May 31, 2024, 07:49:06 PM IST 1/8 What is down capture ratio? This ratio is used to measure fund managers’ overall performance in down markets. A down capture ratio of less than 100 indicates that a fund has lost less than its benchmark in the time period when the latter has been in the red … Read more
May 28, 2024, 08:21:34 PM IST Around 11 hybrid mutual funds offered over 15% return in the last five years, according to data by ACE MF. There are around 94 hybrid mutual funds that completed five years. iStock From the pack, 11 hybrid funds were from aggressive hybrid and balanced advantage fund categories. Out of … Read more
Can a monthly SIP of Rs 20,000 turn your investment into Rs 1 crore? Yes. ETMutualFunds did some data crunching and found that a small cap fund actually managed to do just that. Quant Small Cap Fund Quant Small Cap Fund turned the monthly investment of Rs 20,000 to Rs 1 crore in a 10-year … Read more
May 16, 2024, 07:08:12 PM IST Mutual funds buy and sell securities to actively manage their portfolios. Here is the list of top 10 largecap stocks sold by mutual funds in April, according to a report by ICICI Direct Research. ETMarkets.com 2/11 Jio Financial Services The fund houses had 2,661 lakh shares of Jio Financial … Read more
In the realm of investment planning, longevity is a virtue. The journey to financial security once you are near retirement often requires a careful balance of strategy, foresight, and adaptability. In a quest for clarity amidst the retirement planning maze, Gururaj, a 50-year-old investor brimming with aspirations, seeks to grow the portfolio so that he … Read more
Santrupt Misra, a Biju Janata Dal (BJD) candidate and former HR head of Aditya Birla Group filed his nomination papers from the Cuttack Lok Sabha Seat for the 2024 Lok Sabha elections. His affidavit shows that Mistra has investments in 59 mutual fund schemes. The former HR head of Aditya Birla Group has investments in … Read more
Apr 24, 2024, 03:33:51 PM IST Around 9 equity mutual fund categories have offered over 20% returns in the last five years, according to data by ACE MF. These categories offered returns between 20.39% and 26.11% in the period. Here is the full list: Getty Images 2/11 Smallcap funds top returns chart Smallcap funds offered … Read more
Apr 21, 2024, 12:11:01 PM IST 1/6 Shifting Sentiments Around 32 stocks witnessed buying by mutual funds over the past four months (November 2023 to February 2024) but turned to selling in March. Here are the top 5 stocks from the list, according to a report from Elara Capital. ETMarkets.com The stock witnessed continuous MF … Read more
Apr 16, 2024, 06:25:52 PM IST At the end of March, the total cash holding of all equity-based mutual funds stood at Rs 1.33 lakh crore, at 4.71%. Here is the list of seven mutual funds who were sitting on over Rs 5,000 crore cash pile, according to data by ACE MF. iStock The largest … Read more
Apr 16, 2024, 11:27:12 AM IST ETMutualFunds analysed the AUM trend of equity mutual funds and found that 8 schemes have received more than Rs 1,000 crore inflows in March. Here are the schemes with the highest inflows, according to data from ACE MF. Agencies 2/8 Categories in focus These 8 equity mutual fund schemes … Read more