Consistent funds: 14 schemes offer more than 20% in 3, 5, 7 and 10 year horizons

Mutual fund investors, especially experienced investors, always look for schemes that have consistently performed over a long period. That is why ETMutualFunds regularly tries to identify those that have consistently performed. We analysed the cumulative returns of 150 equity schemes that have been in the market for 10 years and found that 14 equity schemes … Read more

MF Query: Thinking of investing Rs 10 lakh at all-time highs? Invest 20% now and remaining 80% in 6 months through STP

Invest A lump sum investment, especially in stocks, requires a thoughtful strategy to optimize returns and manage market volatility, especially at a time when the market is trading near all-time highs. The S&P BSE Sensex touched the 82,700 level, while the Nifty50 rose above the 25,300 level in early trade on Monday. Sameer Mahajan, an … Read more

Invesco India Multicap Fund Returned 21% Over Three Years: Is It A Good Fund To Invest In?

ET Wealth collaborates with Value Research to analyze the main mutual fundsWe analyse the fundamentals of the fund, its portfolio and its performance to help you make an informed investment decision. INVESCO MULTICAP BASIC DATARELEASE DATEMarch 17, 2008CATEGORYEQUITYGUYMULTIPLE CAPAUM*3,736 croresBENCHMARKNIFTY 500 MULTICAP50:25:25 TOTALRETURN INDEX HOW MUCH DOES IT COST?NAV**GROWTH OPTION133.8 rupeesIDCW121.32 rupeesMINIMUM INVESTMENT1,000 rupees MINIMUM … Read more

It’s now Dr. Radhika Gupta! Edelweiss Mutual Fund CEO receives honorary doctorate

Edelweiss Investment Fund Executive Director Radhika Gupta has announced that it has received a Honorary Doctorate of Literature and is now Dr. Radhika Gupta. The executive director also mentioned that she was honored to be invited as the chief guest at the inauguration of the Gorakhpur University. She posted on social media platform X saying, … Read more

With September rate cut almost a certainty, long duration debt mutual funds are advised to hold on: Marzban Irani of LIC Mutual Fund AMC

After deindexingflows have slowed down duration fundsMarzban Irani, CIO of Fixed income in LIC Mutual Fund AMCtells ETMarkets. However, with September interest rate cut Almost a certainty now, the debt investors They can benefit from longer-duration assets, he recommends. Extracts: Q: Following Federal Reserve Chairman Jerome Powell’s speech at Jackson Hole, we are most likely … Read more

Explanation: What is tracking error in mutual funds and what does it mean for investors?

Tracking error is the difference between the performance of the scheme and that of the benchmark. It measures to what extent a mutual fund scheme has replicated the returns of its benchmark. The higher the deviation from its benchmark, the higher the deviation. benchmark index The higher the performance, the higher the scheme tracking error. … Read more

NFO Alert: Invesco Mutual Fund launches a technology fund

Invesco collective investment fund has announced the launch of Invesco India Technology Fundan open-ended capital scheme that invests in technology and technology-related sectors. The new fund offer or NFO of the scheme will open for subscription on September 3 and close on September 17. The scheme will again open for continuous sale and repurchase within … Read more

How equity mutual funds with AUM of at least Rs 50,000 crore performed in five years

Around 12 equity-oriented stocks and shares mutual funds had assets under management (AUM) of over Rs 50,000 crore as on July 30, 2024. ETMutualFunds analysed the performance of these schemes over the last five years. HDFC Balanced Advantage Fund, the largest equity-oriented mutual fund by assets under management, had an AUM of Rs 94,048 crore … Read more

NFO Tracker: New mutual funds offer up to 27% returns in 2024 so far

Thirty-six new mutual funds Funds launched so far in 2024 have yielded up to 27% since inception. The top of the list belong to sector and thematic categories. So far this year, four funds have delivered returns of over 25%. The Canara Robeco Manufacturing Fund, launched in March, has delivered the highest return since inception … Read more

Small-cap, infrastructure and public sector mutual funds enrich investors with a compound annual growth rate of 30% in five years

Mutual Funds Stocks focused on small caps, capex and public sector companies have generated the highest returns over the past five years, reflecting their strong performance on Dalal Street. Of the 21 equity categories, small caps, infrastructure and public sector companies have delivered the highest returns over the past five years, reflecting their strong performance … Read more