Market share across segments is expected to improve with an improving fund performance (~85 per cent of funds are beating benchmarks).
Large Cap Funds was the best performing category where 71.88% of the schemes outperformed the benchmark.
For tax efficient fixed income alternative solutions, 20% - 25% of the portfolio may be allocated in Conservative Equity Savings funds (minimum 3 years holding period)
Biggest slowdown remain in Thematic/Sectoral category where there was a meagre inflow of Rs 170 crore in Mar'25 collapsing from Rs 22,400 crores inflow in Jun'24.
Here are ten equity schemes across five categories - Small Cap, Mid Cap, Large Cap, Large and Mid Cap and Flexi-Cap category that have shown their mettle in the recent past and as well in the long-ter
In the Large Cap category, Motilal Oswal Large Cap Fund-Reg(G) led the pack with a stellar 20.06% return over the last year
In the previous session (March 7), Sensex settled at 74,332.58, down 7.51 points or 0.01 per cent. Nifty50, on the other hand, settled 7.80 points or 0.03 per cent higher at 22,552.50
Investors preferred Active Flexi Cap & Mid Cap funds, each taking away around Rs 15,000 Cr net inflows.
Kotak BSE Sensex Index Fund NFO; here is all you need to know about this open-ended scheme that follows a passive investment strategy replicating or tracking the BSE Sensex Index
best mutual funds 2024, top performing mutual funds, Motilal Oswal Midcap Fund, Motilal Oswal Large & Midcap Fund, Motilal Oswal Flexi Cap Fund, WOC Large Cap Fund, Motilal Oswal ELSS Tax Saver Fund
Opt for diversified funds like flexi-cap funds and multi-cap funds . Even large and mid-cap or value-oriented funds. Such diversified funds reduce the impact of any one fund or sector underperforming.
The sectoral and thematic fund category, which witnessed the closing of 12 new fund offerings (NFOs) in December, contributed Rs 15,332 crore to the equity inflow tally
Inflows into equity mutual funds rose to Rs 41,156 crore ($4.8 billion) last month compared to Rs 35,943 crore in November 2024
ICICI Prudential Energy Opportunities and SBI Innovative Opportunities have also ridden the wave of investor enthusiasm.
Investors are advised to maintain a long-term perspective, focusing on quality stocks with solid growth potential.
For the second consecutive year, Parag Parikh Flexi Cap Fund has stood at the top spot.
In the last five years, from November 2019 to November 2024, the Assets Under Management (AUM) of small-cap mutual funds have surged sixfold, growing at an average annual rate of 48%.
The fund opened for subscription on November 25, 2024, and closes on December 9, 2024.
Mid Cap Funds recorded a stellar 1-year return of 45.50%, while Multi Cap Funds posted an impressive 40.21% return over the same period.
The fund will focus on capitalising on India's growing healthcare sector