EQUITY 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.
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.
Quant Mutual Fund probe: Should you stay invested or exit your investment?
All things considered, and drawing parallels with the past cases, there is little logic in investors rushing to exit Quant funds based on what we know so far. While it’s possible that the circumstances may be worse than they currently appear to be, a wait and watch approach might be the most prudent policy at this stage.
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.
MF Query: Want to create a portfolio of Rs 15 cr in next 15 years? Read this
If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts.
Quant MF reassures investors: Gross inflows normal, liquidity position robust
Quant MF reaffirmed its commitment to fully cooperate with the Sebi during its ongoing review, as reported by ET Now on Wednesday. The fund house has assigned dedicated personnel to provide regular data to the regulator.
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3 ways in which front-running can impact Quant Mutual Fund investors
As Sebi probes front-running at Quant Mutual Fund, impacting investors and shareholders, the illegal practice raises acquisition costs, affects NAV, and leads to selling pressure in suspected stocks, potentially affecting fund performance.
MFs cut weight on technology stocks by 170 bps in just 3 months. What are cues for investors?
In May, several MFs reduced tech stock weights by 0.1%-0.9%, with HSBC making the highest cut at 0.9%. HDFC MF, Mirae, and Franklin Templeton increased weights by up to 0.2%.
MF Talk: Retail investors riding India story; SIPs account for almost 20% of industry AUM: Hitesh Thakkar
Investors want to participate in the India story, and they believe that the fund managers of Mutual fund AMC can help them and that is the reason the flow have risen, and it has been an ongoing process.
MF Talk: Showing signs of maturity! Retail & HNI investors bought during June 4 selloff: Viraj Gandhi
The expectation of Modi-led government to form with a majority was the major factor and also new fund offers (NFOs) during the month which mobilised fresh Rs 10,140 crores which helped in record flows for the month of May 2024.
MF Talk: Sunil Subramaniam advises retail investors to enter markets with over 10 year time horizon
Large institutional flows into large cap implies that it is harder to deliver alpha by active fund managers - but they are a critical part of an investor’s asset allocation decision.
ETMarkets MF Talk: Plan to invest Rs 10 lakh in Modi 3.0? Keep 40% in mid & smallcap fund & 20% in largecaps
We believe that elections are just another passing event in the long investing journey for an investor. There have been many coalition governments in the past as well, however, we have also seen that an investor who stays invested by remaining focused, disciplined and not getting swayed by his own emotions has benefitted immensely over the long run.
MF investors keep faith in equity, invest Rs 34k cr in May
Mutual fund investors committed record funds to equities in May, looking beyond event risk posed by the election outcome. New fund offers (NFO) of sectoral funds drew ₹34,697 crore to the category, with SIPs rising to ₹20,904 crore, and debt funds seeing inflows of ₹42,295 crore.
At record Rs 48k cr, local MF equity bets 4X monthly average in 2 yrs
Local funds escalated equity wagers at an unprecedented pace in May 2024, with domestic funds investing a record ₹48,099 crore in equities. Foreign investors contributed a modest ₹840 crore during the same period.
Why your MF purchases on June 4 did not go through the same day?
Investors rushed to invest lump sums in equity mutual fund schemes on June 4 after the stock market fell post the electoral verdict. They expressed disappointment on social media as they received the units at the NAV of the next day, missing out on taking advantage of the market rebound.
Equity MF inflows surge 83% to Rs 34,697 crore in May; debt flows plunge 78%
In May, equity mutual funds experienced a notable 83% increase in inflows to Rs 34,697 crore from April's Rs 18,917 crore. Sectoral/thematic funds saw a remarkable 272% surge, reaching Rs 19,213.43 crore from Rs 5,166.05 crore in April. Flexi cap funds followed with Rs 3,155.07 crore in May, up from Rs 2,172.93 crore in April.
Know Your Fund Manager | Sanjay Chawla, CIO – Equity, Baroda BNP Paribas Mutual Fund
"I am directly managing some of the flagship and strategic products. All the funds are sector-agnostic and across market cap. These include Balanced Advantage Fund, Flexi cap Fund, Large & Midcap Fund and Focused Fund. This accounts for close to 1/3rd of the fund’s AUM"
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.
Should you invest in multi asset funds pre-election for post-election gains?
Invest in multi-asset funds for a balanced investment portfolio with proper asset allocation. Consider the risks and limits of equity markets pre-election for post-election gains.
Did you miss these wealth creators? Top 40 index funds give 50-100% returns in 1 year
Index funds gain popularity, with AUM rising 30% to Rs 9.6 lakh crore in a year. Over 40 funds yield 50-100% returns. Index funds offer low-cost and straightforward equity market exposure.
This equity MF category offers 104% return in one year, tops performance chart
PSU theme-based mutual funds (MFs) offered an average return of around 104.24% in the last year, according to ACE MF data. Around five PSU funds completed one year of existence in the market.
Domestic equity-oriented MFs vs global themes: Should you diversify to mitigate risks?
Domestic equity-oriented mutual funds have outperformed foreign-themed schemes in the last year, with average 1-year returns at 44% for local equities compared to 21% for overseas funds. Experts recommend diversifying with foreign-themed mutual funds for global diversification and risk mitigation.
This MF category is safer than other equity-oriented peers, offers better return than FDs
Equity Savings Funds (ESF) offer safer investment opportunities with potential for higher returns than Fixed Deposits (FDs). They invest in multiple asset classes, including equity, debt, and arbitrage opportunities, providing tax efficiency. ESFs also exploit price differentials in various markets for consistent returns.
Aggressive hybrid mutual funds deliver up to 55% return in one year. Should you invest now?
JM Aggressive Hybrid Fund, the topper in the category, delivered 55.48% return in the last one year. Bank of India Mid & Small Cap Equity & Debt Fund gave 47.28% return in the said period.
SBI PSU Fund adds IEX in April, raises stake in LIC, SAIL and 2 more stocks
SBI PSU Fund Reg(G), a top performer in equity mutual funds, bolstered its portfolio by adding Indian Energy Exchange (IEX) shares and increasing stakes in Bank of India, LIC, NALCO, and SAIL.
What is the advantage of borrowing against mutual fund units?
Borrow against equity or hybrid mutual fund units for immediate liquidity at 9-11% interest rates. Advantages include short-term monetary support without selling units, maintaining financial plan, and quick capital raise. Apply online through NBFC websites for a paperless process.
This equity mutual fund delivered highest returns in April. Know what it bought and sold in the month?
HDFC Defence Fund bought 4.8 lakh shares or 1.76% in Garden Reach Shipbuilders. In multibagger Mazagon Dock Shipbuilders and smallcap JNK India, this fund purchased 1,55,901 (1.36%) and 4,96,367 (1.28%) shares, respectively. The market value of these shares at the end of April 30, 2024, stood at Rs 47.47 crore, 36.62 crore and 34.47 crore, respectively.
Sectoral, thematic mutual funds among top gainers in 2024 so far. Should you invest?
PSU theme based gave the highest average return of around 25.56% in 2024 so far, followed by infrastructure funds which offered an average return of 18.14%. Energy and power based funds gave 16.03% average return.
54% equity mutual funds outperformed their benchmarks in April
54% equity mutual funds outperformed benchmarks in April across various categories. Contra funds led with 100% outperformance. Value, ELSS, Large & Mid Cap, Flexi Cap, and Multi Cap funds also showed strong performance.
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