co-presented by
ASSOCIATE SPONSORS
co-presented by
ASSOCIATE SPONSORS
These funds can look powerful on paper, especially when a story is in fashion. But without context and restraint, they can quietly become the most fragile part of a portfolio.
Indian mutual fund investors are demonstrating unwavering resilience and discipline, with SIPs driving consistent inflows despite global and domestic headwinds.
The committee meeting on Monday also saw a surprise entry of SEBI chairperson Madhabi Puri Buch who stayed for a while and spoke on various issues related to the role of AMCs, including the key responsibility of stewardship.
This assumes significance as while SEBI rules permit fund houses to launch just one scheme within the 36 broad categories of schemes as laid down way back in 2017, thematic is the only category wherein AMCs have the freedom and flexibility to launch infinite number of schemes.
Net flows into thematic funds in calendar year-till-date 2024 were three times more than that seen in the full year 2023
Roshi Jain, senior fund manager at HDFC Asset Management described the evolution of thematic funds as part of a larger market trend
Thematic/sectoral Fund is a diversified category which includes schemes such as Informational Technology, Banking, Energy, ESG and others.
Experts said seasoned investors with expert knowledge over exit and entry timing can look at investing in new fund offerings.
Since the performance of these funds are cyclical in nature, their portfolios are constructed in a way that that not only to capitalize the opportunities when the sectors or theme perform well but also contain the loss well when they undergo rough paces
The two sectors have been a study in contrasts. While banking funds are on course to put up their best performance since 2017, IT funds are at risk of putting up their worst show since 2008.
If you choose the wrong theme and invest too early or too late, the returns can be spectacularly bad. So it’s a high-risk, high-return kind of bet.
Investment products based on “smart” themes will, soon, be the order of the day. These will represent contemporary businesses, the ones that are progressing rapidly in major economic pockets around the globe
Sector and thematic funds are very different from each other. Sumaira Abidi explains the difference and provides an investing checklist too.
In CNBC-TV18‘s personal finance segment, Hemant Rustagi, Wiseinvest Advisors advices investors to be cautious while investing in a sector fund. He recommends investment in thematic funds as they are broad, more diversified as compared to a sector fund.
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.
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.
