Two equity schemes multiplied investors’ wealth by more than 10 times in 10 yearsWe considered equity categories such as large cap, mid cap, small cap, multi cap, and ELSS funds. We chose these categories because they we...
26 Jul, 2023, 11.35 AM IST
Six 30-year-old equity schemes offer 8-15% since inceptionOne aggressive hybrid fund, two large & mid cap funds, and an ELSS fund completed 30 years of existence. One aggressive hybrid fund and the...
12 May, 2023, 11.19 AM IST
Zomato, Nykaa, Paytm, Policybazaar may get large-cap status on AMFI upgradeIndustrial, real estate, technology and chemical stocks are likely to get upgraded to the large-cap category from the mid-cap category in t...
17 Dec, 2021, 07.19 AM IST
These midcaps are about to turn largecapsAMFI categorises stocks into large caps, mid caps and small caps based on the average market capitalisation every six months. Mutual fund s...
07 Dec, 2020, 07.23 AM IST
Sebi to come out with circular to prevent Karvy-like incidentsTyagi said Sebi did not want to disrupt the disbursement of the funds
17 Feb, 2020, 05.45 PM IST
Should I stop my SIP in Franklin India Smaller Companies Fund?If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts.
15 Jan, 2020, 10.40 AM IST
Active mutual funds fail to reflect index gainsAnalysts said the underperformance of the schemes despite Nifty’s record levels is because the rally in the key indices has been driven by ...
17 Apr, 2019, 09.28 AM IST
Should you shift from large-cap mutual funds to index funds?Post re-categorisation and benchmarking against TRI, a low disparity between active and passively managed index funds in terms of returns i...
06 Dec, 2018, 11.19 AM IST
Mutual fund advisors fear loss of businessMutual fund advisors fear loss of business due to a host of factors.
16 Oct, 2018, 12.50 PM IST
What are contra mutual fund schemes?The portfolios of contra funds have defensive and beaten down stocks that have given negative returns during bear markets.
27 Aug, 2018, 06.30 AM IST
Mutual fund recategorisation: How to pick balanced schemes nowAggressive Hybrid is an open-ended hybrid scheme where equity allocation has to be between 65 percent and 80 percent of total assets.
19 Jul, 2018, 04.42 PM IST
'Look out for NFOs of international feeder funds'Many investors are still unclear about the impact the recent re-categorisation exercise had on their mutual fund portfolio.
05 Jul, 2018, 11.58 AM IST
Reliance Focused Equity Fund: Has change in scheme's mandate made it riskier?This fund is a result of the merger of Reliance Mid & Small Cap with Reliance Focused Large Cap. It will retain the latter’s focused approa...
18 Jun, 2018, 06.30 AM IST
Mutual funds re-categorisation: Don’t redeem in panicIn October last year, Sebi had asked all fund houses to align their schemes under a broad framework that the regulator put in place.
14 May, 2018, 09.41 AM IST
HDFC Top 200 Fund is becoming HDFC Top 100. Should you hold or sell it?HDFC Mutual Fund said it is changing the fundamental attributes of HDFC Top 200 Fund. The changes are in line with Sebi’s new categorisatio...
16 Apr, 2018, 12.41 PM IST
Your balanced mutual fund scheme may become ‘aggressive’ soon. Should you worry?Some mutual fund investors might soon notice that their favourite balanced scheme has become an aggressive hybrid scheme
04 Apr, 2018, 04.27 PM IST
Problem for investors: Evaluating a mutual fund on past performance will become difficult nowFund houses are busy positioning products into various buckets, which will strictly govern what type of securities they can hold in fund po...
02 Apr, 2018, 06.30 AM IST