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
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
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
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
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
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
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
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
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
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
