SECTORAL THEMATIC FUNDS
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.
9 sectoral/thematic mutual funds deliver over 35% return in first half of 2024
Around nine sectoral/thematic mutual funds have delivered more than 35% return in the first six months of 2024.
Looking at 4 buckets in auto thematic fund; avoiding auto financiers: Tanmaya Desai, SBI MF
Fund manager Tanmaya Desai says that SBI MF is not looking at the auto financiers or the logistics companies. But at the same time, the fund does permit him to evaluate up to 20% in some of those stocks which can be a corollary to the auto opportunity in general.
Infra and defence mutual funds dominate returns chart in first half of 2024
The first half of 2024 showcased the dominance of infrastructure and defense-based mutual funds in the market. While some international funds faced challenges, strategic investment decisions were crucial. Diverse performances emphasized the need for a well-rounded portfolio strategy to navigate the market effectively.
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.
PSU mutual funds offer up to 100% return in one year. Have you invested in these?
PSU theme based mutual funds like CPSE ETF and SBI PSU Fund offered impressive returns of around 99.76% in the last year, with CPSE ETF leading at 116.41%. Invesco India PSU Equity Fund, Aditya Birla SL PSU Equity Fund, and ICICI Prudential PSU Equity Fund also delivered strong performances.
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Sectoral/Thematic mutual funds’ AUM grows 80% YoY in May, folios rise 56%. What is brewing?
In May, investors showed significant interest in sectoral/thematic funds, injecting over Rs 19,200 crore in net inflows. This amount marks the highest among its 10 other equity-oriented mutual fund peers. Experts suggest that the increasing influence of this category stems from investors' attraction to themes promising higher growth potential.
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.
15 lakh new folios added in sectoral/thematic mutual funds in May
Around 15 lakh new folios added in sectoral/thematic mutual funds in May, as per AMFI data. Total equity mutual fund folios increased by 33.94 lakh. Small cap category added 4.29 lakh shares in May.
NFO Watch: HDFC Manufacturing Fund, 8 others collect over Rs 10,000 crore in May
Around nine mutual fund NFOs were floated in the market in May, which together collected Rs 10,140 crore, according to the monthly data released by AMFI.
These 9 equity mutual fund categories received higher inflows in May
Inflows into equity mutual funds surged by 83% to Rs 34,697 crore in May from Rs 18,917 crore in April. Around 9 equity mutual fund categories received higher inflows in May, according to the monthly data released by AMFI. There were around 11 equity mutual fund categories.
Technology-based mutual funds offer up to 12% in 2024 so far. Should you invest?
Technology based mutual funds have offered an average return of 6.45% in 2024 so far. Quant Teck Fund led with 12.20% return, followed by Franklin India Technology Fund with 10.19%. ICICI Prudential Technology Fund also performed well with a 4.50% return.
Baroda BNP Paribas Mutual Fund launches Baroda BNP Paribas Manufacturing Fund
Baroda BNP Paribas Mutual Fund has launched the Baroda BNP Paribas Manufacturing Fund, an equity scheme managed by Jitendra Sriram, offering growth opportunities with focused exposure to promising manufacturing companies.
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.
These 3 equity mutual funds gave over 25% returns in five years
Three equity mutual fund categories gave more than 25% returns in the last five years. The returns ranged between 25.22% and 26.94%, according to data pulled from ACE MF.
Thematic 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.
Election results: Which themes will give mutual fund investors the best returns?
Sectoral/thematic mutual funds have delivered up to 380% absolute return in the last five years under the Modi-led government, with infrastructure funds leading the chart.
Dilemma before mutual funds investors: Buy now or wait till election results?
Mutual fund investors face a dilemma amidst volatile stock market conditions during Lok Sabha elections. Fear of correction at peak market levels and FOMO driving sectoral/thematic funds. Analysts recommend balanced advantage funds, asset allocation funds, and hybrid funds for moderate risk appetite investors.
Top 5 sectoral or thematic MFs deliver over 250% returns in Modi’s second term
Around five sectoral/thematic mutual funds have offered more than 250% absolute return in Modi’s second term as PM. There were around 108 sectoral/thematic funds in the said period, according to ACE MF data.
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%.
Where do thematic funds stand in the risk matrix?
Thematic funds are a category of equity funds which invest at least 80% of total assets in stocks of a particular theme. Some popular themes launched by fund houses in the last few years are public sector undertakings (PSU), infrastructure, MNC, business cycle, and manufacturing funds.
Mahindra Manulife Mutual Fund launches manufacturing fund
Mahindra Manulife Mutual Fund has introduced a manufacturing-focused fund called the Mahindra Manulife Manufacturing Fund. This open-ended equity scheme is designed to follow manufacturing themes.
These 3 equity mutual fund categories deliver over 25% return in three years
Around three equity mutual fund categories have offered more than 25% return in the last three years, according to data by ACE MF. These schemes gave returns ranging between 26 to 44% in the said period.
Equity mutual fund folios increase by 2.2% in April
Total equity mutual fund (MF) folios (open-ended) as of April 30, 2024, stood at 12.55 crore, a 2.2% uptick. The category added 27.31 lakh folios in April, according to Geojit.
SBI Mutual Fund launches SBI Automotive Opportunities Fund
SBI Mutual Fund has introduced the SBI Automotive Opportunities Fund, an open-ended equity scheme centered around automotive and allied business activities. The New Fund Offer (NFO) for this scheme will be available for subscription from May 17 to May 31.
9 mutual fund NFOs collected Rs 1,532 crore in April; 6 index funds launched
Around nine open-ended mutual fund NFOs were floated in the market in April, which together collected Rs 1,532 crore, according to the monthly data released by Amfi. Here is the break up.
Investing in thematic funds? Key factors you should keep in mind
Rustagi advises cautious investment in thematic funds, considering government focus areas like defence, infrastructure, and pharma post-election. He highlights the need for strategic timing, growth assessment, and exposure analysis to optimize sectoral investments.
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.
Equity MF inflows fall 16% in April; smallcap and debt schemes back in demand
In April, equity mutual funds witnessed a 16% decrease in inflows totaling Rs 18,917.09 crore. Sectoral/thematic funds had the highest inflow at Rs 5,166.05 crore, while large & mid cap funds also received substantial inflows.
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