Best Mutual Funds: These equity schemes across market cap gave highest returns in the past 1 year. Do you own any?
1 week, 5 days 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 Top 100 Equity Fund 22.24 4,520.89 Mid Cap funds There are seven mutual fund schemes which have delivered over 30 percent return in the mid cap segment. The highest returns are given by Invesco India Mid Cap Fund and HSBC Midcap Fund. Mid Cap schemes 1-year-return AUM Edelweiss Mid Cap Fund 39.07 8,609.41 Franklin India Prima Fund 33.07 12,514.43 HSBC Midcap Fund 39.98 12,335.69 Invesco India Mid Cap Fund 44.48 6,157.82 JM Midcap Fund 34.80 1,408.28 Kotak Emerging Equity Fund 34.37 52,977.35 WhiteOak Capital Mid Cap Fund 33.73 2,794.76 Small Cap There are five schemes which have given high returns in the small cap category. Small Cap funds 1-year-return AUM Bandhan Small Cap Fund 44.46 9,577.84 Invesco India Smallcap Fund 38.00 6,101.59 ITI Small Cap Fund 34.88 2,466.70 LIC MF Small Cap Fund 40.94 458.68 Tata Small Cap Fund 31.52 9,574.09 However, it is vital to mention that the past returns give no guarantee of a scheme’s future returns.

Fund Small Past Returns Mid Cap Fund Small Cap Cap Schemes Highest Returns India Large  cap  schemes  fund  mutual  india  large  past  mid  returns  highest  market  gave  equity  size  funds  small

History of this topic

How to become rich in 2025: These 15 mutual funds can help you achieve your goal
1 week, 1 day 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 …

Stock market this week: Top 5 stocks with the biggest gains and losses
1 week, 5 days 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 …

Best Year-End Picks: These value mutual funds gave over 25% return in the past year. Do you own any?
2 weeks, 6 days ago

Best Year-End Picks: These value mutual funds gave over 25% return in the past year. Do you own any?

Live Mint  

Prior to investing in a mutual fund scheme, investors are encouraged to compare the returns they earn with those of other schemes. Here we share the past one-year returns given by value mutual funds. Value mutual funds refer to the schemes which invest in value investment strategies with at least 65 percent in stocks. Value Funds 1-year-return AUM Axis Value …

Best Mutual Funds 2024: THESE large cap, mid cap, small cap schemes beat the benchmark index in past 1 year
3 weeks, 3 days ago

Best Mutual Funds 2024: THESE large cap, mid cap, small cap schemes beat the benchmark index in past 1 year

Live Mint  

If you are planning to invest in a mutual fund, then it is recommended to examine the past returns of that scheme vis-a-vis other schemes in the same category. Here we list out the schemes which have managed to beat the benchmark returns Large cap funds Large Cap schemes 1-year-return Aditya Birla Sun Life Frontline Equity Fund 24.48 Bandhan Large …

LIC MF Midcap Fund performance review analysis for December
3 weeks, 6 days ago

LIC MF Midcap Fund performance review analysis for December

Live Mint  

LIC MF Midcap Fund Direct Growth performance review analysis for December: LIC MF Midcap Fund Direct Growth, managed by the seasoned fund managers Karan Doshi,Dikshit Mittal, remains a prominent player in the Mid-Cap. Under the guidance of Karan Doshi,Dikshit Mittal, the fund adheres to its objective of the objective of the scheme is to provide investors with the opportunities for …

India’s equity mutual fund inflows come off record highs in November
Trending News
4 weeks, 2 days ago

India’s equity mutual fund inflows come off record highs in November

Live Mint  

By Bharath Rajeswaran Dec 10 - Inflows into India's equity mutual funds declined 14.2% in November, after hitting a record high in the previous month, but offset hefty foreign outflows as domestic investors continued their buying spree undeterred by a market correction. Inflows stood at 359.43 billion rupees during November, the 45th consecutive month of inflows, the longest on record, …

Best Mutual Funds: These balanced advantage funds managed to beat the benchmark index in the past 5 years
1 month, 1 week ago

Best Mutual Funds: These balanced advantage funds managed to beat the benchmark index in the past 5 years

Live Mint  

Prior to investing in a mutual fund scheme, it is worthwhile to examine the paste returns of that scheme in relation to other schemes in the same category. Five-year-returns of schemes which beat the benchmark Schemes Return AUM Baroda BNP Paribas Balanced Advantage Fund 16.23 4,190.17 Edelweiss Balanced Advantage Fund 14.89 12,377.51 HDFC Balanced Advantage Fund 20.05 95,546.42 Kotak Balanced …

Three recently debt-free stocks mutual funds can’t get enough of
1 month, 2 weeks ago

Three recently debt-free stocks mutual funds can’t get enough of

Live Mint  

One of the biggest red flags for investors when picking stocks is debt. Jupiter Life Line Hospitals Ltd The multi-specialty healthcare provider, which has a market cap of nearly ₹10,000 crore, had debt of ₹261 crore three years ago. Jupiter’s debt line Year Mar-19 Mar-20 Mar-21 Mar-22 Mar-23 Mar-24 Debt in Cr 252 263 262 322 298 0 Jupiter Life …

Best mutual funds: These are the best sectoral schemes which gave over 25% annualised return in the past five years
1 month, 2 weeks ago

Best mutual funds: These are the best sectoral schemes which gave over 25% annualised return in the past five years

Live Mint  

If you are planning to invest in a mutual fund scheme and are currently on the lookout for a good scheme to invest, be mindful of the fact that there are multiple categories to choose from. Sectoral/thematic funds 5-year-return AUM Aditya Birla Sun Life Digital India Fund 28.02 5,253.63 Bandhan Infrastructure Fund 29.07 1,694.79 DSP Healthcare Fund 30.91 3,204.42 DSP …

Best mutual funds: These ten large-cap equity mutual funds have given alpha returns in five years. Do you own any?
1 month, 2 weeks ago

Best mutual funds: These ten large-cap equity mutual funds have given alpha returns in five years. Do you own any?

Live Mint  

Several top-performing mutual funds in India, focusing on large-cap blue-chip stocks, have surpassed their respective benchmarks. The Nippon India Large Cap Fund is one of the top performers, exceeding the BSE 100 Total Return Index with a return of 19.22% compared to 17.16%. With an outstanding return of 19.47%, the ICICI Prudential Bluechip Fund outperformed the NIFTY 100 Total Return …

Top 5 equity mutual funds that delivered up to 55 per cent returns amid market turmoil | Check here
1 month, 2 weeks ago

Top 5 equity mutual funds that delivered up to 55 per cent returns amid market turmoil | Check here

India TV News  

Mutual Funds: The stock market has been witnessing a continuous decline since September 27, the day it reached its all-time high. Let's look at the top 5 equity mutual fund schemes that have provided the highest returns over the past year, with three of them belonging to Motilal Oswal. Motilal Oswal Midcap Fund Leading the list, this fund provided a …

Are small cap mutual funds still risky? It would take THIS long to liquidate 50% portfolio, shows latest stress test
1 month, 3 weeks ago

Are small cap mutual funds still risky? It would take THIS long to liquidate 50% portfolio, shows latest stress test

Live Mint  

Around nine months after the stress tests for small and mid cap funds became mandatory for mutual fund houses, some of these funds would still require as long as 43 to 56 days to liquidate 50 percent of their portfolio in case of a stress event, reveals the latest data for October. Fund-specific liquidation timeframes As the table below shows, …

Best Mutual Funds: 10 flexi cap schemes gave over 15% annualised return in the past 3 years. Do you own any?
1 month, 3 weeks ago

Best Mutual Funds: 10 flexi cap schemes gave over 15% annualised return in the past 3 years. Do you own any?

Live Mint  

Before investing in a mutual fund scheme, it is common among investors to examine the past returns. There are around 10 flexi cap mutual funds which gave over 15 percent annualised return in the past three years. Flexi cap funds 3-year-return AUM Bank of India Flexi Cap Fund 19.31 1,897 Edelweiss Flexi Cap Fund 15.60 2,336 Franklin India Flexi Cap …

Best Mutual Funds: These 7 large cap schemes gave over 35% return in the past 1 year. Check full list here
2 months ago

Best Mutual Funds: These 7 large cap schemes gave over 35% return in the past 1 year. Check full list here

Live Mint  

It is common among investors to examine the past returns of a scheme before deciding to invest. Large cap funds Large cap mutual funds refer to the schemes which invest a minimum of 80 percent of their assets in large cap stocks. As we can see in the table below, seven large cap funds have delivered as high as 35 …

Multi-Cap Funds vs Flexi-Cap: Exploring the Distinctions and Implications for Investors
2 months, 1 week ago

Multi-Cap Funds vs Flexi-Cap: Exploring the Distinctions and Implications for Investors

Live Mint  

Multi-cap funds in India are gaining popularity due to their diversified approach that covers various market segments. While flexi-cap funds offer flexibility in allocation, multi-cap funds adhere to a 25% minimum allocation to large, mid, and small-cap stocks, providing a balanced approach to growth and diversification. The growing interest in multi-cap funds is driven by market valuations and the preference …

Top-performing Dynamic Asset Allocation Funds: Outperformed the Market in the Past 3 Years
2 months, 2 weeks ago

Top-performing Dynamic Asset Allocation Funds: Outperformed the Market in the Past 3 Years

Live Mint  

Top-performing dynamic asset allocation funds delivered significant returns in the past three years, with HDFC Balanced Advantage Fund emerging as the top performer with a return of 20.67%. Other notable funds include Bank of India Balanced Advantage Fund and SBI Balanced Advantage Fund, each offering returns of 14.11% and 13.04% respectively.

Best mutual funds to invest in large-cap, mid-cap and small-cap categories based on their past 3-year returns
5 months, 2 weeks ago

Best mutual funds to invest in large-cap, mid-cap and small-cap categories based on their past 3-year returns

Live Mint  

At the time of investing in a mutual fund, investors tend to evaluate the past returns of different schemes in the same category to make a comparative analysis. Large Cap Funds 3-year-return Baroda BNP Paribas Large Cap Fund 20.16 Nippon India Large Cap Fund 24.93 JM Large Cap Fund 21.97 ICICI Prudential Bluechip Fund 21.80 HDFC Top 100 Fund 21.58 …

Mutual Funds: 5 best focused funds managed to beat the benchmark index in the past 5 years
7 months, 2 weeks ago

Mutual Funds: 5 best focused funds managed to beat the benchmark index in the past 5 years

Live Mint  

Prior to deciding to invest in a mutual fund scheme, investors tend to view the historical returns and evaluate them on that basis. Here, we list out the top performing focused mutual funds which have managed to beat the benchmark index in the past 5 years. For instance, in the case of focused mutual funds, the benchmark index is either …

Mutual funds: 5 money market schemes delivered over 7.5% return to investors in the past one year
7 months, 3 weeks ago

Mutual funds: 5 money market schemes delivered over 7.5% return to investors in the past one year

Live Mint  

Money market funds are schemes which invest in money market instruments having maturity up to one year. Money market funds These are mutual fund schemes which invest in money market instruments with maturity of up to one year. These include the following: Money market schemes 1-year-returns AUM Aditya Birla Sun Life Money Manager Fund 7.57 23,789 ICICI Prudential Money Market …

Mid-cap to small-cap equity schemes - what mutual fund stress test revealed
8 months, 3 weeks ago

Mid-cap to small-cap equity schemes - what mutual fund stress test revealed

Hindustan Times  

Mutual funds have been growing steadily over the years and as more and more retail investors jump on this bandwagon, things are set to improve further. However, the latest data shows a massive positive change in this small cap indicating it would now take 29 days to liquidate 50 percent of its portfolio and 15 days to liquidate 25 percent. …

What are micro-cap mutual funds? All you need to know
9 months, 2 weeks ago

What are micro-cap mutual funds? All you need to know

Live Mint  

Smaller enterprises possess a greater potential for rapid growth compared to well-established corporations. Micro-cap mutual funds are specialized investment vehicles focusing primarily on micro-cap companies, usually those with a market capitalization of less than ₹5,000 crore. This is because micro-cap mutual funds may allure investors with the promise of high returns, though the associated risks, particularly amidst elevated valuations, are …

Inflows into equity mutual funds surged for 35th month in a row: Report
10 months, 1 week ago

Inflows into equity mutual funds surged for 35th month in a row: Report

Live Mint  

Thanks to a considerable surge in mutual fund inflows, total mutual funds’ assets under management hit a whopping ₹52.74 lakh crore last month against ₹50.78 lakh crore in December 2023. Top performing funds across market cap In the last one year, the top-performing large cap schemes which gave highest returns include Nippon India Large Cap Fund, Kotak Bluechip Fund and …

Sectoral, small-cap mutual funds witness highest inflow, shows AMFI January data
11 months ago

Sectoral, small-cap mutual funds witness highest inflow, shows AMFI January data

Live Mint  

Inflows into equity mutual funds hit ₹21,780 crore over December’s inflows of ₹16,997 crore, reporting an increase of 28 percent over the preceding month, shows the latest data released by the Association of Mutual Funds in India. These funds saw maximum inflows Sectoral mutual funds saw an inflow of ₹4,805 crore, smallcaps witnessed an inflow of ₹3,257 crore and multicaps …

NFO Alert: PGIM India MF launches PGIM India Large and Midcap Fund; all you need to know
11 months, 2 weeks ago

NFO Alert: PGIM India MF launches PGIM India Large and Midcap Fund; all you need to know

Live Mint  

PGIM India Mutual Fund announced the launch of the PGIM India Large and Midcap Fund, an open-ended equity scheme investing in both large-cap and mid-cap stocks. Speaking on the new fund offer, Vinay Paharia, CIO, PGIM India Mutual Fund, said, “There is a continuing opportunity for investing in high growth and good quality large and mid-cap companies which can take …

These 7 flexi-cap mutual funds gave over 18% annualised return in past 5 years
11 months, 3 weeks ago

These 7 flexi-cap mutual funds gave over 18% annualised return in past 5 years

Live Mint  

Before investing in a mutual fund scheme, investors often weigh the pros and cons of several factors. Here, we list out the top performing flexi cap mutual fund schemes based on their annualised returns in the past five years. The AUM of flexi cap fund category is highest among all equity fund categories such as value, focused, large cap, multi …

NFO Alert: All you need to know about WhiteOak Capital Large and Mid Cap Fund
1 year, 1 month ago

NFO Alert: All you need to know about WhiteOak Capital Large and Mid Cap Fund

Live Mint  

WhiteOak Mutual Fund announced the launch of the WhiteOak Capital Large & Mid Cap Fund, an open-ended equity scheme investing in both large-cap and mid-cap stocks. The factor diversified balanced portfolio of WhiteOak Capital Large & Midcap Fund is a desirable option for investors to participate in the long-term value creation of the Indian market.” How may one invest in …

Best flexi cap mutual funds: Top 6 schemes beat the benchmark index returns
1 year, 2 months ago

Best flexi cap mutual funds: Top 6 schemes beat the benchmark index returns

Live Mint  

Flexi cap funds refer to the mutual fund schemes that are mandated to invest their assets across large cap, mid cap and small cap stocks with a minimum of 65 percent of assets in equity and equity-related instruments. These flexi cap mutual funds delivered maximum returns in the past three years: Flexi cap funds 3-year-returns Benchmark HDFC Flexi Cap Fund …

Money market mutual funds: Why should you invest for long term wealth creation?
1 year, 2 months ago

Money market mutual funds: Why should you invest for long term wealth creation?

Live Mint  

Money market funds are a category of debt mutual funds that invest their assets in highly liquid assets such as cash and cash equivalents. Regular income: A key reason for investing in money market funds is to generate income and to ensure a regular cash flow rather than looking at increase in capital. Those looking at a long-term horizon may …

Mutual Funds: Top-performing large, mid and small-cap funds in last 10 years
1 year, 2 months ago

Mutual Funds: Top-performing large, mid and small-cap funds in last 10 years

Live Mint  

With so many mutual fund houses launching new fund offers every month and the old ones plying in the market to create wealth, many old and new investors are eager to know which of them can help them create wealth. Large-cap funds 10-year returns Nippon India Large Cap Fund 17.94 Mirae Asset Large Cap Fund 17.77 SBI Blue Chip Fund …

4 mutual fund categories got a thumbs up in the first six months
1 year, 2 months ago

4 mutual fund categories got a thumbs up in the first six months

Live Mint  

Small cap mutual funds received a thumbs up from retail and institutional investors, thus pushing the total inflows in the first six months to the tune of ₹22,048 crore. Index mutual funds also saw a substantial inflow, over ₹4,100 crore in the first six months of this fiscal. “At the same time, there are some redemptions in large cap funds, …

These twelve tax-saving equity mutual funds gave alpha returns in three years
1 year, 3 months ago

These twelve tax-saving equity mutual funds gave alpha returns in three years

Live Mint  

Investments in Equity Linked Saving Scheme of mutual funds, popularly known as ELSS, are eligible for an income tax deduction under Section 80C of the Income Tax Act, subject to a 3-year lock-in period. According to a weekly report by SMC Global Securities Ltd., twelve mutual fund schemes gave alpha returns in three years. These tax-saving equity mutual funds gave …

Top Mutual Funds: These small-cap funds gave up to 42% returns in just one year
1 year, 3 months ago

Top Mutual Funds: These small-cap funds gave up to 42% returns in just one year

Live Mint  

Small-cap mutual funds have given stellar returns to investors in the last year. With a gain of 42.46 per cent, Quant Smallcap Fund Dir emerged as the top gainer. It was followed by HDFC Smallcap Dir and Franklin India Smaller Companies Fund as per data available on Value Research. 10 small-cap funds delivered the best return in one year Quant …

Is it the right time to redeem small and mid-cap mutual funds? 3 experts weigh in
1 year, 3 months ago

Is it the right time to redeem small and mid-cap mutual funds? 3 experts weigh in

Live Mint  

As the benchmark index Nifty 50 has risen considerably in the recent past, some investors have grown circumspect of investing further in the wake of higher prices, while the others are falling prey to what is known as ‘irrational exuberance’. Another rational investing advice is to opt for portfolio restructuring that entails redemption of small & mid-caps to invest the …

Investors flock to small cap mutual funds as returns soar
1 year, 6 months ago

Investors flock to small cap mutual funds as returns soar

Times of India  

In the last few years, the small cap mutual funds category has been buzzing. In fact, mutual fund advisors have been asking their clients to invest in small cap funds. Other small cap funds like the Tata Small Cap Fund, the HDFC Small Cap Fund and HSBC Small Cap Fund have given returns of 42.01%, 44.66% and 45.03% respectively in …

Mutual funds invest more than Rs 2,400 crore in equities in May
1 year, 6 months ago

Mutual funds invest more than Rs 2,400 crore in equities in May

India TV News  

New Delhi: After withdrawing capital from equities in April, mutual funds put in over Rs 2,400 crore in stocks last month, primarily due to robust GDP growth, controlled inflation levels, and balanced liquidity in the economy. "Stable GDP growth, low inflation, investor-friendly policies, and global market sentiments towards emerging economies play a significant role in attracting investments from both mutual …

New Fund Offer: HSBC Mutual Fund Launches Multi Cap Fund. Check Details
2 years ago

New Fund Offer: HSBC Mutual Fund Launches Multi Cap Fund. Check Details

ABP News  

HSBC Mutual Fund launched Multi Cap Fund, an open-ended equity scheme investing across large-cap, mid-cap, and small-cap stocks on Monday. With one fund, investors get three benefits: Large caps offer lower probability of negative returns or limit downside within equities over the long term, mid caps have more potential of delivering high growth and small caps offer more probability of …

These ten 5-star rated equity mutual funds give up to 30% return in 2022
2 years ago

These ten 5-star rated equity mutual funds give up to 30% return in 2022

Live Mint  

Mutual funds: As we are about to usher in 2023, mutual fund investors are advised to look at the performance of top-rated funds as all top rated funds have delivered returns to their reputations. 2] ABSL Medium Term Direct Fund: This equity fund has delivered 25.73 per cent return to a one time upfront investor in last one year whereas …

Equity MF drops to 21-month low in Nov; why investors prefer smallcaps, midcaps?
2 years, 1 month ago

Equity MF drops to 21-month low in Nov; why investors prefer smallcaps, midcaps?

Live Mint  

Equities mutual funds continued to record inflow in November, however, the performance was gloomier despite the Sensex and Nifty 50 reaching record highs. On the other hand, debt-oriented schemes finally saw an inflow of ₹3,668.59 crore in November with liquid funds extending their strong buying for a second straight month to ₹34,276.44 crore. Unlike equities and debt, the hybrid schemes …

Top performing smallcap mutual fund doubles holding of this PSU bank stock
2 years, 1 month ago

Top performing smallcap mutual fund doubles holding of this PSU bank stock

Live Mint  

Quant Small Cap Mutual Fund has significantly increased its holding of Punjab National Bank, according to November monthly portfolio statement. Rated 5-stars by Value Research, Quant Small Cap Mutual Fund has delivered CAGR return of 56% in 3 years and 24% in 5 years. The other top holdings of Quant Small Cap Mutual Fund included ITC Limited, IRB Infrastructure Developers …

Mutual fund makes your money 8 times in 12 years. What are its top 10 holdings?
2 years, 2 months ago

Mutual fund makes your money 8 times in 12 years. What are its top 10 holdings?

Live Mint  

The ratings for SBI Small Cap Fund are 4-stars from Value Research and 5-stars from Morningstar. Top 10 holdings of SBI Small Cap Fund Equity Shares Of Total AUM Vedant Fashions Ltd. 3.73 Blue Star Ltd 3.49 Fine Organic Industries Ltd 3.37 Rajratan Global Wire Ltd 3.12 Sheela Foam Ltd 3.11 Carborundum Universal Ltd 3.06 Lemon Tree Hotels Ltd. 2.99 …

What factors to consider when choosing the right fund to invest in?
2 years, 5 months ago

What factors to consider when choosing the right fund to invest in?

Live Mint  

I am 36 years old and my goal is long-term wealth creation. I have shortlisted a few funds based on market cap, fund manager, fund house and portfolio overlap. The shortlisted funds are - Axis Growth Opportunities Fund, Parag Parikh Flexi Cap Fund, Kotak Multicap Fund, Quant Active Fund, Canara Robeco Small Cap Fund and PGIM India Small Cap Fund. …

3 high-rated mid-cap funds given over 30% SIP returns in 3 years
2 years, 6 months ago

3 high-rated mid-cap funds given over 30% SIP returns in 3 years

Live Mint  

The month of June saw a lot of market volatility and a downward trend. SBI Magnum Mid Cap Fund's assets under management as of June 30, 2022 were around ₹6,891.23 Crores, while the fund's net asset value was ₹147.16 as of 7th July 2022. As of June 30, 2022, the PGIM India Midcap Opportunities Fund had assets under management of …

Should you continue with your small-cap mutual fund SIP?
2 years, 6 months ago

Should you continue with your small-cap mutual fund SIP?

Live Mint  

Mutual funds SIP: Following weak global cues, rising inflation and global slowdown concerns, Indian stock market has witnessed heavy sell-off in last few months. So, those SIP investors who have chosen small-cap mutual funds might be thinking whether they should continue their SIP or wait for some time till the equity market gets stabilised. Unveiling investment strategy in regard to …

Three tips for the first-time equity investor
3 years, 4 months ago

Three tips for the first-time equity investor

Live Mint  

There is euphoria among investors with respect to the equity markets. Even NFOs of equity mutual funds are witnessing record flows; it was ₹22,583 crore in July. It is evident that a large number of investors are entering equity markets now, probably influenced by peers or social media Direct equity investing is not for the faint-hearted: The performance lag of …

Top multi cap equity mutual funds to invest in
4 years, 4 months ago

Top multi cap equity mutual funds to invest in

Live Mint  

Mint50 brings a curated list of top 50 mutual funds on a regular basis to help you build your mutual fund portfolio. Here we present you the top multi cap mutual fund schemes to invest in 2020. Sebi defines a multi cap fund as an open-ended equity scheme investing across large cap, mid cap, small cap stocks. Here are the …

HDFC Mid-Cap Opportunities is largest mid-cap mutual fund. How it invests
4 years, 5 months ago

HDFC Mid-Cap Opportunities is largest mid-cap mutual fund. How it invests

Live Mint  

HDFC Mid-Cap Opportunites Fund managing assets worth ₹20,544 crore is the largest scheme in the mid cap mutual fund category. HDFC Mid-Cap Opportunities Fund's top five holdings include Balkrishna Industries, Aarti Industries, Ipca Laboratories, Cholamandalam Investment & Finance and Trent. The biggest mid cap mutual fund scheme has 13.67% of its portfolio invested in auto ancilliaries, 12% in pharma sector, …

How your equity mutual funds fared in 2019
5 years ago

How your equity mutual funds fared in 2019

Live Mint  

Amidst a deepening slowdown in GDP growth, benchmark indices in India touched all-time highs. Investors should avoid picking particular segments like mid cap funds or small cap funds to the exclusion of ohers,” said Viral Bhatt, a Mumbai based independent financial advisor. A small set of AMCs such as Axis Mutual Fund which took concentrated bets on outperforming growth stocks …

What India’s biggest mutual funds bought and sold in July
5 years, 4 months ago

What India’s biggest mutual funds bought and sold in July

Live Mint  

Investors in Indian equity mutual funds bought more last month, unfazed by the selloff that saw the nation’s $1.9 trillion market log its worst July in 17 years. Here’s what the top three asset managers bought and sold last month: HDFC Mutual Fund India’s top money manager held about $21 billion in equities, with financials accounting for 32% of stock …

Union Budget 2019: Mid-cap funds bear high-risk factors, offer high returns; small caps can be volatile
5 years, 6 months ago

Union Budget 2019: Mid-cap funds bear high-risk factors, offer high returns; small caps can be volatile

Firstpost  

A mid-cap fund is a type of investment fund which focuses its investments on companies with a capitalisation in the middle range of stocks in the investable market. Mutual funds diversify investments between mid and small-cap companies and are termed as mid and small cap funds. In general, companies with market capitalisation up to Rs 500 crore are termed as …

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