Methodology: The two-level evaluation process we used to create the list
4 years, 4 months ago

Methodology: The two-level evaluation process we used to create the list

Live Mint  

The mutual funds in the Mint50 basket are selected after a two-level evaluation process. For equity funds, we calculated the three-year active rolling return, rolled daily for the last five years, and assigned it 50% weight. For short duration and corporate bond, we took one-year rolling return, rolled daily for the last five years, and gave it 45% weight. For liquid, ultra-short and low duration, we took one-, three- and six-month return, respectively, rolled daily for the last three years, and gave the parameter 40% weight. For conservative hybrid funds, we took one-year rolling return, rolled daily for the last five years, and gave it 50% weight.

Equity Weight Hybrid Funds Funds Hybrid Return Three Years Rolling Portfolio Duration Equity Funds Standard Deviation Short Duration Corporate Bond Portfolio Characteristics Low Duration  used  return  list  portfolio  duration  evaluation  methodology  weight  rolling  hybrid  equity  twolevel  performance  create  standard  process  funds

History of this topic

Should you look at conservative hybrid funds amid the market rally?
3 weeks, 6 days ago

Should you look at conservative hybrid funds amid the market rally?

Live Mint  

MUMBAI : After correcting nearly 11% from their all-time highs, Indian indices are again witnessing a rally, making investors reassess the best course of action. The higher equity allocation in aggressive MAAFs results in greater net exposure and higher risk, while conservative MAAFs focus more on stability with significant investments in debt and gold. Debt mutual funds remain low-risk investments …

Understanding and Managing Risks in Hybrid Funds: A Comprehensive Guide
2 months ago

Understanding and Managing Risks in Hybrid Funds: A Comprehensive Guide

Live Mint  

Hybrid funds offer a structured approach to managing risks by combining investments across various asset classes. By diversifying investments across equities, fixed income, and gold, hybrid funds aim to mitigate risk while maintaining potential for growth. This approach can be suitable for investors seeking a well-balanced and low-volatility investment option. However, it's important to note that the specific asset allocation …

Unlocking Investment Potential: Mutual Funds, SIPs, and ELSS
6 months, 1 week ago

Unlocking Investment Potential: Mutual Funds, SIPs, and ELSS

The Quint  

Investing in mutual funds has become increasingly popular among individuals seeking to grow their wealth steadily over time. Systematic Investment Plans : Consistent Wealth Building SIPs offer investors the opportunity to invest a fixed amount regularly, typically monthly, in mutual funds. Equity Linked Savings Schemes : Tax-Efficient Wealth Creation ELSS are mutual funds that primarily invest in equity markets and …

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

Top multi cap equity mutual funds to invest in
4 years, 3 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 …

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