“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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Eight out of the total 37 tax saving mutual fund schemes or Equity Linked Saving Schemes (ELSS) have completed 25 years in the market. Six of these schemes managed to offer around 15-23% annual returns over the 25-year period.

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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Fund managers believe that RBI can raise rates by 40-50 bps in the upcoming policy. The Fed rate hike has impacted the global equity markets as well as the bond markets.

Federal Reserve Chair Jerome Powell warned that the process of conquering the highest inflation in 40 years will involve some pain.

With this, total inflow has reached to Rs 61,258 crore in the first five months of the current fiscal. This came following an inflow of over Rs 1.24 lakh crore in the 2021-22 financial year.

The Nifty Auto Index is designed to reflect the behavior and performance of the automobile segment of the financial market.

Debt fund managers said that it is the right time to invest in credit risk funds because the valuations and outlook are very positive.

SBI Nifty Midcap 150 Index Fund and SBI Nifty Smallcap 250 Index Fund are open-ended schemes that would replicate the performance of the underlying indices - Nifty Midcap 150 Index and Nifty Smallcap 250 Index, respectively.

“I have been following a not so disciplined asset allocation because of restrictions of my job, but I have diversified myself in equity, real estate, gold and fixed income. I am largely an equity investor but I have exposure in all the asset classes. I am not able to move from one asset class to another as freely as I would have loved because of the restrictions of my job.”

There is always a debate on how much diversification is okay in a mutual fund scheme. Nippon India Small Cap Fund holds 147 stocks and Samir Rachh says it is justifiable.

Investors eyeing visible returns, low expenses and a portfolio of high-quality bonds or government securities are buying target maturity funds.

Navneet Munot and Vetri Subramniam were speaking at the Morningstar Investment Conference, 2022, in Mumbai about sustainable investing.

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Equity strategist Kranthi Bathini of Wealth Mills Securities opines that the impact of Fed meet’s outcome would be relatively less on India. “We are in a better position fundamentally. We never had zero interest rates and no ultra-loose monetary policies to trouble us. Fed rate hikes impact us as well but to a lesser extent,” he said.

Value funds have been doing really well recently. Three value schemes have completed 25 years in the market.

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The Portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals.

Given uncertanities, experts suggest avoiding incremental investments in long duration funds or bonds.

The fund has put in a strong showing since 2020 with the fund ranking in the top quartile in its category. The presence of a veteran fund manager at its helm gives comfort for the long term.

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The CPSE ETF has offered 35% returns in the last one year, 16% in 6-months and 11.54% returns in three months. Mutual fund analysts say that this performance may continue for some more time.

Domestic investors lost about Rs 3 lakh crore from their kitty as the total market capitalisation of BSE-listed firms plunged to Rs 285.9 lakh crore from Rs 283 lakh crore during the session

Persistently high inflation increases the pressure on the central bank to hike rates more aggressively, leading to a rise in bond yields and losses for bond holders.

​​​India has slashed the base import prices of gold, palm oil, and crude soya oil, the government said in a statement late on Thursday. Meanwhile, holdings of SPDR Gold Trust , the world's largest gold-backed exchange-traded fund, rose 0.15% to 962.01 tonnes on Thursday from 960.56 tonnes on Wednesday. Spot silver dipped 0.7% to $19.01 per ounce.

The scheme will invest 80 percent of the corpus in equity related securities as per the different business cycles. The portfolio will be focused on a few selected sectors which are likely to do well in a particular business cycle.

In the calendar year 2022, sector funds have seen inflows worth Rs 12,584 crore. This includes net outflows of around Rs 1,266 crore in August.

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According to the fund house, the Nifty 50 Equal Weight Index invests in the top 50 stocks in India based on market capitalization.

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As per Sebi norms, multicap funds are those which have to invest ​25% of their portfolio in each capitalisation category. This means at least 25% each in large-cap companies, midcaps, and smallcap companies.

Out of hundreds of schemes in the Indian mutual fund industry, only 50 have completed 25 years. And out of these 50, there are only five large cap funds. In this article we will examine how these large cap funds have performed over the last 25 years.

The Nifty100 Low Volatility 30 Index follows a disciplined process of assigning a higher weight to less volatile stocks and a lower weight to high volatility stocks.

Smart Beta investing involves stock selection and weighting that is done based on pre-defined factors.

Among them is Sona BLW Precision, a components manufacturer, where domestic fund managers bought an additional 3.62 crore shares to take the MF holding to 11.96 crore shares in August from 8.33 crore shares in July, valuing Rs 1,892 crore. This stock is down 27 per cent year-to-date.