The total retail folios in index funds increased by close to 12 times from 4.95 lakh in March 2020 to 59.37 lakh in December 2023, showing a remarkable surge in the adoption of index funds among retail investors over the past few years, according to a study by Zerodha Fund House.The assets under management (AUM) … Read more
When an investor chooses a mutual fund, they often have a target return and an estimated corpus in mind. The Rule 15*15*30 offers a straightforward strategy for investors aiming to become crorepatis. By investing Rs 15,000 monthly for 30 years at an expected 15% annual return, investors can potentially achieve significant financial growth through the … Read more
Jun 23, 2024, 02:20:38 PM IST Around four mutual fund houses had cash allocations of more than Rs 10,000 crore in their portfolio as of May 2024. Here is the break-up, according to data from ACE MF. iStock The largest fund house had a cash allocation of Rs 27,070 crore in their portfolio as of … Read more
Jun 23, 2024, 12:42:53 PM IST 1/6 Outstanding performance Around five equity mutual funds offered more than 100% return in the last one year. These five funds were from PSU theme based mutual fund category, according to the data by ACE MF. Getty Images CPSE ETF, the largest fund in the category based on assets … Read more
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
Jun 16, 2024, 12:11:05 PM IST Nippon India Mutual Fund manages assets under management totaling Rs. 4.93 lakh crore as of May 2024 and oversees 189 mutual fund schemes. Here are the top 10 stock holdings of the fund house, according to a report by Motilal Oswal Financial Services. ETMarkets.com Nippon India MF had the … 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
Jun 09, 2024, 02:01:23 PM IST Around 23 smallcap funds outperformed their respective benchmarks in May. There were 27 smallcap funds in the said period. Here are the top five outperformers, according to the data pulled by ACE MF. ANI 2/7 Aditya Birla Sun Life Small Cap Fund This smallcap fund offered 0.35% in May … Read more
Jun 08, 2024, 01:32:34 PM IST Around 64% value mutual funds have outperformed their respective benchmarks in Modi 2.0. In terms of numbers, of the 14 schemes available in the period, 9 outperformed their benchmarks, according to data by ACE MF. Here is the breakup. Getty Images 2/7 Best small-cap JM Value Fundfunds to buy … Read more
Jun 07, 2024, 09:22:45 PM IST Three equity mutual fund categories gave more than 25% returns in the last five years. The returns ranged between 25.22% and 26.94%, according to data pulled from ACE MF. Getty Images 2/5 Smallcap funds top return chart Smallcap funds have offered the highest average return of around 26.94% in … Read more