Mutual Fund Investing: How to make the most of investment in sectoral funds?
2 years, 4 months ago

Mutual Fund Investing: How to make the most of investment in sectoral funds?

Live Mint  

Highest risk in equity mutual funds is sector or thematic funds. For example, if the diversified equity fund is generating 15%, a sectoral fund might generate 10% more. Most of the investors will not keep more than 10% in sectoral funds. Auto sector Technology funds List of Equity - Sectoral Fund - Technology Funds Consumption funds List of Equity - Sectoral Fund - Consumption Funds Banks & financial services funds List of Equity - Sectoral Fund - Banks & Financial Services Funds Padmanaban Balasubramanian is the Director of Fortune Investment Services Pvt Ltd.

Fund Funds Sectoral  funds  services  tell  risk  sectoral  investment  fundslist  financial  investing  mutual  equity  15  fund

History of this topic

The cost of chasing trends with sectoral and thematic funds
1 week, 4 days ago

The cost of chasing trends with sectoral and thematic funds

Live Mint  

The promise of big returns from thematic and sectoral funds comes with equally high risks. On the one hand, investors are drawn to thematic and sectoral mutual funds for their ability to capitalise on big market trends such as electric vehicles and artificial intelligence, or policy-driven opportunities such as defence and solar energy. Many of them succumb to the appeal …

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 …

Mutual Fund Outlook 2025: Which funds and sectors appear attractive in the coming year?
3 weeks, 3 days ago

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

Live Mint  

As we are geared to enter the year 2025, the mutual fund industry is seen promising and shows no signs of slowing down. 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, …

Mutual Fund Outlook 2025: Which funds and sectors appear attractive in the coming year?
3 weeks, 3 days ago

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

Live Mint  

As we are geared to enter the year 2025, the mutual fund industry is seen promising and shows no signs of slowing down. 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, …

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 …

Your Questions Answered: What are banking and financial service sectoral funds and its pros and cons?
1 month, 4 weeks ago

Your Questions Answered: What are banking and financial service sectoral funds and its pros and cons?

Live Mint  

Q. I am an engineer working with the Indian Railways, currently posted in Hubli. Performance and returns Several mutual funds in India specialise in the banking and financial services sector, offering investors an opportunity to partake in the growth of this dynamic sector. Diversification within a sector: Banking and financial services funds offer investors an opportunity to gain exposure to …

Time to invest in sectoral funds as India booms
5 months, 2 weeks ago

Time to invest in sectoral funds as India booms

Times of India  

The numbers tell the story. Buoyant times like these offer an opportunity to invest in theme-based sectoral funds. The fund house’s pharma and consumption funds also gave returns of 33% and 35%, respectively. Similarly, sectoral funds from ICICI, Axis, and Aditya Birla in these categories have also delivered double-digit returns on investments. If you look at the category returns 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 …

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 …

What are sectoral funds and who should invest in them?
2 years, 1 month ago

What are sectoral funds and who should invest in them?

Live Mint  

Another way of navigating the vast ocean of the Indian equity markets would be through sectoral funds. “When investing in a sectoral fund, investors must be aware that the investment experience into such sectoral funds largely depends on getting the entry and exit points right,” says - Chintan Haria, Head - Product Development & Strategy, ICICI Prudential AMC. “These funds …

Sectoral funds: Tread with care
2 years, 6 months ago

Sectoral funds: Tread with care

Live Mint  

Over the past year, diversified fund categories such as large cap funds and flexi cap funds have delivered tepid or negative returns, in line with the underperformance of the broader market. While the current market correction may offer a good opportunity to invest, equity investors may be better off treading with caution on sectoral and thematic funds. “While one needs …

Sectoral Mutual Funds: Who should invest and why - Portfolio exposure and risk assessment
3 years, 6 months ago

Sectoral Mutual Funds: Who should invest and why - Portfolio exposure and risk assessment

India TV News  

Mutual Funds have become one of the most popular investment avenues in recent times. Sectoral mutual funds allow investors to participate in best-performing stocks in the specified sector. Sector Mutual Funds: Risk Factor As per SEBI regulations, sector funds have to invest at least 80 per cent of their assets in their mandated sector. Only those investors who have already …

Mutual Funds Investment: Pro Tips For Good Returns, How To Ensure You Don't Lose Money
3 years, 6 months ago

Mutual Funds Investment: Pro Tips For Good Returns, How To Ensure You Don't Lose Money

ABP News  

Mutual Funds Investment: People know that mutual fund investments are made with a long-term plan of 5 to 10 years with moderate risk and are capable of providing returns up to 15%. Mutual funds are a great investment option but most people aren't able to make the most of it. Features and Types The fund manager earns a profit by …

Mutual funds add over ₹ 4 lakh cr to asset base in 2019, expects momentum to continue in new year
5 years ago

Mutual funds add over ₹ 4 lakh cr to asset base in 2019, expects momentum to continue in new year

India TV News  

Mutual funds have added a staggering over Rs 4 lakh crore to their asset base in 2019 and the industry expects the growth trajectory to continue in the new year on the back of strong inflows in debt schemes and measures taken by regulator Sebi for boosting investors' confidence. The asset under management of the industry rose by 18 per …

What India’s top three mutual funds bought and sold last month
5 years, 3 months ago

What India’s top three mutual funds bought and sold last month

Live Mint  

Inflows into Indian equity mutual funds rose for the fourth straight month in August even as the nation’s stocks suffered their worst three-month period since 2016. Here’s what the top three asset managers bought and sold last month: HDFC Mutual Fund India’s top money manager held about $20 billion in equities, with financials accounting for 32% of stock assets followed …

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 …

Opinion | If you don’t have expertise, stay away from sectoral or thematic funds
5 years, 5 months ago

Opinion | If you don’t have expertise, stay away from sectoral or thematic funds

Live Mint  

Thematic or sectoral funds are mutual funds that invest in a particular industry or sector or around a theme. In other generic funds, since the investments are diversified, any adverse impact to a particular sector can be nullified by positive news on other sector allocations. Many investors use sectoral funds to invest in cyclical sectors which are at the bottom …

Discover Related