Thematic mutual funds: Should investors avoid investing in sectoral, thematic funds amid market dip?

Thematic mutual funds: Should investors avoid investing in sectoral, thematic funds amid market dip?

In 2024, Sectoral and thematic funds performed well by amassing Rs. 1,09,711 crores, with thematic funds experiencing an impressive growth of 488%. However, all sector and thematic mutual funds have delivered negative returns this year. Thematic funds, which concentrate on particular industry trends, have been particularly affected by market fluctuations, leading to decreased returns. Despite … Read more

Mutual funds: SBI Infrastructure Fund, SBI Long Term Equity, SBI Contra Fund under focus; check returns

Mutual funds: SBI Infrastructure Fund, SBI Long Term Equity, SBI Contra Fund under focus; check returns

Mutual funds remain a top choice for wealth building in today’s diverse investment landscape. They provide benefits such as diversification, liquidity, and the potential for attractive returns. SBI Mutual Fund, a pioneer in the mutual fund industry, offers a variety of mutual fund schemes that have proven to be beneficial for investors looking to build … Read more

Mutual funds: How multi-sector funds can help investors navigate market dips; here’s some advice

Mutual funds: How multi-sector funds can help investors navigate market dips; here’s some advice

In the last one month, domestic stock markets have experienced a significant decline due to weak Q2 results and substantial selling by foreign investors. The Sensex and Nifty have dropped almost 10% from their highs, leaving investors uncertain about the best course of action during this market downturn. Despite the challenges, the mutual fund industry … Read more

Passive funds: Survey finds 80% investors hiked passive investment in one year

Passive funds: Survey finds 80% investors hiked passive investment in one year

Passive fund adoption is on the rise, a survey conducted by Motilal Oswal AMC revealed, adding that 80% of investors have increased their allocation towards index funds and ETFs in the past year. Passive funds have seen a significant growth in assets under management (AUM), surpassing Rs 11 lakh crore by September 2024. This marks … Read more

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

Mutual funds: Thematic, sectoral funds have been in focus of investors. Should you invest?

Mutual funds: Thematic, sectoral funds have been in focus of investors. Should you invest?

Mutual fund investment: In the year 2024, sectoral and thematic funds have emerged as the focal point in the investment landscape, capturing 42% of the total active mutual fund inflows. This surge in interest is primarily driven by domestic investors, notably retail investors, who are displaying a significant penchant for sectoral and thematic funds. As of … Read more

Thematic funds, multicap, flexicap can be top focus for August: Baroda BNP Paribas Mutual Fund

Thematic funds, multicap, flexicap can be top focus for August: Baroda BNP Paribas Mutual Fund

Equity mutual funds, which are investment vehicles that combine funds from numerous investors for investing in stocks, demonstrated strong performance in July. During this time frame, these funds generated returns of around 11%, showcasing their potential for attractive financial gains. As of July, the market offered a varied selection of 615 equity and equity-oriented mutual … Read more

Investment in equity MFs surge 5-fold to Rs 94,151 crore in June quarter, total AUM jumps 59%: AMFI data 

Investment in equity MFs surge 5-fold to Rs 94,151 crore in June quarter, total AUM jumps 59%: AMFI data 

Investment in equity mutual funds surged over five-fold to Rs 94,151 crore in the June 2024 quarter against Rs 18,358 crore a year ago. This has also pushed the industry’s assets under management (AUM) by 59 percent to Rs 27.68 lakh crore in June from Rs 17.43 lakh crore a year ago, data from the … Read more