How mutual funds prepared to ride out market volatility
7 years, 1 month ago

How mutual funds prepared to ride out market volatility

Live Mint  

Mumbai: Indian mutual fund managers say that they were not caught unawares by the sharp volatility in recent days, but had prepared for it by reducing their exposure to small-cap stocks and moving towards blue-chips. For example, we have seen many small-cap funds booking profits in small caps and shifting to mid-cap stocks and mid-cap funds buying nascent large-cap stocks. Some funds like Quantum Long Term Equity Fund, which typically holds larger amounts of cash in rising markets, have chosen to keep their cash levels on the higher side, than their peers. Quantum Long Term Equity Funds, its flagship diversified equity fund, holds around 20% cash as per its December 2017-end portfolio, up from 18% as of June 2017-end.

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History of this topic

Smallcap, midcap stocks gain momentum. Good news for mutual funds too?
6 days, 19 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 …

As markets stay volatile, investors can explore these mutual fund categories. Check list here
1 week, 4 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 …

Stock market crash: Is it time to invest in equity mutual funds? EXPLAINED
3 weeks, 3 days ago

Stock market crash: Is it time to invest in equity mutual funds? EXPLAINED

Live Mint  

Indian stock market: Investing in equity mutual funds can be a great way to build wealth over time, but whether it's the right time depends on various factors such as market conditions, financial goals, and risk tolerance. The recent roller-coaster ride on Dalal Street has left many investors pondering whether it's time to invest in equity mutual funds. In this …

Small Cap mutual funds turn riskier as they invest more in micro caps: Report
1 month ago

Small Cap mutual funds turn riskier as they invest more in micro caps: Report

Live Mint  

Fund managers of small-cap mutual funds have invested large amount in micro capital stocks over the past one year, while they explored and capitalised on their potential, reported Business Line. ACEMF data show a considerable jump in micro-cap stock allocations within small-cap fund portfolios, rising to 31 per cent in January 2025 from 25 per cent in January last year. …

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 …

Explained: Why are large-cap mutual funds back in demand
1 month, 2 weeks 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 …

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 …

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 …

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 …

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: Are flexi cap schemes the right choice for investors amid market volatility?
3 months ago

Mutual funds: Are flexi cap schemes the right choice for investors amid market volatility?

Live Mint  

Thanks to the current volatility, retail investors are increasingly jittery about investing directly in the stock market. As far as different options that exist now, it is recommended to explore flexi cap funds, wherein allocation to different categories can be tweaked to align with changing market conditions. There are 39 flexi cap schemes with total AUMs of ₹4.35 lakh crore, …

Will 2025 belong to multi-cap, hybrid funds?
3 months, 3 weeks ago

Will 2025 belong to multi-cap, hybrid funds?

Live Mint  

Multi-cap and hybrid funds seem to be catching investors’ fancy amid rising market volatility. The reason: In uncertain times, multi-cap and hybrid funds offer stability through diversification, unlike factor and thematic funds, which promise higher returns but are more vulnerable to market fluctuations, according to fund managers. Quest for stability Market participants believe multi-cap and hybrid funds are the best …

Mutual funds: Amid market correction, experts upbeat about these sectors and themes
4 months ago

Mutual funds: Amid market correction, experts upbeat about these sectors and themes

Live Mint  

Benchmark indices have undergone a correction of nearly 10 per cent in the past couple of months, leaving investors jittery and anxious. Let us hear what they all have to say Sectors still attractive Jiral Mehta of FundsIndia recommends investing in banking and financial services, while Hemant Shah of Seven Islands PMS is hopeful of infrastructure and niche pharma. Supported …

Bear Market Blues: Should you hold, sell, or buy more equity mutual funds now?
4 months, 1 week ago

Bear Market Blues: Should you hold, sell, or buy more equity mutual funds now?

Live Mint  

The Nifty has corrected 10% from its highs and some more dip might be in the anvil. These post Covid years witnessed a huge number of investors venturing into equity funds who have almost seen a one-way up move in these years. Don’t treat investment in equity funds with a trading approach redeeming in short duration or switching to liquid …

These three mid cap stocks pay large dividends. Top mutual funds love them.
4 months, 2 weeks ago

These three mid cap stocks pay large dividends. Top mutual funds love them.

Live Mint  

While blue-chip stocks often hog the spotlight, the mid cap segment has been flourishing quietly, delivering impressive growth in recent years. With a market cap of ₹8,856 crore and a dividend yield of 3.99%, Gujarat Pipavav Port Ltd is a strong candidate for dividend-focused investors seeking both stable income and growth potential. View Full Image Gujarat Pipavav Port Ltd Share …

Cash at equity mutual funds witness a rise: Report
10 months ago

Cash at equity mutual funds witness a rise: Report

Live Mint  

Cash levels for equity mutual funds have witnessed a rise in the past few months amid rising valuations. Total cash kept aside by equity mutual funds at the end of April rose to ₹1.34-lakh crore, 22 per cent higher than that at the end of December last year, reported Business Line quoting Fisdom Research data. Parag Parikh Flexi Cap Fund …

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

Top 5 stocks that mutual fund managers are buying aggressively
1 year, 1 month ago

Top 5 stocks that mutual fund managers are buying aggressively

Live Mint  

Mutual fund managers continued their robust equity purchases for the fifth consecutive month in December 2023, pushing their total net equity investments over ₹1.7 trillion in the calendar year. For the December 2023 quarter, mutual funds have increased their stake in the company to 7.2%, up 6.9% from 14.1% in the September 2023 quarter. According to the December 2023 shareholding …

Considering investing in MFs? 9 best large and mid-cap mutual funds to invest in
1 year, 4 months ago

Considering investing in MFs? 9 best large and mid-cap mutual funds to invest in

Live Mint  

Investors seeking a blend of stability from large-cap stocks and growth potential of mid-cap stocks can consider large & mid-cap mutual funds. According to SEBI regulations, large and mid-cap mutual funds must designate a minimum of 35 percent of their assets to equity and equity-related instruments of large-cap and mid-cap companies, respectively. The purpose of this requirement is to maintain …

Why Mutual Fund investors are choosing small caps over large and mid-cap funds
1 year, 7 months ago

Why Mutual Fund investors are choosing small caps over large and mid-cap funds

Live Mint  

The small-cap Mutual Fund category has given impressive returns. Hemant Sood, Founder of Findoc said that due to the potential for large gains, small-cap funds have become favourites among mutual fund investors. The Association of Mutual Funds in India data for the month of July showed that small-cap space has got the highest inflow this month also followed by mid-cap …

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 …

Why mutual funds favour financial services but slash IT exposure
2 years, 7 months ago

Why mutual funds favour financial services but slash IT exposure

Live Mint  

NEW DELHI : Mutual fund managers increased their holdings of financial services, industrials, and consumer discretionary stocks, sectors that are most likely to benefit as economic activity and consumer demand pick up in India, data for July showed. View Full Image Stocking up Mutual fund ownership in financial services, as a percent of their total holdings as of July, stood …

What are large-cap mutual funds?
2 years, 10 months ago

What are large-cap mutual funds?

Live Mint  

Large-cap mutual funds are funds that invest a majority of their corpus in the equity of the companies with large market capitalisation. To understand market capitalisation in terms of mutual funds, consider this - For companies listed in the Bombay stock exchange, large-cap companies would comprise the top 100 companies with the highest values in Sensex. The following are the …

How to shuffle equity fund investments during a market correction?
3 years, 1 month ago

How to shuffle equity fund investments during a market correction?

Live Mint  

Not many investors can view the stock market correction on a positive note. Investment and tax experts constantly reiterate how equity mutual funds are subject to market risks and one must read the documents carefully before investing. Investing in equity mutual funds Many mutual fund investors park their money in equity market instruments based on hearsay without reviewing their risk …

Top multi cap equity mutual funds to invest in
4 years, 6 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 …

Union Budget 2019: Mid-cap funds bear high-risk factors, offer high returns; small caps can be volatile
5 years, 9 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 …

All about equity mutual funds
6 years ago

All about equity mutual funds

Live Mint  

Equity mutual fund slump Equity inflows into mutual funds have seen a consecutive slump since the October 2018 and are at their lowest levels since four months. The equity inflows into mutual funds stood at ₹12,622 crore in October 2018, ₹8,414 crore in November 2018, ₹6,606 crore in December 2018 and ₹6,158 crore in January 2019. Going by year-on-year figures, …

Mutual Funds add Rs 1.24 lakh cr to asset base in 2018 on SIP flows, strong retail participation
6 years, 2 months ago

Mutual Funds add Rs 1.24 lakh cr to asset base in 2018 on SIP flows, strong retail participation

Firstpost  

The asset under management of the industry grew by 5.54 percent or Rs 1.24 lakh crore to Rs 23.61 lakh crore at the end of December 2018, up from Rs 22.37 lakh crore at the end of December 2017, latest data available with the Association of Mutual Funds in India showed. New Delhi: Mutual funds have added a staggering Rs …

It was advantage equity investors in 2018
6 years, 3 months ago

It was advantage equity investors in 2018

Live Mint  

The year 2018 will be remembered as the one in which investors saw their returns from mutual funds being affected by factors other than their own performance, especially in the equity space. “Existing IFAs are committed because they feel there is a need for the product in their investors’ portfolio.” He added that as incentives for distributors in mutual funds …

All-weather multi-cap funds come in five different styles
6 years, 3 months ago

All-weather multi-cap funds come in five different styles

Live Mint  

Imagine how comfortable it would be if you had an umbrella that gave you shade on a hot day and warmth on a cold day. The funds focus primarily on the selection of stocks based on its fundamental worth and use the multi-cap tag for exploring investment opportunities across the large, mid- and small-cap space. Over the 3, 5,7 and …

Why your equity mutual funds hold cash
6 years, 7 months ago

Why your equity mutual funds hold cash

Live Mint  

IDBI Banking & Financial Services Fund holds around 78.38% of cash as per its July-end portfolio. Quantum Asset Management Co. Ltd follows this strategy and hence its cash positions are usually high among diversified funds. As per Value Research, Quantum Long Term Equity Value Fund held close to 20% of its portfolio in cash, as on July-end. The cash levels …

Investing in mutual funds? These types of schemes will give you maximum returns
7 years, 3 months ago

Investing in mutual funds? These types of schemes will give you maximum returns

Firstpost  

Financial planning is the art of formulating a plan with best sorted financial methods listed and suggested to club-in the finances required to fund the desired goals in the best possible way. Whether planning for any short, medium or long term financial goal, the most secured and benefitting option available in the market for any of these is mutual funds. …

Invest in equity mutual funds for the long term for best returns
8 years, 3 months ago

Invest in equity mutual funds for the long term for best returns

Firstpost  

When it comes to money management, financial experts always emphasise the importance of financial goals. Equity mutual funds are the best for those who are looking for long-term goals. In other words, when you invest in equity mutual funds, you should do so for the long term. It’s for the long term span that the volatility of equity is felt, …

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