CONTRA OPPORTUNITY
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.
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.
29 equity MFs turn Rs 30,000/month SIP to Rs 1 crore in 10 years of Modi government
Around 29 equity mutual funds have turned a monthly SIP investment of Rs 30,000 into Rs 1 crore in the last 10 years of the Modi government.
Equity mutual funds deliver up to 240% return in Modi government's second term
Equity mutual fund categories under Modi's second term witnessed significant returns, with small cap funds leading at 243.94%. Nippon India Small Cap Fund topped with 304.07%. ELSS funds, large cap, and aggressive hybrid funds also showed notable performance.
Contra bet! With 68% AUM jump in April, what’s fueling rally in this equity MF category?
In April, contra/value equity mutual funds witnessed a 68% AUM jump to Rs 1,57,946 crore, attracting investors with a higher risk appetite. These funds invest in out-of-favour or undervalued stocks, offering potential returns amid market volatility.
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Two mutual fund schemes turned Rs 10 lakh to Rs 1 crore in 10 years of Modi govt
ETMutualFunds analysis reveals two schemes turning Rs 10 lakh into Rs 1 crore under Modi-led government. Nippon India Small Cap Fund and SBI Small Cap Fund deliver impressive CAGRs. Investors should consider risk appetite and goals before making investment decisions.
What are the three pockets of opportunities going forward? V Srivatsa explains
V Srivatsa, Fund Manager and Executive V-P at UTI AMC, sees opportunities in private banks, healthcare, and FMCG sectors amidst market volatility and election outcome uncertainties. Srivatsa also says that he is quite positive on is commodities because that has seen a very sharp run-up in the prices which will start reflecting in the coming quarters.
These 34 equity mutual funds double investors' wealth in three years
Around 34 equity mutual funds have doubled investors' wealth in the last three years through schemes like Motilal Oswal Midcap Fund and small cap funds like Quant Small Cap Fund and Nippon India Small Cap Fund.
Fund Manager Talk: Why Mahesh Patil isn’t the one to time election outcome
The March quarter has seen a slowdown in the topline growth across sectors as the nominal growth has moderated on the high base of last year and cooling off of inflation.
These 14 equity mutual funds received over Rs 2,000 crore inflows in April
Around 545 equity mutual funds were active in the market. Of these 545 schemes, 510 received inflows and 35 schemes witnessed outflows in April. Here are the schemes that received over Rs 2,000 crore inflows, according to data by ACE MF.
All group businesses going through transformation over next couple of years: Shashwat Goenka, RPSG Group
Shashwat Goenka envisions significant growth and transformation across diverse sectors within the RPSG Group. The strategic focus includes retail expansion, innovative health food offerings, client-centric BPO services, and a transition to greener energy sources for sustainable growth.
What should investors do with FMCG stocks? Dipan Mehta answers
I think a 10-12% correction in the Nifty where it tests the 200-day moving average is a good entry point. Whether that actually happens, I do not know and I cannot even tell you what the triggers could be apart from aside of slightly disappointing election result.
Here's why Anshul Saigal is bullish on manufacturing stocks
Now, we are in a phase today where we are close to, of course, election, markets have rallied before. So, clearly one has to be cautious but this is not a time to be sitting on cash because we really do not know what the event is going to throw up.
Should investors be contra buyers in IT? Rajeev Thakkar answers
In each bull market, there will be pockets of exuberance, but there will be some other pockets which will be out of favour and that is where we tend to look for opportunities.
Value, contra mutual funds offer up to 80% return in one year. Should you go for value investing?
Value and contra mutual funds demonstrated strong performance, with top schemes offering impressive returns. Analysts suggest a long-term investment horizon for value funds, emphasizing careful stock selection and diversification across asset classes for effective risk management.
25 equity mutual funds consistently beat their benchmarks in 3, 5, 7 & 10 years
Around 25 equity mutual funds consistently beat benchmarks in various horizons, including ELSS, value, flexi cap funds. Market cap based schemes like large cap, mid cap, ELSS, flexi cap showed strong performance. Investment decisions should consider multiple factors beyond past performance.
Why Kenneth Andrade is going contra, avoiding defence and PSU stocks
Kenneth Andrade, of Old Bridge Capital Management, emphasizes market breadth narrowing to specific stocks and commodity favoritism. He discusses challenges in the IT and defense sectors, PSU companies, and future businesses like Zomato and Paytm. Andrade says: "I am a firm believer that any company out there who gets pricing power will get price earning multiples. "
15 equity mutual funds deliver more than 30% CAGR in three years
Around 15 equity mutual funds have outperformed with over 30% CAGR in three years. Notable funds include Quant Small Cap Fund, Motilal Oswal Midcap Fund, and Nippon India Small Cap Fund. Performance comparison against benchmarks is crucial.
Expect Sensex at 85,000 by year end, book some profit & rotate your money; buy 4 cement stocks: Sanjiv Bhasin
Sanjiv Bhasin advises on market shifts, recommending moves from auto, metals to banks, specialty chemicals. He predicts a Sensex surge to 100,000, after 12-18 months but expects market to touch 85,000 by year end. Bhasin further urges caution due to rising inflation and fully priced earnings and says one should always keep some cash in hand in case of a correction.
40 equity mutual funds double lumpsum investments in three years. Take a look
We considered all equity mutual fund categories such as large cap, mid cap, large & mid cap, small cap, flexi cap, focused fund, multi cap, ELSS, value and contra fund categories. We considered regular and growth options. We looked at lumpsum investments made on April 9, 2021 to April 8, 2024.
Over 20% return in 5 years;every scheme in these 7 equity MF categories gave over 15%
Around seven equity mutual fund categories gave over 20% return in a five year horizon (March 2019 - March 2024), an analysis by ETMutualFunds showed.
These 43 equity mutual fund schemes deliver up to 70% in FY24
We considered all equity categories such as large cap, mid cap, large & mid cap, small cap, ELSS, multi cap, flexi cap, focused fund, value, and contra fund categories for the analysis. We considered regular and growth option. We calculated returns from April 1, 2023 to March 26, 2024.
60% equity mutual funds fail to beat their benchmarks in FY24
We considered all equity categories such as large cap, small cap, mid cap, large & mid cap, ELSS, flexi cap, focused fund, multi cap, value fund, and contra fund categories. We considered regular and growth options. We calculated returns during the financial year 2023-24 starting from April 1, 2023 to March 20, 2024.
Stock Radar: This IT stock is trading below 50 & 200-DMA. Is it a contra buy?
Tata Elxsi faces support above 7,300 levels after a 17% fall. Experts anticipate a bullish trend towards 8,000 levels, recommending buying for a target of 8,600–9,000 with a stop loss near 7,200.
After Holi, market to see a retest of previous highs; go contra on Patanjali: Sanjiv Bhasin
Sanjiv Bhasin predicts largecaps to outperform with Nifty leading. Positive on OMCs, REC, PFC. Market oversold due to Fed news and SEBI diktat. UltraTech benefits from construction season. IndusInd Bank eyes improved performance in auto sector. Bhasin further says: " I expect Bank Nifty to lead the winners this time, particularly among private banks. IndusInd, ICICI, Kotak, Axis, HDFC – the whole basket is looking very strong."
23 equity mutual funds offer over 30% SIP returns in five years
Quant Small Cap Fund topped the list with 46.70% SIP returns. Nippon India Small Cap Fund offered 37.92% returns. Quant Mid Cap Fund, Bank of India Small Cap Fund, and Quant ELSS Tax Saver Fund also performed well with returns of 34.45%, 34.44%, and 34.05% respectively. The analysis considered XIRR (% returns) for schemes with a five-year horizon from January 2019 to January 2024.
ETMarkets Fund Manager Talk: This asset manager shares contra view, sees $30-40 bn FPI outflows in second half of 2024
Amit Goel says: "In the first half of 2024, we believe that domestic inflows are going to be very strong and FII inflows are going to be marginal. Not very positive, not very negative. But in the second half, we expect that the FII outflows could be substantial. So there could be FII outflows to the tune of maybe about $30-40 billion in the second half."
Use weakness in metal to add 2 stocks; go contra in chemicals: Sanjiv Bhasin
Sanjiv Bhasin says: “Tata Steel and NALCO are both in our portfolio from, of course, much lower levels. If we want to play both the aluminium and the steel cycle, it has to be Tata Steel. Tata Steel has consolidated for over three years after that one-off move to 150 or maybe and now it is looking set to cross that 150-175 mark. Add Tata Steel and NALCO on declines.”
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