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 Fund 30.61 811.36 HSBC Value Fund 29.30 13,989.89 JM Value Fund 28.35 1,110.97 LIC MF Value Fund 32.34 149.58 Nippon India Value Fund 26.69 8,746.26 Quant Value Fund 26.68 1,996.20 UTI Value Fund 27.71 10,152.51 LIC MF Value Fund gave the highest return of 32.34 percent. JM Value Fund gave 28.35 percent return in the past one year, HSBC Value Fund gave 29.30 per cent return and UTI Value Fund delivered 27.71 percent return.

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History of this topic

Unlocking value: These 6 mutual funds offered over 15% annual returns in last 10 years; should you invest?
2 days, 11 hours ago

Unlocking value: These 6 mutual funds offered over 15% annual returns in last 10 years; should you invest?

Live Mint  

Prior to investing in a mutual fund, investors are advised to evaluate the performance of different schemes in the same category to gauge their historical performance. These funds gave record performance in 10 years Value funds 10-year-returns AUM Bandhan Sterling Value Fund 15.12 9,843.17 HSBC Value Fund 16.80 13,391.19 ICICI Prudential Value Discovery Fund 15.17 48,439.21 JM Value Fund 17.40 …

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 …

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 …

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 …

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 …

80% of equity mutual funds outperform respective benchmarks in October 2024, PL Wealth study finds
1 month, 2 weeks ago

80% of equity mutual funds outperform respective benchmarks in October 2024, PL Wealth study finds

Live Mint  

In October 2024, 80% of equities mutual funds beat their respective benchmarks, following a recent performance review by PL Wealth Management. The assets under management of stock mutual funds fell by 4.03% sequentially, from INR 26,43,291 crore in September 2024 to INR 25,36,803 crore in October 2024, excluding Sectoral/Thematic Funds. The study, which is based on 240 open-ended equity diversified …

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 …

Best Mutual Funds: With benchmark indices on a downhill, these value funds can be your pick this November
1 month, 3 weeks ago

Best Mutual Funds: With benchmark indices on a downhill, these value funds can be your pick this November

Live Mint  

While the benchmark indices have declined by over 10 percent in the past one month on account of massive FII outflow to the tune of ₹94,000 crore, investors are getting profoundly jittery over the value of their portfolio, and rightly so. Here, we list out the top performing value funds which have delivered 18 percent CAGR in the past 3 …

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 …

SBI Mutual Fund average AUM surges to record ₹11 lakh crore in Q2, surpassing competitors ICICI and HDFC
2 months ago

SBI Mutual Fund average AUM surges to record ₹11 lakh crore in Q2, surpassing competitors ICICI and HDFC

Live Mint  

SBI Mutual Fund, the country’s largest asset management company, has achieved a record average asset under management of ₹10.99 lakh crore in the September quarter, according to data from the Association of Mutual Funds in India. Notably, in June 2024, SBI Mutual Fund became the first mutual fund house to surpass the ₹10 lakh crore mark in AAUM. Significant growth …

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.

Mutual Funds add Rs 2.3 lakh crore on market rally in June
6 months ago

Mutual Funds add Rs 2.3 lakh crore on market rally in June

New Indian Express  

MUMBAI: Driven by the continuous inflows in to equity funds, especially through SIPs route, overall assets under management of mutual fund industry crossed the Rs 60 lakh crore milestone and touched Rs 61.16 trillion in June, over Rs 58.91 trillion in the previous month, on the back of a record 7% rally in the equity market. As per the industry …

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 …

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 …

National Girl Child Day: Is equity mutual fund better than Sukanya Samriddhi?
11 months, 2 weeks ago

National Girl Child Day: Is equity mutual fund better than Sukanya Samriddhi?

Live Mint  

National Girl Child Day 2024: There is a wide range of investment products available for the girl child in India. According to personal finance experts, the selection between Sukanya Samriddhi Yojana and equity mutual funds has sparked significant controversy. Sukanya Samridhi Yojana vs equity mutual funds Sukanya Samriddhi Yojana is a fixed income product, while, mutual funds are tools for …

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 …

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 …

Mutual funds to create a corpus of ₹5 crore for retirement
4 years, 3 months ago

Mutual funds to create a corpus of ₹5 crore for retirement

Live Mint  

I am 37 years old. You can achieve your investment goal of a retirement corpus of ₹5 crore by investing ₹50,000 per month for the next 23 years and compounding the money at 10% per annum. Considering that you have a moderate risk return profile, and that you have a long investment period, you should invest 80% of your capital …

Mutual funds' asset base hits all-time high of Rs 27.85 lakh cr in January-end, reveals AMFI data
4 years, 10 months ago

Mutual funds' asset base hits all-time high of Rs 27.85 lakh cr in January-end, reveals AMFI data

Firstpost  

New Delhi: The mutual fund industry saw its asset base rise to an all-time high of Rs 27.85 lakh crore at the end of January, on the back of inflows in equity and debt-oriented schemes including liquid funds. At the end of January 2019, the asset base of the mutual fund industry had stood at Rs 23.37 lakh crore. “Mutual …

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 …

Investment in equity MFs drops 35% to ₹1.11 lakh crore in FY19
5 years, 9 months ago

Investment in equity MFs drops 35% to ₹1.11 lakh crore in FY19

Live Mint  

Investors pumped in more than ₹1.11 lakh crore in equity-oriented mutual fund schemes in 2018-19, a decline of 35 per cent compared to ₹1.71 lakh crore inflows in 2017-18, according to the industry data. "But despite that the current inflows of 1.11 lakh crore is a substantial investment by the mutual fund industry into the equities segment which is more …

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