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Year-ender 2024: Top 5 ELSS mutual funds offer over 25% return, Motilal Oswal ELSS Tax Saver Fund offer 45% return
The top 5 ELSS or tax-saving mutual funds have offered over 25% return in 2024. There were 38 funds in the category in the said period.
Year-ender 2024: Sectoral, thematic mutual funds fetch highest inflows. Should you focus on them in 2025?
Sectoral and thematic mutual funds saw record inflows in 2024, driven by strong performance in sectors like manufacturing and healthcare. Experts suggest investors monitor market trends or consider diversified funds due to the inherent risks of sector-specific investments. Numerous new fund offerings catered to the growing demand for these targeted investment options.
Year-ender 2024: Top 6 value mutual funds deliver over 25% returns in 2024; Invesco India Contra Fund leads the pack
In 2024, Invesco India Contra Fund led the category with impressive returns of 32.15%, followed by LIC MF Value Fund at 30.97% and Axis Value Fund at 28.98%. HSBC Value Fund delivered 28.77% returns in the same period. JM Value Fund and UTI Value Fund offered 25.88% and 25.13% returns, respectively.
Gold ETF vs Silver ETF: With both offering 20% returns in 2024, where should you allocate more?
In 2024, commodity-based ETFs¡ªGold and Silver¡ªhave provided average returns of 20% and 19.66%, respectively. Among gold ETFs, HDFC Gold ETF led with a 20.30% return, while SBI Gold ETF delivered 19.94%. In silver ETFs, HDFC Silver ETF outperformed with a 22.02% return, and UTI Silver ETF offered the lowest return of around 18.46%.
Year-ender 2024: Top 9 focused mutual funds deliver over 25% returns, Invesco India Focused Fund tops chart
The top nine focused mutual funds have delivered over 25% returns in 2024, with 27 funds active in this category. Invesco India Focused Fund led with a 46.05% return, followed by Bandhan Focused Equity Fund (31.93%) and ICICI Pru Focused Equity Fund (29.36%). ITI Focused Equity Fund, Canara Robeco, and Edelweiss Focused Fund also delivered strong returns, exceeding 25%.
Year-ender 2024: Mutual funds raise over Rs 1 lakh crore via 205 NFOs; sectoral and index funds top contributors
A whopping Rs 1.04 lakh crore was raised via 205 new mutual fund offerings in 2024. Index funds saw the most launches with 76 NFOs. Sectoral and thematic funds pulled in the highest amount, collecting Rs 67,772 crore. Investors showed interest across various categories, including multi-asset, large-cap, and small-cap funds. This record year excluded December launches.
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Year-ender 2024: Top 13 multicap mutual funds deliver over 25% returns in 2024; Axis Multicap Fund leads the pack
ETMutualFunds analyzed the performance of multicap funds against their benchmarks. Out of 23 funds, 18 outperformed their respective benchmarks, achieving a 78% outperformance rate in 2024. This means only five multicap funds fell short of their benchmarks. All funds were benchmarked against the Nifty500 Multicap 50:25:25 - TRI, which delivered a 22.62% return in 2024.
Year-ender 2024: Top 10 equity mutual funds of the year. Do you have any?
Seven equity mutual funds gained over 50% in 2024. Mirae Asset's FANG+ and S&P 500 Top 50 ETFs topped the list. Motilal Oswal funds also performed well across categories. HDFC Defence Fund saw strong gains. International funds experienced some losses. Most equity funds delivered positive returns in 2024.
Year-ender 2024: Quant Mutual Fund schemes deliver up to 42% return in 2024. Check top winners
Quant Mutual Fund schemes delivered impressive returns in 2024, with some exceeding 40%. Top performers included Quant Commodities Fund and Quant Momentum Fund. However, several schemes underperformed benchmarks and faced scrutiny from SEBI over a front-running investigation, impacting NAVs and leading to outflows.
Year-ender 2024: Top 9 large and midcap mutual funds deliver over 30% returns in 2024
In 2024, the top nine large- and mid-cap mutual funds delivered returns exceeding 30%, with 27 funds active during this period. The top three funds stood out: Motilal Oswal Large & Midcap Fund led with a 46.55% return, followed by HSBC Large & Mid Cap Fund at 42.77%, and Invesco India Large & Mid Cap Fund with 40.88%.
Year-ender 2024: Mutual fund AUM up 29% in 2024, hits all-time high of Rs 67.81 lakh crore
Mutual fund assets surged 29% in 2024, reaching a record Rs 67.81 lakh crore by November. Equity funds led the growth with a 35% increase, driven by a 70% jump in sectoral and thematic funds. Debt funds also saw a 22% rise, while hybrid funds grew by 27%.
Year-ender 2024: Mutual funds¡¯ cash pile rose by Rs 70,000 crore in 2024 to Rs 1.80 lakh crore
Mutual funds boosted their cash holdings by Rs 70,081 crore in 2024, reaching Rs 1.80 lakh crore in November. SBI Mutual Fund and PPFAS Mutual Fund led the increase, raising concerns about market sentiment. Overall cash allocation rose from 4.36% to 4.98% of total AUM, indicating a cautious approach by fund managers.
Sensex up 5,330 points since November lows. What should mutual fund investors do?
With Sensex's recent surge, a mutual fund expert advises a diversified investment approach. This includes allocating to gold, silver, debt instruments, and equities via SIPs. Investors are urged to continue investments despite market fluctuations, utilizing rupee cost averaging and a balanced approach for lump-sum investments.
Mutual funds see Rs 8,995 crore inflow in mid and small cap funds in November. Should you allocate more?
Mid and smallcap funds saw nearly Rs 9,000 crore inflows in November, outperforming large-caps. Experts suggest strategic allocation across market caps, with mid and small-caps offering higher growth potential. ELSS funds also witnessed increased inflows as the financial year-end approaches, driven by tax-saving benefits.
Year-ender 2024: Top 10 flexicap MFs offer over 30% returns this year, Motilal Oswal flexi cap fund tops chart
Flexi-cap mutual funds saw strong performance in 2024, with the top 10 exceeding 30% returns and the category average around 24.47%. Motilal Oswal Flexi Cap Fund led with a 47.40% return. While 61% of the 38 analyzed funds outperformed benchmarks like NIFTY 500 and BSE 500, some, including SBI and Quant, lagged.
Debt mutual fund inflows decline 92% in November. Will it regain attraction?
Debt mutual fund inflows plummeted 92% in November to Rs 12,915 crore, down from Rs 1.57 lakh crore in October. Liquid funds saw the biggest outflow. Experts suggest investors shouldn't ignore debt funds despite the equity market rally and recent tax changes impacting indexation benefits.
Year-ender 2024: 10 smallcap mutual funds offer over 30% return in 2024
In 2024, around 10 small-cap mutual funds delivered returns exceeding 30%, with a total of 27 small-cap funds tracked during the period. Four of these funds provided returns of over 40%, with Bandhan Small Cap Fund leading the pack at 47.73%.
Year-ender 2024: Equity mutual funds offer up to 57% return on lumpsum investments
Equity mutual funds delivered impressive returns in 2024, with some exceeding 57% on lump-sum investments made at the start of the year. Motilal Oswal funds led the pack, while others offered over 30% gains. Data analysis reveals strong performance across various fund categories, including mid-cap, small-cap, and ELSS.
Year-ender 2024: 14 large cap mutual funds offer over 20% return in 2024
Around 14 of 30 large-cap mutual funds delivered over 20% returns in 2024. WOC Large Cap Fund led with 25.75% return, while 19 funds outperformed their benchmarks. The average return for these funds was 19.72%, compared to benchmark returns of around 18.2%. Several prominent funds, however, underperformed.
Taking Stock: Mutual fund SIP investors made up to 60% return in 2024
Mutual fund SIPs delivered impressive returns in 2024, with some exceeding 60% growth. Motilal Oswal funds led the pack, while Quant funds lagged. Over 150 funds generated returns above 20%, showcasing the potential of disciplined investing.
RBI keeps policy rate unchanged at 6.50%. What should debt mutual fund investors do?
The Reserve Bank of India maintained its policy rate at 6.50%, prompting mutual fund experts to recommend investments in government bonds through duration-focused debt funds. While short-term investors are advised to consider money market or ultra-short-term funds, those with longer-term goals should explore dynamic bond or long-duration funds.
Year-ender 2024: Over 300 passive mutual funds offer up to 51% return in 2024
Over 300 passive mutual funds delivered returns of up to 51% in 2024. Mirae Asset NYSE FANG+ ETF led with a 50.90% return, while other top performers included healthcare and CPSE ETFs. Nifty Next 50 and midcap funds also showed strong performance, but some sectors like private banks and FMCG lagged.
Year-ender 2024: 16 mid cap mutual funds offer over 30% return in 2024
Around 16 mid cap mutual funds have offered more than 30% return in 2024. There were around 29 funds in the mid cap category in the mentioned period.
Year-ender 2024: Pharma, healthcare mutual funds rule charts, offer 38% returns
Pharma and healthcare mutual funds topped the charts in 2024, delivering an average return of 38%, according to an ET analysis. Infrastructure funds also performed well, averaging 31.68%. Mid-cap and PSU funds followed with around 29% returns. International funds averaged 17.3%, with some showing significant gains while others experienced losses.
Year-ender 2024: 5 international funds offer negative returns this year
Five international MFs have delivered negative returns this year. HSBC Brazil Fund recorded the highest loss around 23.78%. Global challenges such as inflation, currency fluctuations, and geopolitical tensions contributed to these poor returns. Despite negative trends, experts recommend maintaining an 8-10% allocation in international funds for a diversified portfolio and long-term investment strategy.
7 equity mutual funds offer over 20% CAGR in 3, 5, and 7 years
Seven equity mutual funds have consistently provided over 20% CAGR over the past three, five, and seven years. These funds include midcap, smallcap, and flexicap categories. Prominent funds are from Quant, Nippon India, Motilal Oswal, and Axis. This analysis shows high-performing funds, although not a recommendation for investment decisions. Consider personal financial goals before investing.
Best large cap mutual funds to invest in December 2024
According to the Sebi mandate, the large cap mutual funds are mandated to invest in top 100 companies by market capitalisation. Large companies fare better in a volatile market as these companies may be market leaders and resilient to downturns. That is why if you are looking for a relatively safer mutual fund category, you should consider investing in large cap funds.
Taking stock: 70% equity mutual funds outperform their benchmarks in 2024
As of late 2024, around 70% of equity mutual funds outperformed their benchmarks, with contra funds leading at 100%, and value funds at 85%. Large & mid cap funds had a 78% success rate, while small cap funds had the lowest at 44%.
Top 10 mutual funds to invest in December 2024
An online search would mostly take you to some websites with ready-made lists. Most often, the schemes may be shortlisted on the basis of their short-term performance. Sometimes, the schemes from a single category may dominate the list because that category happens to be the flavour of the season.
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