PORTFOLIO PERFORMANCE
54% of equity mutual funds outperform benchmarks in February
Around 54% of equity mutual funds outperformed their benchmarks in February 2025, with Small Cap Funds leading at 79.31%. However, total AUM declined 6.97% sequentially to ?23.12 lakh crore, reflecting broader market weakness across large, mid, and small-cap indices.
Best arbitrage mutual funds to invest in March 2025
Arbitrage funds are taxed like equity mutual funds. This means they qualify for long term capital gains tax of 12.5% if investments are held for more than a year. If investments are for less than a year, short term capital gains tax of 20% will be applicable.
Gold m-cap hits $20 trillion milestone for the first time. Are you late to the party?
Gold prices hit a record Rs 88,488/10 gm on MCX and surpassed $3,000 per ounce internationally, driven by a weaker dollar, geopolitical tensions, and economic uncertainty. Gold’s market cap crossed $20 trillion. Experts suggest an optimal portfolio allocation of up to 20% in gold for risk-adjusted returns. Investors reassess allocations amid the rally.
15 Ashish Kacholia stocks fell at least 40% from peaks. Did you also invest in them?
Ace investor Ashish Kacholia's portfolio has witnessed a significant decline, with 15 stocks falling by at least 40%. Kacholia's net worth has dropped 23% since September 2024, highlighting the risks of emulating star investors. Investors are advised to consider their own financial goals and risk tolerance.
Best aggressive hybrid mutual funds to invest in March 2025
Aggressive hybrid funds are one of the popular hybrid mutual fund categories. These schemes are mandated to invest in a mix of equity (or stocks) and debt. As per Sebi norms, these schemes must invest 65-80% in stocks, and 20-35% in debt. This mixed portfolio helps to deal with the market volatility better.
Moody's places IndusInd Bank on ratings watch for downgrade amid derivatives accounting issues
Moody's has placed IndusInd Bank's baseline credit assessment under review for downgrade due to concerns over internal control discrepancies in derivative accounts and ongoing retail loan stress. The bank discovered a $175 million accounting discrepancy related to currency derivatives. Shares have dropped 28% since the central bank's decision on CEO Sumant Kathpalia's term extension.
CARE Ratings revises outlook on ESAF Bank's bonds to negative, while reaffirms ratings
CARE Ratings has downgraded the outlook on ESAF Small Finance Bank's various tier 2 bonds instruments to "negative" from "stable" on account of high asset quality stress which has adversely impacted the bank's profitability.
NFO Update: Tata Mutual Fund launches BSE Quality Index Fund
The Tata BSE Quality Index Fund seeks to mirror the performance of the BSE Quality Index, which includes companies chosen based on quality metrics such as high return on equity, low financial leverage, and a low accrual ratio, reflecting strong earnings quality.
NFO Alert: SBI Mutual Fund launches PSU Bank-based two passive funds
SBI Mutual Fund: The SBI BSE PSU Bank Index Fund is an open-ended scheme that mirrors the BSE PSU Bank Index, while the SBI BSE PSU Bank ETF is an open-ended exchange-traded fund that tracks the same index.
Best value funds to invest in March 2025
When you are following value investing principles, there may be periods when your stocks would underperform in the market. All you need to do at that time is just to stick to your strategy and wait patiently. However, the last few years taught investors that it is not easy to follow. Many investors lost patience and they sold their investments.
My life littered with failures: Saurabh Mukherjea after failing to beat market in last 3 years
Marcellus Investment Managers’ PMS AUM fell 64% to Rs 4,734 crore. Founder Saurabh Mukherjea welcomed criticism, citing past failures as learning experiences. The fund’s consistent compounders portfolio delivered a 17.4% CAGR, aligning with EPS growth. Marcellus acknowledged valuation missteps but expects a recovery.
PMS Tracker: 14 funds gain up to 5% in February, worst performers drop over 22%
Fourteen PMS funds across various strategies posted gains in February 2025, with Wave Asset’s Bloom Fund leading at 4.99%. Debt funds performed well, while ESG and smallcap funds struggled, with Green Portfolio’s Impact ESG Fund plunging 22.36%.
Javed Akhtar is smitten with this Pakistani singer's soulful voice. Who is Moazzam Ali Khan?
Veteran lyricist-screenwriter Javed Akhtar praised Pakistani singer Moazzam Ali Khan's vocal talent and invited him to India for a performance after being captivated by his rendition of 'Yeh Nain Dare Dare.' Moazzam's voice has drawn comparisons to the late ghazal maestro, Jagjit Singh.
Nokia wins multi-year IP backhaul upgrade deal from Vodafone Idea for 4G, 5G capacity
Finnish telecom company Nokia has secured a three-year contract from Vodafone Idea to upgrade its IP backhaul network. This upgrade aims to boost the capacity for 4G and 5G networks, addressing the growing demand for data-intensive services such as AI, immersive gaming, and business video conferencing.
Best focused mutual funds to invest in March 2025
According to Sebi norms, focused equity mutual fund schemes must invest in a portfolio of maximum 30 stocks. These schemes have no other restrictions when it comes to investing- like flexi cap schemes they can invest in any market capitalisations and sectors. If that investment strategy appeals to you, you can get to know more about focused equity schemes.
Bajaj Allianz Life launches Focused 25 Fund
Bajaj Allianz Life launches the Focused 25 Fund, a ULIP-linked NFO offering long-term capital appreciation through a concentrated portfolio of up to 25 stocks. The fund, benchmarked against Nifty 100, emphasizes large-cap companies with strong fundamentals and growth potential.
Best flexi cap mutual funds to invest in March 2025
Flexi cap mutual funds offer the fund managers the freedom to invest across market capitalisations and sectors/themes. It means the fund managers can invest anywhere based on his outlook on the market.
Overweight on IT, pharma, auto components; have added some FMCG stocks: Devina Mehra
Devina Mehra, Founder of First Global, highlights that the market's recent fall coincided with FII withdrawals, but over time, FIIs' actions don't always dictate market movements. She emphasizes the nearing end of US outperformance, and First Global’s overweight on IT, pharma, auto components, with selective additions in FMCG and chemical stocks, indicating emerging opportunities outside US equities.
Sharma should hike SIPs by 10% every year to save for house, retirement
The Portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals.
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