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Equity mutual funds deliver up to 55% return in one year. Do you own any?
ETMutualFunds analyzed 261 equity mutual funds and found that some have delivered impressive returns, with up to 55% growth in the past year. The top performers include Motilal Oswal Midcap Fund, which gained 54.94%, Invesco India Focused Fund with 49.56%, and Bandhan Small Cap Fund with 49.26%. These funds stand out for their strong one-year returns.
Quant vs PPFAS Mutual Fund: Two fund houses are taking opposite cash calls amid market correction
Quant Mutual Fund is seizing the opportunity presented by the Nifty50's 9% decline, increasing its investments while decreasing its cash holdings. Conversely, PPFAS Mutual Fund has adopted a more cautious approach, increasing its cash reserves to capitalize on future investment opportunities and navigate market volatility.
PPFAS Mutual Fund CIO Rajeev Thakkar explains the problem with sectoral mutual funds
PPFAS Mutual Fund CIO Rajeev Thakkar argues that investors are better off sticking to diversified equity funds. He cautions against the allure of sectoral funds, which often attract investments when a sector is already performing well, leading to subpar returns.
All equity mutual fund categories log negative returns in last 1 month. Should you allocate more or exit?
All equity mutual fund categories experienced negative returns in the past month, with losses ranging from 0.82% to 12.42%. Factors like global economic uncertainties and foreign outflows contributed to the downturn. Despite the negative returns, experts suggest that long-term investors could view this as a buying opportunity, emphasizing a balanced approach and diversification.
Best flexi cap mutual funds to invest in November 2024
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.
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Jio Financial and RIL among 13 stocks where Quant Small Cap Fund increased stake in October
Quant Small Cap Fund has been actively managing its portfolio, increasing stakes in 13 stocks, including prominent names like Aditya Birla Fashion and Reliance Industries, while reducing exposure in only two. The fund also welcomed four new stocks in October, demonstrating its focus on high-growth companies with attractive valuations.
82% equity mutual funds outperform their benchmarks in October
Despite Sensex and Nifty experiencing a 6% decline in October, 82% of equity mutual funds demonstrated resilience by outperforming their benchmarks. This impressive performance was observed across various categories, with contra funds achieving a 100% outperformance rate. While most categories showed strong results, focused funds lagged slightly with a 68% outperformance score.
Best small cap mutual funds to invest in November 2024
According to many mutual fund advisors, even though the small cap segment has run up a lot in the last six months, investors can still invest in these schemes in a staggered manner to create wealth over a long period.
All equity mutual fund categories offer negative returns in October, lose up to 12%
October proved to be a challenging month for equity mutual funds, with all categories experiencing negative returns. The automotive sector suffered the most significant decline, while international funds fared comparatively better. Mid-cap and small-cap funds also witnessed losses, although less severe than their large-cap counterparts.
22 equity mutual funds offer over 30% returns in 2024. Have you added any of these to your portfolio?
The Motilal Oswal Midcap Fund has led the returns chart, gaining 44.34% in 2024 so far. Bandhan Small Cap Fund followed closely with a 42.69% return in the same period, while the Motilal Oswal ELSS Tax Saver Fund, a tax-saving option, delivered a 39.46% return.
Planning to start your mutual fund investment journey in Samvat 2081? Here¡¯s how to do it right
Investing in mutual funds during Samvat 2081 can yield substantial returns, especially with a long-term strategy. Focus on large cap funds for lump sum investments due to reasonable valuations, and use SIP for mid and small cap funds as valuations improve. Consider risk tolerance and investment horizon.
16 equity mutual funds deliver over 30% CAGR in 3 years
Around 16 equity mutual funds have achieved over 30% CAGR in the last three years, according to ET Mutual Funds, which analyzed the daily rolling returns of 221 equity schemes. The top performers were from the small-cap category, with Quant Small Cap Fund delivering 43.87% CAGR and Nippon India Small Cap Fund providing 35.43% CAGR during the same period.
7 equity mutual funds offered over 25% returns in three- and five-year horizons
The HDFC Mid-Cap Opportunities Fund, the largest midcap fund by assets under management, delivered returns of 25.96% over three years and 28.85% over five years. Similarly, the HSBC Small Cap Fund provided returns of 25.50% and 30.24% over the same three- and five-year periods, respectively.
With up to 36% average return since last Diwali, this Bandhan fund tops smallcap MF returns chart
Smallcap mutual funds have shown strong performance, offering an average return of around 36.31% since November 2023, with Bandhan Small Cap Fund leading at 60.36%. Experts suggest the potential for continued growth due to technology-led disruptions and recommend these funds for aggressive investors with a long investment horizon.
8 smallcap mutual funds multiplied SIP investments by over 2.25x in 5 years
India Small Cap Fund, the largest in its category, grew Rs 10,000 monthly SIPs to Rs 15.20 lakh, delivering an XIRR of 38.57% over five years. Tata Small Cap Fund and HSBC Small Cap Fund multiplied similar SIPs by 2.37 and 2.36 times, with XIRRs of 35.66% and 35.42%, respectively.
5 equity mutual funds offer over 40% return on lumpsum investments in 2024. Have you invested in any?
Five equity mutual funds have delivered over 40% returns on lumpsum investments from January 1, 2024 to October 21, 2024. Leading the list, Motilal Oswal Midcap Fund and Motilal Oswal ELSS Tax Saver Fund returned 47.62% and 43.43%, respectively. This high performance highlights potential gains for investors.
Mid and smallcap mutual funds record Rs 30,350 crore inflow in 6 months. An overcrowded trade?
According to the Association of Mutual Funds in India (AMFI), mid and small cap funds received inflows of Rs 32,924 crore during the same time a year ago.
Quant Mutual Fund reduce cash holding below 14% in September
Quant Mutual Fund reduced cash holdings from 19.09% to 13.74% in September, deploying Rs 12,614 crore across 21 equity schemes, with notable inflows in Quant Small Cap Fund.
16 equity mutual funds offer over 15% CAGR in 3, 5, 7, 10-year horizons
16 equity mutual funds have consistently delivered more than 15% CAGR over three, five, seven, and ten-year periods. These funds were from mid cap, small cap, multi cap, flexi cap, and large & mid cap categories. Top funds include Quant Small Cap Fund, Nippon India Small Cap Fund, and Kotak Emerging Equity Fund.
6 equity mutual funds multiplied SIP investments by 3.5x in 10 years
Six equity mutual funds have delivered impressive returns, multiplying investors¡¯ SIP investments by more than 3.5 times over the last decade. Leading these are the Quant Small Cap Fund and Nippon India Small Cap Fund, achieving XIRRs of 27.88% and 26.35% respectively.
Best small cap mutual funds to invest in October 2024
According to the Sebi mandate, small cap schemes must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least 65% in small cap stocks.
75% small cap mutual funds outperform their benchmarks in September
In September, about 75% of small-cap mutual funds outperformed their benchmarks, with SBI Small Cap Fund and Tata Small Cap Fund leading returns, while Nippon India and HDFC Small Cap Funds underperformed.
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