DSP NIFTY PSU BANK ETF
These 10 passive mutual funds offered highest returns in first half of 2024
There were around 237 passive funds active in the market in the first half of 2024. Of 237 passive funds, 195 funds offered double-digit returns and 42 funds gave single-digit returns. Here are the top 10 performers, according to the data by ACE MF.
Top 10 index mutual funds, ETFs deliver up to 36% return in first half of 2024
Top 10 passive funds and ETFs saw returns of up to 36% in the first half of 2024, with a focus on auto sector funds. Notable performers included ICICI Prudential Nifty Auto ETF and Mirae Asset Nifty India Manufacturing ETF, showcasing strong growth in the market.
Manufacturing mutual funds offer up to 68% in one year. Should you consider?
Manufacturing mutual funds, including ICICI Prudential Manufacturing Fund and Mirae Asset Nifty India Manufacturing ETF, have delivered impressive returns up to 68% in the last year. Modi's 'Make in India' initiative has boosted the manufacturing sector, attracting investors to thematic and sectoral funds.
Infra mutual funds among top winners in last 5 years of Modi government
Infrastructure sector-based mutual funds, including Quant Infrastructure Fund, Invesco India PSU Equity Fund, and Nippon India Power & Infra Fund, have been top winners in the last five years of the Modi government, offering impressive absolute returns up to 380%.
ETMarkets Fund Manager Talk: Valuation of PSU stocks isn't as attractive, says Franklin Templeton’s Akhil Kalluri
Akhil Kalluri, VP at Franklin Templeton, discusses PSU stocks, retail liquidity impact, and broader market valuation risks. He also comments on tech stocks, consumption names, and industrial sectors' performance in the March quarter. Kalluri points out that the aggregate topline & EBITDA growth for Nifty 50 names in 4QFY24 so far are relatively muted, in high single digits.
ETMarkets Fund Manager Talk: Earnings risk can disrupt stock boom, says Vinit Sambre of DSP Mutual Fund
Vinit Sambre highlights risks to earnings growth from weak consumption trends and potential reduced government spending, impacting the market. Retail liquidity drives smallcaps rally, with investors optimistic about sustained growth amid election sentiments and FOMO. Sambre says: "Any potential downward revisions in earnings forecasts could pose a risk of corrections in the market over the next 2-3 quarters."
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Market expectations will have to be recalibrated over the next 12 to 24 months: Sahil Kapoor
Sahil Kapoor from DSP Mutual Fund discusses market recalibration due to slowing top-line growth, peak profit margins, and the need to reassess high earnings multiples in small and midcap stocks over the next 12 to 24 months. Kapoor says: "The market is building up a very large earnings growth trajectory over the next one or two years or three years and some of those numbers appear to be a little shaky. "
Passive mutual funds deliver up to 98% returns in FY24. Is active investing useless?
We calculated returns offered by passive mutual fund schemes during the financial year 2023-24. Returns were calculated starting from April 1, 2023, to March 18, 2024.
Nifty financial service stocks including banks: Challenges have been a part of growth trajectory, 6 stocks with more than 18 % upside potential
One or the other thing keeps the financial financial services sector stocks in news. Right from regulatory changes to global developments impacting the cost of capital, the financial service sector tends to deal with multiple headwinds at the same time. But over the long term the demand is so high that despite all the accidents and headwinds which companies in this sector face, the overall trajectory of the sector is upward. Yes, the rate of growth in the different sub segments are very different and so are the returns in the short term. As a sector, it has been going through structural changes. Right from the entry of the new age fintech players in every subsegment to whose target is to get business by reducing the cost of transactions to mega mergers.
Best equity mutual funds deliver up to 84% return in FY24. Do you own any?
We considered all equity categories such as large cap, mid cap, small cap, large & mid cap, flexi cap, focused fund, ELSS, multi cap, value, contra fund, and sectoral/thematic fund categories. We considered regular and growth option schemes. We calculated returns offered by equity mutual fund schemes during the financial year 2023-24. We calculated returns starting from April 1, 2023 to March 18, 2024.
Sebi deadline looms large over Rs 7 lakh crore mega rally in PSU bank stocks
PSU bank stocks face Sebi deadline for public shareholding. Compliance by some banks is needed. Analysts are optimistic about growth, profitability in PSU sector, despite challenges. Valuations remain attractive for investors seeking value opportunities in the market.
Active mutual fund themes with PSU exposure: 6 schemes with 3-month, inception returns
Active mutual fund themes: Out of the six active schemes, one was launched in February this year. The highest three-month returns have been given by Nippon CPSE ETF at 34.50%.
3 equity mutual fund categories gave double-digit returns in 2024 so far
The third category in the list was energy and power-based mutual funds. These funds gave an average return of 10.09% in this year so far. There were three schemes in the category.
Should you invest in PSUs now? Sanjiv Bhasin offers strategy amid corrections
“But the sheer dynamism is in the earnings. If I can give you some earnings, the energy basket, that is OMCs upstream-downstream, will report ₹2.5 lakh crore of profit in the next two years, which you can imagine is the highest ever in history.”
PSU rail, bank, and defence stocks rally up to 15% after Monday's crash
PSU bank stocks such as Punjab and Sind Bank, Central Bank of India, Bank of Maharashtra, UCO Bank, and Indian Overseas Bank surged by 4-6%. Bank of India and Punjab National Bank (PNB) also rose over 3%.
Bajaj Finserv Large and Mid Cap Fund, 5 other NFOs open this week; should you invest?
Two new fund offering from Nippon India mutual Fund are open for subscription. Four new fund offer will open for subscription later this week. Should you invest in these NFOs?
Not only expense ratio, liquidity and impact cost very important factors for ETFs: Arun Sundaresan
Arun Sundaresan says that while expense ratio is important, investors should not overlook liquidity and impact cost, as they can significantly affect ETF returns. Higher volumes and liquidity result in lower impact cost. When considering portfolio placement, investors can choose from various types of ETFs, such as market cap based, sectoral, thematic, and niche strategies. The ETF market in India is growing rapidly and is expected to reach a significantly larger size in the future.
Holding on to your past gains must be the focus this year
A plain-vanilla interpretation of this could be to start cutting exposure to the red-hot stock market. But, in a market driven by ifs and buts, a cut-and-dried approach may not work, throwing up the need for a more nuanced approach.
Aparna Karnik of DSP MF on how multi-asset allocation helps in long-term wealth creation
“When you have all the asset classes in the portfolio together, you can navigate these cycles much more smoothly and both the investor can have a very good experience and ultimately meet their objective of long-term wealth creation and protecting their purchasing power. So, it is a fund for all seasons so to speak.”
Kotak Healthcare Fund, two other NFOs open for subscription this week; should you invest?
Three mutual fund NFOs or new fund offers are open for subscription this week. Kotak Healthcare Fund, DSP Banking & Financial Services Fund are open for subscription. Bajaj Finserv Balanced Advantage Fund will open for subscription later this week.
Be wary of any investment opportunity, whether it’s stocks or properties, that exploits your FOMO
Resolve not to be pushed into making a decision. Anything that is positioned as ‘do it now, or it will go away’ must be viewed with caution. Good quality investment returns are boring and happen over time. Buying businesses and funds with track records of performance is always superior to trying something new.
Turnaround in sight at private banks, now is the time to bet
Analysts said due to strong management and aggressive strategies, private sector banks will continue to take market share from their public sector counterparts. They also believe private banks have strong subsidiaries in high-growth businesses like asset management, wealth management, and life and health insurance, where value will be unlocked in the coming years.
Market could go through a period of consolidation, says Balasubramanian of ABSL AMC
"Sometimes fund managers also go through the constraints of not being able to own beyond 10% as is stipulated by the regulator. ABSL Frontline Equity Fund has delivered sufficiently better returns to investors over the last 1-, 3-, 5- and 10-year period," says A. Balasubramanian, MD and CEO, Aditya Birla Sun Life AMC.
Eight new mutual fund offers or NFOs open this week
Four ETFs, a money market fund, multi cap fund, sectoral fund and a thematic fund are open for subscription in the market. Should you invest in these new fund offers to maximise returns from your mutual fund portfolio?
Kotak Nifty PSU Bank ETF, Nippon India ETF Nifty PSU Bank BeES offer over 60% in a year
Kotak Nifty PSU Bank ETF and Nippon India ETF Nifty PSU Bank BeES offered 67.09% and 67.08% returns respectively in a year. NIFTY PSU BANK - TRI, the benchmark for these two schemes, offered 68.19% in the one-year horizon.
Banking sector mutual funds lost around 9%. What should investors do?
Are the recent troubles offer a great opportunity to invest in banking schemes?
ICICI Prudential Mutual Fund launches of ICICI Prudential Nifty PSU Bank ETF
The NFO will close for subscription on March 15, 2023.
Nippon India ETF Nifty PSU Bank BeES, Kotak Nifty PSU Bank ETF offer over 50% returns in one year
Most of the schemes in the category had high exposure in private banks. Among PSU banks, the best performing schemes had investments in Bank of Baroda, State Bank of India, and Punjab National Bank.
DSP Nifty Bank ETF NFO opens on Dec 26
“The banking sector is expected to see further value unlocking due to the fundamentals factors and that coupled with attractive valuations presents an attractive opportunity for investors. We would advise investors to consider this product with a long-term orientation as evidenced by the long-term performance of the Nifty Bank Index.” said Anil Ghelani, Head – Passive Investments & Products, DSP Investment Managers.
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