BUSINESS
13 midcap stocks that are most shunned by active mutual fund managers
These midcap stocks are either totally ignored or least favoured by active mutual fund managers
BUSINESS
AMFI reclassification: Smallcap stocks that got upgraded to midcaps. Do you own them?
Mutual funds schemes rejig their portfolios based on this classification aligning with the regulator’s mandate. Especially, midcap schemes are likely to add exposure in these stocks to maintain the stipulated limit
BUSINESS
How has Nippon India Small Cap fund compensated risks with handsome returns?
Nippon India Small Cap fund, one of the top performing smallcap funds, has compensated risk with handsome returns over the long term. It is suitable only if you have the stomach for high risk and a time horizon of 10 years and more
BUSINESS
Want to build an emergency corpus? These debt funds come with a good track record
Low risk short term debt fund categories that can help your emergency corpus to grow and generate return over and above the banks’ savings and fixed deposits
BUSINESS
Smallcap MFs outshine: Top schemes surge up to 12 times in 10 years
Smallcap mutualfunds outperformed largecap and midcap funds with huge margin in the last 10 years. They have a potential to generate relatively higher return if they are held for long term. But they are more volatile than other equity funds
BUSINESS
Low-risk, high-return: 10 high-rated listed bonds that give returns up to 10%
Corporate non-convertible debentures or NCDs offer a good option for those seeking regular income. If you have a medium-risk profile, these can be a good alternative to bank and corporate fixed deposits or FDs. Watch out for the credit rating though
BUSINESS
Nifty Midcap index at record high: 10 stocks that rewarded the MF investors
The Nifty midcap 150 index and Nifty Midcap 100 index hit fresh highs, driven by sustained buying momentum. The mid-cap space is likely to continue moving higher as the fundamentals of the domestic market are healthy, say experts
BUSINESS
Motilal Oswal Nifty Microcap 250 Index Fund NFO: Check out these favorite microcap stocks of active MFs, PMSes & AIFs
Motilal Oswal Nifty Microcap 250 Index Fund NFO has opened up for subscriptions. However, active funds in the small and microcap space have been chasing micro-cap stocks as well. But such stocks are illiquid and volatile. Here are the most popular microcap stocks among active MFs, PMSes & AIFs
BUSINESS
Cautious of market highs, these large-caps exit MF portfolio
In light of the current market condition, taking a cautious approach, mutual funds trimmed their equity holdings
BUSINESS
12 new midcap stocks that PMS fund managers picked in May. Do you own any?
Volatility in the market provided PMS managers an opportunity to take fresh position in the beaten down midcap stocks
BUSINESS
Over 1,200% returns in 2 years, but not over yet: MF still hold these multibagger smallcap stocks
Multibagger smallcap stocks held by mutual funds delivered huge returns over the last two years. Active fund managers still continue to hold these stocks in their portfolios even though they went up multi-fold. They feel that these stocks still have the potential to generate additional returns.
BUSINESS
NPS Equity funds shine, but struggles to beat broader indices
A Moneycontrol rolling return analysis on the NPS data available from the Handbook of NPS Statistics (2023) shows that all the Tier – 1 equity schemes struggle to beat the Nifty 100 – TRI while the Tier – 1 Corporate bond schemes and Government securities schemes comfortably beat the relevant categories of mutual fund counterparts
BUSINESS
ULIP debt funds back in focus after debt mutual funds taxation. Here’s the top performing funds
Moneycontrol's analysis of 5-year rolling returns from ULIPs reveals impressive performance by these funds. Despite the recent attention on debt-oriented ULIPs following the removal of capital gains tax for debt mutual funds, it is still ideal to separate insurance and investment. Here are the top performing ULIP debt funds
BUSINESS
HDFC Short Term Debt Fund: An all-weather debt fund has delivered across rate cycles
Part of MC30, HDFC Short Term Debt Fund is well positioned to benefit in the current environment of high short-term yields. It’s also a good pick to get into before the interest rates start to fall
BUSINESS
One year of interest rate hikes: Debt funds emerge a winner despite headwinds
The Reserve Bank of India started raining interest rates (repo rate) in May 2022. Since then, it has hiked the repo rate 250 basis points. Accrual funds benefitted from the rate hike cycle while, duration funds have been a mixed bag. Here, we analyse how debt funds responded to the rate hikes
BUSINESS
Is your mutual fund justified for the expenses it charges you?
A recent SEBI consultation paper quotes an internal study it conducted, which showed a wide range of underperformance by mutual fund schemes versus their benchmarks. That’s what led SEBI to propose performance-linked fee. A Moneycontrol analysis made a similar finding. Just 47 percent of the schemes (regular plans) have outperformed their benchmark indices over the past 10 years
BUSINESS
HDFC Defence Fund NFO: Watch out for these high-risk, high-return defence stocks
The HDFC Defence Fund’s benchmark is the Nifty India Defence Index, which has 13 defence and allied sector stocks from the large, mid, small and micro-cap segments. Some of them may be part of the scheme’s portfolio
BUSINESS
Despite correction, these mid- & small-cap technology stocks got picked by mutual funds
The past year has not been good for the Information Technology (IT) sector due to the fall in the US technology sector. But many mid-cap and small-cap IT stocks are now available at reasonable valuations after corrections. That has given an opportunity to fund managers to buy some of these stocks on the cheap.
BUSINESS
Small-cap mutual funds love these sectors for higher returns
Smallcap funds mostly prefer bottom-up approach while constructing their portfolio. However, the category consolidated data showcases the sectors that are having emerging companies with promising prospects.
BUSINESS
Long-term wealth creation | Here are the small-cap stocks that children-oriented mutual funds love to hold
The compulsory lock-in provides leeway to children-oriented mutual funds to buy quality small-cap stocks and hold them for the long term.
BUSINESS
Roaring multi-asset mutual funds bet on these midcap stocks. Do you own any?
Besides debt, commodities, and REITs & InvITs, multi-asset allocation mutual funds mainly invest in equities from different market capitalisation categories. They held about 13 percent of their equity portion in midcap stocks
BUSINESS
In 7 charts: How long-term holding mitigates interest-rate risk and ensures higher returns in debt funds
Debt funds go through volatile phases when interest rates oscillate. Consequently, returns also fluctuate. Investments held for the long term help manage rate risk and ensure consistent higher returns
BUSINESS
SIPs work for debt funds, too. And, they beat bank FDs. Here’s the proof
A Moneycontrol analysis shows that 5-year SIP return calculated for MC30 debt schemes outperformed the FD rates for the respective period 60 percent of the time
BUSINESS
Market CAP below Rs 200 crore, but these nanocap multibaggers remain PMS darlings
Nanocap stocks are very risky bets. They are potential multibaggers if they are picked with care and backed by good research
