The demand for passive mutual funds has grown exponentially over the past few years and the assets under management in this segment has grown to Rs 10.2 lakh crore or 17 percent of the total market share.
Equity mutual fund schemes that had relatively higher exposures to select PSU, finance, power, construction, defence, and automobiles stocks delivered better returns in FY24
Investors are pouring money into mid-and small-cap funds reflecting an increase in risk appetite among retail investors
For conservative investors who look for a small allocation to equity, investing in largecap funds is the way to go, while for aggressive investors, flexicap funds can be the choice.
Assets under management in flexi cap equity category hit its peak with total assets amounting to Rs 2.46 trillion during the quarter ended December 2022.
The Nifty 100 TRI has been chosen as it represents the broad basket of large-cap stocks available
Most mid and small-cap funds outperformed their benchmarks in 2020, but only a few large-cap schemes beat the standard indices
Increased inflows into large-cap stocks led to valuation running up
Replacing large-cap funds with a multi-cap fund that’s maintaining a 70 per cent-plus large-cap allocation could be a good move.
Of 29 large-cap schemes, only three outperformed their respective benchmark indices
While comparing funds never compare large cap funds with mid cap funds.
CY2017 begins after a chain of events that has changed the investment landscape for Indian investors. It is better to take an informed decision than just chasing winners in the past.
Understanding the nuances of investing in mutual funds requires hard work and the returns take on a learning curve. With meticulous planning, the rewards from mutual funds will far outweigh the required efforts.
Small and mid-cap funds are generating good returns in current market. Experienced investors feel that small & mid-cap funds are great to get ahead of the markets against popular large-cap. Yet, there are those who believe that small- and mid-cap funds are an invitation to disaster. Read this space to know which forms to be a better investment.
As per CRISIL Research latest report, Mid caps funds were much stable delivering high returns and being less volatile than its counterpart Large cap.
As per CRISIL Research findings, UTI Mutual Fund topped the tally of CRISIL Fund Rank 1 followed by SBI Mutual Fund.
Daiwa Industry Leaders Fund delivered consistent performance since inception and is suitable for investors with moderate risk profile, reckons Arnav Pandya.
All the Equity Mutual Funds ended in red as markets were hit very badly by S&P downgrade warning. The debt funds too delivered tumbling performance ahead of important events today.
Equity funds were seen gaining in yesterday's session as market closed with moderate gains. In the debt front, Gilt funds were seen under pressure while others Long and Short funds delivered decent performance.
Sharekhan in its latest report has identified the best equity-oriented schemes available in the market today based on the following five parameters: the past performance as indicated by the one, two, and three year returns, the Sharpe ratio and Information ratio.
Do not leave your investment in dwindling market! This could become the biggest mistake of your life. Investor often quit or switch schemes in panic when market tanks. Financial advisor Suresh Sadagopan advises us to stay sturdy and continue with schemes to enjoy good long term return.
SIP comes with easy savings and good returns. This one factor has led to the popularity of SIP funds. With the growing popularity of SIP, Sharekhan recognizes the best five equity SIP funds available in the market today based various parameters.
With the rising popularity of SIP, Sharekhan picks out the best equity scheme for SIP investment.
In the current domestic and global turmoil there exist numerable equity funds that would fetch us good returns in long term. In the wake of volatile scenario, Sharekhan picks up the best equity-oriented schemes for investment.