QUANT SMALL CAP FUND
Oswal Pumps raises Rs 416 crore from anchor investors ahead of IPO
Oswal Pumps secured ₹416.2 crore from anchor investors before its IPO opening on June 13. The IPO includes fresh equity and an offer-for-sale totalling ₹1,387 crore. Strong interest came from top global and domestic institutional funds.
PMS Tracker: Top 15 funds gain up to 16.5% in May; Elever, Axis strategies lag
PMS returns May 2025: At least 15 PMS strategies posted over 13% returns in May 2025, led by Money Grow Asset’s Small Midcap strategy. Smallcap and thematic funds rebounded strongly, while quant-based and sectoral strategies underperformed, widening the performance gap among portfolios.
Mutual funds reduces overall cash allocation by Rs 6,200 crore to Rs 2.17 lakh crore in May
Mutual funds have reduced their overall cash allocation by Rs 6,240 crore on a monthly basis to Rs 2.17 lakh crore in May. The cash allocation reported in April was Rs 2.23 lakh crore.
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Largecap mutual funds see over 50% decline in May inflows. Profit booking or shift in investor preference?
Largecap mutual funds saw a sharp 53% drop in inflows in May 2025, falling to Rs 1,250 crore from Rs 2,671 crore in April, even as they posted an 89% rise year-on-year. Experts attribute the decline to profit booking and a tactical shift toward mid and small-cap funds, which delivered stronger returns.
Midcap and smallcap mutual funds witness decline in inflows. Are investors shifting focus?
Mid and small cap mutual fund inflows dipped in May, reflecting investor caution amid rich valuations and global uncertainty. Experts urge aligning investments with risk profiles and asset allocation strategies to navigate these volatile segments.
Parag Parikh Flexi Cap Fund adds Bharti Airtel and Nesco to its portfolio in May
Parag Parikh Flexi Cap Fund, India’s largest flexi cap fund by AUM, added Bharti Airtel and Nesco to its portfolio in May, buying 1.17 crore and 89,469 shares respectively. The fund exited no stocks but raised exposure in eight existing holdings, including Power Grid, Mahindra & Mahindra, ITC, HDFC Bank, Coal India, Zydus Lifesciences, Cipla, and EID Parry.
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.
3 equity mutual fund categories lose up to 7% in 2025. Expert shares what went wrong
Equity mutual funds face losses this year. Technology, pharma, and small-cap funds are the top losers. Tata Digital India Fund saw the biggest drop. Experts cite global tech slowdown and valuation concerns. Small-cap funds suffer from muted earnings. Investors should consider staggered investments. Pharma shows improved entry points. A SIP-based approach is advisable for small caps.
Best large & mid cap funds to invest in June 2025
According to mutual fund advisors, large & mid cap mutual funds will evolve over a long period. There will be schemes that will be inclined towards large cap stocks and some schemes will be leaning toward mid cap stocks. This will make it easier for investors to choose the schemes based on their risk tolerance.
Quant Small Cap Fund increases stake in Jio Financial Services, NCC and reduces in Aadhar Housing Finance
Quant Small Cap Fund increased holdings in Jio Financial, NCC, and eight other stocks in May while exiting five stocks and adding 10 new names including Aditya Birla Lifestyle and Aarti Industries. Its portfolio now holds 92 stocks with Rs 28,205 crore AUM.
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.
MF Tracker: Will this Rs 30,000 crore smallcap fund continue to maintain its long-term performance?
SBI Small Cap Fund, with a 21.87% CAGR over seven years based on daily rolling returns, stands out for consistent performance and strong risk management. Despite short-term underperformance versus category averages, experts praise its downside protection and stock-picking approach, making it a compelling choice for long-term investors with a high-risk appetite.
9 equity mutual funds offer over 20% CAGR in seven years. Are there any included in your portfolio?
An analysis reveals that nine equity mutual funds delivered over 20% CAGR in the past seven years. Quant Mutual Fund's schemes topped the list. Around 171 funds completed seven years, with most providing double-digit returns. Nippon India and Motilal Oswal funds also performed well. Parag Parikh and SBI funds offered lower returns.
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.
Gold prices may fall 12-15% in next 2 months, warns Quant Mutual Fund
June is typically a bullish month for crude oil, and most of the downside has likely already played out. However, if the risk-off sentiment in emerging markets intensifies, there could be significant upside potential. A price increase of 10–12% wouldn’t be unexpected, according to the monthly report.
Smallcap mutual funds offer 8% average return in May, all equity mutual fund categories end with gains
Equity mutual fund categories showcased positive average returns in May, with small cap funds leading the pack at 8.20%. DSP Small Cap Fund topped the small cap category, while Nippon India Taiwan Equity Fund soared in international funds. Pharma & Health Care sector based funds experienced the lowest average return during the period.
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.
Fund Consistency: 29 equity mutual funds offer more than 25% CAGR over 3 and 5 years
Around 29 equity mutual funds have delivered over 25% CAGR in both the last three and five years, as per ETMutualFunds analysis of 199 funds with five-year track records. Notable performers include Bandhan Core Equity Fund, Bandhan Small Cap Fund, and Edelweiss Mid Cap Fund, which posted 28.57% and 34.13% CAGR over three and five years, respectively.
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