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
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.