MCMINIS
Does asset size impact MFs' return?
BUSINESS
Index funds that bet on alpha, with low volatility… And stocks they love to hold
Nifty Alpha Low-Volatility 30 Index selects stocks from NIFTY 100 and NIFTY Midcap 50 that delivered notable return in long run while exhibiting low volatility
BUSINESS
Value funds make a comeback: These mid-cap and small-cap stocks are their favourites
In the last 1-year period, value funds have given a return of 7.4 percent, as opposed to 2.4 percent by diversified funds. Value strategy tends to outperform growth and momentum strategies during rising interest rates and slower economic growth such as the current one
BUSINESS
Combining tax benefits with higher returns: Tax-saving funds that top the charts
Equity-Linked Saving Schemes (ELSS) or tax-saving equity funds are the only pure equity instrument in the basket of instruments eligible for Section 80C tax deduction benefits
MCMINIS
Why short-term debt funds will look attractive again
BUSINESS
Caution ahead of market at new highs? Check out these large-caps PMS managers love
Quality largecap stocks tend to provide comfort and cushion the market turbulences well
BUSINESS
Best stock picks for NPS-II when low volatility and flexibility matter the most
NPS- II is among the best kept secrets in the National Pension Scheme architecture. Only those investors with a NPS-1 account can open a NPS-2 account. Ten NPS managers offer Tier – II equity funds investing predominantly in the large-cap stocks. Expect a high degree of safety from NPS stock picking
MCMINIS
Hidden secret of NPS: the Tier-2 account
TRENDS
The most favourite small-cap stocks held by multi-cap MFs
Multi-cap funds are bound by SEBI regulations to diversify across large-cap, mid-cap and small-cap stocks. Due to their illiquid nature, multi-cap funds have a large holding of small-cap stocks
BUSINESS
Eyeing multibaggers amid record high? Here are most popular smallcaps of PMS managers
The smallcap space is a favourite hunting ground for PMS fund managers as PMS investors typically like taking risks. Fund managers also get a leeway to hold concentrated portfolios and pick stocks that would otherwise not pass a mutual fund’s muster
MCMINIS
Which funds got the most flows in 2022?
BUSINESS
Despite volatility, active fund managers have added these pharma stocks lately
Pharma stocks are likely to make a come back once the interest rates cool down and uncertainty reduces globally
TRENDS
Long-term wealth creation | SIPs in these 25-year-old mutual funds deliver up to 28 times
Out of more than 235 equity diversified mutual fund schemes, 31 schemes are at least 25 years old. Some of these schemes have created significant wealth for investors who have been patient enough to stick around
MCMINIS
How do retirement mutual funds work?
TRENDS
Looking for long-term bets? Here’s what MFs following ‘buy and hold’ approach bought
Since mutual fund managers advocate long-term investing, it pays if such funds hold on to their underlying shares for the long-term. Funds with a low portfolio turnover do just that. And here’s what they bought recently.
BUSINESS
The magic of long-term investing: These PMS strategies deliver up to 23% annual returns through 10 years
Most have held major allocation to mid- and small-cap stocks and followed a concentrated investment approach
BUSINESS
MC30 Mutual Fund | A fund with concentrated approach that delivered high risk-adjusted return
SBI Focused Equity Fund has followed a concentrated investment approach holding up to 30 stocks. It has delivered notable returns over the long term
BUSINESS
Active fund managers exited from these large-cap stocks in the last two months
Fund managers were cautious and exited stocks that they thought had weak prospects
MCMINIS
Should you invest in child-focused MF schemes?
BUSINESS
Here are the top midcap and smallcap stocks held by ESG mutual funds
There are nine ESG-focused mutual fund schemes in India so far with collective assets under management worth Rs 11,122 crore. While they focus mostly on large-cap companies, ESG funds hold midcap and smallcap stocks too
MCMINIS
How do momentum mutual-funds work?
BUSINESS
These 8 midcap stocks are part of all the three momentum indices
Momentum index funds draw stocks from diversified indices focused on large-cap stocks and from pure mid-cap indices. But, given the criteria of stock-picking, some stocks cross the qualification threshold for more than one momentum index fund
BUSINESS
Long-term potential and less risky: These large-cap stocks are favourites of NPS managers
Since the New Pension Scheme- one of the most popular retirement planning investment vehicles- doesn’t face redemption pressure, fund managers usually buy and hold stocks. The schemes’ conservative nature also leads the portfolios to more large-cap stocks
MCMINIS
Why did smart investors bet big on gold ETFs?
