EQUITY FUND
These 13 equity mutual funds lost the most in first six months of 2024
Around 13 equity mutual funds offered negative returns in the first six months of 2024. There were around 583 equity schemes in the market in the said time period, according to the data from ACE MF.
These passive mutual funds turn Rs 10,000 SIP to Rs 1 crore since inception
A monthly SIP of Rs 10,000 since the respective inception of Sensex-based ETF/Index schemes, the current value would be around Rs 1 crore. Here is the breakup of wealth creators, according to the data from ACE MF.
7 mutual fund NFOs to open for subscription this week
Around seven new mutual funds will be open for subscription this week. Here are the details according to the data by ACE MF.
High-flying PSU mutual funds lose 3% in one month. What should investors do?
PSU mutual funds, which showed strong returns of around 97% in the last year, experienced a decline of about 3% in the past month. Analysts attribute this to profit booking. Investors are advised to maintain a long-term investment strategy and diversify their portfolios for risk management.
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.
These 5 equity mutual funds have more than Rs 1,500 NAV. Here is the performance
Around 5 equity mutual funds have crossed Rs 1,500 NAV, according to ata by ACE MF. Three flexi cap and two mid cap funds featured on the list. Here is how these equity mutual funds have fared since their inception.
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Two sectoral, thematic mutual funds offer over 35% return so far in 2024
Two sectoral/thematic mutual fund categories delivered more than 35% return in 2024 so far, an analysis by ETMutualFunds showed.
These unlucky 13 equity mutual funds lost upto 20% in the first half of 2024
In the first half of 2024, 13 international equity mutual funds had negative returns. HSBC Brazil Fund lost 19.65%, Mahindra Manulife Asia Pacific REITs FOF 14.27%, Kotak International REIT FOF 8.71%, Mirae Asset Global Electric & Autonomous Vehicles ETFs FoF 8.11%, DSP World Agriculture Fund 4.27%, DSP World Energy Fund 3.42%, DSP World Mining Fund 1.
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.
Best mid cap mutual funds to invest in July 2024
Mid cap schemes invest in mid cap stocks or in stocks of medium-sized companies. As per Sebi norms, mid cap schemes are mandated to invest in companies that are between 101 and 250 in the market capitalisation. These companies can be leaders of tomorrow. That’s what makes them great bets. If these companies live up to the promise, the market will reward the investors handsomely.
How is an active fund manager different from a passive one?
A fund manager is a part of the investment team at a fund house and one of the most important persons responsible for building the portfolio, monitoring it, generating returns and ensuring it runs in line with the objectives and mandate of the fund.
Tata Equity P/E Fund turned Rs 10,000 monthly SIP into Rs 1.82 crore in 20 years
Launched in June 2004, the scheme has consistently outperformed its benchmark, the Nifty 500 - TRI, delivering impressive returns. Over a decade, the scheme provided a 17.04% return compared to the benchmark's 15.27%. In the past five years, it yielded 21.14%, surpassing the benchmark's 19.76%. The scheme achieved a remarkable 25.78% return over three years, whereas the benchmark returned 19.81%.
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.
10 equity mutual funds offered over 30% returns in six months
Around 10 equity mutual funds have offered over 30% returns in the last six months. There were around 263 equity mutual funds active in the market in the same time period.
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.
Huge flows into sector, thematic MFs make wealth managers edgy
As per data from Franklin Templeton, sectoral and thematic funds garnered ₹70,072, or 31% of the total net inflows of ₹2.27 lakh crore, in the past 12 months. This helped make sectoral funds the second-largest equity mutual fund category after flexi-cap funds, with assets of ₹3.37 lakh crore, constituting 13% of the total equity mutual fund assets of ₹25.4 lakh crore.
These mutual fund houses were sitting with over Rs 10,000 crore cash in May
Around four mutual fund houses had cash allocations of more than Rs 10,000 crore in their portfolio as of May 2024. Here is the break-up, according to data from ACE MF.
These 5 equity mutual funds deliver over 100% returns in one year. Have you invested in any?
Around five equity mutual funds offered more than 100% return in the last one year. These five funds were from PSU theme based mutual fund category, according to the data by ACE MF.
These equity MFs offered over 70% returns in one year
Around 249 equity mutual funds have offered more than 60% returns in tha last one year. Of these, 5 gave over 70% returns in the said period, according to the data extracted from ACE MF.
How are equity savings funds taxed?
Equity savings schemes are funds that belong to the hybrid category. They invest in a mix of equity, debt and arbitrage opportunities. A scheme in this category invests in equity and debt securities, employing a combination of three investment strategies — pure equity (net long equity), arbitrage plays, and debt.
10 equity mutual funds that lost the most in May
There were around 491 equity mutual fund schemes active in May. Around 117 of them gave negative returns. Here are the 10 schemes that lost the most in the period, revealed data pulled out from ACE MF.
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