BUSINESS
Retirement oriented mutual funds love these 15 small cap multibaggers
Retirement plans offered by mutual funds usually buy and hold stocks for long term since they seldom face redemption pressure. Despite their conservative nature, many of these schemes prefer these smallcap stocks
MCMINIS
Gradual rise of long-term MF investing
BUSINESS
Budget 2023’s infra gift to mutual funds: The mid- and small- cap stocks that infrastructure MFs love to hold
The provisions announced in the Union Budget 2023 will benefit companies engaged in the Cement, Metals, Engineering, road and railways sectors
MCMINIS
Which fund houses benefited more from microcap rally?
BUSINESS
Beyond Nifty 500 | The smallcap, microcap favourites of active fund managers
Shares of companies ranked below 500 are mostly under-researched and smallcap and microcap stocks. The lack of liquidity is more than made up by exceptional returns if the fund manager can correctly identify potential winners. Here are the most favourite holdings among active mutual fund managers
MCMINIS
MFs invest record money in equities in 2022
BUSINESS
These 14 midcap winners make it to largecap hotlist for best returns
Though largecap schemes must hold 80 percent in largecap stocks, they can invest the remaining in cash or midcap and smallcap stocks. Midcap stocks tend to spice up returns for largecap funds, thus helping them outperform the benchmarks
BUSINESS
Higher risk for higher returns: The top midcap and smallcap PMS stocks to bet on
Prudent stock selection in the midcap and smallcap space helped many PMS strategies to deliver better returns in an otherwise volatile market last year
MCMINIS
2022: The year of passive funds
BUSINESS
Investment and insurance: The ULIP midcap funds that won the race in 2022
As a category, ULIP midcap funds outperformed the mutual funds’ midcap category in 2022
BUSINESS
Here are the favourite mid-cap and small-cap stocks of sectoral mutual funds
Since the performance of these funds are cyclical in nature, their portfolios are constructed in a way that that not only to capitalize the opportunities when the sectors or theme perform well but also contain the loss well when they undergo rough paces
MCMINIS
What caused MF assets to grow by 50%?
BUSINESS
Eight small-caps become mid-cap stocks on AMFI list. MFs to queue up soon
Especially, midcap schemes are more likely to add these stocks in their portfolio to adhere to the regulator’s mandate of holding at least 65% of the assets in the midcap universe
BUSINESS
Some midcap favourites of fund managers deliver up to 124% returns in one year
Some 66 stocks on the Nifty Midcap 150 index delivered positive returns in 2022. The Nifty 50-TRI gained 6 percent, while Nifty Midcap 150-TRI clocked 4 percent rise
BUSINESS
Explained: How direct plans carved a niche in the Indian mutual fund industry
Introduced in January 2013, direct plans have become the preferred way for large and institutional investors to invest in mutual funds. Over time, SEBI-registered investment advisors have given them a further boost
MCMINIS
Investor accounts in gold ETFs grew 9 times
BUSINESS
PSU banks woo investors, mutual funds romp home richer
From 40 mutual fund schemes that have picked up Bank of Baroda shares afresh, 23 schemes picking up Punjab National Bank shares and 17 schemes picking up SBI shares afresh, mutual funds have found fancy for state-owned banks all over again. An improved asset quality and better growth in deposits as well as loan book are making PSU bank shares attractive again
BUSINESS
Just 13% large-cap funds beat benchmarks. A look at stocks the winners love to hold
Top 10 stocks holdings are one of the factors that determine the outperformance of the large-cap funds
MCMINIS
Why is YTM of debt funds important?
BUSINESS
Looking back at 2022: The best and the worst sectoral mutual funds
Severe Covid-19 waves, strict lockdowns and return to work took a toll on Technology mutual funds. But funds investing in Public sector firms, banking & financial services and auto stocks were the winners. ESG funds disappointed too.
BUSINESS
These equity diversified schemes are chart toppers in 2022
Equity schemes with higher allocation to large and midcap stocks delivered better returns than those that also had sizeable exposure to smallcap stocks
BUSINESS
These small-cap favourites of mutual funds fetch up to 202% returns this year
Despite the smallcap universe underperforming its largecap and midcap counterparts, selective smallcap stocks in the schemes of mutual fund houses showed resilience, bringing handsome rewards
BUSINESS
MC Explains | How mutual funds invest in RTA shares
Tech-enabled registrar and transfer agents are seen as a proxy for growth in the mutual fund business that they service
BUSINESS
MC30 Scheme Review | A debt fund is designed to deliver better returns across rate cycles
With an increase in bond yields, thanks to the policy rate hikes by the RBI, the overall outlook for fixed-income return improves. Debt schemes with short-maturity profiles, such as ICICI Prudential Short-Term Fund, tend to benefit and are likely to deliver better returns
