MULTI CAP FUND
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 25%
Why talk about a correction when the market is clearly in bullish mode? Because, for one, you should always be ready for a correction; along with volatility, it is a part of the market. Second, it is important to know the reason for any correction in the market. Going forward, corrections are likely to happen more because of profit-booking rather than any structural reason. Now, this is very different from how things were in January and February when high valuations and low growth made it a structural issue. With Q4 earnings being better than expected, at least the concern over growth has been addressed. Valuations though are still not cheap. But if there is growth, valuations can be justified.
New Zealand's new visa policy to allow migrants’ parents to visit for up to 10 years
New Zealand will launch the Parent Boost visa in September, allowing parents of citizens and residents multi-entry stays of up to five years, renewable once for a total of 10 years. Applicants must have health insurance, meet character and income criteria, and be sponsored by a resident. This visa aims to attract skilled migrants and boost economic growth, replacing shorter current visitor visa limits.
NFO Alert: Baroda BNP Paribas Mutual Fund launches healthcare and wellness fund
Baroda BNP Paribas Asset Management has introduced the Baroda BNP Paribas Health and Wellness Fund. This open-ended equity scheme focuses on healthcare and wellness companies. The NFO is open until June 23. The fund aims to capitalize on growth in the healthcare sector. India's healthcare expenditure is expected to increase.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 25% in 1 year
The bulls remain in comeback mode. So, shed your fears and be bullish. But also be selective. At this point, give weightage to the Q4 earnings of a company. Because, as the bulls make a comeback, valuations too are inching higher. If there is growth, the valuations can be justified. Otherwise, it’s better to stay away. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
30 equity mutual funds down by over 10% from their 52-week high NAVs
Around 30 equity mutual funds have declined over 10% from their 52-week high NAVs, with flexi cap funds leading the list of underperformers. NJ Flexi Cap Fund, Shriram Flexi Cap Fund, and Samco Flexi Cap Fund experienced significant drops. Conversely, funds like SBI Focused Equity Fund and Parag Parikh Flexi Cap Fund reached their 52-week high NAVs on June 6.
Know Your Fund Manager | Jitendra Sriram, Senior Fund Manager - Equity, Baroda BNP Paribas Mutual Fund
Jitendra Sriram, Senior Fund Manager at Baroda BNP Paribas Mutual Fund, shares his journey from engineering to finance, highlighting the influence of India's economic liberalization on his career. He manages significant assets across various equity and hybrid schemes, employing a BMV framework focusing on business resilience, management competence, and valuation.
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ETMarkets Smart Talk | Volatility may linger, but double-digit returns still possible in 2025: Manish Jain
Manish Jain of Centrum Broking remains optimistic about Indian equities, anticipating double-digit returns in 2025 despite global uncertainties. He highlights range-bound market volatility, the impact of US bond yields, and attractive sectors like banks, healthcare, and defence. Jain advocates a bottom-up approach, focusing on value and growth stocks for long-term investment.
Not a hard and fast rule, but using this ratio increases probability of getting it right: 7 stocks with an upside potential of up to 26%
How do you value a stock? Which has a high valuation, and which is cheap? It all depends on the ratio you use to ascertain value. Consider this example: Twelve years back, the stock of an MNC FMCG company was quoting at a PE multiple of 44. At that time, the Nifty’s PE was at 25. Since then, the market capitalization of the stock has grown 10 times and its PE ratio today stands at 65. On the other hand, there was a construction company quoting at a PE multiple less than 15 around the same time, but its market capitalization today is half of what it was 12 years ago. See how relying solely on the PE ratio creates hurdles in the way of wealth creation?
Make India’s growth story & your stock story same: 6 stocks representing the confidence of growth but confusion of stock prices
In the market downturn between October 2024 to March 2025, many stocks that were stars of the bull run of early 2024 suffered sharply in the initial phase. But, some of them recovered to form new highs. These stocks moved up sharply because they are seen as part of the India growth story. So, their businesses are bound to grow. Now, the key question: As the markets are still volatile and these stocks have had a sharp run-up, should you sell and book profits? The choice is between believing in India's growth story or giving in to the fear that stock prices bring to the table.
For investors with patience & ability to take moderate risk: 6 mid-cap stocks from different sectors with upside potential up to 36%
For all those who are now turning bullish, a small reminder: The first three months of 2025 saw a sharp correction in the mid-cap segment. Such corrections do keep happening at regular intervals. So, be ready to face them… and also ignore them. Because panic and anxiety during a correction is the worst thing for any investor with high exposure to mid-cap stocks. Having said that, our base case assumption is that the markets are likely to trade with bullish bias in the near future.
Best small cap mutual funds to invest in June 2025
Small cap mutual funds invest in very small companies or their stocks. According to the Sebi mandate, small cap funds must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least 65% in small cap stocks.
Nirmala Sitharaman backed consumption over capex. But guess who’s making billions
Despite the Union Budget's focus on consumption, capital goods stocks have significantly outperformed, with the BSE Capital Goods Index soaring 10%. This rally, fueled by strong order pipelines and high manufacturing capacity utilization, has added Rs 1.85 lakh crore in market value. Experts suggest this capex revival is a multi-year phenomenon, driven by government initiatives and healthy corporate balance sheets.
Should you consider starting SIP or lumpsum in a momentum index fund right now?
Momentum index funds are volatile and better suited for SIPs over lump-sum investments, especially amid market corrections. Experts advise keeping them as part of a satellite portfolio, not core holdings. Despite short-term underperformance, momentum has shown long-term outperformance. SIPs help manage risk and benefit from market cycles patiently.
Smallcap mutual funds emerge as top performers in May with average return of 8%. Opportunity or time for caution?
Smallcap mutual funds outperformed in May, delivering an average return of 8.2%, with DSP, Quantum, and Motilal Oswal Small Cap Funds leading. Experts attribute the surge to valuation corrections, improved sentiment, and domestic inflows. However, caution is advised as volatility remains high. Smallcap schemes suit aggressive investors with a long-term horizon and are not recommended for beginners.
Pick undervalued, high-quality stocks: Sonam Srivastava's 2025 playbook
Sonam Srivastava of Wright Research suggests a cautiously optimistic outlook for the market, highlighting the strength in small and mid-cap stocks. She recommends focusing on sectors like industrials, capital goods, and consumption, while advising a balanced approach to investing. Investors should gradually build positions in high-quality stocks, considering diversification and a core-satellite approach for new entrants.
ETMarkets Smart Talk: India’s market cap could hit $10 trillion by 2030, says ArthAlpha’s Rohit Beri
Rohit Beri of ArthAlpha Investment Advisors presents a bullish outlook on Indian equities, projecting a $10 trillion market capitalization by 2030. He advises investors to remain cautious amid current market volatility, focusing on sectors like capital goods, infrastructure, and renewables for long-term growth. For high-net-worth individuals, he recommends a strategy balancing capital preservation, growth, and tactical agility.
Volatile Markets and SIPs: What should mutual fund investors do?
In a volatile market, experts urge investors to continue SIPs, emphasising long-term benefits, disciplined investing, and compounding. Despite recent market recovery, attractive valuations—especially during dips—make a strong case for continuing or increasing SIPs. Experts also suggest staggering lump-sum investments, opting for large-cap, multi-asset, or international funds to diversify and manage risks effectively.
Balanced advantage vs. Multi Asset Allocation Mutual Funds: Which should investors choose?
Balanced Advantage Funds and Multi Asset Allocation Funds offer different risk-return profiles. Balanced Advantage Funds dynamically shift between equity and debt. Multi Asset Funds invest in equity, debt, and commodities like gold. BAFs aim for equity-like returns with less volatility. Multi Asset Funds provide diversification across assets. Investors should choose based on their risk tolerance and investment goals.
Can India become the services factory of the world? Gautam Trivedi explains
Gautam Trivedi of Nepean Capital remains optimistic about India's EMS sector, highlighting Dixon's growth potential. He notes the US economy's strength and persistent inflation, impacting potential Fed rate cuts. FIIs are returning to India, but domestic flows heavily influence market valuations. Power and wind energy are identified as key sunrise sectors with multi-decadal growth prospects.
Equity mutual funds offer up to 19% return in May, sectoral & thematic funds take lead
Equity mutual funds performed well in May. Sectoral and thematic funds led the gains. Nippon India Taiwan Equity Fund topped with a 19.46% return. HDFC Defence Fund followed closely. Some funds, however, showed negative returns. Axis US Treasury Dynamic Bond ETF FoF saw the biggest loss. Healthcare funds also experienced declines. The analysis highlights fund performance in May.
These large- and mid-cap stocks can give more than 30% return in 1 year, according to analysts
While the Nifty and Sensex remain range-bound, the market has been in a stock-specific mode. If one looks at market breadth, especially in the mid-cap segment, it has been positive. The biggest takeaway from the ongoing Q4 earnings season has been the clear message: “Show me growth, I have the money”. All the stocks where earnings have been better-than-expected, have seen an uptick. At this point of time, there is a greater likelihood of the market staying in the same mode for some time to come. So, time to have a bullish bias. But also be careful and co-relate with what is happening with earnings.
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 30%, according to analysts
As investors, it is best to ignore what is happening to the Nifty and Sensex… especially on the day of expiry of the monthly contracts in the derivative segment. Index movement is impacted on that day by unwinding and rollover of positions. So, today, don’t look at the indices because they are going to move for reasons that have nothing to do with anything fundamental. Keep an eye on market breadth, and that has been positive in the mid-cap space for some time. Also, focus on the performance of a sector in Q4. Because the street is going to be in stock-specific mode for some time to come.
Nifty up 13% from April’s low. How should mutual fund investors alter their investment strategy?
With Nifty 50 rising nearly 13% from April’s low to 25,001, experts advise mutual fund investors—especially those with a long-term horizon—to stay invested despite profit-booking temptations. They recommend reviewing asset allocation, rebalancing portfolios, continuing SIPs, and using staggered investments for lump-sum amounts to manage risks and capitalise on market growth.
30 equity mutual funds multiply lumpsum investments by over 2 times in 3 years
An ETMutualFunds analysis found that 30 equity mutual funds doubled investor wealth over the past three years. Motilal Oswal Midcap Fund led with 2.34x growth and 32.85% CAGR. Most top performers were midcap and small-cap funds. Investors should consider risk appetite and goals before investing.
Why multi-asset allocation funds do not always guarantee smooth sailing during market correction?
Asset allocation funds are under scrutiny after recent market volatility. Some funds cushioned the downside during the market slump. Edelweiss Multi Asset Allocation and Parag Parikh Dynamic Asset Allocation performed well. However, funds with lower equity exposure and higher gold allocation fared better. Experts advise investors to understand fund strategies and considering moderate-to-conservative funds.
Domestic investment will see resurgence as there is disproportionately lower uncertainties in the domestic economy compared to the global markets, says CEO Sanctum Wealth
Shiv Gupta, Founder & CEO, Sanctum Wealth, is optimistic about the long-term uptrend in domestic equities but cautions investors about short-term risks. In conversation with ET Wealth’s Sameer Bhardwaj, he explains how unpredictable global factors could pose risks to investors in the near term, and this is the time investors should opt for balanced investing options
Indian mutual fund industry’s AUM crosses Rs 70 trillion milestone: ICRA Analytics
The Indian mutual fund industry experienced substantial growth, with AUM surging by 22.25% YoY to Rs 70 trillion in March 2025. Open-ended 'other schemes' led the growth, followed by equity and hybrid schemes. Despite geopolitical tensions and reciprocal tariffs, domestic investors showed confidence, contributing to the 50th consecutive month of positive inflows in equity mutual funds.
International mutual funds rally up to 12% in one month. Time to go global?
International mutual funds surged up to 12% in a month, outperforming all domestic equity categories. Driven by geopolitical developments and global market rallies, top schemes delivered up to 29.5%. Experts caution against chasing short-term gains, advising only a 5–10% allocation for global diversification, stressing India's strong long-term growth and better risk-adjusted returns.
Mutual funds for beginners: What strategy should students adopt to start investing?
A student on Reddit shared plans to begin investing in mutual funds with a medium risk appetite and a 5–10 year horizon. Experts recommend starting with index or flexi cap funds, setting clear goals, and avoiding sectoral schemes. Consistency and diversification over time, along with learning market behaviour, are key for long-term wealth creation and financial literacy.
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