Zerodha launches India's first life cycle funds: Know how the 2 new schemes work, minimum investment, and suitability

Zerodha Fund House has launched the life cycle fund series, becoming the first AMC to offer target-date mutual funds in the ...
JD Supra

SEC Staff Permits Open-End Funds to Participate in Affiliated Co-Investments

Our Investment Funds Group examines the Securities and Exchange Commission (SEC) no-action letter permitting open-end funds to participate in affiliated co-investment transactions under existing ...
JD Supra

SEC expands co-investment relief to open-end funds

On April 27, 2026, the staff of the Securities and Exchange Commission’s Division of Investment Management (Staff) issued a no‑action letter to J.P. Morgan Investment Management Inc. (JPMIM) ...

How Mutual Fund Size Impacts Performance and Investment Strategy

Learn about mutual fund size's impact on performance and choosing the right-sized fund for optimal returns. Discover whether ...