Capital inflows into sectors and thematic funds have increased by nearly 8,364% over the past five years to reach Rs 18,117 crore in August 2024, up from Rs 214 crore in August 2019. Inflows have increased by 251% since the beginning of this fiscal year, up from Rs 5,166 crore in April 2024. The total … Read more
Around 67% of equity mutual funds outperformed their respective benchmarks in August. There were 283 diversified equity funds open and 190 outperformed during the month. In July, 39% of funds outperformed their benchmarks. Assets under management (AUM) of equity mutual funds rose 2.04% sequentially to Rs 25.64 lakh crore in August from Rs 25.12 lakh … Read more
Baroda BNP Paribas Multi-Capital Fund It has turned 21 years old and has crossed Rs 2.5 billion. assets under management (AUM). The fund is an open-ended equity scheme that invests in large-cap, mid-cap and small-cap stocks. Over the past year, the plan has delivered a return of 47.22% versus 41.01% for its benchmark (Nifty 500 … Read more
Amid concerns about valuations in the current bull market, Quantitative mutual fund has chosen to maintain the money Allocation of 19% of its total assets under management (AUM), the highest among all mutual fund houses. In August, the AMC increased its cash allocation to Rs 17,102 crore from Rs 12,269 crore in July. Of the … Read more
With the financialization of India, the new measure should be the size of the Monthly SIP book, he said Radhika GuptaCEO of Edelweiss Investment FundAccording to Gupta, he would love to hear young people say, “Meri toh mahine ki 1L ki SIP Hello, and you? He posted on social media platform X: “With the financialisation … Read more
Mutual fund investors always look for companies with consistent performance before choosing an investment plan. ETMutualFunds conducted a data analysis and found that around 53 equity and equity-oriented companies mutual funds have never delivered negative returns since 2018. In simple words, it means that these funds have never delivered negative returns in the last six … Read more
Many mutual fund advisors believe that 2024 will be the year of hybrid funds. Due to uncertainties regarding the global economy and the ever-rising Indian stock market, advisors have been advising investors to exercise caution. In such a scenario, they believe that investing in hybrid funds mutual funds – Schemes that invest in equity and … Read more
Robeco de Canara Consumer Trends Fund, an open-ended equity fund thematic background Investing in companies that benefit from the growing consumer demand in India and follow a consumer and finance theme, it has completed 15 years of existence in the market. Over the past 15 years, the fund has delivered a compound annual growth rate … Read more
Mutual Funds They were sitting on Rs 1.86 lakh crore money accumulated in August, which was 5.20% of total AUM. cash holdings In July it was Rs 1.71 lakh crore. Total assets under management in August was recorded at Rs 35.82 lakh crore as of August 2024. Last month, around five fund houses had a … Read more
Mutual Funds Sector-based consumer funds offered an average return of around 13.73% in three months, the third highest among all equity investment categories. Around 15 consumer funds have completed three months of existence in the market. Kotak Consumption FundThe category leader, offered a return of 17.97% over the last three months. Tata India Consumer Fund … Read more
