BENCHMARKING RETURNS
10 equity mutual funds that have outperformed over 1, 3 and 5 years
Equity funds that beat their benchmark indices and category average returns regularly tend to score well on risk-adjusted metrics and hold durable stock portfolios.
SBI Small cap Mutual Fund has an impressive track record, lowest volatility in returns
We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
Some & simple diligence is all what is required for wealth creation: 5 smallcap stocks for long term investors
On a day when Nifty and sensex are trading with a big cut and all the segments are in red. Talking of small caps which is one probably riskiest segment of the market might appear to be going in the wrong direction. But the fact is that it is a day like this which serves as a reminder of two things. First, however strong the bull run might be, corrections are bound to take place. Second, finally in the end, it is business and the management which manages the business which matters for earnings and earning is what matters to the street. So, if you are looking to invest in markets and especially in the small cap segment there has to be a checklist which if followed, the probability of making mistakes gets reduced and also one is able to get to stocks which create wealth over the long term.
Midcaps stocks: Bullish, Selective, Long term, combined the three for wealth creation. 5 mid caps stocks with upside potential of upto 22 %
In a market where bulls are ruling every corner of the street, and stocks are either fairly valued or overvalued. The big question is how does one take care of the basic aspect of buying good quality stocks at reasonable valuations. While in this market reasonable valuation might be difficult to find so it would be better to focus on finding quality business knowing full well that one is paying premium in bullish times. Just do a little hard work and ask some questions about the business one is going to be owning after one buys the stock. Doing all this will help in selecting the right stock and staying with them in order to create long term wealth.
Think largecap investing, think Exchange Traded Funds
Investing in ETFs tracking Nifty50, including Nifty50 Value 20, provides long-term stability and tax efficiency. Large Cap ETFs use market capitalization to minimize risks, with periodic rebalancing for optimal performance. Brokerage platforms facilitate investments, supporting margin trading. These strategies leverage blue-chip stocks, particularly beneficial in broad-based or bull markets, with dividend yield enhancing stock selection.
Mutual fund returns: Can recent Sebi mandate of disclosing risk-adjusted return help you identify the right mutual fund?
Mutual fund investments: Recent surges in investments in certain fund categories and schemes have raised concerns. Investors flock to funds with stellar recent returns, sometimes overlooking the associated high risks. Sebi aims to ensure investors consider not just performance, but also the risks involved. Risk-adjusted returns offer a more comprehensive view of fund performance, according to Sebi. Will it ultimately help the mutual fund investors?
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HSBC Flexi Cap review: 22% returns in three years; should you invest in this flexi-cap fund?
Earlier known as HSBC Multicap Equity, this fund was rebranded to reflect its fluid positioning as a flexi-cap fund. The fund prefers quality businesses characterised by scalability and strong execution capability, proven management track record and strong financials. The ESG parameters and valuation are also embedded in the framework. ET Wealth examines the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
Gold prices rise to one-month high after US jobs report
Gold prices extended gains on Friday to their highest level in a month following key U.S. jobs data that showed the labor market was softening, lifting expectations around a Federal Reserve interest rate cut in September.
Mirae Asset Large Cap mutual fund has underperformed peers, benchmark since 2022; what should investors do?
We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
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.
Where US stock market is headed after wild first half: 5 charts
A boom in artificial intelligence fueled a blistering first half for the US stock market, and traders expect to see the same — and more — in the remainder of the year.
Want to balance risk-return now and not just focus on returns: Siddharth Vora
Other than valuations which seem to provide some sort of caution, volatility has come off very significantly post elections. All the macro data points around India are very robust. From a macro perspective, there are no major red flags. We are not seeing any major systemic risk for Indian equities as well andit is very clear that this is still a broad-based bull market, Siddharth Vora.
How Quant Mutual Fund schemes performed versus peers, benchmarks in the last one year?
Quant Mutual Fund, which finds itself in the thick of a controversy regarding alleged front-running, is one of India's fastest growing asset managers and has seen its assets under management (AUM) grow by 251% over the last one year versus industry growth of 53%.
Quant Mutual Fund issues clarification on Sebi probe in front-running case
Sebi suspects that either a dealer from Quant or a broking firm through which the fund house places orders was leaking information about the trades. The regulator has conducted search and seizure operations in Quant's Mumbai headquarters and at the address of the suspected beneficiaries in Hyderabad.
More than 50% value and contra mutual funds outperform benchmarks. Should you invest?
Around 69% and 100% of value and contra mutual funds respectively outperformed benchmarks in the last three years, driven by market recovery and strategic stock selection, as per ETMutualFunds and experts like Abhishek Jain from Arihant Capital.
Active ETF Offerings may Surpass Passive Ones in 3-5 Years
Actively run exchange-traded funds are poised for a record-breaking $260 billion haul this year, driven by investors turning to alternative strategies beyond traditional benchmarks. State Street predicts a significant increase in flows into active ETFs compared to last year.
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.
How will Sensex perform 1 month after election results? Here’s what past suggests
Equity markets react negatively to Lok Sabha election results, but bounce back post 5 days and 1 month. Past data shows Sensex stabilizing and gaining after elections, with small and midcaps outperforming large caps. Benchmark returns stabilize post general elections regardless of counting day performance. JM Financial notes positive market returns on sectoral basis 6 months post results.
ETMarkets PMS Talk: This fund manager with over Rs 350 cr in AUM generates 2x returns vs benchmark since June 2023
Within this we are managing roughly Rs 315 crore in AQUA, a Flexicap Quant PMS Strategy, which is our flagship style-adaptive, benchmark-agnostic, dynamic multi-factor strategy and roughly Rs 35 crore in our Multi Asset Quant Strategies.
3 out of every 4 small cap mutual funds beat their benchmark in 5 years of Modi government
Small cap mutual funds have showcased strong performance against benchmarks during Modi's second term, with around 74% outperforming. However, investing in them requires high-risk tolerance and a long-term horizon due to their volatile nature. Always consider individual factors before investing.
LIC Mutual Fund changes name of schemes and benchmarks
The fund house informed about this change through a notice cum addendum to its unitholders. The changes will be effective from June 1. The fund house also said that consequent to the change in the name of the benchmark as stated above, the name of the following schemes shall be revised from the effective date.
Over a dozen midcap MFs deliver alpha returns in 2024 so far; Quant Midcap Fund tops chart at 23%
April saw higher month-on-month inflows for midcap mutual funds. Inflows were lower compared to February and January. SBI PSU Fund added IEX in April.
Unlucky 7! 88% largecap mutual funds fail to beat benchmarks in 7 years
88% of large cap mutual funds struggled to beat benchmarks in the last seven years, highlighting challenges post Sebi's introduction of total return indices. Notable underperformers include Aditya Birla SL Frontline Equity Fund, while ICICI Prudential Bluechip Fund stood out as an outperformer.
Top 5 banking & PSU debt mutual funds with 1-yr returns & who should invest
Top 5 banking & PSU debt mutual funds cater to lower risk appetite investors, outperforming Crisil 10 Yr Gilt Index. Active banking & PSU banks manage Rs 80,730 crore AUM. Notable underperformers include Baroda BNP Paribas, Canara Rob, Mirae Asset funds.
Smallcap index hit record high but why did 93% smallcap MFs underperformed?
The small cap schemes are benchmarked against Nifty Smallcap 250 - TRI and S&P BSE 250 Small Cap - TRI. In April, they offered 7.20% and 6.58% returns respectively. The small cap stocks have also offered returns up to 86% with the smallcap index ending higher by 10% in the month.
Floater debt mutual funds outperform their benchmarks with superior 1-year returns. Should you invest?
Floater debt mutual funds have excelled with superior 1-year returns, outperforming benchmarks. Baroda BNP Paribas Floater Fund-Reg(G) leads the pack. These funds are ideal for low-risk investors seeking better returns than small savings schemes.
Tackling volatility, qualitative & quantitative way: 4 small cap stocks with long term perspective
The way the market slipped on Friday, probably is another reminder that even the best of the bull market corrections are going to come. The problem with the corrective move is that if it sustains for longer, it is the small caps stocks which come under more pressure and shed an inordinate amount of weight. There is a technical reason for this, the liquidity in small caps stocks is lower as compared to large and midcaps. So, whenever there is a selling in this segment, the impact cost is always higher. But the other fact is that if one is able to hold on small at the time when correction is taking place, probability of more than normal return is also higher. But the question is how does one develop the ability to hold onto stocks when the narrative which is being governed by price action becomes so negative. The solution lies in combining a couple of things, which include qualitative and quantitative measure and last but not least ability to ignore noise.
8 defence stocks beat benchmark by wide margin, soar up to 267% in a year
Defence stocks outperformed the Nifty 50 in the past one year by huge margins owing to an uptick in new orders. From the pack Zen Technologies, and Mazagon Dock Shipbuilders have soared over 200%, while HAL, Astra Microwave Products, and Bharat Electronics also became multibaggers (Source: Trendlyne)
ELSS or tax saving funds offer 5% return in March quarter; 56% outperform their benchmark
Out of 39 ELSS schemes, one scheme gave double digit return, 37 schemes gave single-digit return and one scheme gave negative return
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