Mid, smallcaps drive equity MFs. Why invest in mutual funds in current market?
2 years, 2 months ago

Mid, smallcaps drive equity MFs. Why invest in mutual funds in current market?

Live Mint  

Equity mutual funds recorded an inflow of over ₹7,300 crore in December driven by huge contributions from small-cap and mid-cap funds. As per AMFI data, inflows in equity mutual funds stood at ₹7,303.39 crore in December. Meanwhile, Akhil Chaturvedi, Chief Business Officer, of Motilal Oswal Asset Management Company added, "Equity funds saw a jump in net inflows to 7.3k crores in December from 2.2k crores in November. Understandably, investors have been in step with these changes by reallocating their investments between equity, debt, and hybrid schemes.” For the full year 2022, FYERS data showed that total net flows into all mutual funds came in at ₹71,443 crore, with positive inflows into equity schemes, Index funds & ETFs and negative inflows into debt schemes collectively from the open and closed-ended categories.

Market Equity Overall Stock Markets Mutual Funds Crore Funds Invest Index Funds Mutual Schemes Recorded Inflow Mid Inflows Outflow Kavalireddi Liquid Funds Equity Mfs  market  mfs  mid  current  inflow  schemes  smallcaps  mutual  drive  crore  inflows  recorded  equity  overall  outflow  invest  funds

History of this topic

Smallcap, midcap stocks gain momentum. Good news for mutual funds too?
5 days, 22 hours ago

Smallcap, midcap stocks gain momentum. Good news for mutual funds too?

India Today  

Smallcap and midcap stocks are back in action after suffering a massive correction over the past six months. However, market experts have stated that smallcap and midcap stocks in India are massively overvalued courtesy of the market boom in 2023. Given the correction, some analysts have indicated that quality smallcap and midcap stocks could start regaining some momentum. Nilesh D …

How many mutual funds should your portfolio really have? Find out
1 week, 2 days ago

How many mutual funds should your portfolio really have? Find out

Live Mint  

As of 28 February 2025, India’s mutual fund industry’s assets under management stood at ₹64.53 trillion according to data provided by Association of mutual funds in India. Nearly all mutual funds are putting 50 to 60 stocks in most of their equity mutual fund schemes, and thus you are left with double the holdings without reducing the risk at all. …

As markets stay volatile, investors can explore these mutual fund categories. Check list here
1 week, 3 days ago

As markets stay volatile, investors can explore these mutual fund categories. Check list here

Live Mint  

Financial markets have been quite volatile lately. The latest AMFI data revealed that inflows into equity mutual funds in February declined to ₹29, 303 crore against ₹39,687 crore in January, indicating a noticeable fall of 26 percent. "When market is volatile, retail investors should consider investing in balanced advantage funds, multi asset funds and large cap funds. Investment in these …

Wealth Creation: Investing ₹1 lakh in this mutual fund at its launch in 2007 would have grown to ₹11 lakh; check how
1 week, 3 days ago

Wealth Creation: Investing ₹1 lakh in this mutual fund at its launch in 2007 would have grown to ₹11 lakh; check how

Live Mint  

One of the key investing mantras to ensure wealth creation is to stay invested in stocks and mutual funds over a long period of time. Interestingly, famous scientist Albert Einstein referred to compounding as the “eighth wonder of the world.” We demonstrate the power of compounding by handpicking one mutual fund scheme and observing its growth since inception: Invesco India …

Mutual fund inflows at 10-month low: Here are 3 alternate investment options
1 week, 5 days ago

Mutual fund inflows at 10-month low: Here are 3 alternate investment options

India Today  

Equity mutual fund inflows dropped 26% in February, falling to Rs 29,303 crore from Rs 39,687 crore in January, according to the Association of Mutual Funds in India. Despite the decline, sectoral and thematic funds attracted Rs 5,711 crore, making them the top choice among 11 equity mutual fund categories, followed by flexi-cap funds, which saw Rs 5,104 crore in …

February Sees 26% Drop In Equity MF Inflows To Rs 29,303 Crore, SIPs At 3-Month Low
2 weeks ago

February Sees 26% Drop In Equity MF Inflows To Rs 29,303 Crore, SIPs At 3-Month Low

ABP News  

Inflow in equity mutual funds dropped 26 per cent to Rs 29,303 crore in February, primarily due to a significant decline in investments in small and midcap schemes, amid continued market volatility. However, debt mutual funds registered an outflow of Rs 6,525 crore last month in February, a sharp reversal from the strong inflows of Rs 1.28 lakh crore in …

Stock market sell-off drags down mutual funds' AUM by ₹3 lakh crore in February 2025
2 weeks ago

Stock market sell-off drags down mutual funds' AUM by ₹3 lakh crore in February 2025

Hindustan Times  

India's mutual funds saw their combined net assets under management dropping by around ₹3 lakh crore in February alone, due to the ongoing stock market sell-off. However, retail investor interest in mutual funds through a Systematic Investment Plan only declined marginally from ₹ 26,400 crore in January 2025 to ₹ 25,999 crore in February. This is a loss of 4%, …

Mutual funds vs portfolio management services: What’s right for you?
2 weeks ago

Mutual funds vs portfolio management services: What’s right for you?

Live Mint  

Different investment products cater to the distinct needs of various individuals. The market regulator allows more flexibility to PMS fund managers totake aggressive bets with their clients' portfolios, potenially delivering higher returns than mutual funds which operate under stricter rules. In this article, we analyse direct plans of mutual funds against PMS returns for new investors holding spare cash of …

Inflows into equity mutual funds drop 26% in Feb: AMFI data
2 weeks ago

Inflows into equity mutual funds drop 26% in Feb: AMFI data

Live Mint  

AMFI data February: Inflows into equity mutual funds in February slid to ₹29, 303 crore against ₹39,687 crore in January. Steep fall was witnessed in the mid and small cap funds where monthly inflow stood at ₹3,406 crore and ₹3,722 crore in February against ₹5,147 crore and ₹5,720 crore in January, respectively. Debt mutual funds saw an outflow of ₹6,525 …

While Nifty50 is down 14%, these large cap mutual funds gave positive returns in past 1 year, check list here
2 weeks, 3 days ago

While Nifty50 is down 14%, these large cap mutual funds gave positive returns in past 1 year, check list here

Live Mint  

Benchmark indices – Nifty50 and BSE Sensex -- have witnessed a significant fall in the past few months. Here, we examine if there are still some large cap mutual funds which delivered positive returns in the past one year. Mutual fund returns Since financial markets have been reeling under pressure, several large cap schemes have posted negative returns in the …

Half of India’s mutual fund investments come from 5 cities: report
3 weeks ago

Half of India’s mutual fund investments come from 5 cities: report

Live Mint  

New Delhi, March 5 : Half of India's mutual fund investment comes from the top five cities of India, says a report by asset management firm Abakkus. Bengaluru stands third with a total AUM of 3.8 lakh crore or 5.48 per cent of the total investment in mutual funds. Pune's share stands at 2.7 lakh crore, or 3.9 per cent, …

Small-cap funds face a higher liquidity risk. But all may not be unwell.
Trending News
1 month ago

Small-cap funds face a higher liquidity risk. But all may not be unwell.

Live Mint  

Several small-cap mutual funds managing large assets will likely need more days than usual to liquidate their portfolios if the need arises, according to the latest stress test data sourced by India’s apex mutual fund body. Belapurkar added that while retail investors in India are spread across many small-ticket investments, which helps reduce liquidity risks, the recent market correction might …

Only 26.12% of equity MFs outperformed benchmarks in January; smallcap funds lead: PL Wealth Study
1 month ago

Only 26.12% of equity MFs outperformed benchmarks in January; smallcap funds lead: PL Wealth Study

Live Mint  

PL Wealth Management and PL Capital, the wealth management arm of Prabhudas Lilladher, released its latest study on mutual fund performance, highlighting a decline in the assets under management of equity mutual funds. Small Cap Funds Emerge as Top Performers Among the different mutual fund categories, small cap funds emerged as the best-performing segment, with 86.21 percent of schemes outperforming …

Best Mutual Funds: Top large-cap MFs outperforming the stock market in five years. Full list here
1 month ago

Best Mutual Funds: Top large-cap MFs outperforming the stock market in five years. Full list here

Live Mint  

Several top-performing large-cap mutual funds in India have demonstrated superior returns compared to their benchmarks, according to Mutual fund body AMFI data from February 21, 2025. Funds like the Nippon India Large Cap Fund, ICICI Prudential Bluechip Fund, and HDFC Large Cap Fund have outperformed indices such as the NIFTY 100 Total Return Index and BSE 100 Total Return Index. …

PMS vs mutual funds: How have portfolio managers fared on returns?
1 month ago

PMS vs mutual funds: How have portfolio managers fared on returns?

Live Mint  

Portfolio management schemes are intended to outperform the market and the investment vehicle for the public at large—mutual funds. But in the past five years, PMS have, as a set, trailed mutual funds in beating market benchmarks. But in the debt and hybrid space, PMS have fewer instances of beating market benchmarks than mutual funds. For example, in September 2024, …

Mutual fund body AMFI launches THESE initiatives to attract market investors: What are they?
1 month ago

Mutual fund body AMFI launches THESE initiatives to attract market investors: What are they?

Live Mint  

New Delhi, Feb 22 Industry body Amfi has launched three initiatives -- SIP for smaller investments, Tarun Yojana to encourage young investors, and MITRA to help track and recover forgotten investments. These initiatives align with markets regulator Sebi and Association of Mutual Funds in India's ongoing efforts to democratise mutual fund investments, ensuring wider participation across diverse segments of society. …

AMFI launches three initiatives to boost Mutual Fund accessibility, financial literacy, investment recovery
1 month ago

AMFI launches three initiatives to boost Mutual Fund accessibility, financial literacy, investment recovery

The Hindu  

Industry body Association of Mutual Funds in India has launched three initiatives — SIP for smaller investments, Tarun Yojana to encourage young investors and MITRA to help track and recover forgotten investments. These initiatives align with markets regulator Securities and Exchange Board of India and AMFI's ongoing efforts to democratise mutual fund investments, ensuring wider participation across diverse segments of …

Mutual Funds: Individual investors’ AUM spikes 30 per cent in 1 year, reveals AMFI data
1 month ago

Mutual Funds: Individual investors’ AUM spikes 30 per cent in 1 year, reveals AMFI data

Live Mint  

Mutual funds have increasingly become extremely popular among retail investors for wealth creation. The latest data revealed by the Association of Mutual Funds in India shows that total assets held by individual investors rose by over 30 percent in just one year. Individual investors held ₹41.43 lakh crore in mutual funds in Jan 2025, reflecting a jump of 30.33 percent …

Best Mutual funds: Investment in these flexi caps jumped over 3 times in 10 years
1 month, 1 week ago

Best Mutual funds: Investment in these flexi caps jumped over 3 times in 10 years

Live Mint  

Before investing in a mutual fund, investors tend to view the past returns. When a mutual fund scheme grows at the rate of 12 percent over a 10-year-period, an investment of ₹one lakh would grow to ₹3 lakh, which means tripling in value over a decade. Those who are not aware, flexi cap fund refers to the scheme which invests …

Small-cap, mid-cap indices face worst decline in 2 years; retail investors hit hard
1 month, 1 week ago

Small-cap, mid-cap indices face worst decline in 2 years; retail investors hit hard

Live Mint  

Indian mid-and small-cap stocks are at the forefront of the sustained market sell-off as investors continued to withdraw billions of rupees from these segments, leaving once-favoured pockets of Dalal Street grappling with significant declines. The market dynamics have worsened due to earnings downgrades, rich valuations, weak sentiment and escalating global trade tensions, resulting in a significant decline in investor confidence …

Mutual Funds: As small, mid cap funds fall sharply, is this the time to stop your SIP?
1 month, 1 week ago

Mutual Funds: As small, mid cap funds fall sharply, is this the time to stop your SIP?

Live Mint  

In 2025, Nifty 50 has lost around 2 per cent, whereas Nifty Midcap 150 index declined by 7 percent, and Nifty Smallcap 250 index 9 per cent. In view of this sharp fall, there are concerns around whether it makes sense to invest in the mid and small cap mutual funds. Some investors are in a dilemma whether they should …

Mint Quick Edit | Stocks: Retail investors are buying the dips
1 month, 1 week ago

Mint Quick Edit | Stocks: Retail investors are buying the dips

Live Mint  

Indian stock indices have been falling, with foreign money exiting, but many domestic investors seem to see in this slump an opportunity to buy shares at lower prices. In the small-cap and mid-cap segments, where price drops have been larger than declines in market indices composed of large-cap stocks, retail investor interest is high. Data for January released by the …

Explained: Why are large-cap mutual funds back in demand
1 month, 1 week ago

Explained: Why are large-cap mutual funds back in demand

India Today  

Large-cap mutual funds are regaining popularity among investors as market conditions have become volatile and uncertain. With small-cap and mid-cap stocks experiencing corrections, investors are moving towards large-cap funds, which are considered safer and more stable in volatile times. Large-cap mutual funds invest in companies with a market capitalisation of over Rs 20,000 crore. While long-term investors may choose to …

Inflows into equity funds dropped marginally, shows AMFI’s January data
1 month, 2 weeks ago

Inflows into equity funds dropped marginally, shows AMFI’s January data

Live Mint  

Inflows into equity mutual fund inflows witnessed a marginal decline of 3.6 per cent in January, totaling ₹39,687 crore against ₹41,155 crore in December, showed the data released by the Association of Mutual Funds in India on February 12. Mutual funds Jan Dec Large cap 3,063 2,010 Mid cap 5,147 5,093 small cap 5,720 4667 Flexi 5,697 4,730 The drop …

Mutual fund inflows see slight dip in January. Here's why
1 month, 2 weeks ago

Mutual fund inflows see slight dip in January. Here's why

India Today  

Inflows into India's equity mutual funds declined slightly in January from the previous month, as a drop in buying in the sectoral and thematic funds overpowered rising traction of largecaps, data released on Wednesday showed. The flows declined 3.6% month-on-month to 396.88 billion rupees from 411.56 billion rupees in December 2024, according to data by the Association of Mutual Funds …

Mint Explainer | ICICI MF Naren’s SIP warning: Reality check or fear-mongering?
1 month, 2 weeks ago

Mint Explainer | ICICI MF Naren’s SIP warning: Reality check or fear-mongering?

Live Mint  

ICICI Prudential AMC's S. Naren recently cautioned investors against putting their money into small-cap and mid-cap funds through systematic investment plans or SIP, calling these an “overvalued asset class". Speaking to mutual fund distributors at an event, the executive director and chief investment officer at ICICI Prudential Asset Management Company said the risk in the financial system had shifted from …

Edelweiss CEO Radhika Gupta reveals the best way to take mid and small cap exposure through mutual funds
1 month, 2 weeks ago

Edelweiss CEO Radhika Gupta reveals the best way to take mid and small cap exposure through mutual funds

Live Mint  

Edelweiss MF CEO Radhika Gupta shared her perspective on the ongoing discussion around mid-cap and small-cap SIPs, encouraging investors to steer clear of panic and instead prioritize disciplined, long-term investment strategies. SIP contributions surges to ₹ 26,000 crore Gupta highlighted that monthly SIP contributions have surged to ₹26,000 crore, with a large number of investors relying on this investment approach. …

Mutual Funds: These 7 large-cap funds gave highest returns in the past 10 years. Do you own any?
1 month, 3 weeks ago

Mutual Funds: These 7 large-cap funds gave highest returns in the past 10 years. Do you own any?

Live Mint  

While the stock market is extremely volatile, some conservative investors are contemplating investing in mutual funds, thereby outsourcing their investing decisions to the experts. If you are also one of them, it is important to remember that one of the safest mutual fund categories, among equity, is large-cap funds. Therefore, it is recommended to have a decent exposure to large …

These mid cap, small cap mutual funds beat the benchmark index in past 3 years. Do you own any?
2 months ago

These mid cap, small cap mutual funds beat the benchmark index in past 3 years. Do you own any?

Live Mint  

If you are planning to invest in a mutual fund scheme, it is quite usual to evaluate the past returns of that scheme and compare the same with its rivals in the same category. Mid cap funds For those who are not aware, mid cap mutual funds refer to the schemes which invest at least 65 per cent in mid …

Budget 2025: Govt should announce an MF product like budget 2013 to drive financial inclusion
2 months ago

Budget 2025: Govt should announce an MF product like budget 2013 to drive financial inclusion

Live Mint  

Mutual funds have come a long way; the numbers speak for themselves. All the buzz around equities and markets continuously performing well has attracted new investors to mutual funds. However, investors face various challenges in investing in mutual funds, like figuring out what fund to invest in and opening a folio. Even though the regulator is considering the ₹250 SIP …

Sebi proposes sachetization of mutual funds to boost financial inclusion
2 months ago

Sebi proposes sachetization of mutual funds to boost financial inclusion

Live Mint  

The Securities and Exchange Board of India has unveiled a proposal for promoting financial inclusion through the "sachetisation" of mutual fund investments. The initiative proposes offering small-ticket investments, starting at just ₹250, to encourage low-income groups to begin their investment journey in mutual funds. To encourage financial distributors and platforms to participate in this financial inclusion effort, they will be …

JM Midcap Fund performance review analysis for January
2 months, 1 week ago

JM Midcap Fund performance review analysis for January

Live Mint  

JM Midcap Fund Direct Growth performance review analysis for January: JM Midcap Fund Direct Growth, managed by the seasoned fund managers Satish Ramanathan,Asit Bhandarkar,Chaitanya Choksi,Ruchi Fozdar, remains a prominent player in the Mid-Cap. This detailed review of JM Midcap Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes key metrics such as sharpe ratio …

Equity mutual funds’ AUM grows for 11th consecutive year, net inflows surge over 100% in CY24: Motilal Oswal
2 months, 1 week ago

Equity mutual funds’ AUM grows for 11th consecutive year, net inflows surge over 100% in CY24: Motilal Oswal

Live Mint  

The domestic mutual fund industry achieved remarkable milestones in CY24, with equity assets under management witnessing growth for the 11th consecutive year, according to Motilal Oswal’s Fund Folio Report. Equity AUM Growth and Record Net Inflows MOSL highlighted that the Nifty rose 9 per cent YoY, boosting AUM growth alongside equity scheme sales, which soared by 69 per cent YoY …

Thematic funds drive mutual fund growth in 2024, says Ventura Securities; these sectors saw most inflows
2 months, 1 week ago

Thematic funds drive mutual fund growth in 2024, says Ventura Securities; these sectors saw most inflows

Live Mint  

Sectoral and thematic funds have caught investors' fancy, garnering a staggering ₹1,09,711 crore in inflows, which is nearly 34 per cent of the total net collections, revealed a recent report by Ventura Securities. The report also noted that thematic funds experienced a remarkable 488 per cent growth in net collections from 2023 to 2024, highlighting the growing investor preference for …

YES Bank, IREDA, Paytm, MGL - Top mid-cap and small-cap stocks MFs lapped up in December
2 months, 1 week ago

YES Bank, IREDA, Paytm, MGL - Top mid-cap and small-cap stocks MFs lapped up in December

Live Mint  

Investors are often on the lookout for what mutual funds are buying and selling to understand market trends and make informed investment decisions. Company Value Dec-24 Value Chg MoM Shares Dec-24 Shares Chg MoM Yes Bank 4.3 161.8 218.6 166.7 HUDCO 6.8 89.6 28.9 92.8 Tata Elxsi 7.4 81 1.1 77.6 Godrej Properties 42.4 44.5 15.2 44 Indian Renewable 1.5 …

Mirae Asset Midcap Fund performance review analysis for January
2 months, 1 week ago

Mirae Asset Midcap Fund performance review analysis for January

Live Mint  

Mirae Asset Midcap Fund Direct Growth performance review analysis for January: Mirae Asset Midcap Fund Direct Growth, managed by the seasoned fund managers Ankit Jain, remains a prominent player in the Mid-Cap. This detailed review of Mirae Asset Midcap Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes key metrics such as sharpe ratio …

Union Midcap Fund performance review analysis for January
2 months, 1 week ago

Union Midcap Fund performance review analysis for January

Live Mint  

Union Midcap Fund Direct Growth performance review analysis for January: Union Midcap Fund Direct Growth, managed by the seasoned fund managers Pratik Dharmshi,Gaurav Chopra, remains a prominent player in the Mid-Cap. This detailed review of Union Midcap Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes key metrics such as sharpe ratio and sectoral …

Compounding: ₹1 lakh investment in this mutual fund would have swelled to over ₹4 crore in 29 years; check how
2 months, 1 week ago

Compounding: ₹1 lakh investment in this mutual fund would have swelled to over ₹4 crore in 29 years; check how

Live Mint  

Investing in a mutual fund consistently can yield good returns. If someone had invested ₹1 lakh in this scheme at the time of launch, it would have grown to a whopping ₹4.07 crore since the scheme has given a CAGR return of 22.81 per cent. 1 26.65% 1.26 lakh 3 25.87% 1.99 lakh 5 28.93% 3.56 lakh 10 17.75% 5.12 …

Equity mutual fund investments soar in December: SIPs hit record Rs 26,459 crore amid market volatility
2 months, 2 weeks ago

Equity mutual fund investments soar in December: SIPs hit record Rs 26,459 crore amid market volatility

India TV News  

Equity mutual fund investments surged by a whopping 14 per cent to Rs 41,156 crore by December 2024, despite continued market volatility. Assets under management through SIPs amounted to Rs 13.63 lakh crore, nearly 20 per cent of the total AUM of the mutual fund industry. Total mutual fund assets are falling slightly As on December 31, 2024, mutual funds …

Mutual fund folios hit an all-time high of 22.5 crore in Dec; SIP inflows exceed ₹26,000 crore
2 months, 2 weeks ago

Mutual fund folios hit an all-time high of 22.5 crore in Dec; SIP inflows exceed ₹26,000 crore

Live Mint  

Mutual Fund folios hit at all-time high of 22,50,03,545 in December 2024, revealed the latest data released on Thursday by the Association of Mutual Funds in India. Retail mutual fund folios were at an all-time high of 17,89,93,911 for the month of December 2024, compared to 17,54,84,468 for the month of November 2024. The SIP contribution reached an all-time high …

AMFI data: Inflow into equity mutual funds rose 14% in December 2024 vs. November
2 months, 2 weeks ago

AMFI data: Inflow into equity mutual funds rose 14% in December 2024 vs. November

Live Mint  

Inflow into equity mutual funds recorded a 14.5 per cent jump in December, data released on Thursday by the Association of Mutual Funds in India revealed. December 2024 recorded an inflow of ₹41,155 crore in equity mutual funds, vis-a-vis ₹35,943.4 crore the previous month, a 14.49 per cent increase. Inflow into small-cap mutual funds rose 13.5 per cent to ₹4,667 …

Top Mutual Funds: These are the best small-cap MFs to invest in 2025. Do you own any?
2 months, 3 weeks ago

Top Mutual Funds: These are the best small-cap MFs to invest in 2025. Do you own any?

Live Mint  

Top Mutual Funds: While Indian stock markets remain bullish, analysts point to small-cap mutual funds as appealing investment possibilities. At the forefront of this group are the Bandhan Small Cap Fund, ITI Small Cap Fund, and Invesco India Smallcap Fund. Close behind are Nippon India Small Cap Fund, Quant Small Cap Fund, Tata Small Cap Fund, and Franklin India Smaller …

Best Mutual Funds 2024: THESE equity schemes across market caps delivered highest returns. Check list here
2 months, 3 weeks ago

Best Mutual Funds 2024: THESE equity schemes across market caps delivered highest returns. Check list here

Live Mint  

As the New Year 2025 has commenced, it is the right time to analyse the performance of mutual funds across different categories. Here, we list out the returns posted by equity mutual funds across market capitalisations i.e., large cap, mid cap and small caps. Large cap fund 1-year-return AUM WhiteOak Capital Large Cap Fund 20.73 686.42 DSP Top 100 Equity …

How to become rich in 2025: These 15 mutual funds can help you achieve your goal
2 months, 3 weeks ago

How to become rich in 2025: These 15 mutual funds can help you achieve your goal

Live Mint  

How to become rich in 2025: Building wealth is like running a marathon, not a sprint. "The investment options across various categories include large-cap funds such as ICICI Prudential Bluechip Fund, Nippon India Large Cap Fund, HDFC TOP 100 Fund, Motilal Oswal Large Cap Fund, and Bajaj Finserv Large Cap Fund. Popular choices for mid-cap investments are Motilal Oswal Midcap …

Best Mutual Funds: These equity schemes across market cap gave highest returns in the past 1 year. Do you own any?
2 months, 3 weeks ago

Best Mutual Funds: These equity schemes across market cap gave highest returns in the past 1 year. Do you own any?

Live Mint  

Before you invest in a mutual fund, it is natural to evaluate its past returns and compare the same with its peers in the same category. Large cap fund 1-year-return AUM WhiteOak Capital Large Cap Fund 21.85 684.51 Nippon India Large Cap Fund 19.75 35,779.52 Invesco India Largecap Fund 21.00 1,319.26 Baroda BNP Paribas Large Cap Fund 21.35 2,421.62 DSP …

Stock market this week: Top 5 stocks with the biggest gains and losses
2 months, 3 weeks ago

Stock market this week: Top 5 stocks with the biggest gains and losses

Live Mint  

Top News The mutual fund industry witnessed a remarkable surge in Systematic Investment Plan contributions, reaching an all-time high of ₹25,320 crore in November. Despite market fluctuations, SIPs continue to attract investors due to their affordability, compounding benefits, and ability to mitigate risks through periodic investments. Feroze Azeez, Deputy CEO, Anand Rathi Wealth Limited, offers a positive outlook for FY …

Mutual Funds: Total asset size spikes 40% in a year, individuals own lion’s share as equity schemes turn favourites
3 months ago

Mutual Funds: Total asset size spikes 40% in a year, individuals own lion’s share as equity schemes turn favourites

Live Mint  

The total assets managed by the mutual fund industry jumped nearly 40 per cent in a year to ₹68.05 trillion in November 2024, a 39.59 per cent jump over November 2023, according to the latest data from the Association for Mutual Funds in India. Equity vs debt The data further reveals that the proportionate share of equity-oriented schemes was 59.7 …

Mutual fund industry on a high; asset surges ₹17 lakh cr in 2024
Trending News
3 months ago

Mutual fund industry on a high; asset surges ₹17 lakh cr in 2024

Live Mint  

New Delhi, Dec 24 After a stellar 2023, the mutual fund industry sustained its growth momentum in 2024 with an impressive ₹17 lakh crore surge in assets, driven by buoyant equity markets, robust economic growth, and increasing investor participation. The inflows lifted the industry's assets under management, reaching an all-time high of ₹68 lakh crore by November-end, marking a 33 …

Indian mutual fund industry set for multi-fold growth in 2025, driven by retail investor optimism: ICRA
3 months ago

Indian mutual fund industry set for multi-fold growth in 2025, driven by retail investor optimism: ICRA

Live Mint  

The Indian mutual fund industry, which has witnessed a 135 per cent surge in net inflows and nearly 39 per cent growth in net AUM over the last year, is likely to experience a multi-fold growth in the coming year, with India being a bright spot in the global economy, said ICRA Analytics' recent report. The total inflows into mutual …

Mutual Fund Outlook 2025: Which funds and sectors appear attractive in the coming year?
3 months, 1 week ago

Mutual Fund Outlook 2025: Which funds and sectors appear attractive in the coming year?

Live Mint  

The mutual fund sector is poised for growth in 2025, with increased retail investment shifting towards equity funds. And what we discovered is that the mutual fund categories which offer good investment prospects include multi asset funds, sectoral funds and diversified funds with higher allocation to large caps. Rishabh Goel, Managing Director, Tailwind Financial Services, advocates for diversified equity funds …

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