My SIP portfolio is currently experiencing a devaluation of approximately 20-30% due to the ongoing market downturn. I have also invested in NFOs. My investment horizon extends beyond 10 years. However, the performance of the funds has dipped over the last two quarters (during the second half of 2024). Given this situation, I am seeking … Read more
HDFC Flexi Cap Fund, managed by HDFC Asset Management Company, was launched in January 1995 and has shown significant growth over the years. As of February 28, 2025, the fund’s assets under management (AUM) reached Rs 64,124 crore, achieving an 18.77% return since its inception. The fund follows the NIFTY 500 TRI benchmark and … Read more
Planning for Retirement: I am considering investing Rs 50,000 through SIPs over the next 15 years to build my retirement savings. Currently, my expenses are below Rs 30,000 as children are settled in their respective jobs and don’t wish to get married so soon. Taking into account inflation and post-retirement expenses, I am curious to … Read more
Amid the current market fall, some investors are facing a dilemma on whether to continue their systematic investment plans (SIPs) in mid and small-cap mutual fund schemes. In 2025, the Nifty 50 has seen a decrease of around 2 percent, while the Nifty Midcap 150 index has dropped by 7 percent, and the Nifty Smallcap … Read more
Around 86% equity mutual funds have outperformed their respective benchmarks in November, an analysis of performance of equity mutual funds and their respective benchmarks showed. There were around 277 equity mutual funds in the said period and 237 funds have managed to beat their benchmarks in the mentioned period. In other words, around 40 equity … Read more
Investing at the age of 65 requires a thoughtful approach to ensure financial stability and consistent returns. Swapan Giri, ET Mutual Funds reader, a senior citizen looking to invest Rs 20 lakh, sought expert advice on the best investment strategy for his situation. ET Mutual Funds spoke to Aditya Agarwala, Co-founder, Head of Research and … Read more
Flows into equity mutual funds dipped sharply in August compared to the previous month, as investors made fresh allocations to a new fund offer (NFO) of SBI Balanced Advantage Fund, which invests in a mix of equity and debt. Equity mutual funds saw inflows of ₹8,667 crore in August, sharply lower than the previous month’s … Read more