Jun 08, 2024, 01:32:34 PM IST Around 64% value mutual funds have outperformed their respective benchmarks in Modi 2.0. In terms of numbers, of the 14 schemes available in the period, 9 outperformed their benchmarks, according to data by ACE MF. Here is the breakup. Getty Images 2/7 Best small-cap JM Value Fundfunds to buy … Read more
The Monetary Policy Committee (MPC) of the Reserve Bank of India (RBI) in its bi-monthly monetary policy review again decided to keep the policy rate unchanged at 6.50%. The MPC of the central bank also retained its stance of remaining focussed on “withdrawal of accommodation.”Here is how mutual fund managers explain the policy for investors. … Read more
Jun 07, 2024, 09:22:45 PM IST Three equity mutual fund categories gave more than 25% returns in the last five years. The returns ranged between 25.22% and 26.94%, according to data pulled from ACE MF. Getty Images 2/5 Smallcap funds top return chart Smallcap funds have offered the highest average return of around 26.94% in … Read more
“Most investors are best served by investing into diversified equity funds, where fund managers will express their conviction on sector/themes stocks, with graded underweight/overweight calls,” says Kaustubh Belapurkar, Director – Manager Research, Morningstar Investment Research India Private Limited. In an interview with ETMarkets, Belapurkar said: “Don’t sell in panic, equity markets are a great long … Read more
Small cap mutual fund schemes are in focus these days. These schemes that invest in the stocks of very small companies have given over 40.44% in 2023. In April 2024, the small cap funds again gained investors interest and received an inflow of Rs 2,208.70 crore.The talk about the higher valuations in the small cap … Read more
Sectoral/thematic mutual funds have delivered up to 380% absolute return in the last five years of Modi-led government. There were around 108 sectoral/thematic funds in the market in the said time period.Infrastructure funds led the return chart. Out of top 10 sectoral/thematic funds, eight schemes were from the infrastructure sector. Quant Infrastructure Fund, the topper … Read more
May 31, 2024, 07:49:06 PM IST 1/8 What is down capture ratio? This ratio is used to measure fund managers’ overall performance in down markets. A down capture ratio of less than 100 indicates that a fund has lost less than its benchmark in the time period when the latter has been in the red … Read more
May 28, 2024, 08:21:34 PM IST Around 11 hybrid mutual funds offered over 15% return in the last five years, according to data by ACE MF. There are around 94 hybrid mutual funds that completed five years. iStock From the pack, 11 hybrid funds were from aggressive hybrid and balanced advantage fund categories. Out of … Read more
May 28, 2024, 01:05:45 PM IST PSU theme-based mutual funds (MFs) offered an average return of around 104.24% in the last year, according to ACE MF data. Around five PSU funds completed one year of existence in the market. ANI CPSE ETF gave the highest return of around 118.90% last year. The scheme is benchmarked … Read more
May 26, 2024, 09:52:45 AM IST Mutual fund managers continuously add or subtract stocks from their portfolios to generate better returns. Here are the top 10 midcap stocks sold by mutual funds in April, according to a report by ICICI Direct Research. Agencies MFs held 3 lakh shares of Patanjali Foods in April against 5 … Read more
