Canara Robeco Bluechip Equity Fund, a part of Moneycontrol’s MC30, a curated basket of 30 investment-worthy mutual fund schemes, invests in well-established bluechip companies with a proven track record and stable earnings
Debt schemes with short-maturity profiles, such as Axis Short Term Fund, are likely to deliver FD-beating returns over long run, thanks to the combined investment strategy of accruals and moderate duration play
ICICI Prudential Equity and Bond Fund invests in equity and debt investments. Aggressive hybrid funds like these can work well for the investors with a moderate risk profile.
The US appears to be getting ready to cut interest rates and that might trigger a rate cut in India too. Wealth advisors have been recommending allocation to debt funds, despite the absence of capital gains and indexation benefits. And a systematic investment plan (SIP) is good to build your allocation
Mid-cap companies are fairly established firms with an improving business model. Mid-cap mutual fund schemes can offer balanced growth while carrying a modest level of risk compared to large-cap and small-cap funds
At Moneycontrol, we offer the perfect tool to help you select a winning mutual fund portfolio: MC30. This curated basket features 30 investment-worthy mutual fund schemes, chosen from over a thousand options available across various asset classes. While you don’t need to invest in all 30 schemes, MC30 simplifies your selection process, allowing you to build a solid investment portfolio by investing in just six to eight carefully chosen schemes.
Midcap and smallcap funds have been wealth creators over the long run. However, it is crucial for small investors to be cautious when investing in mid and smallcap funds depending on their risk tolerance. Here we elucidate how small investors can approach mid-cap and smallcap funds
MC30 top funds: The top 10 stocks in a mutual fund scheme, especially an equity scheme, holds significance as a higher weight in them dictate fund performance
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.
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.
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.
MC 30: Consistently underperforming schemes move out MC30 but that's not the only reason. Sometimes, better and more compelling alternatives prevail.
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
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
Tax-Saving mutual funds: Equity-Linked Savings Schemes (ELSS) remains the only pure equity instrument, as par of the Section 80C tax deduction basket. And January – March is usually the time period when investors do their last-minute tax saving instruments. But these funds appeal to the long-term investor as well, even if your tax deductions are taken care of. Just mind the lock-in
The schemes with larger asset size barring smallcap funds have followed buy and hold strategy and deployed the incremental corpus within their existing stocks holdings
Investors with medium to high risk profile can consider investing in the Edelweiss Mid Cap Fund for long term given its less macro dependent portfolio that could be less responsive to the short-term gyrations
With the equity markets are trading at their peak, investors who have achieved their financial targets and also investors with medium risk profile can consider shifting their investments from high-risk investments such as mid- and small-cap funds to relatively less risky funds such as hybrid funds
PGIM India Midcap Opportunities Fund has delivered below-average returns in the short term. However, its long-term performance has been noteworthy
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
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
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