AXIS SMALL CAP FUND
![These equity mutual funds receive over Rs 3,000 crore inflows in June](https://img.etimg.com/thumb/msid-111726830,width-100,height-75,resizemode-4/mf/analysis/these-equity-mutual-funds-receive-over-rs-3000-crore-inflows-in-june.jpg)
These equity mutual funds receive over Rs 3,000 crore inflows in June
Around 10 equity mutual funds received more than Rs 3,000 crore inflows in June. There were around 627 equity mutual funds in the said time period.
![These 7 unique stocks were held by mutual funds in June. Do you own any?](https://img.etimg.com/thumb/msid-111693791,width-100,height-75,resizemode-4/mf/analysis/these-7-unique-stocks-were-held-by-mutual-funds-in-june-do-you-own-any.jpg)
These 7 unique stocks were held by mutual funds in June. Do you own any?
Unique stocks refer to those held by only one fund house. Of 137 unique stocks, we filtered out those with a market value of over Rs 100 crore. (Data Source: ACE MF)
![Equity mutual fund AUM jump by 23% in first half of 2024](https://img.etimg.com/thumb/msid-111652625,width-100,height-75,resizemode-4/mf/analysis/equity-mutual-fund-aum-jump-by-23-in-first-half-of-2024.jpg)
Equity mutual fund AUM jump by 23% in first half of 2024
Equity mutual funds' AUM rose 23% to Rs 27.67 lakh crore by June 2024. Sectoral/thematic funds grew 41%, multi-cap 30%, and large & mid-cap 26%. Mid cap funds rose 24%, value/contra 22%, focused 14%, ELSS 17%, and large cap 15%. Flexi cap funds rose 20% to Rs 4.01 lakh crore. This is not a recommendation.
![Half of Rs 40,000 crore inflows into equity MFs came in sectoral and thematic mutual funds in June](https://img.etimg.com/thumb/msid-111634609,width-100,height-75,resizemode-4/mf/analysis/out-of-rs-40000-crore-inflow-in-june-half-of-them-came-from-sectoral-and-thematic-mutual-funds-in-june.jpg)
Half of Rs 40,000 crore inflows into equity MFs came in sectoral and thematic mutual funds in June
Sectoral and thematic mutual fund categories contributed more than 50% to the total inflows in equity oriented schemes. Out of total inflows of Rs 40,608 crore in the equity mutual funds, around Rs 22,351 crore were from sectoral and thematic mutual funds in June.
![Small cap mutual funds deliver highest return in 5 and 10 years. What should investors do?](https://img.etimg.com/thumb/msid-111625066,width-100,height-75,resizemode-4/mf/analysis/small-cap-mutual-funds-deliver-highest-return-in-5-and-10-years-what-should-investors-do.jpg)
Small cap mutual funds deliver highest return in 5 and 10 years. What should investors do?
Small cap funds have shown impressive returns over the last five and ten years, with potential for high volatility. Investment experts recommend caution and a long-term horizon for aggressive investors. Learn more about the risk and reward profile of small cap schemes.
![7 equity mutual funds offer over 20% return in 5 years](https://img.etimg.com/thumb/msid-111596963,width-100,height-75,resizemode-4/mf/analysis/7-equity-mutual-funds-offer-over-20-return-in-5-years.jpg)
7 equity mutual funds offer over 20% return in 5 years
Seven equity mutual funds yielded over 20% returns in five years based on daily rolling analysis. Of 187 funds with five-year track records, top performers were small-cap-focused. Bank of India Small Cap Fund led with a 31.22% return, followed by Edelweiss Small Cap Fund at 28.69%.
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Quant Small Cap Fund sells 8.3 lakh shares of LIC, exits Adani Green Energy
Quant Small Cap Fund adjusts its portfolio in June with notable changes in stakes for Adani Power, HDFC Bank, and other stocks. The fund also introduces new stocks like Sun TV Network and Pfizer while exiting holdings in various companies.
Best large & mid cap funds to invest in July 2024
As per the Sebi mandate, large & mid cap 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.
Best small cap mutual funds to invest in July 2024
Small cap schemes invest in very small companies or their stocks. According to the Sebi mandate, small cap schemes must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least 65% in small cap stocks.
7 equity mutual funds offer over 20% return in both three and five years
Around seven equity mutual funds have offered more than 20% return based on daily rolling returns in the last three and five years, according to the data from ACE MF.
These 3 smallcap mutual funds contributed 61% to total inflows in six months
Around three smallcap mutual funds have contributed 61% to the total inflows in the last six months (December 2023 to May 2024), according to a report by ICICI Direct Research.
Quant Mutual Fund raises bet on HDFC Bank shares, top holding in most schemes
Geojit Financial Services' Dr. V K Vijayakumar anticipates HDFC Bank's augmented Nifty weight to fuel additional delivery based buying, boosting the stock under active funds' support.
Quant Mutual Fund crisis is another lesson in diversification. Here's why
Diversification in the investment world is not limited to spreading your bets across asset classes and stocks but Sebi's investigation against Quant Mutual Fund in a front-running case is also a reminder of concentration risk in owning mutual funds from just one asset management company.
Best large cap mutual funds to invest in July 2024
According to the Sebi mandate, the large cap mutual funds are mandated to invest in top 100 companies by market capitalisation. Large companies fare better in a volatile market as these companies may be market leaders and resilient to downturns. That is why if you are looking for a relatively safer mutual fund category, you should consider investing in large cap funds.
These four equity mutual fund categories gave over 25% return in three years
Around four equity mutual fund categories gave more than 25% return in the last three years, according to the data from ACE MF.
Only 12 smallcap funds beat benchmarks in 1st half of 2024
Only 12 small-cap funds managed to beat their respective benchmarks in the first six months of 2024 out of a total of 27 small-cap funds. This indicates that only 44% of small-cap funds outperformed, according to data from ACE MF.
62% equity mutual funds outperform benchmarks in first half of 2024
Consider various factors beyond fund outperformance, like risk tolerance and financial goals, before making investment decisions based on the first half of 2024's equity mutual fund performance.
How equity mutual funds fare in the first half of 2024?
ETMutualFunds decided to look at the performance of equity mutual fund categories in the first half of 2024 from the data pulled out from ACE MF.
These 8 equity mutual funds gave double-digit returns in June
Around eight equity mutual funds have offered double-digit returns in June, according to the data from ACE MF. We considered data as on June 27.
Quant Mutual Fund crisis: How NAVs have been impacted since Sebi investigation
Investor concerns arise as front-running case impacts Quant Mutual Fund. Despite NAV declines in Quant Healthcare Fund and Quant Commodities Fund, stability is maintained with rising NAVs of Quant ESG Equity Fund and Quant Focused Fund.
10 small cap mutual funds offer over 35% SIP returns in five years
Around 10 small cap funds have offered more than 35% return on SIP investments in the last five years. There were around 19 small cap schemes in the said period, according to data from ACE MF.
9 equity mutual funds offer over 250% absolute return in both five and seven years
Around nine equity mutual funds have offered more than 250% absolute return in both five and seven years. Around 166 equity mutual funds have completed seven years of existence in the market, according to the data by ACE MF.
Midcap mavericks top mutual fund chart in first half of 2024 with 24% return
Diverse mutual funds excelled in the first half of 2024, with top performers including JM Midcap Fund, Kotak India EQ Contra Fund, and HSBC Large & Mid Cap Fund.
Equity mutual funds offer up to 31% return in first half of 2024
In 2024, the midcap category's top performers included ITI Mid Cap Fund, Motilal Oswal Midcap Fund, and ICICI Prudential Midcap Fund, delivering strong returns.
495% returns! Quant Mutual Fund No. 1 in smallcap category in last 5 years
Quant Mutual Fund has received inquiries from Sebi in the suspected front-running case. The market regulator has seized mobile phones, computers and other digital devices while raiding Quant's Mumbai headquarter and the Hyderabad premises of suspected beneficiaries to find out who was leaking confidential information from the fund house to make profit.
Every 2 out of 3 mid and smallcap mutual funds fail to beat benchmarks. Should you still invest?
Mid cap mutual funds offered an average return of 26.09% in the last three years. The mid cap funds are benchmarked against Nifty Midcap 150 - TRI and BSE 150 MidCap - TRI which gave 28.62% and 28.24% respectively in the same time period.
9 equity mutual funds offer over 15% CAGR in 5, 7, and 10 years
Nine equity mutual funds, including Nippon India Small Cap Fund, SBI Small Cap Fund, and Kotak Emerging Equity Fund, offered over 15% CAGR in the last five, seven, and 10 years based on daily rolling returns.
These smallcap mutual funds outperformed benchmarks in May
Around 23 smallcap funds outperformed their respective benchmarks in May. There were 27 smallcap funds in the said period. Here are the top five outperformers, according to the data pulled by ACE MF.
85% smallcap mutual funds outperform benchmarks in May
Around 85% of small cap mutual funds outperformed benchmarks in May, with 23 out of 27 funds beating their respective benchmarks. Aditya Birla Sun Life Small Cap Fund, Axis Small Cap Fund, and Canara Rob Small Cap Fund were top performers.
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