Tata Nifty Midcap 150 Momentum 50 Index Fund will invest in securities covered by NIFTY Midcap 150 Momentum 50 Index with 95%-100% allocation, debt and money market instruments upto 5% allocation and will be benchmarked against NIFTY Midcap 150 Momentum 50 Index (TRI).

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Four Quant Mutual Fund schemes - Quant Tax Plan, Quant Active Fund, Quant Small Cap Fund, and Quant Mid Cap Fund - are occupying the top slots among all equity MFs in the five-year horizon.

Major banks like Credit Suisse, Swiss Bank and Deutsche Bank shares fell drastically amid rumors that European banks are under critical stress. Credit Suisse’s share price fell by 10% in a single day, Deutsche Bank shares fell by 5%.

"When I am looking at it as an investor, I would see whatever I am following that strategy consistently and just sticking to one strategy or not. So whatever decision one makes, whether it is an active fund, whether it is passive, inactive – it may be in various styles which are there, whatever is the strategy one chooses, following it consistently would be more important than trying to look at what is working now versus others."

IDFC Mutual Fund has launched the IDFC Transportation and Logistics Fund, an open-ended equity scheme that will invest in the transportation and logistics sector, intending to benefit from the multi-year growth opportunity in the mobility services sector.

“When the Nifty was close to 15,200 in May, even then we talked about how we will see a new high in the current financial year and as early as the current calendar year. I still maintain that because the current narrative which is getting built is turning out to be extraordinarily cautious.”

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An analysis of trailing returns in the five years showed that only 2 out of 15 schemes underperformed their benchmarks. In the seven-year horizon, only 2 schemes out of 14 schemes fared poorly.

ICICI Prudential Nifty SDL Dec 2028 Index Fund invests in the constituents of Nifty SDL Dec 2028 index while ICICI Prudential Nifty G-Sec Dec 2030 Index Fund invests in the constituents of Nifty G-Sec Dec 2030 Index.

The fund regained its consistency in outperformance soon after the current fund manager took over its reins. However, it has experienced a dip over the past year as the market preferences shifted away from growth.

A missed SIP instalment happens when there isn’t sufficient balance in the account.

High cash positions in an equity fund can pay off for investors, but only up to a point.

The infrastructure sector has done very well in the past 6-12 months. The category average returns of infrastructure sector funds in the past six months and one year is the highest among the equity diversified funds (large, mid, multi and small cap).

"Overall, the monetary policy is not as hawkish as the market expected. Global adverse development has been acknowledged but RBI monetary policy stance is predominantly domestic driven. Rates market should take this positively and should trade in a range”.

The RBI has raised the repo rate by 50 basis points to 5.9%. Hardening interest rates are likely to dampen the sentiment in both the stock and debt market. The RBI has raised the repo rate by 50 basis points to 5.9%.

According to reports, there were two attempts to sell IDBI Mutual Fund that could not be successful, and it resulted in the merger with a company owned by the same parent.

The second edition of the IRIS shows that 59% urban Indians believe their savings won’t last even 10 years in retirement. The survey had 3,220 respondents across 28 cities, including six metros.

Smart Beta investing involves stock selection and weighting based on factors, rather than size, as defined in the underlying index methodology by NSE Indices Limited (NIFTY 50).

"With muted performance in the last couple of years, we believe the theme is coming out of the woods and there are more legs to recovery,” says Chintan Haria, Head - Product Development and Strategy, ICICI Prudential AMC.

India opening up not only benefits India to diversification but also helps global investors with diversification in their portfolio.

“I would say more than any material financial goals like buying a house, buying a car, funding a child’s education, my biggest financial goal was to gain some amount of independence, some amount of mental security. My investment portfolio has done just that. My worst investment in a way came in the first couple of years where I invested into bonds because I wanted to save tax but from a slightly longer term perspective, that did not provide the returns which the other asset class like equity has provided.”

"Equity funds continue to witness healthy flows. SIPs remain popular and continue to grow, both in terms of a number of accounts as well as gross amounts. Recent mutual fund NFOs, including our Flexi cap fund, have seen healthy inflows. The Debt funds’ AuM - ex overnight and liquid funds, has actually shrunk. Investors with a medium-term horizon should consider short to medium-term funds and credit risk funds."

The Indian rupee slipped to its fresh all-time lows of 81.94 ahead of the Reserve Bank of India's policy announcement on Friday, when the central bank is expected to raise rates.

Navi Mutual Fund has reduced the minimum application amount across its schemes to Rs 10.

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The mid cap category has also underperformed its benchmark in both the five and seven-year horizons.

A multi-index fund of funds invests in passively managed instruments such as ETFs and Index Funds of equity and equity-related instruments (domestic index funds & ETFs as well as overseas ETFs ), fixed income securities, Gold / Silver.

“Returns from April 2020 are clearly unsustainable and should not be used as a referral point for future. Given the liquidity equity and especially equity mutual funds offer should also be an integral part while allocating for the future,” says Anoop Bhaskar.

Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 & Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund will invest in a mix of Indian Government Bonds (IGBs) and State Development Loans (SDLs).

One reason why rich investors prefer debt mutual funds is the benefit of indexation available, a facility not available with both bonds and fixed deposits.

“Even if the investor skews his portfolio to a flexicap category, be rest assured that he or she will have at least 60-65% in the largecap more or less. But if he or she is skewing it to a smallcap category, I would be a little worried from a risk and volatility standpoint. Second, in the flexicap category, the average alpha generated is 5.31% whereas in the largecap category, it is 2.38%.”

“Across the sectors, we are sensing that whether it be SME, whether it be medium size, whether it be large corporates, all companies across the value chain are saying that the demand momentum is extremely strong. So manufacturing remains a medium to long-term theme and after a long time, apart from the consumption engine, the manufacturing engine is firing in my view.”

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Investors eyeing to make the most of this amazing India growth story, investing in mutual funds through actively or passively managed schemes seem to be an ideal strategy.

Fund houses have filed drafts for as many as 12 new passive debt funds with the Securities and Exchange Board of India. ABSL Mutual Fund and HDFC Mutual Fund are leading with the maximum number of drafts.

“One should remain invested and six months from now, if one is unhappy, then one must extend the time horizon as it is going to be a good journey. There could be one-off events which will keep hurting or impacting the markets but one has to stay invested in equities. This is a good time over the next four, five years.”

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The ELSS category manages a whopping Rs 1.5 lakh crore, as on August 31. These schemes have come a long way from offering a maximum tax deduction of Rs 10,000 in a financial year in 2006 to Rs 1.5 lakh today.

While it boasts a strong track record over market cycles, this performance is often accompanied by higher volatility than many of its peers.

According to an ET poll conducted among 20 banks, fund managers and financial institutions, the RBI Monetary Policy Committee (MPC) will likely assess the risk of spillover inflation and a sliding rupee, which could hurt growth of the world's fifth-largest economy.

Not only large cap funds, but most other equity mutual fund categories faltered in beating their respective benchmarks in the five and seven year horizons. Here's our analysis.

Nifty 50 equal weight index concentrates on sectors like financial services, automobile and automotive components, FMCG, healthcare and IT

The exit load is 0.25% of the applicable NAV, if redeemed on or before 30 days from the date of allotment. The minimum subscription amount is Rs. 5,000 per application and in multiples of Re 1 thereafter.

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TMFs are passively managed open-ended debt mutual funds that track a benchmark bond index with a pre-defined maturity date. To understand better, you can compare these funds to traditional investment avenues such as fixed deposits (FDs).

Liquidity in the banking system has slipped into deficit for the first time in three years. Shrinking liquidity and a pick-up in credit demand are expected to result in short-term interest rates firming up.

The scheme will generate returns by investing in units of Gold and Silver ETFs; the daily weights shall be market driven with the starting (NFO) allocation of 70:30.

Among equity mutual funds category, the large cap category was the worst hit. Around 91% of the schemes underperformed in the seven-year horizon.

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