BUSINESS
SIPs in MC30 top mutual funds deliver consistent returns
Systematic investment plans (SIP) in mutual funds are used to channelise regular investments in mutual funds. A Moneycontrol study shows that equity schemes from MC30 have largely delivered better returns than the category and the benchmark returns over five-year periods.
BUSINESS
Worried about market volatility? Check out these MC30 schemes that provide stability and high growth
Aggressive hybrid funds rebalance their asset allocation based on market conditions. Apart from investing at least 65 percent of equity portion, fund managers allocate the remaining 35 percent into debt and other securities.
BUSINESS
First-time equity investor? Limit your risks with large-cap funds from MC30
Best mutual funds: First-time equity investors who haven’t yet experienced the full gamut of risks in the equity market can dip their feet by investing in a basket of large-cap stocks. These companies are well-established and well-researched companies that come with a track record.
BUSINESS
Midcap stocks that find no takers among active fund managers. Check your portfolio
Mid-cap stocks that are part of the portfolio of equity schemes have rewarded the investors. However, companies that lack business sustainability, are buried in debt, do not execute business strategies efficiently, and come with an unattractive valuation, rarely find a place in the portfolio of the actively managed mutual fund schemes.
BUSINESS
The schemes that moved out of MC30 2024 and why
MC 30: Consistently underperforming schemes move out MC30 but that's not the only reason. Sometimes, better and more compelling alternatives prevail.
BUSINESS
Top mutual funds: 3 new schemes that enter Moneycontrol’s sparkling list of investment-worthy funds; MC30
Two equity schemes that are part of a turnaround we’re seeing at one of India’s largest mutual fund houses and a hybrid fund that comes with a strong, long-term pedigree, make it to MC30
BUSINESS
Best mutual funds: 86% of actively-managed schemes outperformed benchmarks in MC30’s 2023 run
Best mutual fund schemes to invest in: MC30- Moneycontrol’s curated list of 30 investment-worthy mutual funds is back. Three new schemes enter MC30 and three among existing ones, exit
BUSINESS
These 15 high-PE stocks make your midcap funds expensive
Companies that have a high growth potential and return on equity command a higher Price-Earning ratio. That isn’t a bad thing, though. High PE might just indicate good future prospects
BUSINESS
MF stress test impact: Stocks that larger-sized smallcap funds increased exposure in March
The liquidity disclosure requirement is unlikely to impact the portfolio construction of the midcap and smallcap funds. Provided, there's a chance that fund managers may increase their holdings in stocks with higher liquidity to be in a better position to compete within the category
BUSINESS
MF Stress Test Round 2: Have top small-cap funds improved their liquidity positions?
The second round results revealed that small-cap funds would need 13.7 days on an average, to liquidate 50 percent of their portfolios, almost similar to the category average of 14 days that was disclosed a month ago
BUSINESS
MF stress test, round 2: How did the 10 largest midcap funds do?
As per the second-round results, mid-cap funds would need 6.5 days on an average, to liquidate 50 percent of their portfolios, almost similar the category average of 6.6 days that was disclosed a month ago
BUSINESS
10 years of Modi regime: How mutual funds turned into a must-have investment
The equity market has grown by nearly 14 percent on a 10-year basis, commemorating Narendra Modi-led NDA government. That brought retail investors into mutual funds by the drove as equity funds benefitted
BUSINESS
Sectors that PMS expect big returns from in 2024
From financial services to healthcare and chemicals, here are top sectors that PMS fund managers believe have promising prospects
BUSINESS
This high alpha strategy fund topped charts in FY24: Here are the Top 10 stocks
Kotak Nifty Alpha 50 ETF tracks ‘Nifty Alpha 50 index’, which measures the performance of the top 50 stocks in terms of higher alpha chosen from the universe of 300 companies
BUSINESS
Gold rewards investors. But don’t go overboard, it’s just an asset allocator
One need not go overboard on gold for getting superlative returns. Gold is used as a hedge against volatility in stock markets and uncertainty across the world.
BUSINESS
The winners’ club: Here’s the list of the top performing equity mutual funds across categories in 2023-24
Equity mutual fund schemes that had relatively higher exposures to select PSU, finance, power, construction, defence, and automobiles stocks delivered better returns in FY24
BUSINESS
10 mid-cap gems that children-oriented MFs love to hold for the long term
Children-oriented funds are open-ended schemes with a lock-in period of at least five years or till the time the child attains the age of maturity, whichever is earlier. The compulsory lock-in provides fund managers a leeway to buy quality mid-cap stocks and hold for the long term
BUSINESS
These large-cap multibaggers rewarded MF investors up to 400% in last one year
Large-cap stocks tend to generate relatively lower returns compared to mid-cap and small-cap counterparts over long run, but many can be multibaggers if you pick them after due diligence.
BUSINESS
Mutual funds call for easing RBI's limit on overseas investments amid growing opportunities
As capital market regulator, SEBI asks mutual funds to suspend inflows into overseas ETFs, top industry leaders say with forex reserves at a comfortable level, it is time for RBI to ease the investment limits.
BUSINESS
MF stress test: Check whether your smallcap fund has these illiquid stocks
SEBI asks fund houses to ignore the least 20% illiquid stocks while assessing liquidity. The idea is to let microcaps- the tiniest of the smallcaps- to grow unfettered as they could turn into tomorrow’s multibaggers. In the first such attempt, Moneycontrol identifies these 20% stocks.
BUSINESS
Silver lining from marooned markets: Midcap stocks that turned the latest MF favourites
Frothy market valuation on midcap and smallcap segments has been a concern for the regulator and experts. However, market heightened valuation and volatility have not been a constraint parameter for active fund managers in adding quality midcap stocks to their portfolio
BUSINESS
Explained in charts: The spectacular rise of Gold ETFs and what lies ahead
Gold prices crossed a remarkable milestone by hitting a lifetime high on March 4. Analysts will be keenly watching gold, which is already riding high on the back of geopolitical tensions, in the months ahead as the US looks to cut interest rates.
BUSINESS
Smallcap funds bet on these largecaps to manage liquidity risk
Small-cap funds have been under the spotlight due to rising market valuations. SEBI has asked fund houses to take measures to de-risk their portfolios. One such method that fund houses use is to add large-cap stocks. Data shows that allocation to largecap stocks by smallcap funds has more than doubled over the last two years
BUSINESS
Microcap multibagger pharma stocks that MFs added lately
Active fund managers are preferably adding mid-, small- and micro- cap segment of pharmaceutical and healthcare businesses
