Commodities
The share of assets of these categories increased from 45% in March 2019 to 58% in March 2024. The folio share declined from 84% in March 2019 to 80%
In March, large & midcap mutual funds attracted Rs 3,215.58 crore in net inflows, ranking second among equity MF categories. Throughout Q1, investors
Mutual fund investors are seizing opportunities with Aatmanirbhar approach for a 55% annual return in the manufacturing sector. Schemes like ICICI Pru
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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.
Balanced advantage funds invest in a mix of stocks, debt, and arbitrage opportunities. These funds decide their equity exposure depending on key marke
Of the unique stocks held by mutual funds in March, we filtered out those with a market value of over Rs 100 crore.
The cash holding by the mutual funds as a percentage of total AUM decreased last month after increasing for two consecutive months.
Arbitrage funds look for arbitrage opportunities available between the cash and derivatives markets. In other words, the fund managers in these scheme
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Large cap schemes have struggled a lot to beat their respective benchmarks since Sebi introduced total return index (TRI) in February 2018. Large cap
As per Sebi norms, these schemes must invest 65-80% in stocks, and 20-35% in debt. This mixed portfolio helps to deal with the market volatility bette
Nippon India Small Cap Fund: This small-cap fund’s asset base continues to grow, which has led to its portfolio size ballooning to nearly 200 stocks
The two categories gave similar returns in one year (April 2023 to April 2024) period as well.
Five index funds were also launched in March. These funds were from Axis Mutual Fund, HDFC Mutual Fund, ICICI Prudential Mutual Fund, Kotak Mutual Fun
Smallcaps saw outflows (Rs 1 billion) for the first time since September 2021 (31 months), suggesting a possibility of lumpsum withdrawals by investor
Trailing returns have a recency bias and point-to-point returns are specific to the period taken for analysis.
Launched in October 1996, the scheme manages assets worth Rs 17,349 crore as of March 31. The fund has invested 30.52% in largecap, and 65.20% in smal
The market regulator has asked the MF houses to publish the stress test results on their respective websites by the 15th of every month. The main purp
Around 81% of smallcap mutual funds have underperformed their benchmarks in 2024. Only five out of 27 schemes managed to outperform. The smallcap spac
