MCMINIS
How do Business Cycle funds work?
BUSINESS
Some small-cap stocks held by ETF bet big on a high-alpha strategy
Kotak Nifty Alpha 50 ETF tracks the top 50 stocks in terms of high alpha chosen from the top 300 companies
MCMINIS
How do MFs pick lower-rated bonds?
BUSINESS
Did you know that NPS schemes invest in midcaps too? Check out their favourites
Allocation to midcap stocks aside, tax benefits under Section 80C and Subsection 80CCD (1B) also make National Pension System attractive
BUSINESS
Top of the mind: Ten sub-sectors fund managers weigh while drawing MF blueprint
Active fund managers sense the sectoral shifts early and reposition their portfolios accordingly. These are their top preferred sub-sectors
MCMINIS
Who can invest in overnight mutual funds?
BUSINESS
Small-cap stocks that big mutual funds love to hold for bigger returns
Here are some small-cap stocks that have large growth potential but are more sensitive to market movements, and exhibit more volatility
BUSINESS
These small-cap tech stocks brave market corrections, remain MF favourites
Information technology stocks have underperformed so far this year on fears of recession in the US. But many fund houses continue to hold these stocks, and have even bought more, believing these are available at attractive valuations
MCMINIS
Why are PMS managers investing in MFs?
BUSINESS
Small-cap, mid-cap PMS strategies gain momentum with up to 21% returns in 5 years
Over the past decade, the PMS industry has added 63,550 clients and their AUM have grown to Rs 2.5 lakh crore, from Rs 22,614 crore in June 2012. Here are a few leaders of the pack under the small & midcap category.
BUSINESS
Born before India’s independence, these companies grew to be MF favourites. Here’s their journey
Many of these have not only contributed richly to India’s development, but have become MNCs in their own right, touching economies around the world
MCMINIS
Why is this debt category preferred for short-term goals?
BUSINESS
Momentum Mid-caps | Some ULIP mid-cap funds deliver up to 20% returns through 10 years
Like mutual fund schemes, ULIP mid-cap funds offered by insurance companies have paid off, if you held on to them for the long term
MCMINIS
Why should you top-up your mutual fund SIP?
BUSINESS
Aggressive and potent, a clutch of hybrid MFs outsmarts Nifty 50 with three-fold returns
While the equity portion in the aggressive hybrid funds helps to deliver better risk-adjusted return during equity market rallies, the debt portion helps to contain the losses in downturns. This eventually helps them to deliver balanced and better returns over the long term
BUSINESS
This MC30 small-cap MF scheme delivers returns, despite a high-risk strategy
SBI Small-cap fund is a high-risk, high-return fund has delivered commendable returns over long run. It is suitable for Investors with a high risk appetite with a time horizon of seven years and more. The scheme currently allows only systematic investment plan (SIP) subscription
MCMINIS
Investors from smaller towns play it safe in MF
BUSINESS
Auto stocks hitch a ride on demand surge to be mutual fund favourites
The auto sector category has raced to the top of the mutual fund return charts over the last 12 months. We look at the top picks added by schemes in the category recently
BUSINESS
Prashant Jain and HDFC Balanced Advantage Fund: A look into the curious relationship
The record for the longest tenure as fund manager of a single mutual fund scheme is held by Prashant Jain, the outgoing chief investment officer of HDFC AMC. He was the fund manager of HDFC Balanced Advantage Fund for 28 years. Here’s a look at his legacy.
BUSINESS
Mid-cap Mania | Stocks that the largest mutual fund houses love to hold
Quality midcap stocks have helped fund managers to deliver better return over long run. Here are the top midcap stocks of the largest mutual fund houses
BUSINESS
Small-caps on big leaps: These MF favourites brave corrections to rise up to 113% in 6 months
So far this year, the Nifty Smallcap 100 has fallen by 22 percent; the Nifty 50 by 7 percent, Nifty Midcap 100 by 8 percent and Nifty Microcap 250 by 6 percent. But not all small-cap stocks lost money
MCMINIS
Why are mutual funds drawing more small-town investors?
BUSINESS
Why this equity mutual fund scheme is an all-weather friend
UTI Flexicap Fund is a good scheme to begin your investment journey into equities. Low volatility, consistent returns and a diversified portfolio
BUSINESS
Mid-caps in Momentum | These stocks make way into momentum mutual fund hotlist
There are two mutual fund (MF) schemes that follow the momentum strategy by keeping an eye on the market trends for faster returns. To reduce fund manager risks, these come wrapped in a factor-based approach. UTI Nifty200 Momentum 30 Index Fund and Motilal Oswal Nifty 200 Momentum 30 ETF are the two MF schemes that follow this strategy
