ETMarkets Smart Talk | Ajay Lakhotia’s asset strategy: 50% equities, 20% Gold, 10% REITs for 30-40 year olds

ETMarkets Smart Talk | Ajay Lakhotia’s asset strategy: 50% equities, 20% Gold, 10% REITs for 30-40 year olds

As global markets navigate a fresh wave of volatility—triggered by shifting geopolitical tensions and macroeconomic uncertainty—Ajay Lakhotia, Founder & CEO of StockGro, urges investors in their 30s and 40s to stay calm and focused on long-term asset allocation. In an exclusive interview with ETMarkets, Lakhotia shares his ideal portfolio mix for this age group, highlighting … Read more

Mutual fund SIP: Only 3 of 519 equity MFs saw positive returns amid market downturn; what should you now?

Mutual fund SIP: Only 3 of 519 equity MFs saw positive returns amid market downturn; what should you now?

The Indian equity market has faced a tumultuous six months, marked by a persistent sell-off from October 2024 to February 2025. The markets have experienced a correction, with the Nifty50 index declining by 14.6% from its peak in September 2024 to March 13. Similarly, the Nifty 500 index has seen a decrease of 17.6% over … Read more

These 4 equity mutual fund categories offer positive returns in November – Positive performers

These 4 equity mutual fund categories offer positive returns in November – Positive performers

In November, technology, international, large & mid-cap, and mid-cap funds delivered positive returns. Technology funds led with a 4.41% average return. Auto and energy & power funds were the worst performers, losing 2.32% and 2.31%, respectively. Source link

International funds shine with up to 20% gains on last week’s returns scorecard – International Funds Lead Returns

International funds shine with up to 20% gains on last week’s returns scorecard – International Funds Lead Returns

Equity mutual funds offered returns of up to 20% in the last week (September 30 – October 4). Among the top 20 schemes, international funds stood out. Here are the top 5 funds: (Source: ACE MF) Source link

Sectoral & international mutual funds lead return chart in August, offer up to 9% gains

Sectoral & international mutual funds lead return chart in August, offer up to 9% gains

The sectoral and thematic funds ruled the return chart in August and offered up to 9.37% return, a data crunching by ETMutualFunds showed. There were around 590 equity and equity oriented mutual funds in the said period. WOC Pharma and Healthcare Fund, the topper in the list, gave 9.37% return in August. Two international funds … Read more

Budget 2024: How international funds have become more attractive after tweaks in capital gain tax

Budget 2024: How international funds have become more attractive after tweaks in capital gain tax

Capital gain tax: The Union Budget 2024-25, presented by Finance Minister Nirmala Sitharaman, has introduced significant modifications to the capital gains tax structure, presenting a mix of challenges and advantages for investors.  FM Sitharaman’s announcement included adjustments in the holding period and Long-Term Capital Gains (LTCG) tax rate, with the Short-Term Capital Gains (STCG) tax … Read more

10 equity mutual funds that lost the most in May – Top Losers

10 equity mutual funds that lost the most in May – Top Losers

Jun 18, 2024, 07:13:23 PM IST There were around 491 equity mutual fund schemes active in May. Around 117 of them gave negative returns. Here are the 10 schemes that lost the most in the period, revealed data pulled out from ACE MF. Agencies HSBC Brazil Fund lost the most of around 5.13% in May. … Read more

These 10 equity mutual funds lost more than 4% in March – The laggards

These 10 equity mutual funds lost more than 4% in March – The laggards

Apr 05, 2024, 05:31:01 PM IST There were around 621 equity and equity-oriented schemes in March. Out of this around 295 equity schemes offered negative returns. Here are the 10 equity schemes that lost more than 4% in March, according to ACE MF. ETMarkets.com 2/8 ​Aditya Birla SL Digital India Fund This fund topped the … Read more

Top 20 equity mutual funds which offered over 10% in 2024 so far

Top 20 equity mutual funds which offered over 10% in 2024 so far

Most equity mutual fund investors look for best performing mutual fund schemes in a longer horizon, say five and 10 years. ETMutualFunds did some data crunching and found out that around 64 equity mutual funds have offered more than 10% in 2024 so far. We considered the top 20 equity mutual funds. Top two performers … Read more