ROLLING RETURNS
Best large cap mutual funds to invest in July 2024
According to the Sebi mandate, the large cap mutual funds are mandated to invest in top 100 companies by market capitalisation. Large companies fare better in a volatile market as these companies may be market leaders and resilient to downturns. That is why if you are looking for a relatively safer mutual fund category, you should consider investing in large cap funds.
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%.
Best gilt mutual funds to invest in June 2024
Gilt funds are not recommended to regular debt investors because they are risky and volatile. Gilt funds suffer the most when the rates go up. The bond prices and yields move in opposite directions. When the rates go up, bond prices come down. This drags down the NAVs of schemes.
Best corporate bond mutual funds to invest in June 2024
There are no changes in the recommendation list this month. If you are investing in these schemes, you can relax and continue with your investments. Follow our monthly updates regularly.
Best banking & PSU mutual funds to invest in June 2024
Mutual fund advisors say banking & PSU debt schemes are ‘relatively’ safe because these schemes invest only in bonds and papers of banks and public sector companies. Since most of these entities are government-backed, they don’t have the credit risk.
Israel to roll out plan to replace Hamas in northern Gaza
Israel's National Security Advisor, Tzachi Hanegbi, announced that Jerusalem will soon implement a plan to replace Hamas governance in northern Gaza. Speaking at the Herzliya Conference, Hanegbi said the collapse of Hamas's military rule will create opportunities for alternative leadership, involving Israel's Abraham Accords partners, the US, the EU, and the UN. The Israeli military will continue efforts to eliminate Hamas's presence. Prime Minister Netanyahu emphasized Israel's goals of dismantling Hamas, retrieving hostages, and ensuring Gaza no longer threatens Israel. This plan includes a civilian administration supported by Arab nations and a deradicalization process.
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EC to update voters' list in J-K, Maharashtra, Jharkhand, Haryana
The Election Commission has started preparations for upcoming assembly elections in Haryana, Maharashtra, Jharkhand, and Jammu and Kashmir, with electoral roll updates by July 1, 2024. The existing legislative assembly terms in the three states end by early 2025, requiring elections before then. Plans to restore statehood to Jammu and Kashmir are in progress.
Best conservative hybrid mutual funds to invest in June 2024
Conservative hybrid mutual funds are the entry to the world of hybrid funds. These schemes invest mostly in debt and a small percent in equity. As per the Sebi norms, conservative hybrid schemes must invest 75-90% in debt instruments and 10-25% in stocks. These schemes are ideal for investors looking to invest a small part of their corpus in equity to earn some extra returns.
Best balanced advantage funds or dynamic asset allocation funds to invest in June 2024
There are no changes in the list this month. Follow our monthly updates to know how your schemes performed in the previous month.
Best arbitrage mutual funds to invest in June 2024
There is no change in the list this month as all schemes have retained their place in the list. Watch out for our monthly updates to ensure your schemes are faring well.
Best aggressive hybrid mutual funds to invest in June 2024
If you are bothered about the uncertainties and volatility in the market, you can consider investing in aggressive hybrid mutual funds. Mutual fund advisors typically recommend aggressive hybrid fund schemes to ‘conservative’ equity investors to create wealth to achieve their long-term financial goals.
Best small cap mutual funds to invest in June 2024
Small cap schemes invest in very small companies or their stocks. According to the Sebi mandate, small cap schemes must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least 65% in small cap stocks.
Mutual fund houses roll out manufacturing sector-focused schemes; should you bet on this hype?
The buzz around manufacturing sector is driving AMCs to roll out new funds.
Mind Over Money: Rock 'n' Roll to FinEdge – How Mayank Bhatnagar keeps himself mentally fit
Mayank Bhatnagar, Co-founder of FinEdge, exemplifies balance by merging finance with rock 'n' roll. He prioritizes mental and physical fitness and integrates music and travel into his life. With the band 'Frontrow Bandits,' he revives rock 'n' roll, showcasing the power of dedication and teamwork.
Best gilt mutual funds to invest in May 2024
Gilt funds are not recommended to regular debt investors because they are risky and volatile. Gilt funds suffer the most when the rates go up. The bond prices and yields move in opposite directions. When the rates go up, bond prices come down. This drags down the NAVs of schemes.
Best arbitrage mutual funds to invest in May 2024
There is no change in the list this month as all schemes have retained their place in the list. Watch out for our monthly updates to ensure your schemes are faring well.
Best aggressive hybrid mutual funds to invest in May 2024
As per Sebi norms, these schemes must invest 65-80% in stocks, and 20-35% in debt. This mixed portfolio helps to deal with the market volatility better. When the equity market is in turmoil, the debt part of the portfolio softens the blow. This helps new investors to continue with their investments without worrying too much about volatility.
Best value funds to invest in May 2024
Value investors buy such stocks and wait for the market to discover these stocks. When the discovery happens, the stock prices will go up, and value investors make money. It may sound simple. But it is not very easy to execute. The market may take very long to discover these stocks and it may test your patience.
New functionality in AIS rolled out for taxpayers
CBDT introduces AIS feature for real-time taxpayer feedback on transactions, enhancing data accuracy, compliance, and taxpayer services, covering tax deductions and financial data sources.
Scores of Kashmiri Pandits return without voting in Jammu after finding names missing from roll
Scores of displaced Kashmiri Pandits in Jammu were unable to vote in the fourth phase of Lok Sabha elections due to their names missing from the electoral rolls. Despite lining up at special polling stations, many had to return without casting their vote, expressing frustration at the denial of their voting rights. Some individuals, equipped with their voter ID cards, found their names inexplicably absent from the voter lists, sparking anger and disappointment.
Best focused mutual funds to invest in May 2024
According to Sebi norms, focused equity mutual fund schemes must invest in a portfolio of maximum 30 stocks. These schemes have no other restrictions when it comes to investing- like flexi cap schemes they can invest in any market capitalisations and sectors. If that investment strategy appeals to you, you can get to know more about focused equity schemes.
Smallcap index hit record high but why did 93% smallcap MFs underperformed?
The small cap schemes are benchmarked against Nifty Smallcap 250 - TRI and S&P BSE 250 Small Cap - TRI. In April, they offered 7.20% and 6.58% returns respectively. The small cap stocks have also offered returns up to 86% with the smallcap index ending higher by 10% in the month.
Best tax saving mutual funds or ELSS to invest in May 2024
Tax -saving mutual funds or Equity Linked Savings Schemes (ELSSs) helps you to save income tax under Section 80C of the IT Act. You can invest a maximum of Rs 1.5 lakh in ELSSs and claim tax deductions on your investments every financial year. Are you interested?
Best large & mid cap funds to invest in May 2024
Best large & mid cap funds: As per the Sebi mandate, large & mid cap schemes are open-ended equity schemes that will invest a minimum of 35% of total assets in large cap companies, and a minimum of 35% of total assets in mid cap stocks.
27 equity mutual funds deliver over 15% return in five years
The other schemes in the list gave returns ranging between 6.21%-14.89%. Despite offering double digit returns some schemes could not feature in the above list as they offered less than 15% return in the said period.
Best small cap mutual funds to invest in May 2024
According to the Sebi mandate, small cap schemes must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least 65% in small cap stocks. Small companies go through many ups and downs - more than the established companies in the large and mid cap segments.
Passive funds lose charm amid falling returns
There are a couple of reasons for a fall in the passive fund flow. First, the return on active large cap funds have been superior to passive funds over the past 12 months. For instance, ICICI Pru Blue Chip, the biggest large cap fund from ICICI Prudential Asset Management Company, delivered 37.4% return while its largest ETF gained 25.3% during the period.
ET Mutual Funds Explains: How to calculate rolling returns for your mutual fund investments?
Trailing returns have a recency bias and point-to-point returns are specific to the period taken for analysis.
Debt fund investment: Debt fund managers are shunning roll-down strategy, what it means for investors
In a roll-down approach, a fund maintains a portfolio of bonds that all mature at the same future date. As the maturity date draws nearer, the tenure for which the fund holds bonds reduces (rolls down). Any fresh bond purchases are also aligned with the remaining maturity of the portfolio. To avoid reinvestment risk from the likely fall in interest rates in the near future, several fund managers are shifting to active duration management.
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