemes invest in mid cap stocks or in stocks of medium-sized companies. As per Sebi norms, mid cap schemes are mandated to invest in companies that are between 101 and 250 in the market capitalisation. These companies can be leaders of tomorrow. That’s what makes them great bets. If these companies live up to the promise, the market will reward the investors handsomely. );


Wed, 06 Nov 2024 16:02:56 +0530
exif_imagetype(l Fund will change the names of five schemes effective November 18, including HDFC Children's Gift Fund to HDFC Children's Fund, and HDFC Gold Fund to HDFC Gold ETF Fund of Fund. The changes affect four equity passive funds and one solution-oriented fund. No other terms or conditions will change );


Wed, 06 Nov 2024 15:49:01 +0530
exif_imagetype(nd offer (NFO) for the scheme will open for subscription on November 8 and close on November 22. The scheme will reopen for continuous sale and repurchase within five business days after allotment. );


Wed, 06 Nov 2024 15:08:52 +0530
exif_imagetype(quity mutual fund categories, banking and healthcare, offered positive returns in the last month. Helios Financial Services Fund and LIC MF Healthcare Fund were the top performers. Banking funds gave an average return of 0.70%, while healthcare funds gave 0.11% );


Wed, 06 Nov 2024 13:16:10 +0530
exif_imagetype(la Sun Life Mutual Fund has launched the Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund, an open-ended target maturity index fund that tracks the CRISIL-IBX AAA Financial Services Index – Sep 2027, with moderate interest rate risk and low credit risk. The NFO is open for subscription until November 12 and will reopen for continuous sale and repurchase within five business days from the date of allotment. );


Wed, 06 Nov 2024 12:19:46 +0530
exif_imagetype(l Oswal Midcap Fund has led the returns chart, gaining 44.34% in 2024 so far. Bandhan Small Cap Fund followed closely with a 42.69% return in the same period, while the Motilal Oswal ELSS Tax Saver Fund, a tax-saving option, delivered a 39.46% return. );


Wed, 06 Nov 2024 12:12:27 +0530
exif_imagetype(l Fund has launched a new open-ended target maturity index fund, aiming to provide returns corresponding to the CRISIL-IBX AAA Financial Services Index – Sep 2027. The NFO will be open from November 8 to 21, with a minimum investment of Rs 5,000. );


Wed, 06 Nov 2024 11:32:53 +0530
exif_imagetype(oved to be a challenging month for equity mutual funds in India, with over 450 funds posting negative returns. The worst hit were sectoral funds focused on automobiles and transportation, while a handful of pharma and healthcare funds managed to stay afloat. );


Wed, 06 Nov 2024 09:34:54 +0530
exif_imagetype(vest in these schemes with a minimum investment horizon of five to seven years. Look out for our monthly updates where we keep discussing the performance of these schemes. We typically come up with our updates in the first or second week of every month. );


Wed, 06 Nov 2024 06:06:57 +0530
exif_imagetype(s among the top 5 countries by market capitalisation, but its share in the global market capitalisation is between 4-5%. Given this low share, wealth managers feel there is a need to diversify equity portfolios geographically to manage risk and participate in industries, tech and firms that are not available in the Indian stock market. );


Tue, 05 Nov 2024 16:54:36 +0530
exif_imagetype(past three years, five ELSS or tax-saving mutual funds have grown a lumpsum investment of Rs 1.50 lakh by more than 1.65 times. );


Tue, 05 Nov 2024 15:36:26 +0530
exif_imagetype(ment objective is to provide current income with low risk and high liquidity by maintaining a portfolio primarily of Tri-Party Repos on Government Securities, T-bills, and Repos & Reverse Repos );


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One of the key performance catalysts will be the growth in the health business
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