VALUERESEARCH
MF Tracker: Will this April midcap star sustain its momentum?
Edelweiss Mid Cap Fund stood out as the only outperformer among mid-cap funds in April 2025, delivering 5.08% returns against the benchmark's 4.99%. With a strong long-term track record, disciplined stock selection, and high liquidity, experts recommend it for investors with a minimum three-year horizon seeking growth in India's mid-cap segment amid market volatility.
MF Tracker: Can this mega largecap fund add stability to your portfolio in volatile market?
ICICI Prudential Bluechip Fund, a leading large-cap fund with substantial AUM, has consistently outperformed its benchmark and category average over various periods, showcasing resilience and strong long-term performance. Experts highlight its disciplined approach and stock-picking skills, making it a suitable option for investors seeking stability in volatile markets.
MF Tracker: Can this smallcap mutual fund add value to your portfolio?
Quant Small Cap Fund has delivered impressive returns, outperforming its benchmark and category average over the last three to five years. While small caps have generally benefited from favorable market conditions, Quant's dynamic asset allocation and active stock selection have contributed to its success.
MF Tracker: Can this large & mid cap scheme add spunk to your portfolio in this market?
Motilal Oswal Large & Midcap Fund has demonstrated strong long-term performance, securing the highest five-year CAGR among equity mutual funds. Despite recent underperformance due to stock-specific corrections, the fund's growth-oriented investment style and high active share position it well for long-term investors. Experts recommend a staggered investment approach, emphasizing a 5+ year horizon to fully capitalize on its stock-picking strategy.
MF Tracker: HDFC Small Cap Fund turns Rs 10,000 SIP to Rs 1.14 crore in 17 years
HDFC Small Cap Fund marks 17 years. A monthly SIP of Rs 10,000 grows to Rs 1.14 crore. The fund outperforms its benchmark in the last six months and three years. Experts suggest small caps have growth potential. Investors should consider their risk appetite. The fund's top holdings are in healthcare, IT, and automobiles.
MF Tracker: Largest midcap mutual fund outshines across horizons. Will the streak continue?
HDFC Mid-Cap Opportunities Fund, the largest in its category, has consistently outperformed its benchmark and peers across various timeframes. Despite being a high-risk investment, experts highlight its strong long-term performance and lower churn rate. Investors should consider their risk appetite and investment horizon before allocating to mid-cap funds, with flexi-cap funds suggested as a potentially more balanced alternative.
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MF Tracker: Can this top performing smallcap fund keep winning streak alive?
Bandhan Small Cap Fund has delivered impressive returns, outperforming its benchmark and category averages over multiple periods. Fund manager changes and strategic sector allocation contributed to its success. Caution is advised due to market volatility, and a staggered investment approach is recommended.
MF Tracker: Amid chorus to trim exposure in smallcap mutual funds, this scheme stands out
Nippon India Small Cap Fund remains popular among investors even as the Nifty Smallcap 250 index declined by 18% since September. The fund has a strong long-term performance record, outperforming its benchmark and category average in various time frames. However, its large size and broad diversification may affect its ability to consistently generate significant returns.
MF Tracker: Kotak Emerging Equity Fund turns Rs 10,000 SIP to Rs 1.32 crore in 18 years
Kotak Emerging Equity Fund, the second largest mid cap fund, has turned a Rs 10,000 monthly SIP into Rs 1.32 crore in 18 years. Rated four stars by ValueResearch and Morningstar, it slightly underperformed against benchmarks over five and 10 years but outperformed category averages. Experts recommend maintaining 20%-30% mid and small cap allocation within a portfolio.
MF Tracker: Canara Robeco Emerging Equities Fund turns Rs 10,000 SIP to Rs 2 crore in 20 years
Canara Robeco Emerging Equities Fund, a large and mid-cap fund, turned a Rs 10,000 monthly SIP into Rs 1.77 crore over 20 years with an XIRR of 17.46%. Launched in 2005, the scheme has a three-star rating from ValueResearch and Morningstar. A Rs 1 lakh investment at inception would have grown to Rs 22.49 lakh, with a CAGR of 16.85%.
MF Tracker: Is SBI Bluechip Fund worth considering when Nifty is down 13% from peak
Experts recommend considering the SBI Bluechip Fund, a prominent large cap mutual fund, amid current market volatility and a 13% dip in the Nifty50 from its peak. The fund has shown consistent long-term performance with a notable AUM and competitive returns, making it a viable option for diversifying portfolios.
MF Tracker: Will the January topper continue to outshine throughout 2025?
HSBC Brazil Fund, which topped January 2025 with a 14.36% return, has shown inconsistent long-term performance. Experts attribute this to Brazil’s economic volatility and sectoral struggles. Despite recent gains, cautious investment is advised due to ongoing economic uncertainties in Brazil.
MF Tracker: Will 2024 topper Motilal Oswal Midcap Fund retain investor interest in 2025?
Motilal Oswal Midcap Fund delivered an impressive 57.51% return in 2024, gaining significant investor attention. The fund consistently outperformed its benchmark and category average over various timeframes. Experts credit its success to well-researched stock selection and a disciplined portfolio management approach. However, investors are advised to adopt a cautious approach in 2025 due to current valuations.
Axis Midcap mutual fund review: Worthy pick over market cycles
Owing to its distinct style, the fund boasts a much superior downside performance but does tend to underperform in momentum driven markets like in 2021. It remains a worthy pick over complete market cycles.
BOI AXA Tax Advantage mutual fund review: Good performance over years
This fund takes a differentiated approach compared to most peers, taking sizeable exposure to mid-caps. The fund runs a highly diversified portfolio yet retains large positions in its top bets.
How to invest in IT, cement and banking stocks using mutual funds?
If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts.
Falling interest rates to benefit banking stocks
Banking funds universe has given an return of 15.57% over the last one month, as against the Nifty which returned 8.46%.
Exit ELSS post lock-in & go for diversified plans
Transferring the money from a tax-saving scheme to a diversified scheme after the lock-in period would help you as an investor to maximise your returns, say experts.
MFs borrowed to meet redemptions
Hit by a landslide of redemptions during October-November 2008, mutual fund houses were compelled to take huge loans in order to process customer requests for cashing out on their MF units.
Cash wise mutual funds weather storm better
MFs with large cash in their portfolio have weathered the storm much better. BSE Weekly: Gainers | Losers | NSE Weekly: Losers | Gainers | MF Investments
Huge redemption in MF debt schemes; equity funds hold fort
Investors kept pumping in money into stocks through MFs when the bourses were reeling under the US subprime crisis.
MF still mutual with retail investors
Some of the mutual fund industry’s debt fund products will come under increased pressure.
Mutual relation with retail investors to go on
Proposal to hike investment limits by AMCs to have few takers.
Mutual relation with retail investors to go on
Proposal to hike investment limits by AMCs to have few takers.
MF allocation in IPOs may double
The allocation for mutual funds in public offers of shares is slated to go up from 5% to 10%. Other institutional buyers, such as foreign institutional investors and banks, will have to be content with an allocation of 40%.
Debt fund dividends may go tax-free
The govt is actively considering a Budget proposal to exempt debt mutual funds from having to pay DDT.
Over 32 NFOs are lined up for next 3 months
To cash in on the current bull run (even after about 1,000-point fall in the Sensex in the past three sessions notwithstanding), there are a slew of new fund offerings (NFO) waiting to hit the market.
MFs happy but want more
Some market participants were skeptical, saying it was still too early to celebrate in the MF space.
NFOs: More of the same, but investors love them
Variety is the spice of life. At least that’s the mantra of the Indian investor, who loves variety in his/her mutual fund investments.
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