Investment / The Economic Times
Domestic equities slumped in August after U.S. tariff hikes and Russia-Ukraine tensions, with average equity fund losses of 4.84% over one year. ICRA Analytics noted small-cap funds outperformed over longer horizons, while debt and credit risk funds delivered steady gains across categories.
ETMutualFunds ranks top mid-cap funds based on returns, consistency, risk, and asset size; top performers include PGIM, Invesco, Kotak, Axis, and Tata, suitable for high-risk investors with a 710 year horizon.
Top five large-cap mutual funds delivered annualised returns up to 31% over five years, led by BHARAT 22 ETF and ICICI Prudential BHARAT 22 FOF; laggards included Nippon India and Axis funds.
Gold and silver ETFs have surged in 2025, offering up to 4447% returns amid record-high prices. Gold rallies on weaker US dollar and rate-cut expectations, while silver benefits from industrial demand. Experts suggest 1520% allocation in precious metals for portfolio diversification and hedge against geopolitical and market uncertainties.
Quant Large & Mid Cap Fund, known for its algorithm-driven strategy, has shown strong returns in most of the last decade, outperforming its category in several years. Despite recent underperformance against its benchmark, analysts highlight its potential in various market conditions.
Quant Small Cap Fund, managed by Quant Mutual Fund, strategically adjusted its portfolio in August. The fund increased its stakes in Gland Pharma, Ethos, and Aster DM Healthcare, signaling confidence in these companies. Conversely, it fully exited Siemens Energy India and PG Electroplast.
Mukesh Ambani's Reliance Industries is embarking on ambitious ventures in AI and FMCG, aiming for significant growth. Reliance Intelligence, a joint venture with Meta and Google, seeks to dominate India's AI landscape. Simultaneously, Reliance Consumer Products targets a staggering 1 lakh crore revenue within five years, challenging established FMCG players through strategic acquisitions and brand building.
Tax saving mutual funds or ELSSs invest in stocks. Therefore, they have a very high risk. You should be aware of this aspect, especially if you are a first-time investor in equity mutual funds.
Indian benchmark indices Sensex and Nifty initiated trading on a positive note, fueled by Infosys' potential share buyback. Gains in banking and consumer discretionary stocks further bolstered the market. Optimism surrounding anticipated GST cuts and growing expectations of a U.S. rate cut this month also contributed to the upward momentum.
A significant rise in futures OI indicates growth in the number of active, unexpired contracts for a security.
SML Isuzu may be in focus on September 9 after reporting a 15% drop in August sales to 815 units and exports halving to 27, even as production rose 7% to 1,045 units. The update comes as the commercial vehicle maker prepares to rebrand as SML Mahindra, pending shareholder and regulatory approvals.
Housing & Urban Development Corporation (Hudco) signed a non-binding MoU with Nagpur Metropolitan Region Development Authority (NMRDA) to provide up to Rs 11,300 crore for metro, housing, and infrastructure projects over five years. The pact, attended by Maharashtra CM Devendra Fadnavis, also covers consultancy and capacity-building support. Analysts expect the deal to strengthen Hudcos long-term lending portfolio.
A White Marubozu is a bullish candlestick pattern in technical analysis. It forms when the opening price is the lowest for a given period and the closing price is the highest.
Media reports suggest that Voltamp Transformers promoter Kunjal Patel will sell up to 7% equity via a $67 million block deal at a floor price of Rs 7,600 per share, potentially altering promoter holdings and attracting institutional interest.
Godrej Consumer share price: Godrej Consumer Products has announced a Rs 250 crore investment in a new Indonesia facility. The expansion, set to boost the company's Home and Personal Care capacity by 15% over 1836 months, underlines GCPLs confidence in its Southeast Asia growth story.
Infosys Shares Buyback News: Infosys share price experienced a surge following the announcement of a potential equity buyback proposal to be considered at an upcoming board meeting. This decision comes amidst a backdrop of underperformance in the stock market and broader challenges within the Indian IT sector. Despite these headwinds, Infosys reported positive YoY growth in net profit and revenue for the first quarter.
RailTel share price: RailTel shares saw a surge after securing multiple work orders. The Bihar Education Project Council awarded these contracts. The total value is Rs 713.52 crore. The projects involve digital learning solutions in Bihar schools. Smart classrooms and ICT labs will be installed. Teaching materials will also be supplied. The projects are expected to complete by 2025 and 2026.
US equity indices surged, with the Nasdaq reaching a new record, fueled by anticipation of Federal Reserve interest rate cuts following benign inflation data. Sam Stovall of CFRA Research noted growing investor confidence in lower rates.
A 5-year swing high represents the highest price a stock has reached within a five-year timeframe. This level acts as a significant resistance point where the price has historically struggled to go beyond. This occurrence may be seen as bullish, indicating the potential for further upward movement in the stock.
We have collated a list of recommendations from top brokerage firms from ETNow and other sources:
The 200-day daily moving average (DMA) is used as a key indicator by traders for determining the overall trend in a particular stock. As long as the stock is priced above the 200-day SMA on the daily time frame, it is generally considered to be an overall uptrend.
PGIM India Asset Management has partnered with ONDC and Cybrilla Technologies to expand mutual fund access across India. The integration aims to empower distributors, lower costs, and introduce innovative formats like daily SIPs, reinforcing PGIMs mission of financial inclusion and democratizing investments, especially for smaller towns and rural investors.
Capitalmind Mutual Funds first scheme, Capitalmind Flexi Cap Fund, crossed Rs 100 crore AUM within 35 days of launch, reflecting strong investor participation, disciplined strategy, and community-driven confidence in its evidence-based wealth creation approach.
Plan early retirement, secure your familys future, fund your childs education, and build an emergency fund with expert investment guidance.
Investors should prioritize capital preservation over a 12-year horizon, with balanced allocation across equities, debt, and commodities. Anand Shah advises caution on aggressive equity exposure, highlights the role of AIFs as vehicles, and emphasizes golds importance as a strategic hedge, especially amid US dollar weakness and valuation concerns.
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The Wealth Company Mutual Fund, part of Pantomath Group, has launched its maiden Flexi Cap Fund, opening September 24. The fund aims for long-term wealth creation through dynamic allocation across market caps, PE-style diligence, and institutional-quality research. It will be benchmarked against Nifty 500 TRI.
ETMutualFunds analysis found 17 mid cap funds avoided negative returns from 20202024. In 2025, 10 slipped into losses while 7 stayed positive. Invesco India Midcap leads with 4.54% gains, while Motilal Oswal Midcap dropped 7.52%. Investors should assess goals before decisions.
Mutual funds often hold cash, impacting performance. Experts say high cash levels can hinder returns in rising markets but offer opportunities during downturns. Data from July 2025 shows increased cash allocation after market dips. Active and passive funds differ in cash management. Investors should be wary of funds consistently holding high cash, as it may limit growth potential.
According to mutual fund advisors, these schemes will evolve over a long period. There will be schemes that will be inclined towards large cap stocks and some schemes will be leaning toward mid cap stocks. This will make it easier for investors to choose the schemes based on their risk tolerance.
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I was born in Binnaguri, near Darjeeling in West Bengal, where my father worked as a tea estate manager. I spent my childhood in Darjeeling and completed my primary education at a convent boarding school there.
Bandhan Mutual Fund has launched the Bandhan BSE India Sector Leaders Index Fund, which is now open for subscription.
India is preparing for a significant increase in its elderly population. Association of Mutual Funds in India (AMFI) introduces Mutual Fund-Voluntary Retirement Account (MF-VRA). This scheme is inspired by the U.S. 401(k) plan. It offers voluntary participation and employer-sponsored options. Mutual funds will manage it with tax incentives and flexibility.
ETMutualFunds shortlisted top large-cap funds using five-year rolling returns, consistency, downside risk, outperformance, and size. Axis, Canara Robeco, Mirae Asset, Baroda BNP Paribas, and Edelweiss Large Cap Funds made the list.
Four mutual fund NFOs are currently open, including two domestic FoFs, a thematic fund, and an index fund. Investors should select funds based on risk appetite, horizon, and goals.
Six equity mutual fundsfive small caps and one mid capdelivered over 30% CAGR on five-year lumpsum investments, with Quant Small Cap Fund leading at 34.98%. Most other funds posted double-digit returns, highlighting strong long-term growth, while performance varies based on fund type, AMC, and market conditions.
GST 2.0 is set to revamp India's indirect tax system. Experts suggest domestic-facing sectors will benefit. Sectors like autos, staples, and retail may see better demand. Premium apparel and luxury cars could face pressure. The revised rates will be effective from September 22, 2025. Investors should consider their risk appetite before tweaking their mutual fund portfolio.
According to the Sebi mandate, small cap schemes must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least 65% in small cap stocks. Small companies go through many ups and downs - more than the established companies in the large and mid cap segments.
UTI Mutual Fund has named its CIO, Vetri Subramaniam, as the new MD and CEO, effective February 1, 2026, succeeding Imtaiyazur Rahman. Subramaniam's promotion occurs during a period of rapid growth and increasing competition in the mutual fund industry. He will face challenges in managing talent and maintaining margins amidst new players.
AMFI has appointed Sundeep Sikka as its new Chairman and Vishal Kapoor as Vice Chairman, effective immediately. The leadership change follows the tenure of outgoing Chairman Navneet Munot and Vice Chairman Anthony Heredia, as the industry body continues its work on investor protection and mutual fund growth.
Bandhan Mutual Fund has received SEBI approval to launch Specialised Investment Funds (SIF) under the Arudha SIF platform. The initiative enables innovative equity, debt, and hybrid strategies for sophisticated investors, expanding options beyond mutual funds. Bandhan AMC aims to meet evolving investor needs with differentiated risk-return offerings and broaden wealth creation avenues.
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