EQUITY RETURNS
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.
26 Jun, 2024, 11.35 AM ISTEquity 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.
25 Jun, 2024, 10.43 AM ISTHuge 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...
25 Jun, 2024, 05.48 AM IST
MFs sound caution on ‘excessive’ valuations in mid & small-caps The share of mid-cap and small-cap companies in India's total market value reached a record high in May. Fund managers caution that the sharp rise in these shares may be excessive, citing excessive valuations in the segment.
21 Jun, 2024, 07.27 AM IST23 equity mutual funds offer over 60% return in one year. Have you invested in any? 23 equity mutual funds have offered over 60% return in the last year. The top performers were from Quant Mutual Fund. Around 249 equity mutual funds have completed one year of market presence.
18 Jun, 2024, 11.07 AM ISTTop up your SIPs for a bigger equity gullak For example, an investor with a SIP of ₹10,000 in the BSE Sensex TRI (Total Returns Index) after 25 years would reach ₹2.71 crore. However, an annual top-up of ₹1,000 on the monthly SIP of ₹10,000 would grow to ₹4.26 crore, while an annual top-up of...
17 Jun, 2024, 07.23 AM ISTThematic MFs offer up to 14% return in May. Have you invested in any? Sectoral and thematic mutual funds in May showcased diverse performances with funds like HDFC Defence Fund and Mirae Asset Hang Seng TECH ETF FoF offering up to 14.34% and 7.35% returns respectively.
07 Jun, 2024, 12.52 PM ISTIf not equity, corp FDs offer 1-1.5% over debt MFs and banks Corporate deposits with higher credit ratings are recommended for investors looking to reduce exposure to equities. Top finance companies like Bajaj Finance and Shriram Finance offer higher returns than bank deposits and debt mutual funds, providing...
07 Jun, 2024, 07.29 AM IST85% 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.
06 Jun, 2024, 11.36 AM ISTEquity mutual funds offer average return of 1.20% in May, sectoral funds top chart Equity mutual funds offered an average return of 1.20% in May, with sectoral funds topping the chart in performance.
05 Jun, 2024, 11.10 AM IST3 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. Alway...
03 Jun, 2024, 11.56 AM ISTThese 36 equity mutual funds never gave negative annual returns in 10 years of Modi government ETMutualFunds analysed equity schemes spanning diverse categories, tracking performance from 2014 to 2023 under the Modi government. Notably, 36 schemes consistently delivered positive returns, showcasing resilience across various market conditions....
02 Jun, 2024, 11.29 AM ISTEquity 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 pe...
01 Jun, 2024, 12.28 PM ISTContra 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.
31 May, 2024, 01.34 PM ISTMutual fund investors earn up to 960% returns in 10 years of Modi government Mutual fund investors have earned impressive returns of up to 960% in the last 10 years of the Modi government. Around 195 equity schemes were analyzed, with top performers including Nippon India Small Cap Fund and SBI Small Cap Fund.
31 May, 2024, 11.20 AM ISTModi 2.0: Gold ETFs’ AUM jumps 565% to Rs 32,800 crore in 5 years, folios rise by 1,483% Gold ETFs in India experienced a staggering 565% increase in assets under management (AUM) between June 2019 and April 2024, coinciding with the Modi government's second term. The surge in AUM, from Rs 4,930.44 crore to Rs 32,789 crore, correlates w...
29 May, 2024, 11.36 AM ISTDomestic 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 fund...
28 May, 2024, 10.55 AM ISTFour PSU mutual funds offered over 100% returns in one year. Will the magic repeat after election? Of the four PSU theme-based mutual funds that offered over 100% returns in the last one year, CPSE ETF was the topper with an average gain of 121.18%. PSU theme-based funds have offered an average return of 28.04% in last five years.
24 May, 2024, 02.36 PM ISTThese 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.
23 May, 2024, 02.08 PM ISTUnlucky 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 Prudenti...
15 May, 2024, 11.51 AM IST