As broad benchmark indices trade close to lifetime highs and valuations turn rich, financial planners believe it is essential that equity investors build a core and satellite portfolio that combines both active and passive strategies. The core portfolio with a two thirds allocation should be long-term oriented and could be tilted toward categories that are … Read more
The sectoral and thematic funds ruled the return chart in August and offered up to 9.37% return, a data crunching by ETMutualFunds showed. There were around 590 equity and equity oriented mutual funds in the said period. WOC Pharma and Healthcare Fund, the topper in the list, gave 9.37% return in August. Two international funds … Read more
Mumbai: Retail investors continued to pour money into equity mutual funds through systematic investment plans (SIPs) and lump-sum allocations. Equity mutual funds, led by thematic funds, received ₹37,113 crore in July, as against ₹40,608 crore in June. Flows through SIPs into mutual funds increased, touching a new monthly record of ₹23,332 crore compared to ₹21,262 … Read more
ET Intelligence Group: More than 4 million equity mutual fund folios, the most on record in a month, were added in June, driven by a wave of new sectoral fund launches as retail investors sought higher returns despite increased risk. The previous high of 3.6 million was recorded in February 2024. The total folio count … Read more
Infrastructure and defence based mutual funds have dominated the returns chart in the first half of 2024, an analysis of the return charts showed. There were around 208 sectoral/thematic funds in the said period. The toppers in the list were from the infrastructure sector, defence sector and PSU sector. HDFC Defence Fund, the topper in … Read more
Mumbai: Wealth managers are worried about high flows into sectoral and thematic funds at a time when benchmark indices are trading close to their all-time highs, as many of these schemes have narrow mandates and carry higher risk than diversified equity funds. Some sectors require timing for entry and exit, which retail investors lack, they … 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
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 10, 2024, 03:54:19 PM IST 1/11 Inflows rise, outflows linger Equity mutual funds received a total inflows of Rs 18,917 crore in April. In all, 9 of them received inflows in April, according to the monthly data by AMFI. The data further showed that two categories saw outflows in the same period. Here is … Read more
Apr 08, 2024, 06:11:23 PM IST Four sectoral, thematic fund categories have offered the highest returns in 2024 so far, according to data by ACE MF. These categories offered returns between 11.69% and 21.17% in the period. In other words, only these 4 categories have offered double-digit returns in 2024 so far. iStock 2/7 PSU … Read more
